A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in 2022, according to BloombergNEF.
Still, there have been real signs of changing ... Show More
Jul 23
The multi-billion dollar promise of vehicle-to-grid integration
Most electric vehicles spend nearly all of their lives parked, doing nothing. But under the hood of those idle cars, a massive store of energy sits untapped. The Kia EV9, for instance, holds a 100-kilowatt-hour battery—which is equivalent to about seven home backup batteries—just ... Show More
34m 53s
Jul 16
When will quantum computing have its breakout moment?
Over the course of the past decade, quantum computing (or the concept thereof) has ridden hype cycles, just like AI or the internet writ large. In the past year, however, as governments across the globe have committed north of $50 billion to the sector, and billions more have pou ... Show More
40m 9s
Jun 2024
The Electric Vehicle Revolution Isn’t Dead—It’s Just Recharging
<p>Brian Collie, BCG’s global leader for the automotive and mobility sector, explains that price and range anxiety remain as barriers to adoption of electric vehicles. Even so, recent BCG research in the US found that nearly 40% of surveyed consumers are considering a switch to e ... Show More
19m 30s
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ... Show More
49m 26s
Feb 2025
What the EV Industry’s Challenges Reveal About Innovation and Regulation
Many consumers are buying electric vehicles, thanks to sportscar-like performance, government incentives, and personal motivations to minimize climate change. But the EV industry overall has revved and sputtered in unpredictable ways and offers a case study in managing innovation ... Show More
26m 24s