Boom, blip, or bust? Recalibrating expectations for EVs

Date: May 23, 2024 By: Roland Berger
  • Battery cost - EVs
  • Customer interest
  • EV portfolio
  • EV preference
  • EV/PHEV charging infrastructure
  • EV/PHEV sales
  • Industry Activity
  • Infrastructure
  • Asia-Pacific
  • Europe
  • Global
  • North America
  • USA

Since Tesla’s 2020 breakthrough with the Model Y, electric mobility seems to be in the throes of a major boom phase. But are the current forecasts – that around half of all the vehicles made will be electric by the year 2030 – too optimistic? Will geopolitical tensions resolve quickly enough, global supply chains be strong enough and countries be able to build charging stations fast enough to make this ambition a reality?

Check out the full publication by Brandon Boyle, Stephan Keese, Isaac Chan and Kyle Gordon for free.

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