When regulations shape the future of an industry, the case of the high voltage battery

Christophe Midler () and Marc Alochet ()
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Christophe Midler: CRG I3 - Centre de recherche en gestion I3 - X - École polytechnique - IP Paris - Institut Polytechnique de Paris - I3 - Institut interdisciplinaire de l’innovation - CNRS - Centre National de la Recherche Scientifique, Académie des Technologies
Marc Alochet: CRG I3 - Centre de recherche en gestion I3 - X - École polytechnique - IP Paris - Institut Polytechnique de Paris - I3 - Institut interdisciplinaire de l’innovation - CNRS - Centre National de la Recherche Scientifique

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Abstract: In China, Europe and the United States, the transition from thermal to battery electric vehicles is ongoing under the effect of technology forcing regulations. We investigate whether and how those related to high voltage batteries could shape the future of the automotive industry. Wile China is leading the way, Europe and the United States, with very high levels of funding, are racing against time to catch up and develop a sustainable battery value chain controlled by local champions. As the U.S. resorts to protectionism, we hypothesize that we may see the emergence of three geographic production hubs, ending the globalization of the battery industry.

Keywords: High voltage battery; zero emission vehicle; regulation; China; Europe; United States; Battery manufacturing; battery supply chain; localization (search for similar items in EconPapers)
Date: 2023
New Economics Papers: this item is included in nep-cna, nep-ene, nep-env, nep-eur, nep-inv, nep-reg and nep-tre
Note: View the original document on HAL open archive server: https://hal.science/hal-04303575v1
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Published in International Journal of Automotive Technology and Management, 2023, 23 (4), pp.343-382. ⟨10.1504/IJATM.2023.136572⟩

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Persistent link: https://EconPapers.repec.org/RePEc:hal:journl:hal-04303575

DOI: 10.1504/IJATM.2023.136572

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