Most recent issue published online in the International Journal of Automotive Technology and Management.
International Journal of Automotive Technology and Management
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International Journal of Automotive Technology and Management
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International Journal of Automotive Technology and Management
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http://www.inderscience.com/browse/index.php?journalID=2&year=2023&vol=23&issue=4
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When regulations shape the future of an industry: the case of the high-voltage battery
http://www.inderscience.com/link.php?id=136572
In China, Europe and the USA, 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. While China is leading the way, Europe and the USA, 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 USA resorts to protectionism, we hypothesise that we may see the emergence of three geographic production hubs, ending the globalisation of the battery industry.
When regulations shape the future of an industry: the case of the high-voltage battery
Christophe Midler; Marc Alochet
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 343 - 382
In China, Europe and the USA, 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. While China is leading the way, Europe and the USA, 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 USA resorts to protectionism, we hypothesise that we may see the emergence of three geographic production hubs, ending the globalisation of the battery industry.]]>
10.1504/IJATM.2023.136572
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 343 - 382
Christophe Midler
Marc Alochet
i3-CRG, Ãcole Polytechnique, CNRS, Institut Polytechnique de Paris, Palaiseau, France; Academy of Technologies of France, Bât. ENSTA †828 Boulevard des Maréchaux, F-91762 Palaiseau Cedex, France ' i3-CRG, Ãcole Polytechnique, CNRS, Institut Polytechnique de Paris, Palaiseau, Bât. ENSTA †828 Boulevard des Maréchaux, F-91762 Palaiseau Cedex, France
high-voltage battery
zero emission vehicle
ZEV
regulation
China
Europe
USA
battery manufacturing
battery supply chain
localisation
2024-02-07T23:20:50-05:00
Copyright © 2024 Inderscience Enterprises Ltd.
23
4
343
382
2024-02-07T23:20:50-05:00
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Electric batteries and critical materials dependency: a geopolitical analysis of the USA and the European Union
http://www.inderscience.com/link.php?id=136568
This article estimates the import dependency of the USA and the European Union on the raw materials needed to produce batteries that equip electric vehicles. The dependency is very high on many critical materials and on batteries themselves. In a geopolitical context marked by the rising USA-China rivalry and new cold wars, it has prompted the USA and the EU to support local mining and processing of critical materials in an attempt to recover their strategic autonomy. They have also deployed raw material diplomacy to secure access to resource-rich countries by favouring allied countries whenever possible. Both decisions are difficult to implement, and progress is slow. China's dominance over the electric battery is difficult to circumscribe, especially since the USA, with the Inflation Reduction Act (IRA), does not hesitate to defend its interests at the expense of the EU. The result is a politicisation of business, forcing global production networks to align themselves with the opposing blocs.
Electric batteries and critical materials dependency: a geopolitical analysis of the USA and the European Union
Bruno Jetin
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 383 - 407
This article estimates the import dependency of the USA and the European Union on the raw materials needed to produce batteries that equip electric vehicles. The dependency is very high on many critical materials and on batteries themselves. In a geopolitical context marked by the rising USA-China rivalry and new cold wars, it has prompted the USA and the EU to support local mining and processing of critical materials in an attempt to recover their strategic autonomy. They have also deployed raw material diplomacy to secure access to resource-rich countries by favouring allied countries whenever possible. Both decisions are difficult to implement, and progress is slow. China's dominance over the electric battery is difficult to circumscribe, especially since the USA, with the Inflation Reduction Act (IRA), does not hesitate to defend its interests at the expense of the EU. The result is a politicisation of business, forcing global production networks to align themselves with the opposing blocs.]]>
10.1504/IJATM.2023.136568
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 383 - 407
Christophe Midler
Marc Alochet
Institute of Asian Studies (IAS), Universiti Brunei Darussalam (UBD), Brunei; Centre d'Ãconomie de Paris Nord, Université Sorbonne Paris Nord, France
electric vehicles
lithium-ion battery
critical minerals
dependency
raw materials diplomacy
China
Inflation Reduction Act
IRA
European Battery Alliance
mining
2024-02-07T23:20:50-05:00
Copyright © 2024 Inderscience Enterprises Ltd.
23
4
383
407
2024-02-07T23:20:50-05:00
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Dynamics induced by the diffusion of high-voltage batteries in electric vehicles. A system mapping analysis
http://www.inderscience.com/link.php?id=136575
In this article, we focus on the introduction of high-voltage batteries, to explore how this technology might affect the competitive dynamics and players' strategy beyond the already known effect of car electrification. We have adopted a system-mapping approach to highlight which changes in the industry are considered most probable by a panel of experts, in the light of causal links triggered by the spread of HVBs. The results show that HVBs could significantly strengthen the diffusion of BEVs in general, although the incentive mechanism and the focus on premium segments could play in the opposite direction, preventing or delaying the activation of the virtuous circle between size and scope economies and price reductions. Moreover, vertical networks with stable relationships are likely to be established, in order to create close technological coordination between charging service providers, carmakers and powertrain component manufacturers, including batteries, which could be vertically integrated by carmakers.
