Insight
Delayed Energy Transition: Electric vehicles
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Delayed Energy Transition Oils: A Crude Awakening?
Wood Mackenzie’s Delayed Energy Transition scenario: what does it means for oil and refining
$1,350
Insight
Webinar: Energy transition outlook 2023
US$75 trillion needed by 2050 to achieve net zero
$3,000
Insight
New technologies outlook 2025 - executive summary
The energy transition presents a US$72 to US$117 trillion investment opportunity
$1,150
