Global South Center for Clean Transportation

How industrial policy is shaping battery value chains in the Global South.

For many countries, the shift to electric vehicles is an opportunity for industrial reconfiguration and economic development where there was previously little room to move up the value chain. This issue of Majority Mobility examines the industrial strategies that Global South countries are pursuing to move beyond extraction to secure a stronger position in the battery economy. Topics covered include a leverage-building strategy in Indonesia, diverging regional industrial policy pathways, mineral trade and circularity, and the fast-emerging zero-emission truck supply chain. These articles show that industrial policy is not abstract but unfolding in real time.

Policy Levers for Global South Electrification

Across emerging and developing economies, researchers and policymakers are testing new approaches to accelerate vehicle electrification while balancing local priorities such as affordability, reliability, and industrial development. In this issue, we feature contributions from partners advancing electrification policy in Brazil, Chile, Kenya, Mexico, and Southeast Asia.

This is the first issue of Majority Mobility, a quarterly newsletter and a journal. Each edition will include up-dates on the Global South Center’s work alongside concise, technical articles from our research team and invited contributors from around the world, highlighting timely work aligned with that issue’s theme. It will also feature “A View from the Ground”—short reflections from our government and industry collaborators who are driving sustainable mobility solutions in their countries, offering real-time insights into the imple- mentation of clean mobility initiatives.

Este reporte está disponible en español en:  https://escholarship.org/uc/item/38m139fq

This brief is available in English at: https://escholarship.org/uc/item/14d9497v

This report is available in English at: https://escholarship.org/uc/item/5824s35r

Este reporte presenta los resultados de una encuesta colaborativa de la industria y una iniciativa de investigación aplicada sobre la electrificación de flotas de vehículos comerciales ligeros (LCV, por sus siglas en inglés) en México. Realizado por el Global South Center for Clean Transportation (GSC) de UC Davis, el estudio recopiló respuestas de más de 80 empresas en todo el país, con mayor representación de Ciudad de México (CDMX), Estado de México, Guanajuato y Nuevo León.

Los resultados revelan un panorama empresarial en el que muchas operaciones ya presentan condiciones favorables para la electrificación de flotas, aunque persisten barreras financieras y de infraestructura.

This report is available in English at: https://escholarship.org/uc/item/9f60f7gb