Insight

Delayed Energy Transition: Electric vehicles

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The Delayed Energy Transition (DET) scenario assumes these bearish trends to exacerbate through 2025 and cause a irreversible slowdown in EV sales, battery production and metal demand over the long term. In this report, we discuss: - What policy changes in individual regions could spur a potential slowdown in EV demand growth - How carmakers could adapt and parallelly hedge against the risk of a policy reversal in the future - How new EV pack sizes and chemistry adoption trends will accompany a slowdown in EV rollout - Why delays to EV rollouts in the West could shift battery trade flow patterns - How lowered demand could potentially delay price recovery for critical battery commodities

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What's included

This report contains:

  • Document

    DET EV Demand And Battery Supply, 2025.xlsx

    XLSX 790.46 KB

  • Document

    Delayed Energy Transition Electric Vehicles, 2025.pdf

    PDF 1.83 MB