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Sector Signals

Research Notes

Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

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7 results — theme: EV Market — category: Practical Guide Clear filter

Practical Guide

CATL Condensed Battery: 500Wh/kg

CATL says its Condensed Battery reaches 500Wh/kg, uses a biomimetic electrolyte, and is planned for automotive-grade mass production. Its R&D spending exceeded RMB80bn over the past 10 years.

EV Marketsolid-state batteryCATL

Practical Guide

Western EV Market Shifts

Western EV markets differ: Tesla's U.S. share fell from 60% to 38%, the U.K. ZEV mandate requires 22% BEV/FCEV, and HEV leads in the EU.

EV MarketEV marketZEV mandate

Practical Guide

U.S. Connected Vehicle Rule

The U.S. connected vehicle rule took effect on March 17, 2025, bans China/Russia VCS parts, sets MY2027/MY2030 deadlines, and has $1M penalties.

EV Marketconnected vehiclesupply chain

Practical Guide

Emerging EV Markets and Chinese Cars

China held over 70% of global EV production and about two-thirds of sales in 2024. Brazil is over 85% Chinese cars, while Thailand uses EV 3.5.

EV MarketEV marketChina NEV

Practical Guide

Global EV Market Size to 2030

Global EV sales topped 17 million in 2024 and are expected to exceed 20 million in 2025, with the share projected above 40% by 2030.

EV MarketEV marketmarket size

Practical Guide

V2G and Smart Charging: How Far Along?

Grid-scale storage grew 40% to 108 GW worldwide in 2025, and negative power prices are becoming routine in Europe. The direction toward EVs as distributed energy assets via smart charging and V2G is visible, but standardization (ISO 15118-20) and regulatory and warranty barriers keep adoption early-stage. We separate potential from deployed.

EV MarketV2GSmart Charging

Practical Guide

Battery Costs and BEV Parity

IEA data shows China's battery prices fell about 30% in 2024. BEVs lead on price in China, while combustion cars remain cheaper in Germany and the US.

EV MarketBattery costsBEV