Australian Financial Review
In the Australian Financial Review, BCG’s James Tilbury and Scott Nichols discuss why global demand for electric vehicles (EVs) is accelerating despite concerns over battery shortages and charging infrastructure. Citing a BCG report—which forecasts that battery electric vehicles (BEVs) will account for 20% of global light vehicle sales in 2025—they say European and US policies to cut carbon emissions from cars and incentives for consumers to switch to BEVs are among the factors driving demand.