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

Author

Listed:
  • Christophe Midler

    (i3-CRG - Centre de recherche en gestion i3 - X - École polytechnique - IP Paris - Institut Polytechnique de Paris - IP Paris - Institut Polytechnique de Paris - I3 - Institut interdisciplinaire de l’innovation - CNRS - Centre National de la Recherche Scientifique, Académie des Technologies)

  • Marc Alochet

    (i3-CRG - Centre de recherche en gestion i3 - X - École polytechnique - IP Paris - Institut Polytechnique de Paris - IP Paris - Institut Polytechnique de Paris - I3 - Institut interdisciplinaire de l’innovation - CNRS - Centre National de la Recherche Scientifique)

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.

Suggested Citation

  • Christophe Midler & Marc Alochet, 2023. "When regulations shape the future of an industry, the case of the high voltage battery," Post-Print hal-04303575, HAL.
  • Handle: RePEc:hal:journl:hal-04303575
    DOI: 10.1504/IJATM.2023.136572
    Note: View the original document on HAL open archive server: https://hal.science/hal-04303575v1
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    References listed on IDEAS

    as
    1. Marc Alochet & John Paul Macduffie & Christophe Midler, 2023. "Mirroring in production? Early evidence from the scale-up of Battery Electric Vehicles (BEVs)," Post-Print hal-03927381, HAL.
    2. Marc Alochet & Christophe Midler, 2019. "Reorienting electric mobility research focus on industrialisation issues," International Journal of Automotive Technology and Management, Inderscience Enterprises Ltd, vol. 19(3/4), pages 229-256.
    3. Xieshu Wang & Wei Zhao & Joël Ruet, 2022. "Specialised vertical integration: the value-chain strategy of EV lithium-ion battery firms in China," International Journal of Automotive Technology and Management, Inderscience Enterprises Ltd, vol. 22(2), pages 178-201.
    Full references (including those not matched with items on IDEAS)

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    More about this item

    Keywords

    High voltage battery; zero emission vehicle; regulation; China; Europe; United States; Battery manufacturing; battery supply chain; localization;
    All these keywords.

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