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The gravity of electromobility. An early investigation of structural change in automotive industry

Author

Listed:
  • Jan Baran

    (Narodowy Bank Polski
    University of Warsaw)

  • Patryk Czechowski

    (Narodowy Bank Polski)

  • Jakub Mućk

    (Narodowy Bank Polski
    Warsaw School of Economics)

Abstract

In this paper we examine the role of the electromobility transformation for exports of the automotive sector. To do so, we propose a novel mapping of granular codes of automotive products into three categories: (i) combustion-specific, (ii) neutral, and (iii) electric-specific. We estimate a standard gravity model of the trade flows of automotive products, comparing the three categories with each other. We demonstrate that key drivers of export of the electric-specific products are similar to the combustion-specific ones. However, exports related to electric vehicles are more technologically intensive and supported by either a domestic R&D potential or international knowledge spillovers through FDI. In particular, export-oriented production of electric-specific intermediates proves to be to a large extent R&D intensive. Our results also suggest that the ongoing structural change in the automotive industry leads rather to intra-industry reorganization than to more fundamental restructuring of existing Global Value Chains.

Suggested Citation

  • Jan Baran & Patryk Czechowski & Jakub Mućk, 2025. "The gravity of electromobility. An early investigation of structural change in automotive industry," NBP Working Papers 379, Narodowy Bank Polski.
    • Handle: RePEc:nbp:nbpmis:379
    Note: The views expressed herein belong to the authors and have not been endorsed by Narodowy Bank Polski. We would like to thank conference participants at WIEM (Warsaw, 2024) and ETSG (Athens, 2024) conferences for helpful comments and discussion.
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    JEL classification:

    • F14 - International Economics - - Trade - - - Empirical Studies of Trade
    • L16 - Industrial Organization - - Market Structure, Firm Strategy, and Market Performance - - - Industrial Organization and Macroeconomics; Macroeconomic Industrial Structure
    • L62 - Industrial Organization - - Industry Studies: Manufacturing - - - Automobiles; Other Transportation Equipment; Related Parts and Equipment

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