Energy Transition Intelligence
Track the global shift to clean energy. Analyze the role of battery materials in renewable energy storage, EV adoption, and decarbonization.
Access Transition DataGlobal Energy Transition Trends
42%
EV Sales Growth (YoY)
890 GWh
Battery Energy Storage
$380B
Clean Energy Investment
125
Countries with EV Policies
Electric Vehicle Adoption
Global EV Sales Forecast
Electric vehicle sales are projected to reach 14.2 million units in 2026, representing 18% of total automotive sales.
20249.5M units
202511.8M units
202614.2M units
2027 (Proj.)17.5M units
Battery Demand Drivers
Electric Vehicles
Primary driver of battery mineral demand growth
67% of total demand
Energy Storage Systems
Grid-scale and residential storage deployment
18% of total demand
Consumer Electronics
Smartphones, laptops, and portable devices
10% of total demand
Other Applications
E-bikes, power tools, industrial uses
5% of total demand
Policy & Regulatory Landscape
United States
- • Inflation Reduction Act (IRA)
- • $7,500 EV tax credits
- • Domestic content requirements
- • Critical minerals sourcing rules
European Union
- • 2035 ICE vehicle ban
- • Battery Passport regulation
- • Critical Raw Materials Act
- • Net-Zero Industry Act
China
- • New Energy Vehicle (NEV) quotas
- • Battery recycling mandates
- • Export controls on materials
- • Domestic supply chain focus
Navigate the Energy Transition
Access comprehensive analysis of EV markets, policy impacts, and battery material demand forecasts.
Get Full Access