Energy and Climate

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Photo: BAY ISMOYO/AFP/GETTY IMAGES

Photo: BAY ISMOYO/AFP/GETTY IMAGES

The Global EV Shift: The Role of China and Industrial Policy in Emerging Economies

This report analyzes strategies for EV adoption and industrial development in emerging markets to offer lessons for policymakers, exploring how and why China is catalyzing the transition in many emerging markets in Asia, Latin America, and Africa.

Report by Ilaria Mazzocco and Ryan Featherston — October 22, 2025