Germany’s 2025 EV battery capacity deployment surges by nearly 50%
As China slows down, Europe accelerates its car parc electrification rate.
著者：Adamas Inside
European vehicle parc electrification growth catches up with Asia Pacific
Early signs of a slowdown in China, strong growth in Europe, Middle East and a bounce in the US see global growth in GWh terms reach 29% year on year.
Top 5 EV makers by permanent magnet motor power deployed
In April, the US halted exports of rare earth concentrate to China. At the same time, exports from Myanmar to China remain suppressed since late-2024 when resistance forces took control of key mining sites in the country.
Unless the status quo changes, China is poised to experience a massive drop in concentrate imports in Q2 2025 (and possibly beyond) and consequently a drop in feedstock supplies to its processors and magnet makers.
Top 5 countries by EV motor power deployed in 2025
From January through June 2025, the total traction motor power rolled onto global roads in newly sold passenger EVs, including plug-in and traditional hybrids, totaled 2,077 GW, a 28% rise compared to the same period in 2024. Way out front, China deployed 1,155 GW of motor power onto roads globally, outpacing overall worldwide growth with an eye-catching 37% year-on-year jump.
Top 5 EV makes by lithium deployed outside Asia Pacific
A combined total of 217.5 kilotonnes of lithium carbonate equivalent (LCE) were deployed onto roads globally from January through June this year in the batteries of all newly sold passenger EVs, including plug-in and conventional hybrids, combined, a 27% increase over 2024. The Middle-East, Africa, Europe and the Americas made up 39% of the global…
Plug-in hybrid battery capacity deployment jumps by 38%
Driven by the popularity of range extender vehicles, the average PHEV battery now also sports 40% more kWh than three years ago.
EV battery nickel deployment by cathode chemistry and region
The batteries of EVs sold over the first five months of the year contained 131.3 kt of nickel, up 12% compared to 2024 even as Asia Pacific goes in reverse.
Global vehicle parc electrifies at a 30% rate in first half of 2025
China continues to drive the global market and growth in Europe has made a robust return, but the Americas is undergoing a significant slowdown.
Tesla Model Y abdicates its Asia Pacific lithium throne
LCE deployment in the region is up 32% year on year to 131.4 kilotonnes, but Tesla’s most important vehicle saw a 22% decline, handing the all-conquering Xiaomi SU7 the top spot.
Top global cell suppliers by battery capacity deployed, battery metal spending
Calculating the costs of installed battery metals provide further evidence of the significant impact of nickel-free cathodes on the economics of the sector.
