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Disruptive Impact of Tesla on the Automotive Industry

Founded in 2003, Tesla disrupted the automotive industry by offering a product that altered the established experience of purchasing and owning a vehicle. Read More

Battery Mineral Demand and Sustainability Challenges

The electric mobility sector has been a major focus for investors globally as people's awareness of environmental issues grows. Read More

Company strategies for BEV battery value chains in China

China's electric vehicle battery sector has experienced significant growth in recent years, thanks in part to macro-industrial policies that enabled the rise of this industry. The country's battery firms quickly deepened their capabilities in research and development, as well as the mass production of battery technologies and products. As a result, the availability of electric vehicle batteries in the market increased, and production capacity rapidly grew. Read More

China NEV sales to hit 8M in 2023, growth expected to slow

One out of every four cars sold in China was an electric vehicle in 2022, with total sales of 6.9 million representing an impressive performance for the market. This rapid growth is mainly driven by government subsidies, which have incentivised consumers and corporate drivers to make the switch to EVs. According to Counterpoint Research*, China's EV sales is expected to exceed 8 million units in 2023. However, a report by ING offers a different point of view. Read More

Truck makers prepare for mass production of electric trucks

Starting in 2024, European truck makers such as Daimler, MAN, Scania, and Volvo will concentrate on bringing electric trucks to the mass market for all vehicle segments, including long-haul. Around 30 zero-emission truck models have already been announced for mass production in Europe by 2025. Read More

European Truck Manufacturers Plan to Increase ZEV Sales

The makers of European trucks have declared their intention to quickly increase ZEV sales in the upcoming years. By 2025, an estimated 7% of all truck sales are predicted to be zero-emission, increasing to 50% by 2030 on average and up to 70% for specific manufacturers shown in the graph below. Read More

Rise of Electric Vehicles: Production and Market Growth

Approximately 1 in 7 newly sold vehicles are electric (BEV + PHEV) in 2022, and the market share of EVs is increasing yearly. Additionally, for the first time ever, Tesla's market share fell below that of the top selling brand, from 14% in 2021 to 12% in 2022. The production of electric vehicles has increased significantly over the past ten years, and this trend is anticipated to continue as more automakers invest in EV technology and policymakers push for more environmentally friendly transportation options. Read More

Europe’s Efforts to Secure Critical Metals

Europe has set its sights on becoming more self-sufficient in the production of critical metals such as lithium, nickel, and cobalt. With China currently holding a strong advantage in controlling key supply chains and the US driving investments into critical metals production, it may be easy to dismiss Europe's efforts. However, Europe has announced several projects aimed at extracting these critical metals while adhering to strict social and environmental criteria. Read More

Tesla Takes Lead as Most Valuable Automotive Brand

With a 44% increase to USD66.2 billion in brand value, Tesla surged ahead of the competition to claim the title of most valuable automotive brand in the world. This establishes it as the most valuable automobile brand in the world for the first time and marks the first time a brand that doesn't produce internal combustion engines has taken the top spot in the rankings. Read More

Investment landscape of indian e-Mobility market

In the last few years, the global e-mobility sector has grown significantly. This has largely been attributed to global policy support, as well as increasing concern around climate change. China is the biggest driver of the growth, followed by the USA and Europe. As the geopolitical climate grows increasingly unstable, companies aim to diversify their EV supply chains. In this regard, India is being perceived as a frontrunner, due to the policies and incentives launched by the Government of India and the availability of low-cost labour. Read More