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Electric Vehicles
Firm
Author
Type
Annual Report
August 2026
Electric Car Markets in a Time of Uncertainty
International Energy Agency
Elizabeth Connelly
Research
35 Pages
The International Energy Agency examines how electric-car demand is holding up as the broader auto market weakens and trade flows shift toward China.
Markets
March 2021
Big Market Delusion: Electric Vehicles
Research Affiliates
Research
9 Pages
IF examines the investment implications of electric vehicle adoption across autos, energy, and commodities, framing it as a long-term structural shift.