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EV BriefsNorth America Electric Vehicle Market 2026-2031 Outlook: Charging Infrastructure Expansion and Policy Incentives Drive GrowthDeep Adjustment in the 2026 EV Market: US New Car Sales Plummet 27%, Used EV Market Heats Up Against the TrendChargePoint "2026 Charging Forward" Report: 27% of Global New Cars Are Now Electric, Charging Infrastructure Still Catching UpBNEF: 2025 Global Energy Transition Investment Reaches $2.3 Trillion, Electric Transport at $893 Billion Leads EV Industry
Lead briefingEnergy Transition

Global energy transition investment set a record of 2.3 trillion US dollars in 2025, with electric transportation becoming the primary growth engine.

BloombergNEF's "Energy Transition Investment Trends" report shows that in 2025 global energy transition investment reached a record $2.3 trillion, up 8% year-on-year. Electric transport became the largest investment sector at $893 billion, surpassing renewable energy ($690 billion) and power grids ($483 billion). Clean energy supply chain investment rose 6% to $127 billion, driven mainly by battery manufacturing and battery materials, but overcapacity continued to weigh on prices. At the regional level, Asia-Pacific accounted for 47% of global investment; China remained in the lead with $800 billion, but its renewable energy investment saw its first decline since 2013; the EU grew 18% to $45.5 billion, and the US grew 3.5% to $37.8 billion. This article analyzes the implications of this shift in capital flows for the global EV industry from the perspectives of the battery supply chain, charging infrastructure, and power grid construction.

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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.

In 2025, global EV sales reached 20.7 million units, up 20% year-on-year. Europe grew 33%, North America fell 4%, and China grew 17% but slowed in the second half of the year. Policy rollbacks and protectionism have led to market divergence. In 2026, the United States is expected to see a sharp decline, Europe to continue growing, and China to face new purchase tax policies. The industry is shifting from being policy-driven to market-driven.

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.

5 articlesArchive
Charging Networks

ChargePoint "2026 Charging Forward" Report: 27% of Global New Cars Are Now Electric, Charging Infrastructure Still Catching Up

ChargePoint released the "2026 Charging Forward" report, citing the metric that 27% of global new car sales are electric vehicles, while noting that the installation pace of new charging ports lags behind EV charging demand. This assessment shifts industry focus from vehicle penetration rates to the pace of charging infrastructure buildout: whether the investment pace of charging operators, the grid, automakers, and the supply chain can match the speed of electrification will directly affect the efficiency of advancing EV Adoption and Energy Transition.

4 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.

3 articlesArchive
Energy Transition

Global energy transition investment set a record of 2.3 trillion US dollars in 2025, with electric transportation becoming the primary growth engine.

BloombergNEF's "Energy Transition Investment Trends" report shows that in 2025 global energy transition investment reached a record $2.3 trillion, up 8% year-on-year. Electric transport became the largest investment sector at $893 billion, surpassing renewable energy ($690 billion) and power grids ($483 billion). Clean energy supply chain investment rose 6% to $127 billion, driven mainly by battery manufacturing and battery materials, but overcapacity continued to weigh on prices. At the regional level, Asia-Pacific accounted for 47% of global investment; China remained in the lead with $800 billion, but its renewable energy investment saw its first decline since 2013; the EU grew 18% to $45.5 billion, and the US grew 3.5% to $37.8 billion. This article analyzes the implications of this shift in capital flows for the global EV industry from the perspectives of the battery supply chain, charging infrastructure, and power grid construction.

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.

2 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.