10886: Dealing with Supply and Demand Uncertainty in the Clean Energy Technological Transition

Sunday, July 27, 2025

17:15 - 18:45 CEST (GMT+2)

Location: Bella Center: Hall C- C2-m3

Session Type: Symposium (panel)
Orientation: Practice,Research
Highlight: Showcase Symposium
Shareable link: https://cdmcd.co/5npkkb

Organizer(s)

AS

Andrew V. Shipilov

INSEAD, France

Participant(s)

MM

Mahka Moeen

U. of Wisconsin, United States
NF

Nathan Furr

INSEAD, France

Discussant(s)

MT

Mary Tripsas

U. of California, Santa Barbara, United States

Participant(s)

JE

John Eklund

U. of Southern California, United States
AS

Anna Szerb

New York University Abu Dhabi, United Arab Emirates
DB

Dana Jongyoun Baek

INSEAD, Singapore
AA

Ali Alghareeb

Kuwait University, United States
DK

David A. Kirsch

U. of Maryland, United States
BG

Brent Goldfarb

U. of Maryland, United States

Technological transitions create significant opportunities and challenges for firms. While new technologies open avenues for innovation and value creation, incumbent firms often face barriers to adaptation. Some incumbents leverage their existing assets and capabilities to navigate transitions effectively, sometimes even driving radical change themselves. Examples include the shift from aluminum to composite materials in aircraft manufacturing, the transition from analog to digital photography, and the ongoing move toward clean energy technologies. Understanding how firms address critical uncertainties—demand, supply, ecosystem, and institutional—during such transitions is crucial. Demand uncertainty revolves around market readiness for new products, such as electric vehicles. Supply uncertainty includes establishing technological standards and achieving scalable production. Ecosystem and institutional uncertainties involve creating supportive networks and regulatory environments. This symposium explores strategies firms employ to mitigate these uncertainties, focusing on climate change mitigation through clean energy technologies. Case studies span industries such as electric vehicles, solar panels, and lithium-ion batteries, highlighting their interconnected ecosystems. By examining these strategies, the symposium contributes to understanding how firms can drive and adapt to technology transitions essential for achieving zero-emission goals.