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A Tale of Two Tomorrows in EV Sales – BCG

A Tale of Two Tomorrows in EV Sales – BCG

Sales growth of electric vehicles is steady—and new policies should drive further demand and investment. Yet negative signals suggest challenges ahead. We offer sales projections and action steps for players in the EV ecosystem.Battery price increases, rising electricity costs, and changes in government incentives are causing shifts in demand for EVs.In a world with sufficient supply of essential metals at relatively stable prices, we predict four times growth in global battery electric vehicle sales by 2030.EV market share will be… 

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