波士顿大学：2026全球电车产业本土化浪潮：地缘政治与国内政治经济的影响报告（英文版）（44页）.pdf

1、 www.bu.edu/gdpGlobal Development Policy CenterGeopolitics,Domestic Political Economy and the Rise of Localization Policies in the Global EV IndustryBY HANJIE WANG1ABSTRACTThis paper examines the rise of localization measures in the global electric vehicle sector,focusing on identifying patterns in

2、where and when countries adopt localization policies and the types of policies they adopt,as well as the reasons behind them.Employing a mixed-methods approach,the study combines descriptive analysis of Global Trade Alert data(20082024),quantitative indicators of geopolitical change and qualitative

3、evidence from semi-structured expert interviews.It finds that emerging markets and developing economies are leading adopters of localization policies in the EV sector.It also finds the increasing importance of shifting geopolitical dynamics in enabling the adoption of localization policies,which hav

4、e been strongly demanded by actors in the domestic political economy.Rising global tensions and weakening multilateral norms and international institutions together help reduce the risk of legal challenges faced by localization policies and legitimize the use of such measures.This research offers ne

5、w theoretical insights into the international political economy of an important green industrial policy instrument.It also discusses the policy implications,showing how developing countries are gaining expanded policy space to capitalize on geopolitical openings in pursuit of their industrial goals.

6、1 Acknowledgment:This study was conducted during the authors fellowship at the Boston University Global Development Policy Center.The author is grateful to Kevin Gallagher and Rachel Thrasher for their valuable input and for their insightful comments on earlier versions of this paper.Hanjie Wang is