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Technology report
Nov 2025
What Next for the Global Car Industry Present and future prospects of electric car manufacturing
…all battery components are imported, the majority of the value is retained. Striking a balance between cost-effective production through imports and domestic value creation is crucial. Available manufacturing capacity for electric cars varies by region, but there is the ample opportunity to retool existing conventional car production capacity. Based on manufacturers’ announcements, production capacity for batteries and key components is set to rise by 40-190% to 2030 relative to today. Despite an increase in the geographic diversity of battery cell production, for most cell components, at least 85% of capacity is expected to remain in China in 2030.
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07 Oct 2025
Weighted average net margins of renewable energy companies in China, Q1 2023-Q2 2025
Weighted average net margins of renewable energy companies in China, Q1 2023-Q2 2025 Renewables 2025
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07 Oct 2025
Weighted average net margins of renewable energy companies in China, Q2 2023-Q2 2025
Weighted average net margins of renewable energy companies in China, Q2 2023-Q2 2025
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07 Oct 2025
Weighted average net margins of renewable energy companies excluding China, Q2 2023-Q2 2025
Weighted average net margins of renewable energy companies excluding China, Q2 2023-Q2 2025 REMU
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18 Nov 2025
Additional direct manufacturing costs compared to costs in China for a small SUV by country and by powertrain, 2024
Additional direct manufacturing costs compared to costs in China for a small SUV by country and by powertrain, 2024 Auto industry 2025
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23 Oct 2025
Number of items containing rare earth oxides equivalent to China’s rare earth magnet export volumes, 2024
Critical Minerals
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27 Oct 2025
Current and future committed battery manufacturing capacity by technology in China, 2024
Current and future committed battery manufacturing capacity by technology in China, 2024 Current and future committed battery manufacturing capacity by technology and region, 2024-2030
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27 Oct 2025
Current and future committed battery manufacturing capacity by technology in China, 2030
Current and future committed battery manufacturing capacity by technology in China, 2030 How can innovation help to secure future battery markets and minerals supplies?
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22 Dec 2025
Financing Structure of Uzbekistan’s 1-GW Solar Project
Financing Structure of Uzbekistan’s 1-GW Solar Project China energy finance
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26 Mar 2026
Share of committed global production capacity located outside China owned by China-headquartered companies for selected technologies and minerals, 2024 and 2030
Share of committed global production capacity located outside China owned by China-headquartered companies for selected technologies and minerals, 2024 and 2030 ETP 2026