The electric vehicle sector in Brazil, India, and South Africa: Are there green windows of opportunity?

Rasmus Lema*, Tobias Wuttke, Primoz Konda

*Corresponding author for this work

Research output: Contribution to journalJournal articleResearchpeer-review

Abstract

The shift to electric mobility is driving disruptive transformations in the automotive sector worldwide. It poses significant but different opportunities and challenges to incumbents and latecomers at both the firm and country levels. China’s green industrial policy has facilitated its rapid catching up and even leapfrogging in some domains of electromobility. This article asks whether the exploitation of this window of opportunity can be replicated in other latecomer countries. Accordingly, it provides a comparative analysis of the automotive green window of opportunity in Brazil, India, and South Africa, three emerging economies with long established but structurally different automotive industries. To do so, it examines domestic preconditions, policy and enterprise responses, and preliminary industrial development outcomes. Although all the three countries face constraints in replicating China’s relative success, the article shows how green opportunities and threats are unequally divided between the three countries.
Original languageEnglish
JournalIndustrial and Corporate Change
Volume33
Issue number6
Pages (from-to)1430-1459
Number of pages30
ISSN0960-6491
DOIs
Publication statusPublished - 1 Dec 2024

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