Editor profile
Editor, Smart Mobility & Infrastructure
Julian Chen covers charging network deployment and the evolution of autonomous driving systems. He analyzes how digital infrastructure supports the smart mobility ecosystem.
julian.chen@evindustryreport.comBloombergNEF’s latest report shows that global energy transition investment reached $2.3 trillion in 2025, up 8% year-on-year, with electric transport ranking first at $893 billion, while battery manufacturing and grid investment became key variables in the restructuring of the industrial chain.
In its latest "2026 Charging Forward" report, ChargePoint noted that 27% of newly sold vehicles worldwide are now electric vehicles, but the pace of installing new charging ports has failed to keep up with growing charging demand, and charging infrastructure is becoming a key bottleneck for transportation electrification.
Market Research Future report shows that the global electric mobility market size will grow from USD 143.09 billion in 2024 to USD 685.05 billion by 2035. Light transportation vehicles such as electric bicycles and electric scooters are becoming the main growth drivers. This article analyzes the evolution directions of global electric mobility industry trends, battery technology, charging infrastructure, and smart mobility integration. -
Driven by both electrification and energy storage, the global battery market size is expected to grow to US$854.9 billion by 2035, and the industrial chain will undergo deep restructuring.
Deep analysis of BloombergNEF (BNEF)'s industry research system, exploring how its flagship reports influence global EV industry chain, battery supply chain, and clean transportation investment decisions.
Global energy transition investment reached a record $2.3 trillion in 2025, up 8% year-on-year. Electric transport led investment with $893 billion, followed by power grids and renewable energy. This article analyzes key trends and impacts on the industrial chain.
The European autonomous driving vehicle market is expected to grow from $25.27 billion in 2026 to $113.42 billion by 2034, at a compound annual growth rate of 20.65%. This article, based on the Market Data Forecast report, analyzes market size, key trends, industry impact, and future challenges.
According to a GlobalData report, the global battery energy storage market is expected to grow sixfold by 2030, reaching a capacity of 1,300 GW, with China and the United States dominating. The issue of transparency in battery recycling has also attracted attention.
European new car registrations in June increased by 13% year-on-year, BEV sales surged by 51%, plug-in vehicles' market share reached 33.8%, Chinese brands accelerated their expansion, and traditional OEMs faced structural pressure.
As the world accelerates its transition to a low-carbon economy, countries are fiercely competing in the fields of electric vehicles, battery manufacturing, and charging infrastructure. This article analyzes the strategic deployments of China, the United States, Europe, and other regions in the new energy vehicle industry chain, and explores their impact on the global process of transportation electrification.
General Motors and its battery partners are shifting some of their factory capacity toward energy storage systems to address the current lower-than-expected demand for electric vehicles. This move reflects the adaptive adjustments of the global EV supply chain amid slowing growth and will have a profound impact on the battery supply chain and charging infrastructure.
In May 2026, global electric vehicle registrations saw a slight 3% year-on-year increase, with the European market surging 23% as the main driver. However, the Chinese market declined by 9% due to subsidy phase-out, and the North American market fell by 26% due to policy tightening, highlighting an increasingly pronounced trend of regional divergence.
Recently, several companies have completed key tests in the field of autonomous driving, including unmanned truck line-haul transport, the maiden flight of heavy-duty cargo drones, and AI-powered maritime navigation verification. These advancements signify an acceleration in the commercialization of autonomous driving technology in the logistics sector, exerting a profound impact on the electric truck, drone delivery, and smart shipping industry chains.
Although coal use is still growing, China's clean energy industry already accounts for 11% of GDP, and electric vehicle sales make up over 50% of the total. Reuters notes that self-sufficiency and environmental pressures will drive China to accelerate decarbonization, with the EV industry chain deeply benefiting.
Reuters data showed that Tesla’s Shanghai factory sales of China-made electric vehicles rose 39.4% year on year in May, marking the seventh consecutive month of growth. Meanwhile, BYD maintained strong shipments in overseas markets such as Europe, highlighting that global Electric Vehicles competition is shifting from a simple price war to a comprehensive contest involving product differentiation, autonomous driving capabilities, and supply chain efficiency.
Nissan is making Europe an important battleground in its new round of electric vehicle product offensive, aiming to boost its market presence with new EV models. This move reflects intensifying competition in the global EV industry, diverging paces of electrification across Europe, and the trend of automakers repositioning themselves around battery supply chains, charging infrastructure, and smart mobility.
China’s major electric vehicle companies are lowering their profit expectations amid pressure on domestic sales, reflecting that competition in the EV market has shifted from scale expansion to a multidimensional contest of technology, supply chains, and business models.
While demand for electric vehicles in the U.S. is under pressure from policy changes, battery energy storage is continuing to expand amid a surge in electricity demand, and a new reallocation of capital and production capacity is emerging across the global new-energy transportation industry chain.