Energy Transition
The power, policy and industrial changes linking electrified transport with cleaner energy systems.
A BloombergNEF report shows that global energy transition investment reached a record $2.3 trillion in 2025, with $893 billion invested in electric transportation and charging infrastructure, an increase of 21%, and battery manufacturing investment continuing to grow.
Based on the latest GlobalData report, analyze the impact of 2026 energy transition investment trends on the global electric vehicle industry, covering key areas such as battery supply chains, charging infrastructure, and grid upgrades.
In 2025, global energy demand grew by 1.4%. Although clean energy grew by 10%, it still could not offset the increase in fossil fuels. This trend has a profound impact on the electric vehicle industry, battery supply chain, charging infrastructure, and the global transportation electrification strategy.
A new Nature Cities study reveals that China's economically developed cities are outsourcing significant carbon emissions to less developed regions through electric vehicle charging, creating a hidden inequality in the nation's clean transportation transition.
The UK has classified energy infrastructure as a national security priority, making grid resilience a core challenge and opportunity for the expansion of electric vehicle charging networks. This article analyzes its impact on the EV industry, charging operators, and grid coordination.
Although coal use is still growing, China's clean energy industry already accounts for 11% of GDP, and electric vehicle sales make up over 50% of the total. Reuters notes that self-sufficiency and environmental pressures will drive China to accelerate decarbonization, with the EV industry chain deeply benefiting.
Sierra Club, Electrification Coalition, Forth, and Plug In America released the latest AchiEVe policy guide, showing that the expansion of electric transportation in the United States is increasingly relying on state, local government, and utility policy tools, rather than a single federal driver.