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Electric Vehicles in Power - Strategic Intelligence

Publisher GlobalData
Published Nov 28, 2025
Length 88 Pages
SKU # GBDT20768575

Description

Electric Vehicles in Power - Strategic Intelligence

Summary

The electric vehicle (EV) market is widely projected to have sustainable and substantial growth in the coming years, driven by strong government support, technological advancements, and increasing consumer demand for greener transport options.

The global battery electric vehicle (BEV) sales are expected to grow significantly in the coming years, driven by factors like increasing EV stock, global adoption trends, and strong demand. 2024 accounted for approximately 11.2 million BEV units sold. GlobalData figures show that battery electric vehicles accounted for 11.2% of all new light vehicle sales in 2024, up from 10.1% recorded in 2023.

The size of the global EV Charging Infrastructure market is estimated at 5.8 million units in 2025, recording a CAGR of 35.3% during 2020-25. Over the forecast period, the market is expected to register a CAGR of 13.6% to reach 11.0 million units by 2030.

Scope
  • The report focuses on electric vehicles in power as a theme.
  • It provides an industry analysis on how big the electric vehicles theme is and how fast it will grow in the coming years.
  • The report provides EV market size and growth forecast.
  • It provides an overview on the global EV charging infrastructure forecast.
  • It covers patent trends and venture financing trends in power.
  • The report provides an outlook on BEV and batteries.
  • The report discusses the dynamics between electric vehicles and power grid.
  • The report exemplifies the uses cases of EV charging infrastructure by power utilities.
  • It provides an insight on M&A deals driven by electric vehicles theme, and a timeline highlighting milestones for EV.
  • The report focus on the trends related to electric vehicles as a theme in power, technology, macroeconomic and regulatory trends.
  • The report also includes an overview of competitive positions held by power utility companies adopting EV charging infrastructure.
Reasons to Buy

The report provides -
  • A comprehensive analysis on the EV growth and EV charging infrastructure market.
  • The report gives an insight on the leading players in electric vehicles and where do they fit in the value chain.
  • The report provides an overview on the leaders and laggards in the electric vehicles value chain.
  • Technology briefing on electric vehicles and different types of xEVs in the market.
  • A briefing on detailed analysis of electric vehicles value chain.
  • Company profiles of leading adopters of EV charging infrastructure in power sector.
  • An overview on the dynamics between the power grid and electric grid highlighting the importance of DSOs and V2G technology.
  • A snapshot of power sector scorecard predicting the position of leading power companies in electric vehicles theme.

Table of Contents

88 Pages
Executive Summary
Players
Technology Briefing
Lithium-ion continues to dominate battery technology for BEVs
Alternatives to lithium
Solid-state
Fuel cells
Charging solutions
Trends
Power trends
Technology trends
Macroeconomic trends
Regulatory trends
Industry Analysis
Market size and growth forecast
Global EV output surges amid rising demand
Tesla remains a key BEV producer despite growth from legacy OEMs
The dynamics of raw materials
Competitive analysis
BMW
BYD
Geely
General Motors
Great Wall Motors
Hyundai
Mercedez-Benz
Stellantis
Tesla
Toyota
Regional analysis
Europe
North America
South America
Asia Pacific
Global EV charging infrastructure forecast
Regional BEV and batteries outlook
Dynamics between electric vehicles and the power grid
The impact of EVs on the power grid
DSO’s role in EV integration
Vehicle-to-grid will power the future of energy
Use cases
Duke Energy’s fleet mobility microgrid
E.ON’s ultra-rapid charging expansion
ENGIE Vianeo’s smart EV charging stations
EnBW battery swap station
Iberdrola’s 5.6MW EV charging station
SSE’s ultra-rapid EV charging hub
Vattenfall’s Incharge
Timeline
Signals
M&A trends
Venture financing trends
Patent trends
Value Chain
Batteries
Battery raw materials
Battery components
Battery cells
Semiconductors
Auto components
Electric drivetrains
Tier-1 auto component suppliers
Assembly
Charging
Companies
Power companies
Sector Scorecards
Power sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
Report Authors
About GlobalData
Contact Us
List of Tables
Table 1: Power trends
Table 2: Technology trends
Table 3: Macroeconomic trends
Table 4: Regulatory trends
Table 5: Vehicle-to-grid will power the future of energy
Table 6: M&A trends
Table 7: Power companies
Table 8: Glossary
Table 9: GlobalData reports
Table 10: Report Authors:
List of Figures
Figure 1: Who are the leading players in the electric vehicle theme, and where do they sit in the value chain?
Figure 2: The different types of xEVs on the market
Figure 3: EV powertrains as a proportion of all new powertrains 2020–2032
Figure 4: BEV sales share by largest OEMs 2024 vs 2030
Figure 5: Lithium production by country 2015–2030
Figure 6: BYD vs the largest OEMs xEV sales, 2024
Figure 7: Regional BEV sales, 2024
Figure 8: EV charging infrastructure forecast (million units), 2020 ‒ 2030
Figure 9: Global light vehicle BEV production forecast, 2022 ‒ 2032
Figure 10: Global BEV battery demand, 2022 ‒ 2032
Figure 11: A commercial vehicle being charged
Figure 12: EV charging station
Figure 13: ENGIE Vianeo EV smart charging station
Figure 14: A pictorial view of a battery swap station
Figure 15: An EV being charged
Figure 16: An EV at the charging station
Figure 17: EV charging service
Figure 18: The electric vehicles story
Figure 19: Electric vehicle deal trends have been fluctuating
Figure 20: Region-wise electric vehicle deals and related themes overview
Figure 21: Patent activity in electric vehicles
Figure 22: Electric vehicle activities will continue to increase in the power industry
Figure 23: The electric vehicle value chain
Figure 24: The electric vehicle value chain – batteries - Battery raw materials: leaders and disruptors
Figure 25: The electric vehicle value chain – batteries - Battery components: leaders and disruptors
Figure 26: The electric vehicle value chain – batteries - Battery cells: leaders and disruptors
Figure 27: The electric vehicle value chain – semiconductors - Auto semiconductors: leaders and disruptors
Figure 28: The electric vehicle value chain ‒ auto components - Electric drivetrains: leaders and disruptors
Figure 29: The electric vehicle value chain ‒ auto components - Tier-1 auto components: leaders and disruptors
Figure 30: The electric vehicle value chain ‒ assembly
Figure 31: The electric vehicle value chain ‒ charging - EV charging stations: leaders and disruptors
Figure 32: The electric vehicle value chain ‒ charging - EV charging equipment: leaders and disruptors
Figure 33: Who does what in the power space?
Figure 34: Thematic screen
Figure 35: Valuation screen
Figure 36: Risk screen
Figure 37: Our approach to identifying the companies most likely to succeed in a sector over the next five years

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