Sector Signals

Research Notes

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

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Feature

Global EV Sales 2026: A Bifurcating Market

Global electric car sales topped 17 million in 2024, up 25% year-on-year, with a new-car share above 20%. But the growth is uneven: China exceeded 11 million and emerging markets grew about 40%, while Europe flatlined. We read the bifurcation behind the impairments and target cuts using primary data.

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