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BNEF: Global energy transition investment hits record $2.3 trillion in 2025, with electric mobility leading at $893 billion

According to the "Energy Transition Investment Trends" report released by BloombergNEF, global energy transition investment reached a record $2.3 trillion in 2025, a year-on-year increase of 8%. Investment in electrified transport reached $893 billion, becoming the largest investment driver; grid investment increased to $483 billion; and clean energy supply chain investment grew by 6% to $127 billion. Investment in renewable energy fell by 9.5%, but growth in mature technology sectors such as electric mobility, energy storage, and power grids is reshaping the global EV industry and battery supply chain.

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Electric Vehicles

Global EV markets, launches and company moves

Coverage focused on model strategy, manufacturing shifts, vehicle segments and demand patterns across mature and emerging EV markets.

The latest "Global EV Outlook 2026" released by the International Energy Agency (IEA) shows that global electric vehicle sales surpassed 20 million units for the first time in 2025, a year-on-year increase of 20%, accounting for 25% of global new car sales. China remains the largest market, with sales exceeding 13 million units, accounting for 60% of the global total; Europe saw sales grow by 30% driven by stricter carbon emission standards; the U.S. market share remained stable at around 10%. The share of battery electric vehicles rebounded to 65%, and the battery supply chain and charging infrastructure are accelerating toward diversification and localization.

Industry Desks

Battery, charging, mobility and transition desks

Each desk combines daily reporting with structured tags for countries, companies, energy types and technology topics.

Battery & Storage

Battery market to reach $854.9 billion by 2035: EV revolution and energy storage demand drive global industry expansion

Latest market forecasts indicate that the global battery market size will reach $854.9 billion by 2035, with electric vehicle (EV) adoption and grid-scale energy storage demand serving as the two core growth drivers. This trend is pushing the entire spectrum of battery manufacturing, raw material supply, recycling systems, and charging infrastructure into a new phase. For the global new-energy transportation industry, batteries have become a critical hub connecting electric vehicles, smart mobility, and the energy transition.

6 articlesArchive
Charging Networks

The electric mobility market will reach $685 billion by 2035, with light electric vehicles leading the new wave of transportation electrification.

The global electric mobility market size is expected to grow from USD 143.09 billion in 2024 to USD 685.05 billion by 2035, at a compound annual growth rate of 15.3%. The report points out that North America leads the market, while Asia-Pacific is the fastest-growing region; e-bikes represent the largest market segment, while e-scooters lead in growth rate. Battery technology, government incentives, and the expansion of charging infrastructure will continue to drive industry development, but the industry chain also faces challenges such as costs, infrastructure, and policy dependence.

2 articlesArchive
Smart Mobility

Intelligent Driving Test System SDTS: From Human Examiners to the Data-Driven Assessment Revolution

A study published in *Scientific Reports* proposes a fully integrated Smart Driving Test System (SDTS). Its functional prototype is driven by sensors and microcontrollers, replacing subjective manual evaluation with objective data, and achieving scalable deployment through robust RS485 communication and modular design. The paper also covers feasibility across technical, economic, operational, and compliance dimensions, and looks ahead to enhancements such as machine learning, low-power wireless, and cloud analytics. This research provides a new technical pathway for the digital transformation of traffic licensing infrastructure and for safety certification in the era of autonomous driving.

4 articlesArchive
Energy Transition

BNEF: Global energy transition investment hits record $2.3 trillion in 2025, with electric mobility leading at $893 billion

According to the "Energy Transition Investment Trends" report released by BloombergNEF, global energy transition investment reached a record $2.3 trillion in 2025, a year-on-year increase of 8%. Investment in electrified transport reached $893 billion, becoming the largest investment driver; grid investment increased to $483 billion; and clean energy supply chain investment grew by 6% to $127 billion. Investment in renewable energy fell by 9.5%, but growth in mature technology sectors such as electric mobility, energy storage, and power grids is reshaping the global EV industry and battery supply chain.

5 articlesArchive
EV Briefs

North America Electric Vehicle Market 2026-2031 Outlook: Charging Infrastructure Expansion and Policy Incentives Drive Growth

According to the industry outlook, the North American electric vehicle market is expected to maintain steady growth between 2026 and 2031, with the continued expansion of charging infrastructure and the deepening of government incentive policies serving as the two core driving forces. From the perspective of the industry chain, this article analyzes the far-reaching impact of this trend on the global EV industry landscape, battery supply chains, charging network operators, and the electric transformation of traditional automakers, while also exploring potential challenges and future development directions.

3 articlesArchive
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Market Tracker

Signals before the quarterly reports

Prototype data module for regional EV sales, battery prices, charging rollout and policy activity. Values shown here are editorial placeholders until final data sources are confirmed.