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Electric Vehicles in Power - Strategic Intelligence

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

Description

Strategic Intelligence: Energy Transition in Oil and Gas

Summary

Energy transition expectations collide with harsh realities. Despite recurring climate-related catastrophes and consistent calls for emission reductions, the pace of the global energy transition is faltering. According to the International Energy Agency (IEA), energy-related CO₂ emissions hit a record 37.8 gigatonnes in 2024, marking more than a six-fold increase since 1950 and reflecting the ongoing dominance of fossil fuels in the world’s energy mix. Major oil and gas companies continue to face public and regulatory pressure to embrace lower-carbon business models. Yet, while many firms have pledged net-zero ambitions for 2050, and set interim targets for 2030, plans remain heavily contingent on market and policy conditions that have proven more volatile than anticipated.

Scope
  • This report highlights the Energy transition related developments for oil and gas industry.
  • It discusses the various avenues available for oil and gas industry to adopt energy transition strategies.
  • It analyses the scope for energy transition within the oil and gas value chain and identifies key players across the value chain.
  • The report provides an overview of the competitive positions held by oil and gas companies, and equipment and services companies in the energy transition theme.
Reasons to Buy
  • To understand GlobalData’s Energy Transition Framework.
  • Identify recent industry, technology, and regulatory, trends in the energy transition theme.
  • Identify energy transition opportunities and challenges within oil and gas value chain.
  • Identify and benchmark key oil and gas companies and their role in the energy transition theme.
  • Identify and benchmark key oilfield and services companies participating in the energy transition market.

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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