TY - JOUR
T1 - The electric vehicle sector in Brazil, India, and South Africa
T2 - Are there green windows of opportunity?
AU - Lema, Rasmus
AU - Wuttke, Tobias
AU - Konda, Primoz
PY - 2024/12/1
Y1 - 2024/12/1
N2 - 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.
AB - 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.
UR - http://dx.doi.org/10.1093/icc/dtae014
UR - http://www.scopus.com/inward/record.url?scp=85207248844&partnerID=8YFLogxK
U2 - 10.1093/icc/dtae014
DO - 10.1093/icc/dtae014
M3 - Journal article
SN - 0960-6491
VL - 33
SP - 1430
EP - 1459
JO - Industrial and Corporate Change
JF - Industrial and Corporate Change
IS - 6
ER -