Strategic Dependencies in the Global EV Battery Value Chain: Concentration, Vulnerability and Policy Responses
Andrea Stocchetti – Venice School of Management, Ca’ Foscari University
Abstract
The transition to electric mobility represents one of the most significant transformations in the global automotive industry. While electrification is widely framed as a pathway towards sustainability and decarbonisation, it also entails a profound reconfiguration of industrial structures and global value chains. In particular, the rapid expansion of electric vehicle (EV) production has intensified the demand for critical raw materials such as lithium, cobalt, and nickel, as well as for battery cells and related technologies. This shift has exposed new forms of strategic dependency as well as asymmetry in the value creation (LaRocca 2020), raising concerns among policymakers and industry actors regarding supply security, technological sovereignty, and geopolitical vulnerability (Miao et al 2023).
Within this context, this paper investigates the structure of the global EV battery value chain and assesses the extent to which it is characterised by concentration and geographic asymmetry (Cresti et al. 2025). read more
Urban Bus Electrification as a Common
Good Agenda: Governance, Public Value,
and Socio-Technical Coordination in Brazil
Raquel Teixeira Gomes Magri1; Pablo de Freitas Hernandez2; João Guilherme Ito Cypriano3; Flávio Tonioli Mariotto4; Flávia Luciane Consoni5; Luiz Carlos Pereira da Silva6 Purpose
The transport sector remains a major source of energy-related greenhouse gas
emissions, while urban mobility systems continue to reproduce environmental, social, and
public health problems associated with fossil-fuel dependence. In this context, battery electric
buses (BEBs) have emerged as a promising alternative for decarbonising public transport,
improving air quality, and enhancing the quality of urban mobility services. In Brazil, this
transition is particularly relevant, as bus trips fell by 44.1% over the last decade, intensifying
the circulation of private light vehicles and worsening congestion, emissions, and public health
impacts (CNT, 2025).
Despite this potential, the implementation of BEBs still faces major barriers to largescale
adoption, including high upfront costs, uncertainty regarding lifecycle competitiveness, read more
