Chinese Electric Vehicle Battery Giants Accelerate Southeast Asia Expansion
15 Sep 25Over 2024-2025, Chinese electric vehicle (EV) battery manufacturers have launched a wave of expansion into Southeast Asia. Leading the charge is Contemporary Amperex Technology Co Ltd, the world’s largest battery maker.
David Zhang
The Illusion of Stability: How Consolidation is Reshaping China’s Auto Market
1 Sep 25China’s auto market is on track for record sales in 2025, but behind the growth, automakers face pressure from price wars, overcapacity, and thinning margins. Domestic EV leaders are rising as foreign brands lose ground. With consolidation accelerating and demographics plus shared mobility capping demand, long-term growth will depend on scale, efficiency, and exports.
Arturas Ladyga
BMW, BYD, Tesla and VinFast Are Recalibrating Their EV Strategies
25 Aug 25The global electric vehicle (EV) market is entering a new phase of strategic recalibration. While projected sales for passenger EVs are set to reach 26.6 million units in 2025, a significant 12% increase year-over-year, this growth is occurring amidst considerable global headwinds. Leading automakers are adjusting strategies to navigate a complex environment of trade disruptions, intense margin pressures, and evolving consumer preferences.
Loo Wee Teck
Five Key Drivers for the Rise of Chinese Electric Vehicle Manufacturers in Southeast Asia
11 Aug 25Chinese electric vehicle (EV) manufacturers are rapidly transforming Southeast Asia’s (SEA) automotive market. It is not only about volume but also influence. With price competitiveness, growing local production, teamwork with influencers, and financial partnerships, Chinese carmakers are reshaping local consumer preferences and redefining competition.
David Zhang
Four Key Consumer Insights Shaping Southeast Asia’s Electric Vehicle Market
31 Jul 25Southeast Asia's EV market is growing rapidly, driven by sustainability awareness and innovation. Consumer expenditure on vehicle purchases is projected to surpass USD104 billion by 2029, with EV sales reaching 560,000. 60% of car owners believe EVs are more sustainable, presenting opportunities for automakers to capitalise on the trend.
David Zhang
2024 Marks Turning Point for US Car Rentals
29 Jul 25The US has been the largest car rental market in the world for well over 15 years. Driven by strong international and domestic demand, well-established infrastructure, and a highly competitive landscape, the US car rental market has been a strong performer even in turbulent times. However, it seems that the market has reached saturation point.
Ruta Vastakaite
Tariff Turbulence: Supply Chains, Scenarios and Strategic Optionality
16 Jul 25As President Trump intensifies his trade war after a three month pause on the “reciprocal” tariffs announced in early April, the international trade environment has never been more volatile. Recent tariff threats targeting Canada, the EU, Mexico and others underscore how quickly trade dynamics can shift, with potentially far-reaching consequences. The challenge for global businesses is not only to assess immediate impacts, but also to remain strategically agile as events continue to unfold.
An Hodgson
Three Key Implications of the Grab and GoTo Merger
10 Feb 25In February 2025, Grab and GoTo, the two leading ride hailing firms in Southeast Asia, were reportedly in merger discussions. Share price declines for both (versus the price of their IPOs), challenges in growing market share individually, and headwinds on the path to profitability are the key drivers for the potential merger.
David Zhang
Trump’s Protectionism Prompts Strategic Pivot of Chinese Automotive Manufacturers
23 Jan 25The re-election of Donald Trump poses fresh challenges for Chinese automotive manufacturers, as proposed steep tariffs on Chinese electric vehicles (EVs) and parts – in addition to the 100% tariff on EVs and 25% tariff on lithium-ion EV batteries put in place by the Biden administration in 2024 – are set to further disrupt EV supply chains. This necessitates strategic pivots by Chinese automakers that will reshape the industry.
David Zhang
The Rise of Autonomous Vehicles
20 Jan 25Advancements in artificial intelligence, data integration, and connectivity are driving innovation, creating new revenue streams, and reshaping business models. Cutting-edge trends like driverless technology and the shift towards on-demand mobility services, are not only enhancing vehicle capabilities but also transforming industries like logistics, insurance, and urban mobility.
Euromonitor International
Top Three Automotive and Mobility Trends in 2025
2 Jan 252025 will be a crucial year for the automotive and mobility industry, with sustainability, digital transformation and shared mobility services shaping business strategies. The year is predicted to be defined by three major trends: the continued softening in demand for EVs in favour of hybrids, the growing shift to more sophisticated autonomous car technologies, and the robustness of the used car market as new vehicle registrations slump.
Euromonitor International
Chart of the Month: Uncovering New Dynamics in Global Commuting Habits
30 Oct 24As more employees are returning to the office in a post-Covid work environment, commuting preferences and challenges have again come into the spotlight. Although cars and motorcycles continue to be the most popular modes of commute, many consumers across geographies are looking for alternatives to vehicle ownership, driven by a desire for affordability and improved quality of life.
Paula Ferolla
London EV Show 2024
ExCeL London, Royal Victoria Dock, 1 Western Gateway, London E16 1XL 27 November 2024 10:45 GMTThe London EV Show gathers the world's leading companies and startups to showcase a broad range of products, services, and ideas, from electric cars and light vehicles to electric trucks and vans, as well as electric charging infrastructure and battery systems.
Euromonitor International
Car Rental: Three Trends Driving Future Business Competitiveness
13 Sep 24Car rental brands need to prioritise three commercial areas to improve future competitiveness: advance new models of flexible ownership, implement more convenient online rentals and progressively adopt AI and big data applications in various business processes. The three trends will play an important role in articulating new sources of income, while also helping to reduce overhead costs in the long run.
Euromonitor International
BYD's EURO 2024 Sponsorship Reflects Global EV Ambitions
20 Jun 24Earlier in 2024, the electric vehicle (EV) giant, BYD (Build Your Dream), became the first official Chinese carmaker to sponsor and partner with the European football championship, UEFA EURO 2024. The partnership underscores the ambitions of BYD, a lesser-known EV firm outside China, which is keen on expanding brand awareness in Europe and across the world.
Euromonitor International
Is Tesla Abandoning Its Electric Vehicle Charging Business?
28 May 24Tesla’s endeavours in electric vehicle (EV) charging took a hit in May 2024 when it announced that it would be dismissing a sizeable chunk of its supercharger team. While its decision to slow down supercharger expansion may offer opportunities for other charge point operators (CPOs) to catch up, Tesla is unlikely to relinquish its supercharger business, long-term, having already built partnerships for charge port compatibility with major automotive OEMs.
Euromonitor International
Emerging Finance Trends Shaping Four-Wheeled EV Adoption
3 May 24Despite slowing growth, EVs are still expected to become more widespread as governments promote sustainable mobility, but this requires financial development throughout the customer journey.
David Zhang
Digital Payments in the Mobility Industry – Where and How to Play Next?
11 Jan 24Consumer preference for seamless payments in most daily activities has also increased the adoption of digital payment solutions for mobility. As consumers expect an integrated, convenient, and secure payment solution, this has opened up the mobility sector as an avenue of payment innovation and partnership among payment specialists and mobility service providers across public and private sectors.
Rabia Yasmeen