马士基：强势赋能新能源汽车电池供应链_15页_3mb

Global EV Market Growth: The analysis indicates rapid expansion of the electric vehicle (EV) market, with sales projected to increase significantly from 2021 to 2035. By 2035, EV unit sales could reach up to 5630 million units, far exceeding levels in 2021 (assumed reference point at 77.1 million units).

Regional Trends: Different regions show varying growth rates:

• EU: High market penetration, with percentage data suggesting increasing adoption (e.g., trends around 98%, 92%, etc., possibly indicating share or saturation).
• US: Steady but lower initial penetration, with values like 86%, 8%, suggesting growing market share over time.
• China: Fast emergence, with initial data pointing to substantial growth (e.g., percentages like 33%, indicating early-stage adoption with room for expansion).

Battery Technology: Lithium-based batteries dominate, with LFP (Lithium Iron Phosphate) and NMC (Nickel Manganese Cobalt) being key types. The data shows shifts in composition, likely favoring energy-density-focused NMC in some scenarios, influenced by factors like supply chain dynamics and China's rapid transition, as highlighted in sources like the IEA.

Key Drivers and Sources: Factors include industrial transitions (e.g., IEA's EV outlook), policy shifts in countries like Japan and South Korea, and global supply chain insights. Overall, the market is expected to grow due to energy-efficient goals and increasing EV commonality, supported by data from sources such as PwC and statistical reports.