Electric vehicles

The National Electric Vehicle Infrastructure (NEVI) program is in its fourth year, with 15 states deploying 506 charging ports and over 2,800 additional ports conditionally awarded as of February 2025. These stations have supported thousands of electric vehicle (EV) charging sessions, but progress remains slow compared to initial targets. An estimated 1,000-1,500 stations (4,000-6,000 ports) are still needed to complete the Alternative Fuel Corridor network. NEVI contributed less than 1% of public chargers installed in 2024, highlighting its role as a catalyst rather than a standalone solution. A recent Trump administration memo paused new NEVI funding allocations, though existing state projects with finalized agreements continue unaffected. Several states are continuing their work to build out NEVI-funded EV chargers, but the move has undoubtedly led to market disruption and uncertainty. This premium article highlights the status of NEVI funding and charger rollout in the US as of February 2025.

IDTechEx spoke to Hyundai Construction Equipment at Bauma 2025 about its latest innovations in electric and hydrogen excavators.

The first three months of 2025 have seen significant shifts in the global economic landscape, with trade tariffs impacting every industry, automotive included. Despite these headwinds, electric vehicle (EV) markets in Europe and the US outperformed the same period for 2024 by some margin. This premium article breaks down some of the latest data and analayis to offer updates on these key automotive markets.

IDTechEx spoke to Kreisel Electric at Bauma 2025 about its newly announced battery packs for off-highway machines.

Mitra Chem are a US-based company aiming to develop LFP production in the US.

Wednesday 14 May 2025 - The Status and Role of Next-Generation Li-ion Battery Technologies; Next generation anode materials such as silicon, lithium and anode-free designs; Innovations in cathode active materials and their manufacture; Li-S developments; Key cost and resource consideration from advanced Li-ion battery chemistries; IDTechEx's outlook for advanced Li-ion technology

Slate Auto is a US-based startup established in 2022, focused on developing customisable electric vehicles, including trucks and SUVs.

On April 29th, the Trump administration modified its existing automotive tariff policy. IDTechEx research has broken down the changes, and the implications for the electric vehicle industry in the US.

China's L2+ ADAS market is accelerating, led by cost-effective full-stack solutions and domestic innovation. IDTechEx projects the market to reach US$20 billion by the 2040's as local players outpace global rivals.

The ePowertrain Tech Summit is hosted annually in Berlin and is attended by automotive OEMs, tier-one suppliers, and start-ups. This premium article provides key takeaways from the event.

This premium article explores global critical rare earth mine production.

Umicore are a Li-ion battery cathode producer also active in Li-ion battery recycling.

IDTechEx spoke to Scania at Bauma 2025 about its latest technologies and market developments around electric dump trucks for mines.

The multitude of battery chemistries available for different EV types means that a variety of safety materials to accommodate their requirements are also necessary. IDTechEx's VP of Research, Dr James Edmondson, presented at the Plastics in Electric & Autonomous Vehicles Conference 2025 - SPE Automotive Division on topics including evolving vehicle technology and materials, while Technology Analyst, Mika Takahashi, covered the wider EV sector.

LiNova Energy are a US startup developing polymer cathode materials.

As EV adoption accelerates, charging infrastructure faces growing challenges in cost, power availability, installation time, and scalability. Traditional cable-based charging struggles with slow deployment, prompting interest in alternative solutions like battery swapping, wireless charging, and off-grid charging. Battery swapping enables rapid EV recharging, supports Battery-as-a-Service (BaaS) models, and enhances fleet efficiency but faces hurdles in high infrastructure costs and standardization. Wireless charging offers seamless, plug-free energy transfer, benefiting public transit and autonomous fleets, yet struggles with high costs, efficiency losses, and vehicle alignment precision. Off-grid charging solutions—such as solar canopies, hydrogen generators, and wind-based systems—promise renewable energy independence but remain constrained by cost, efficiency, and infrastructure limitations. Each approach presents unique advantages and trade-offs, requiring further cost reductions, technological advancements, and policy support to complement and compete with traditional grid-tied charging solutions.

Conovate are an early-stage US company developing a composite graphene monoxide-based anode material as an alternative to graphite anodes for Li-ion batteries.

REETec is a mid-stream rare earth processor founded in 2008 and based in Oslo, Norway. REETec has developed a high-performance liquid chromatography technology for the separation of rare earths into high purity rare earth oxides. IDTechEx spoke with David O'Brock, Commercial Director at REETec.

IDTechEx spoke to Develon at Bauma 2025 about its activities in electrification of construction equipment, including its battery technology and future electric excavators.

In April 2025, it was announced that China's GB 38031-2025 would be mandated by July 2026 for new vehicles. This 2025 update goes well beyond the previous one with the requirement for no fire or explosion for 2 hours after the initial event.