Majority Mobility - Issue 2

Global South Center for Clean Transportation

Institute of Transportation Studies, Working Paper Series from Institute of Transportation Studies, UC Davis

Abstract: How industrial policy is shaping battery value chains in the Global South. For many countries, the shift to electric vehicles is an opportunity for industrial reconfiguration and economic development where there was previously little room to move up the value chain. This issue of Majority Mobility examines the industrial strategies that Global South countries are pursuing to move beyond extraction to secure a stronger position in the battery economy. Topics covered include a leverage-building strategy in Indonesia, diverging regional industrial policy pathways, mineral trade and circularity, and the fast-emerging zero-emission truck supply chain. These articles show that industrial policy is not abstract but unfolding in real time.

Keywords: Engineering; Social and Behavioral Sciences; industrial policy; value chain; electric vehicles (search for similar items in EconPapers)
Date: 2026-03-01
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