Seminar - Transition-Driven Windows Of Opportunity: The Role Of China

Transitions are driving forces in industrial restructuring, especially during socio-technical shifts and rising global competition. Industrial policy, if used strategically, can build the domestic industrial capacity needed to capture the opportunities arising with transition. This is the case for China’s transition towards renewable energy, repositioning in global value chains for critical minerals, and electrification. Transition-driven windows of opportunity allows untangling these unique dynamics. They open in the intersection of external shifts in the context and internal national strategies. For example, when China orchestrate the capacity to exploit external windows by introducing industrial and innovation policies progressively. This process is at the core of industrial policy today, also beyond China, and shows how purposefully constructed industrial capacity empowers nations to (re)position themselves during transition. The process has a massive impact on global production and innovation networks as network coordination shifts away from corporate actors and towards state actors. States proactively take on roles of innovators and coordinators. In a volatile geopolitical scenario, integration of production and innovation brings to back state intervention in mitigating dependency and criticality.

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Speakers

Stine is specialized in economic geography and international political economy. She is Associate Professor at Copenhagen Business School. Stine’s research concerns the international re-organization of industries and their value chains during geopolitical shifts. At the organizational level, her research aims to unfold new forms of industrial organization, innovation networks, and governance across time and geography. Conceptually Stine contributes to the current conceptualizations in Economic Geography on strategic coupling and de-coupling, criticality, industrial policy, sustainability transition, and resilience.  Empirically, Stine focuses on how emerging economy actors are driving international re-organization and the shift away from hyper-globalization towards new industrial policies (directionality, orchestration, networks, alliances, and partnerships).