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.comIn-depth analysis of the IEA report reveals the macro trend of global electric vehicle sales exceeding 20 million in 2025. Discussing China's leading position in the market, the evolution of battery technology routes, and the profound impact of the global electrification process on the industrial chain.
In-depth analysis of the dynamics in the current global electric vehicle market, exploring the profound impact of technological progress, industrial chain restructuring, the development of charging infrastructure, and energy transition on the automotive industry.
In-depth analysis of the intelligent driving field, how automated testing frameworks based on sensor fusion and embedded systems are reshaping driving evaluation standards, and an exploration of their profound impact on the future intelligent mobility ecosystem.
In-depth analysis of the scale, driving factors, and key technological trends of the global electric vehicle market, exploring how policy incentives, declining battery costs, and the expansion of charging infrastructure are reshaping the electric mobility industry chain.
In-depth analysis of the surge in demand for key battery materials from energy storage systems and AI data centers, and the crucial role of battery recycling in building a circular supply chain, exploring what these macro trends mean for the global electric vehicle industry and battery technology.
In-depth analysis of global electric vehicle market development trends from 2026 to 2035, focusing on declining battery costs, the popularization of 800V architecture, and policy-driven industrial restructuring, and exploring the impact of energy transition on the global electric mobility ecosystem.
In-depth analysis of the latest data on global energy transition investments, focusing on structural changes in electric mobility, battery technology, and charging infrastructure, and assessing the future direction of the EV industry and the restructuring of the entire industry chain.
In-depth analysis of how the three major waves of energy storage, AI infrastructure, and battery recycling are driving the diversification of key battery material demand, and exploring their profound impact on the global EV industry chain, supply chain, and energy transition.
Stratview 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.