{"query_echo":{"q":"","filters":{"analysis_type":["industrial strategy analysis"]},"warnings":[{"code":"facet_value_not_in_vocabulary","message":"Value 'industrial strategy analysis' for facet 'analysis_type' is not in the controlled vocabulary."}]},"total":{"value":2,"relation":"eq"},"page":1,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?analysis_type=industrial+strategy+analysis","stability":"beta","ai_marking":{"digital_source_type":{"uri":"http://cv.iptc.org/newscodes/digitalsourcetype/trainedAlgorithmicMedia","name":"Created using Generative AI"},"notice":"Summary and key insights are generated using artificial intelligence."},"results":[{"id":"iejza-000161","url":"https://climateinsightsdirectory.org/document/iejza-000161","title":"Joint Submission on the draft South African Renewable Energy Masterplan","publisher":{"name":"Institute for Economic Justice","organization":"institute-for-economic-justice"},"document_type":"statement","language":"en","date_published":"2023-08-18","source_url":"https://iej.org.za/wp-content/uploads/2023/10/IEJ-COSATU-SAREM-public-comment-submission-18-August-2023.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The submission argues that the draft SAREM over-relies on private investment and fails to sufficiently address the impact of the global supply chain crisis on renewable energy costs. It advocates for a state-led industrial policy, including the use of import tariffs and the central role of Eskom in renewable generation, to avoid 'boom-bust' cycles and ensure a just transition for workers. Key recommendations include establishing a 'decent work' framework, implementing aggressive local content requirements (suggesting 50% for future RFPs), and creating a technology transfer system to support local manufacturing.","ai_generated":true,"unit":"iejza-000161#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The draft SAREM fails to adequately analyze the global supply chain crisis, which has seen costs for key inputs like steel rise by 40%, aluminium by 100%, and copper by 90% between January 2021 and April 2022, leading to project costs up to 25% above pre-pandemic levels.","ai_generated":true,"unit":"iejza-000161#insight-1","date_modified":"2026-10-23"},{"text":"The authors argue that the SAREM's focus on a private-investment-led transition ignores the potential of public ownership and coordination, suggesting that Eskom should be the primary vehicle for implementing renewable energy initiatives to ensure better worker protections and lower capital costs.","ai_generated":true,"unit":"iejza-000161#insight-2","date_modified":"2026-10-23"},{"text":"There is a critical lack of specific, numerical local content targets in the draft SAREM despite three years of development; the submission recommends a 50% local content requirement for the next wave of public procurement RFPs starting with Bid Window 6.","ai_generated":true,"unit":"iejza-000161#insight-3","date_modified":"2026-10-23"},{"text":"The submission criticizes the SAREM for failing to define or provide a framework for 'decent work,' noting that many current opportunities in the REI4P are temporary and casualised.","ai_generated":true,"unit":"iejza-000161#insight-4","date_modified":"2026-10-23"},{"text":"The document highlights the failure of the International Trade Administration Commission of South Africa (ITAC) to process import duty applications, citing ARTsolar's 10% import duty application which has been pending for over 50 months.","ai_generated":true,"unit":"iejza-000161#insight-5","date_modified":"2026-10-23"},{"text":"The authors point to the 'boom and bust' cycle of private-led renewables in Vietnam as a warning, arguing that state-owned utilities like Electricity Vietnam (EVN) provide better control over prices and industrial development than a purely liberalised market.","ai_generated":true,"unit":"iejza-000161#insight-6","date_modified":"2026-10-23"}],"climate_tags":["renewable energy","photovoltaics","wind power","just transition","industrial policy","energy storage","green hydrogen","electric vehicle","Carbon Border Adjustment Mechanism","technology transfer","circular economy","climate finance"],"geography_discussed":["People's Republic of China","European Union","United States","United Kingdom","Vietnam"],"frame_perspective":[],"analysis_type":["policy critique","industrial strategy analysis","comparative policy study"]},{"id":"iejza-000188","url":"https://climateinsightsdirectory.org/document/iejza-000188","title":"FACT SHEET: NEGOTIATING A SOUTH AFRICAN RENEWABLE ENERGY MASTERPLAN (SAREM)","publisher":{"name":"Institute for Economic Justice","organization":"institute-for-economic-justice"},"document_type":"fact sheet","language":"en","date_published":"2022-10","source_url":"https://iej.org.za/wp-content/uploads/2022/10/IEJ-SAREM-fact-sheet.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The Institute for Economic Justice (IEJ) critiques the SAREM draft for lacking definitions of 'decent work', failing to provide a robust framework for monitoring local content compliance, and ignoring the potential for a local recycling industry. The document argues that the current market-led approach risks a 'race to the bottom' on price, which undermines local manufacturing. To counter this, the IEJ recommends aggressive local content requirements (LCRs) of 50% for future public procurement, the use of import tariffs to protect nascent industry, and the provision of low-cost public debt to offset the higher costs of locally produced components. It further advocates for a Technology Transfer System (TTS) to build local technical capacity and the establishment of municipal-level recycling depots for solar PV modules to prevent environmental damage and create jobs.","ai_generated":true,"unit":"iejza-000188#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The SAREM draft fails to define 'decent work' or establish a monitoring framework to ensure the quality of employment, relying instead on 2019 Integrated Resource Plan job figures that may not reflect the temporary or casualised nature of jobs in the Renewable Energy Independent Power Producer Procurement Programme (REI4P).","ai_generated":true,"unit":"iejza-000188#insight-1","date_modified":"2026-10-23"},{"text":"The document argues that the SAREM draft overemphasizes private investment and fails to recognize the transformative potential of public ownership and low-cost public financing to offset the 'premium' cost of locally manufactured components.","ai_generated":true,"unit":"iejza-000188#insight-2","date_modified":"2026-10-23"},{"text":"Current trade policy in the SAREM draft focuses on export potential in Africa but lacks analysis of the trade dynamics that hinder local demand capture, such as the dominance of Chinese PV module manufacturers.","ai_generated":true,"unit":"iejza-000188#insight-3","date_modified":"2026-10-23"},{"text":"The IEJ contends that the SAREM draft's point-based local content system (70% price, 20% local content, 10% transformation) encourages a 'race to the bottom' that prioritizes low cost over local industrial development.","ai_generated":true,"unit":"iejza-000188#insight-4","date_modified":"2026-10-23"},{"text":"While a Technology Transfer System (TTS) was included in the draft following labour input, it lacks a clear definition and is absent from the list of high-priority tasks, risking low-yield activities if not aligned with industrial policy.","ai_generated":true,"unit":"iejza-000188#insight-5","date_modified":"2026-10-23"},{"text":"Recycling is entirely omitted from the SAREM draft, despite the significant future employment opportunities and environmental risks associated with the end-of-life management of wind turbines and solar PV panels.","ai_generated":true,"unit":"iejza-000188#insight-6","date_modified":"2026-10-23"},{"text":"The IEJ recommends that local content requirements (LCRs) be set at 50% for the next wave of public procurement RFPs, starting with Bid Window 6, and that a schedule of import tariffs for strategic components be published within six months.","ai_generated":true,"unit":"iejza-000188#insight-7","date_modified":"2026-10-23"}],"climate_tags":["renewable energy","just transition","industrial policy","photovoltaics","wind power","climate finance","technology transfer","circular economy","government procurement"],"geography_discussed":["United States","People's Republic of China","Africa"],"frame_perspective":[],"analysis_type":["policy audit","industrial strategy analysis"]}]}