Insight
Delayed Energy Transition: Electric vehicles
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Report summary
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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