In this article, we suggest that the geography of battery electric vehicle (BEV) production is influenced by factors such as agglomeration economics and economies of scale that also underlie the location of internal combustion engine vehicle production. With several dozen vehicle assembly plants...

This article considers how electricity utility regulators should treat infrastructure investments related to electric vehicles. It begins by analyzing investments using traditional utility regulatory policy norms. Next, the article analyzes whether utility regulators should broaden their...

We investigate empirically whether the market value of electric vehicles, which have rapid technological progress, decline faster over their lifetime than gasoline vehicles, which is a mature technology. We use novel data from the market with the highest market shares for electric vehicles in...

We propose an open-source model with leaders and followers to study the electric vehicles (EV) industry theoretically. Our model finds that immaturity of technology and technological competition are the two main reasons EV giants like Tesla and Toyota choose to open-source. Open source has...

Electric vehicle (EV) battery costs have declined by more than 90% over the past decade. This study investigates the role of learning-by-doing (LBD) in driving this reduction and its interaction with two major government policies - consumer EV subsidies and local content requirements. Leveraging...

This paper examines the impact of industrial policies (IPs) on innovation in the global automobile industry. We compile the first comprehensive dataset linking global IPs with patent data related to the auto industry from 2008 to 2023. We document a major shift in policy focus: by 2022, nearly...

The influence of innovative entrants on incumbents is considered important for technological change. We analyze this influence for the global transition towards alternative technology vehicles (ATVs). Our results indicate that entrants' ATV-related knowledge accumulation stimulates average...

Both electric cars and residential solar panels are environmentally friendly durable goods that are often subsidized. The relationship between the two in demand will affect the efficiency of a range of green policies. This paper explores the complementarity between the two goods, taking an...

Can directed technical change be used to combat climate change? We construct new firm-level panel data on auto industry innovation distinguishing between 'dirty' (internal combustion engine) and 'clean' (e.g. electric and hybrid) patents across 80 countries over several decades. We show that...

Can directed technical change be used to combat climate change? We construct new firm-level panel data on auto industry innovation distinguishing between “dirty" (internal combustion engine) and “clean" (e.g. electric and hybrid) patents across 80 countries over several decades. We show that...