🚗 Electric Vehicles + North America Climate Tech 200

This week we take a look at our new Market Maps, preview Electric Vehicles and spotlight the 2023 North America Climate Tech 200. Don't forget to check out the 2024 Global Climate Tech Outlook, and sign up for our new Daily Newsletters Chart of the Day and Impact Capital Markets.

🚗 Electric Vehicles Landscape

The adoption of EV's are on the rise as a response to road transportation’s impact on global emissions and supported by continuous innovation in battery technology and electric drivetrains. In the past decade EV's have evolved to become viable alternatives for internal combustion engine vehicles in the personal vehicle segment while innovations continue in the heavy transportation sector which has shown promising developments. The rise of pure play EV manufacturers such as Tesla, Rivian and Nio has led innovation in this space and legacy auto manufacturers have responded with a wide range of EV models. The EV-ICE product mix in total new car sales continues to evolve in favor of electrification with some legacy brands planning to go EV only by 2030 while others forecasting a 50/50 split by the end of the decade. 

HolonIQ is tracking hundreds of players across the EV landscape around the world and through Q1 we're launching an enhanced Market Maps feature to explore landscapes dynamically on dimensions important to you. By region, revenue, age, category and more with sub categorization on any dimension in one click. Stay tuned for the launch...

📊 North America Climate Tech 200

The North America Climate Tech 200 is HolonIQ’s annual list of the most promising startups working in new energy, the environment and sustainability.

📊 2024 Global Climate Tech Outlook

2024 is a fresh start and the stage is set for the next wave of Climate Technology.  Just a few weeks ago, we launched the 2024 Global Climate Tech Outlook, HolonIQ's annual analysis of the new climate economy, presenting over 230 pages of detailed market data, investment & analysis, strategic shifts and trends in energy, the environment, infrastructure and mobility. Download the extract or purchase the full report. You may also be interested in our Global Economic Outlook, Global Health Tech Outlook or Global Education Outlook.

We have a jam packed agenda for 2024 including a major new market sizing release and many more exciting new initiatives. Stay tuned or Connect with HolonIQ to learn more about how we support forward thinking institutions, governments and organisations worldwide as they navigate the challenges and opportunities ahead.

📊 Charts, Charts and more Charts. Coming Soon.

Starting this week, HolonIQ is launching a new newsletter 'Chart of the Day'. A daily newsletter that helps explain the global impact economy - from climate tech to education and healthcare. Subscribe to Chart of the Day for data-driven insights on sustainable and inclusive growth.

Battery electric vehicles (EV) require a broader mix of minerals compared to conventional vehicles, including on average of over 60 kilograms of graphite and nearly 40 kilograms of nickel per vehicle. Battery EVs also require varying quantities of lithium, cobalt, nickel, graphite, and rare earths, which conventional vehicles do not. Manganese and copper are required for both conventional vehicles and battery EVs, however the twice as much for battery EVs.

Notes. Steel and aluminium not included. The values for vehicles are for the entire vehicle including batteries, motors and glider. The intensities for an electric car are based on a 75 kWh NMC (nickel manganese cobalt) 622 cathode and graphite-based anode. The values for offshore wind and onshore wind are based on the direct-drive permanent magnet synchronous generator system (including array cables) and the doubly-fed induction generator system respectively.

Source. HolonIQ, IEA

📈 Climate Tech Capital Markets

HolonIQ tracks over 1000 listed companies in energy, the environment, infrastructure and mobility around the world and thousands of acquisitions and investments each year. Soon we launch a range of Stock Indices to track the daily performance of over 20 indices across Climate Technology.

Our new Impact Capital Markets newsletter launches next week and will track over 60 impact stock indices, including climate tech, emerging economies and over 50 indices tracking education technology and healthcare innovation.

Subscribe to Impact Capital Markets for data-driven insights on capital powering impact.