In Industrial Policy for the Battery Age: Lessons from China, Indonesia, and Morocco, published by the International Institute for Sustainable Development (IISD), authors Aaron Cosbey, William Davis, Bertram Lang, Poppy S. Winanti, and Poorva Karkare evaluate industrial strategies in the battery age. Focusing on China, Indonesia, and Morocco, the report highlights how comprehensive policy frameworks, local content rules, and mineral processing mandates drive downstream EV ecosystem upgrading. Its central insight stresses that while industrial policies effectively build global competitiveness and attract investment, they also trigger overcapacity, market imbalances, trade disputes, and environmental risks, underscoring the urgent need for international trade policy cooperation.
