Editor profile
Senior Editor, Battery & Materials
Elena Rossi focuses on the battery supply chain and advancements in energy storage technology. Her work tracks raw material procurement and next-gen cell manufacturing.
elena.rossi@evindustryreport.comTesla launches fully autonomous taxi service in Miami, XPeng begins internal testing of Robotaxi, HTEC partners with Embotech on autonomous driving for industrial logistics, Venti Technologies deploys autonomous container trucks, Addionics introduces battery architecture designed for AI robots.
US Q2 electric vehicle sales rose 14.2% quarter-over-quarter to 247,226 units, the highest level since the end of federal tax credits. The market is recovering from the policy shock.
European electric vehicle registrations surged 31% year-on-year in June, hitting a record high, while the Chinese and North American markets saw declines due to policy rollbacks and slowing demand, accelerating the divergence of the global EV industry landscape.
The competition in the global electric vehicle industry is shifting from individual products to ecosystem building. Vietnamese automaker VinFast, by integrating charging, mobility, financial services, and other aspects, demonstrates the core elements of next-generation electric vehicle leadership.
IONNA, through collaboration with eight major automakers, is rapidly deploying a charging network in the United States. Its latest Rechargery site in Seffner, Florida, showcases a charging model focused on reliability and convenience, aiming to set a new industry standard.
Amid sustained pressure on profits, global automakers are showing significant divergence in their R&D spending strategies. Traditional European automakers are cutting R&D, while emerging Chinese electric vehicle companies are ramping up against the trend, signaling that the industry's technological direction and competitive landscape are being reshaped.
According to data from the China Passenger Car Association, in May 2026, China's new energy vehicle penetration rate exceeded 62.9%, hitting a record high, but overall passenger car market sales dropped by 22.1% year-on-year. ICE fuel vehicle sales plummeted by 39%, with exports becoming a key buffer. Companies such as BYD and Geely saw significant growth in overseas sales.
A study published in Nature Sustainability指出 that the environmental benefits of power battery recycling depend not only on the recycling rate, but also on the spatial layout of recycling facilities, technological pathways, and regional power structure. This conclusion has direct industrial significance for the long-term restructuring of global Electric Vehicles, Battery Supply Chain, and Clean Transportation.
The residual value and transaction volume of China’s used new energy vehicles are rising in tandem, reflecting changes in the electric vehicle industry chain, charging infrastructure, and consumer structure, and also providing an important window into global EV Adoption and Energy Transition.
Around Elektros’ latest statement, global capital’s attention to the lithium supply chain, rare earth resources, and fast-charging infrastructure is rising. This signal reflects that the EV Industry is shifting from vehicle expansion toward competition in the battery upstream sector and the energy replenishment network.
Australia’s battery energy storage capacity is growing rapidly, lowering electricity price volatility, squeezing the room for gas peaking, and creating new industry linkages for EV charging, distributed energy, and electricity market mechanisms.