Global Car Markets and the Uneven Transition to Electric Vehicles
Global passenger car sales reached 92 million units in 2025, including more than 20 million EVs, but adoption varies widely across markets.
China and the Global Critical Minerals and Battery Supply Chain Landscape
Upstream mineral supply is globally distributed, but China remains the dominant actor in the midstream and downstream battery ecosystem.
China’s Exports to Latin America Have Nearly Doubled Since 2014, Driven by Mexico and Brazil
Machinery, electronics and vehicles dominate China’s Latin America export basket, driven by Mexico and Brazil.
Concentrated Processing, Dominant Manufacturing: China’s Dual Control of the EV Battery Value Chain
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
The Structure of Global Automotive Trade in 2024
The top ten exporters and importers of automotive products reveal a highly concentrated global trade system.
China Is Reshaping Global Auto Trade With Surging Electric Vehicle Exports
Electric and hybrid vehicles are driving China’s export growth, accelerating overseas market penetration and compressing the response time available to legacy auto exporters.
China’s Domination of Global Car Production
China is for several years already the world’s leading producer of cars, and it looks set to soon become the world’s leading exporter of cars as well.