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Electric mobility and the green transition: A spatial econometric perspective on global decarbonization
Miaomiao Tao1, Mingzhi Zhang1, Jianxu Liu1
1School of Economics, Shandong University of Finance and Economics, China.
Abstract:
Decarbonizing the transportation sector is central to the global green transition; however, the spatial and institutional dimensions of electric vehicle (EV) diffusion remain underexplored. This study examines the impact of EV uptake on green transition outcomes using a balanced panel of 26 countries from 2011 to 2022. A spatial Durbin model is employed as the baseline specification to capture both direct and cross-border effects. The results show that EV uptake significantly promotes domestic green transition and generates positive externalities. Mechanism analysis suggests that these effects are mediated through structural transformation, green technological improvement, and wealth-related demand channels, with spillover effects being weaker than local impacts. Further analysis reveals a non-linear moderating role of governance quality: governance alone contributes modestly, while its interaction with EV uptake may impede the green transition at low governance levels but turns beneficial as governance capacity strengthens. These results underscore the need to align electric vehicle policies with institutional capabilities.
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