Editor profile
Director, Energy Transition & Policy
Sophia Sterling examines international climate policies and green investment in the transportation sector. She monitors government incentives and carbon-neutral goals worldwide.
sophia.sterling@evindustryreport.comStratview Research's latest report shows that the global autonomous vehicle market is expected to reach 64,278 units by 2032, with the Asia-Pacific region becoming the growth engine. The industry chain is undergoing profound transformation.
Based on BNEF's latest annual report, this analysis examines key data such as global energy transition investment reaching $2.3 trillion and electric transport investment reaching $893 billion in 2025, and explores their impact on the global EV industry, battery supply chain, and charging infrastructure development.
According to a Marketsandmarkets report, the European intelligent transportation market is expected to grow at a compound annual growth rate of 13.4% from 2026 to 2031, increasing from $55.933 billion to $119.074 billion. The deep integration of intelligent transportation and electrification is accelerating the commercialization of the EV industry chain, charging infrastructure, and autonomous driving.
Cox Automotive's latest data shows that in June 2026, sales of new electric passenger vehicles in the U.S. fell 27.8% year-over-year, while used vehicle sales rose 20.3% year-over-year. New vehicle inventory discipline and used market expansion are jointly shaping the EV industry landscape.
A BloombergNEF report shows that global energy transition investment hit a record $2.3 trillion in 2025, with electrified transportation leading the way, and rapid growth in battery supply chain and grid investments, continuing to benefit the global EV industry.
The European intelligent transportation market is expected to grow from $55.9 billion in 2026 to $119 billion in 2031 at a compound annual growth rate of 13.4%, with 5G, C-V2X, and vehicle-road collaboration driving the deep integration of transportation electrification and intelligence.
According to the latest industry report, the global electric vehicle charging infrastructure market is expected to grow from $55.97 billion in 2026 to $279.34 billion in 2034, at a compound annual growth rate of 22.3%. The Asia-Pacific region dominates the market with a 65.51% share, with ultra-fast charging, smart charging, and energy integration becoming core industry topics.
Alfen and CATL announced the deployment of a 5 GWh sodium-ion battery energy storage system in Europe, marking the expansion of their cooperation from lithium-ion to sodium-ion technology, providing more economical and safer energy storage solutions for Europe's energy transition.
Spanish charging solutions provider Wallbox and Saudi local enterprise Turning Point Energy announced that, since their collaboration began in 2022, they have deployed over 10,000 electric vehicle charging piles in the Kingdom of Saudi Arabia. This milestone reflects the rapid expansion of electric vehicle charging infrastructure in the Middle East and the advancement of transportation electrification under Saudi Vision 2030.
Wood Mackenzie released the first comprehensive global ranking of BESS integrators, with Sungrow, Tesla, CATL, and BYD taking the top four spots, highlighting the dominance of Chinese companies.
Thailand's Board of Investment (BOI) announced that it has approved over $4.1 billion in electric vehicle supply chain investments, covering 198 projects including complete vehicles, batteries, key components, and charging infrastructure, further solidifying its position as a Southeast Asian automotive manufacturing hub.
Honda has begun producing batteries for data center energy storage after canceling its US EV programs. This analysis explores the implications for the global EV market, battery supply chain, and the accelerating energy storage sector.
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.
As demand for battery energy storage systems surges, lithium producers are optimistic about a market recovery. Fastmarkets projects annual growth of 40% in lithium demand for energy storage, with lithium prices already tripling from their 2025 lows. The industry landscape is being reshaped, and the dominance of Chinese companies in the processing segment has raised concerns among Western governments about supply chain security.
In May 2026, European pure electric vehicle sales increased by 39% year-on-year, with a market share of 24%. Plug-in vehicles overall grew by 28%, Tesla Model Y returned to the top, and BYD Atto 2 set a record.
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.
A Nature review reveals breakthrough progress in hydrogen-based materials for hydrogen storage, batteries, and thermal energy storage, offering a new technological pathway for the electric vehicle industry.
Analyzing the impact of the 2026 price war in China's electric vehicle market on the industry: although it led to a short-term decline in sales and pressure on profits, it drove technological iteration, supply chain optimization, and an export boom, making China's electric vehicles more competitive in the global market.
The price war in China's electric vehicle market has led to a short-term decline in sales, but intense competition has spurred technological breakthroughs and cost optimization, driving Chinese companies to accelerate their global expansion and reshape the global electric mobility landscape.
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.