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Set Alert for Electrification

Graphite: The Next Battery Mineral Bottleneck

The U.S. imports 100% of its graphite, the mineral used for battery anodes and almost one-third comes from China. China also converts over 90% of the world’s graphite into anode material. Can the EV industry scale up without China?

Electrification Batteries Materials and Lightweighting

Economist Stays Bullish on U.S., Likes Path of Biden’s IRA

“I don’t know if not cooperating with China in key industries such as microchips and minerals-processing is wise. We all know that China and the U.S. are intertwined in many ways. I think rupturing that would be a tectonic change,” says Paul Gruenwald, global chief economist at S&P Global Ratings.

Markets Electrification

Lithium Supply in Balance With Demand for Now

Lithium prices have fallen since the beginning of this year. Some analysts predict supply will meet demand, but that could be short-lived.

Electrification Batteries

Flo Charging’s CPO Yang on Cutting Cost, Time and Adding Advertising

Canada’s Flo Charging is making a big push into the U.S., with a plan to manufacture up to 250,000 chargers by 2028 at a new facility in Michigan.

Electrification Charging

U.S. BEV/PHEV Demand Hits Record Prior to Final IRA Rules Kicking In

While the Inflation Reduction Act has accelerated future plans by several automakers to build more electrified vehicles locally, using the lease incentive as an end run will help prop demand for BEVs and PHEVs in the short term, partially offsetting the negative impact from most plug-in electrified vehicles not qualifying for buyer credits.

Market Analysis Markets

BEV Range, Performance Improvements: Everything, Everywhere, All at Once

A Wards Intelligence Powertrain Survey confirms BEVs have a number of hurdles to clear before reaching widespread market adoption with technology improvements expected to come from several areas.

Electrification Batteries

EV Sales Tracker - US, China, Europe 2022

This market tracker contains analysis of electrified light vehicles BEV, HEV, PHEV in the U.S., China and Europe markets.

Electrification Electrified Vehicles

The Feds’ Short List of Credit-Worthy Vehicles; Charging News

With a paltry 12 vehicles qualifying for the new EV tax credit, Americans will have a limited number of new BEVs to choose from among an already limited list.

Electrification Charging

New Treasury Rules for EV Materials Levels Field for U.S. Allies

New guidance from the U.S. Treasury sheds light on how electric vehicles can qualify for the $7,500 IRA incentive. But the new rules are also sparking an interest in new free-trade agreements.

Electrification Batteries

Troubled North America Battery-Electric Startups Clinging to Production Plans

Cancellations, production delays and changes in planned products have become a steadfast pattern for battery-electric startups in North America due to financial hurdles and other challenges. Despite stiff headwinds getting even stronger over the past year, making it more likely that only a few, if any, will succeed, most still refuse to give up.

Market Analysis Markets

What’s Next for EV Batteries? (Part 3)

New electric-vehicle battery technology is often in the news and for years battery makers have been promising we’ll see these breakthroughs in cars soon. But for solid-state batteries and sodium-ion based batteries their time may finally have come.

Electrification Batteries

Tax Credit Clarity?; Toyota Gets Heat; Tritium’s NEVI Chargers; Tesla, Mercedes News

The Treasury Department tax-credit guidelines could crater new BEV sales in the U.S., while environmental groups plead with Toyota’s new CEO to rethink his BEV plans.

Electrification Batteries

A New Report on The Rapidly Evolving Automotive Cybersecurity Market

Understand why Information Technology (IT) cybersecurity does not directly translate to automotive cybersecurity

Connectivity E/E Architecture
See All

Our team of analysts and researchers keep close tabs on the latest trends in batteries; charging technology and infrastructure; battery recycling; electric motors and related power control and conversion technologies; and electric all-wheel-drive systems.We compile market data internationally, keep current on policy and regulations, offer detailed forecasts on powertrain take rates globally and conduct exclusive industry surveys.

AutoTech: Electrification

How Electrification is Reshaping the Automotive Ecosystem
October 26-27, 2022 | Detroit