Dynamics induced by the diffusion of high-voltage batteries in electric vehicles. A system mapping analysis
Andrea Stocchetti; Pratima Verma
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 408 - 425
In this article, we focus on the introduction of high-voltage batteries, to explore how this technology might affect the competitive dynamics and players' strategy beyond the already known effect of car electrification. We have adopted a system-mapping approach to highlight which changes in the industry are considered most probable by a panel of experts, in the light of causal links triggered by the spread of HVBs. The results show that HVBs could significantly strengthen the diffusion of BEVs in general, although the incentive mechanism and the focus on premium segments could play in the opposite direction, preventing or delaying the activation of the virtuous circle between size and scope economies and price reductions. Moreover, vertical networks with stable relationships are likely to be established, in order to create close technological coordination between charging service providers, carmakers and powertrain component manufacturers, including batteries, which could be vertically integrated by carmakers.]]>
10.1504/IJATM.2023.136575
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 408 - 425
Andrea Stocchetti
Pratima Verma
Department of Management, Ca' Foscari University of Venice, Cannaregio 873, 30121, Venezia, Italy ' Alliance School of Business, Alliance University, Chikkahadage Cross Chandapura-Anekal, Main Road, Bengaluru, Karnataka 562106, India
electric vehicles
automotive transition
system mapping
technological change
technology diffusion
impact of technology
2024-02-07T23:20:50-05:00
Copyright © 2024 Inderscience Enterprises Ltd.
23
4
408
425
2024-02-07T23:20:50-05:00
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Work and employment in the lithium-ion battery industry for electric vehicles: a preliminary overview
http://www.inderscience.com/link.php?id=136570
The article develops a general overview of the main economic, political and institutional factors that are shaping the structuring of the fast-emerging lithium-ion battery industry for electric vehicles and their implications for the quality of jobs that are created. It also characterises the evolving employment relationships of the three main groups of battery makers: the incumbent group of East-Asia companies; the 'start-up' group of industrial developers; and the OEMs owned group (joint ventures and direct investments). It discusses these developments from the viewpoints of two distinct literatures: the global value chain literature and the productive model literature.
Work and employment in the lithium-ion battery industry for electric vehicles: a preliminary overview
Tommaso Pardi
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 426 - 444
The article develops a general overview of the main economic, political and institutional factors that are shaping the structuring of the fast-emerging lithium-ion battery industry for electric vehicles and their implications for the quality of jobs that are created. It also characterises the evolving employment relationships of the three main groups of battery makers: the incumbent group of East-Asia companies; the 'start-up' group of industrial developers; and the OEMs owned group (joint ventures and direct investments). It discusses these developments from the viewpoints of two distinct literatures: the global value chain literature and the productive model literature.]]>
10.1504/IJATM.2023.136570
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 426 - 444
Andrea Stocchetti
Pratima Verma
CNRS IDHES, ENS Paris-Saclay, Gerpisa, 4 Avenue des Sciences, 91190 Gif-sur-Yvette, France
lithium-ion battery industry
work and employment
industrial policies
start-ups
OEMS
electric vehicles
2024-02-07T23:20:50-05:00
Copyright © 2024 Inderscience Enterprises Ltd.
23
4
426
444
2024-02-07T23:20:50-05:00
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From ICE to BEVs: what changes of downstream business ecosystems to wait?
http://www.inderscience.com/link.php?id=136580
The switch from combustion engines to batteries poses at least as many problems of adaptation for all the players who provide motorists with the services they need to acquire and maintain their vehicles in good working order as it does for automakers and equipment manufacturers. This work, which is essentially forward-looking, focuses on these problems and the way they affect the business models of all the players and ultimately the downstream business ecosystem. It shows that the changes underway will probably not revolutionise the ecosystem, but will enable the very diverse players who coexist in it to reposition themselves in relation to each other.
From ICE to BEVs: what changes of downstream business ecosystems to wait?
Bernard Jullien
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 445 - 458
The switch from combustion engines to batteries poses at least as many problems of adaptation for all the players who provide motorists with the services they need to acquire and maintain their vehicles in good working order as it does for automakers and equipment manufacturers. This work, which is essentially forward-looking, focuses on these problems and the way they affect the business models of all the players and ultimately the downstream business ecosystem. It shows that the changes underway will probably not revolutionise the ecosystem, but will enable the very diverse players who coexist in it to reposition themselves in relation to each other.]]>
10.1504/IJATM.2023.136580
International Journal of Automotive Technology and Management, Vol. 23, No. 4 (2023) pp. 445 - 458
Andrea Stocchetti
Pratima Verma
Bordeaux School of Economics, UMR CNRS 6060, Université de Bordeaux, Bordeaux, France
car industry
car services
aftermarket
used car market
business ecosystems
business models
productive models
technological changes
employment
value chains
2024-02-07T23:20:50-05:00
Copyright © 2024 Inderscience Enterprises Ltd.
23
4
445
458
2024-02-07T23:20:50-05:00