Reintegração vertical da Cadeia de Valor na indústria da mobilidade elétrica: inovação e investimento em componentes críticos, mineração e geoestratégia
DOI:
https://doi.org/10.15665/dem.v20i3.3052Palavras-chave:
Cadeia de valor, indústria automotiva, veículo elétrico, bateriasResumo
O artigo analisa as implicações da integração da mobilidade do veículo eletrificado e o consequente impacto na cadeia de valor global. Através da técnica Follow the Money, revela-se a mudança na tendência das cadeias de valor para a reintegração vertical dos processos de obtenção de matérias-primas pelos fabricantes. Neste contexto, as empresas ligadas à obtenção de matérias-primas essenciais e componentes de reciclagem estão a posicionar-se nos níveis mais elevados da cadeia de valor. Ao mesmo tempo, essas empresas estão sendo compradas pelos principais fabricantes para manter o controle sobre o fornecimento de componentes, inovação tecnológica e poder de decisão. Os resultados obtidos revelam a importância do apoio governamental às empresas associadas à mineração sustentável, inovação e eletrificação de veículos, uma vez que constituem um efeito trator da indústria e da riqueza.
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