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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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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

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

Feature

Global EV split: China and EU

In 2025, China's NEV share topped 51.6% of new cars and exports rose 90.4% year on year. In the EU, BEV share is rising toward 19.7% in 2026, while duties on Chinese BEVs reach up to 35.3%. This article organizes the bifurcation of the global EV market using primary sources.

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

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.

EV MarketEV MarketElectric Vehicles