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Strategic Intelligence: Electric Vehicles in Oil & Gas

Publisher GlobalData
Published Dec 26, 2025
Length 84 Pages
SKU # GBDT20772956

Description

Strategic Intelligence: Electric Vehicles in Oil & Gas

Summary

Global battery electric vehicle (BEV) sales grew 13% in 2024 to 10.4 million, making up 14% of new personal vehicle sales-9% in the US, 15% in the EU, and 27% in China. The US is reshoring battery and vehicle production, while Europe combines state aid with efforts to reduce reliance on Chinese parts. China continues expanding globally through partnerships and price competition. These supply chain shifts are creating new power centers in the EV race, forcing companies to adapt or face obsolescence.

European oil and gas companies are rapidly reinventing themselves amid stringent climate targets and the phaseout of internal combustion engines. Leaders like Shell, BP, TotalEnergies, and Eni have moved far beyond high-speed charging at fuel stations, aggressively expanding their presence through acquisitions, partnerships, and organic growth across Europe and into global markets.

Scope
  • Assess the role of oil and gas companies in the development of EV charging networks
  • Assess the impact of EV's on oil and gas companies/industry
  • Assess the regional EV demand and oil and gas companies EV strategies and investments
Reasons to Buy
  • To gain insight into oil and gas company strategies regarding EVs, Identify the key players developing EV charging stations
  • To identify recent oil and gas industry, technology, and regulatory, trends in the electric vehicles theme.
  • Identify leading oil and gas comapnies within electric vehicles value chain.
  • Identify and benchmark key oil and gas companies and their role in the electric vehicles theme.
  • Identify and benchmark key vehicle manufacturing companies participating in the electric vehicles market.

Table of Contents

84 Pages
Executive Summary
Players
Technology Briefing
Lithium-ion continues to dominate battery technology for BEVs
Alternatives to lithium
Solid-state
Charging solutions
Trends
Technology trends
Macroeconomic trends
Regulatory trends
Oil and gas trends
Industry Analysis
Market size and growth forecasts
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
Ford
Geely
General Motors
Great Wall
Hyundai
Mercedes-Benz
Stellantis
Tesla
Toyota
Regional analysis
Europe
North America
South America
Asia Pacific
Timeline
Impact on the oil and gas industry
Ongoing Role of Internal Combustion Engines and Oil Demand
Adaptive strategies for profitability
Pioneering oil & gas companies and regional leaders in EV-related technologies
Companies are also exploring EV segments beyond charging
Tariffs and trade wars are transforming the EV landscape within the oil and gas industry
Challenges and forward-looking risks
Case Studies
Shell: Redefining the future of mobility through holistic EV charging leadership
Eni: Unifying e-mobility under the plenitude banner
Repsol: Fostering Spain’s EV Ecosystem
Value Chain
Batteries
Battery raw materials
Battery components
Battery cells
Semiconductors
Auto components
Electric drivetrains
Tier-1 auto component suppliers
Assembly
Charging
Companies
EV companies
Oil and gas companies
Sector Scorecards
Vehicle manufacturing sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Integrated oil and gas companies 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: Technology trends
Table 2: Macroeconomic trends
Table 3: Regulatory trends
Table 4: Oil and gas trends
Table 5: EV companies
Table 6: Oil and gas companies
Table 7: Glossary
Table 8: GlobalData reports
Table 9: 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: Top electric vehicles trends
Figure 4: EV powertrains as a proportion of all new powertrains 2020–2032
Figure 5: BEV sales share by largest OEMs 2024 vs 2030
Figure 6: Lithium production by country 2015–2030
Figure 7: BYD vs largest OEMs xEV sales, 2024
Figure 8: Regional BEV sales, 2024
Figure 9: The electric vehicles story
Figure 10: LV sales by region and EV percentage share of total light vehicle sales, 2020 - 2035
Figure 11: European companies are aggressively expanding their EV charging presence
Figure 12: Woman recharging electric car using shell card
Figure 13: Vehicle charging using Eni’s “Plenitude on the road” app
Figure 14: Repsol’s ultra-fast charging
Figure 15: The electric vehicle value chain
Figure 16: The electric vehicle value chain – batteries - Battery raw materials: leaders and disruptors
Figure 17: The electric vehicle value chain – batteries - Battery components: leaders and disruptors
Figure 18: The electric vehicle value chain – batteries - Battery cells: leaders and disruptors
Figure 19: The electric vehicle value chain – semiconductors
Figure 20: The electric vehicle value chain – auto components - Electric drivetrains: leaders and disruptors
Figure 21: The electric vehicle value chain – auto components - Tier-1 auto components: leaders and disruptors
Figure 22: The electric vehicle value chain – assembly
Figure 23: The electric vehicle value chain – charging - EV charging stations: leaders and disruptors
Figure 24: The electric vehicle value chain – charging - EV charging equipment: leaders and disruptors
Figure 25: Who does what in the vehicle manufacturing space?
Figure 26: Thematic screen - Vehicle manufacturing sector scorecard
Figure 27: Valuation screen - Vehicle manufacturing sector scorecard
Figure 28: Risk screen - Vehicle manufacturing sector scorecard
Figure 29: Who does what in the integrated oil & gas companies’ space?
Figure 30: Thematic screen - Integrated oil and gas companies scorecard
Figure 31: Valuation screen - Integrated oil and gas companies scorecard
Figure 32: Risk screen - Integrated oil and gas companies scorecard
Figure 33: Our approach to identifying the companies most likely to succeed in a sector over the next five years

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