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Andrea Ferloni et al., « The emergence of electric vehicle transition in cities: a case of technological and spatial coevolution? », Serveur académique Lausannois, ID : 10.1016/j.peg.2024.100009
The transition towards Electric Vehicles (EVs) is connecting previously unrelated technologies. We combine an approach to transitions with economic geography, to explore how colocation can support the emergence of coevolution between EV-related sectors. We study technological and geographical relatedness between electric vehicle, battery, smart grid, and combustion engine inventions between 1980 and 2020. Geographical colocation of related technologies can signal coevolution between firms and inventors, that is specifically visible in some classes of cities that we identify. Finally, we fit a multiple regression to estimate the impact of cities’ patenting in related technologies on EV patents. Results show increased relatedness inside cities and growth of colocation in time between electric vehicle, battery, and smart grid patents, demonstrating that relatedness is dynamically evolving during transitions. We also find that combustion engine capabilities are still relevant to support this transition, suggesting path interdependence between cities’ innovative sectors.