زنجیره ارزش جهانی باتری و چالش های تکنولوژیکی آن برای تحرک خودرو

Development in electrical energy storage has attracted several researches due to its solutions multiplicity. The research focus of this study was to identify the main features of battery global value chain for urban light electric vehicle in South Korea and Japan. The global value chain is utilized to analyze company core competencies to achieve cost reduction and product differentiation, thereby increasing productivity and profits, and finally, the macroeconomic growth of a country. Interviews, to obtain primary data, have performed overseas at Japanese and South Korean companies, involved in the production and sales of batteries. From the data analysis, it can be inferred that there are global integration prospects of the value chain with the production of some components out of these Asian countries and Brazil as a potential participant. This exploratory research has mixed methods of data gathering, i.e., triangulation. With regards to data collection, documents available from companies were analyzed; plants and R&D centers were visited to performing interviews with executives. Within the global value chain, ensuring lithium supply has become priority for companies. Thus, lithium mining could be a path for Brazil to become part in the battery global value chain. This argument is justified in two ways. First, Brazil has technology and experience in mining provided by the Vale Company. Large lithium reserves are in neighboring countries in South America. Second, Argentina is a MERCOSUL member and it could be beneficial to both countries to extract lithium for batteries. The main technical challenges faced by electric vehicle are the battery lifetime as well as the need for a specific charging infrastructure. Furthermore, Brazil will face challenges and opportunities in developing high-value activities within battery global value chain. The public policy suggested is to map the components from battery global value chain and highlighting those that can or should be produce in Brazil for strategic technology development.