Global value chains in Electric Vehicles

A look at the UK’s critical dependencies in EV global value chains, and what they mean for supply chain resilience and economic security.

With Jun Du, this piece maps the global value chains behind electric vehicle manufacturing and the UK’s position within them, highlighting where the UK carries critical dependencies on other countries for battery and component supply. The underlying working paper, published through Aston University’s Centre for Business Prosperity, frames these dependencies as a resilience and economic-security question as much as a trade one — relevant well beyond the EV sector as governments rethink exposure in strategic supply chains.

Originally published on Substack, September 19, 2024.

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