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.comBased on the latest research in *Scientific Reports*, the intelligent driving test system SDTS achieves automated, scalable, and objective driving skill assessment through sensor integration and microcontroller architecture, and is expected to reshape the driving certification system and drive the development of the intelligent transportation ecosystem.
The IEA's "Global EV Outlook 2026" shows that in 2025, global electric vehicle sales exceeded 20 million units for the first time, accounting for 25% of total new car sales. China led with over 13 million units sold, Europe saw a 30% increase in sales, and the U.S. market share remained stable at around 10%. The restructuring of the industry chain is accelerating.
In February 2026, global EV sales fell 11% year-over-year, with US new car sales plummeting 26.8% to 68,951 units, while the used EV market saw surging demand due to falling prices. The industry is shifting from subsidy-driven to market-driven growth.
The European autonomous driving vehicle market is expected to expand at a compound annual growth rate of 20.65%, reaching $113.42 billion by 2034. This article provides an in-depth analysis of technology trends, supply chain impacts, and regulatory challenges, and explores the prospects for integrating autonomous driving with electric mobility and the energy transition.
In 2025, global electric vehicle sales exceeded 20 million units, accounting for 25% of the new car market. China leads, Europe grows by 30%, and the US market share remains stable. The latest IEA report analyzes industry trends.
Based on Zacks' latest industry outlook, this analysis examines the development trends of the global alternative energy industry amid electric vehicle growth, wind power expansion, and cost challenges, and explores their far-reaching impact on the electric vehicle industry chain.
Based on the latest data from Cox Automotive, an analysis of the U.S. electric vehicle market performance in May 2026: new car sales rebounded 10.3% month-over-month, used car sales grew 24.7% year-over-year, and the industry is showing trends of stabilization and structural growth.
Tesla 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.