This report examines how China, Indonesia, and Morocco use industrial policy to develop electric vehicle (EV) battery value chains. It analyzes strategies across mining, processing, battery manufacturing, and EV production, highlighting economic opportunities, trade impacts, investment trends, sustainability concerns, and implications for global trade governance and green industrial policy.
About the Author:
Aaron Cosbey is President at Small World Sustainability Consulting
William Davis is an economic advisor with the Secretariat to the Intergovernmental Forum on Mining, Minerals, Metals and Sustainable Development (IGF).
Poorva Karkare is a senior policy analyst at ECDPM working on issues of industrialisation and regional integration in Africa with a political economy lens.
Bertram Lang is a senior policy advisor with IISD’s Economic Law and Policy Program, working with the Intergovernmental Forum on Mining, Minerals, Metals and Sustainable Development (IGF).
Prof. Dr. Poppy Sulistyaning Winanti serves as a lecturer at the Department of International Relations, Universitas Gadjah Mada. Her scope of research focuses on Digital Economy and Digital Transformation.