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

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23 results — theme: EV Market Clear filter

News

BMW Starts Gen6 Battery Output in Shenyang

On October 15, 2026, BMW began series production of sixth-generation (Gen6) high-voltage batteries in Shenyang, China. It is the third site after Hungary and Germany, and the U.S. and Mexico follow within months. The new cylindrical cells have over 20% higher energy density.

EV MarketBMWNeue Klasse

News

VW ID.4: 22,500 Recalled in the U.S.

On October 1, 2026, Volkswagen filed a U.S. recall with NHTSA for 22,524 ID.4 vehicles. The root cause is unknown; certain charging patterns combined with charge above 80% may cause battery thermal propagation. Batteries are from SK Battery America; the interim fix is an 80% cap.

EV MarketVolkswagenID.4

News

GM: US LMR Prismatic Cell Output in 2028

In September 2026, Ultium Cells, the GM-LG Energy Solution JV, said it will produce LMR prismatic cells in Spring Hill, Tennessee, targeting 33% more energy density than LFP at similar cost. Conversion ends in 2028; $1bn to be invested by 2030.

EV MarketGMLG Energy Solution

News

US Shipper Alliance Orders 2,500 E-Trucks

On September 22, 2026, Catalyst Mobility and the Smart Freight Centre said shipper alliance ZET SCALE ordered 2,500 electric Class 8 trucks, nearly doubling the US electric Class 8 fleet, with Tesla as primary OEM.

EV MarketZET SCALETesla Semi

News

Samsung SDI Takes Full Control of the GM Battery JV

Samsung SDI bought GM's 49.99% stake in the SynergyCells JV; the $3.5B, 27-36 GWh Indiana plant pivots to ESS as EV demand slows.

EV Marketev-marketbattery

News

Li Auto Starts First Overseas Production in Kazakhstan

Li Auto signed an MOU with Allur Group on July 16, 2026 to assemble the L-series in Kostanay, Kazakhstan, its first market launch outside China.

EV MarketLi AutoKazakhstan

News

GM, SAIC Extend China JV to 2047

GM and SAIC extended their China joint venture to 2047. SAIC GM plans over 30 NEV models by 2030, with Buick Electra E7 exports starting October 2026.

EV MarketGMSAIC

News

Global EV Sales Rebound 35% in Q2

IEA: global EV sales rose 35% quarter-on-quarter in Q2 2026 with growth in more than 90 countries, while US sales fell 25% as a tax credit ended.

EV MarketIEAEV sales

News

CATL: deploy 5GWh of sodium-ion storage in Europe

CATL and Alfen signed an MOU for 5GWh of Tener Sodium BESS in Europe, at 1% self-consumption and RTE about 2% above LFP, as China exempts sodium-ion from tax.

EV Marketsodium-ionCATL

News

China-made EVs and Europe

IEA: China-made EVs were 15% of sales in advanced economies in 2025, more than 900,000 units, and could exceed one in four by 2035.

EV MarketEVChina

News

BYD June 2026: Exports Hit 40% of Sales

BYD's June 2026 NEV sales rose 5.5% to 403,472 units, with exports at 175,349 - over 40% of sales - as H1 domestic sales fell 15.7%.

EV MarketBYDNEV

Practical Guide

CATL's 500Wh/kg 'Solid-State' Condensed Battery

CATL's Condensed Battery, often called solid-state, reaches 500Wh/kg and is headed for automotive-grade mass production after RMB80bn in R&D.

EV Marketsolid-state batteryCATL

News

Na-ion Cell Proven Li-ion-Class

A teardown of mass-produced Hina sodium-ion cells: 5.3% impedance spread across 120 cells, over 80% discharge energy at -20C, and 110Wh/kg in 18650 format.

EV Marketsodium-ionbattery

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 split: China and EU

China's NEV share passed 51.6% of new cars in 2025 with exports up 90.4%, while EU BEV share nears 19.7% and duties on Chinese BEVs reach 35.3%.

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 storage grew 40% to 108 GW in 2025 and negative prices are routine in Europe, yet ISO 15118-20, regulation and warranties keep V2G early-stage.

EV MarketV2GSmart Charging

News

US Connected-Vehicle Rule: SC Realignment

The BIS connected-vehicle rule took effect March 17, 2025, banning China- and Russia-linked software from MY2027 and hardware from 2030, in phases.

EV MarketConnected VehiclesUS Regulation

News

China NEV: Price War Cools as Exports Surge

China NEV in 2025: 16.49M units sold (+28.2% YoY), exports doubled to 2.62M, and discounted models fell from 147 to 106 as the price war cooled.

EV MarketChina NEVEV Exports

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

Feature

Global EV Sales 2026: A Bifurcating Market

Global EV sales topped 17 million in 2024, up 25%, but growth split: China passed 11 million and emerging markets grew 40% while Europe flatlined.

EV MarketEV MarketElectric Vehicles