What’s really happening in the U.S. EV market...

Data center developers are facing unprecedented roadblocks to power new facilities. In addition to being hampered by an enormous interconnection queue backlog, the major gas turbine suppliers — GE Vernova, Mitsubishi, and Siemens — are completely sold out past 2030. As a result, ...  Show more

The AI buildout is the most capital-intensive project in history. The hunger for power has pushed companies to unconventional options, sparking demand for jet engines, mobile trailer-mounted generators, and hybrid microgrids. And now batteries are having a moment. The urgency to ...  Show more

Electric vehicle sales just passed a significant milestone in the United States, and they’re expected to set records later this year globally. But the news isn’t all rosy just as upcoming elections in the United States and Europe are throwing the future of EVs into uncertainty. P ...  Show more

Electric vehicle sales growthexperienced a slow down in 2 023 that continued into this year. Despite EV makers’ big bets on batteries, buyers seemed more hesitant to take the all-electric route. But EV sales are exp ected to keep growing in 2025, according to Cox Automotive. On t ...  Show more

Brian Collie, BCG’s global leader for the automotive and mobility sector, explains that price and range anxiety remain as barriers to adoption of electric vehicles. Even so, recent BCG research in the US found that nearly 40% of surveyed consumers are considering a switch to e ...