Electric Vehicles (EV) in Oil and Gas - Thematic Research

Electric Vehicles (EV) in Oil and Gas - Thematic Research

Summary

The automotive industry is undergoing a profound period of disruption. Four concurrent megatrends are shaking up business strategies-connected cars, autonomous vehicles, shared mobility services, and electrification, or ‘CASE’. Of the four megatrends, battery electric vehicles (BEVs) are arguably the most critical at this moment in time. Across the industry, automakers and suppliers are announcing bold strategies to pivot away from producing combustion vehicles and toward electric models. This has seen many companies race to secure vital supplies of batteries, EV components, and the raw materials needed to create them.

Scope

  • This report presents an overview of global evolution of electric vehicles.
  • It analyses the EV value chain and how it is impacting the oil and gas business.
  • The report provides an overview of the competitive positions held by oil and gas companies, and auto vendors in the EV theme.
  • It also provides some EV case studies by the oil and gas players.
Reasons to Buy
  • Evaluates the EV value chain and highlights major players in each segment
  • Impact analysis of EVs on oil and gas industry
  • Review of some of the case studies highlighting the EV-related infrastructure by the oil and gas players
  • Identify and benchmark key oil and gas companies and their role in the EV theme
  • Identify and benchmark key auto vendors invested in the EV market


  • Executive Summary
  • Impact on the Oil and Gas Industry
    • Table Figure 1: The transportation sector accounts for almost half of the petroleum products demand
    • Outlook for transportation fuels
    • Oil and gas industry response to EV boom
      • Table Figure 2: The refining capacity of oil majors is anticipated to decline slightly by 2030
      • Table Figure 3: European companies are aggressively expanding their EV charging presence
    • Companies are also exploring EV segments beyond charging
    • Case Studies
      • Shell: Vying for leadership in EV charging
        • Table Figure 4: Shell Recharge branded EV charge points
      • Saudi Aramco: Driving advancements in battery technology
  • Players
    • Table Figure 5: Who are the leading players and upcoming challengers in the electric vehicle landscape?
  • Technology Briefing
    • Lithium-ion is the leading battery technology for BEVs
    • Alternatives to lithium-ion
    • Solid-state batteries are the next most viable option
    • Power management systems are also key to battery performance
    • Fuel cells can also power electric vehicles
    • Is Tesla's advantage insurmountable?
      • Mega-castings
      • Structural battery pack
      • 4680 cells
      • Autonomous technology
      • Removing 12V systems
    • What other automakers are doing to compete with Tesla
      • Table Figure 6: Automotive industry survey results on Tesla's advantage
      • BMW
      • Daimler
      • Ford
      • Geely
      • General Motors
      • Hyundai
      • Renault-Nissan
      • Stellantis
      • Volkswagen
        • Table Figure 7: Tesla to increase production by building out regional manufacturing
  • Trends
    • Oil and gas trends
      • Table Oil and gas trends
    • Technology trends
      • Table Technology trends
    • Macroeconomic trends
      • Table Macroeconomic trends
    • Regulatory trends
      • Table Regulatory trends
  • Industry Analysis
    • Market size and growth forecasts for EVs
      • Momentum towards EVs now established - production to increase rapidly
        • Table Figure 8: EV powertrains as a proportion of all new powertrains 2016-2036
      • Regional analysis
        • Table Figure 9: Regional share of EVs on the road 2016 vs 2021
        • Table Figure 10: Regional share of EV production 2016 vs 2021
    • The dynamics of the lithium market
      • Table Figure 11: Lithium carbonate equivalent demand by product, 2015 vs 2021 forecast
      • Chinese dominance
        • Table Figure 12: China's share of production stages of Li-ion battery manufacturing (%)
    • Competitive analysis
      • Table Figure 13: Tesla vs key rivals 2021 sales
      • Table Figure 14: Tesla vs key rivals December 2021 market capitalization
      • Legacy automakers
    • Mergers and acquisitions
      • Table Mergers and acquisitions
    • Timeline
      • Table Figure 15: The electric vehicle story
  • Value Chain
    • Table Figure 16: The electric vehicle value chain
    • Batteries
      • Battery raw materials
        • Table Figure 17: The electric vehicle technology stack: battery raw materials
      • Battery components
        • Table Figure 18: The electric vehicle technology stack: battery components
      • Battery packs
        • Table Figure 19: The electric vehicle technology stack: lithium-ion batteries
    • Semiconductors
      • Table Figure 20: The electric vehicle technology stack: semiconductors
    • Auto components
      • Electric drivetrains
        • Table Figure 21: The electric vehicle technology stack: drivetrains
      • Tier-1 auto component suppliers
        • Table Figure 22: The electric vehicle technology stack: auto component suppliers
    • Assembly
      • Table Figure 23: The electric vehicle technology stack: assembly
    • Charging stations
      • Table Figure 24: The electric vehicle technology stack: charging stations
  • Companies
    • Oil and gas companies
      • Table Oil and gas companies
    • EV companies
      • Table EV companies
  • Sector Scorecards
    • Integrated oil and gas companies' scorecard
      • Who's who
        • Table Figure 25: Who does what in the integrated oil & gas companies' space?
      • Thematic screen
        • Table Figure 26: Thematic screen
      • Valuation screen
        • Table Figure 27: Valuation screen
  • Glossary
    • Table Glossary
  • Further Reading
    • GlobalData reports
      • Table GlobalData reports
  • Our thematic research methodology
    • Table Figure 28: Our five-step approach for generating a sector scorecard
  • About GlobalData
  • Contact Us

Download our eBook: How to Succeed Using Market Research

Learn how to effectively navigate the market research process to help guide your organization on the journey to success.

Download eBook
Cookie Settings