Electric Vehicles

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.

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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.

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