Sector Signals
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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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5 results — theme: EV Market Clear filter

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

News

US Connected-Vehicle Rule: SC Realignment

The US Commerce Department's (BIS) connected-vehicle final rule took effect on 17 March 2025. It bans China/Russia-linked supply — software from model year 2027 and hardware from 2030. Noting it is a phased entry, not a blanket ban, we map the supply-chain impact and the issues to check.

EV MarketConnected VehiclesUS Regulation

News

China NEV: Price War Cools as Exports Surge

Per CAAM, China's 2025 NEV sales reached 16.49 million units, up 28.2% year-on-year, and NEV exports doubled to 2.62 million. Meanwhile, the number of discounted models fell from 147 to 106 as the price war cooled. Including BYD's rise and the EU's definitive countervailing duties, we map a China NEV market pivoting to export-led growth.

EV MarketChina NEVEV Exports

Practical Guide

Battery at USD 108/kWh: The BEV Cost Crossover

According to BNEF, lithium-ion battery pack prices fell to a record-low average of USD 108/kWh in 2025. BEV packs hit USD 99 — below USD 100 for a second straight year — and LFP reached USD 81. Regional gaps are large. We map how falling battery prices move the cost boundary between BEVs and HEV/PHEVs.

EV MarketBattery PricesBEV

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