Evolving Expertise for a
Sustainable Future

EV Outlook 2025 – Key Insights

  • A comprehensive forecast of electrification in the global commercial vehicle market. This includes light, medium and heavy duty trucks in urban, regional and long-haul duty cycles.

  • A more detailed view of the impact that autonomy, ride-hailing and sharing will have on the overall car market, including a new overall vehicle-demand forecast.

  • An updated EV cost model that includes the cost of a home EV charger to more accurately reflect the costs individuals face to go electric.

  • A more detailed view of oil displacement by market and refined products.

  • Updated lithium-ion battery price and chemistry forecast is required with a battery chemistry forecast for each of the new segments.

  • Update on metals availability for batteries based on our supply/demand forecast for key metals including cobalt, lithium and nickel.

  • Finally, we have re-run our consumer adoption bass-diffusion model using the most recent EV sales data and vehicle pricing. The EV market is still in the early stages so each additional year of data helps calibrate results.

  • Core Components of the EV Ecosystem: This would include the vehicles themselves (various types like cars, two-wheelers, buses), the batteries that power them (different chemistries, production, and management systems), and the crucial charging infrastructure (home chargers, public stations, fast charging).
  • Industry Players and Supply Chain: The document would likely outline the roles of various stakeholders, such as vehicle manufacturers, battery suppliers, charging network operators, technology providers, and raw material extractors. It might also discuss the global and local supply chains involved in EV production.
  • Market Dynamics and Trends: This section would probably analyze the current state and future growth of the EV market, including adoption rates, sales figures, and forecasts. It might also explore the factors driving this growth, such as environmental concerns, government policies, and technological advancements.
  • Policy and Regulatory Landscape: Government incentives (subsidies, tax breaks), emission standards, charging regulations, and other policies designed to promote EV adoption would likely be a significant part of the content.
  • Challenges and Opportunities: The document would probably address the hurdles faced by the EV industry, such as high upfront costs, range anxiety, limited charging infrastructure, and grid integration issues. Simultaneously, it would highlight the opportunities for innovation, investment, and job creation within the sector.
  • Sustainability and Environmental Impact: Discussions on the environmental benefits of EVs (reduced emissions) as well as the challenges associated with battery production, recycling, and disposal would likely be included.
  • Emerging Business Models: This could cover new approaches like Battery-as-a-Service (BaaS), vehicle-to-grid (V2G) technology, and subscription models for EV ownership or charging.
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