GITNUXREPORT 2026

Sustainability In The Automotive Industry Statistics

Electric vehicle sales surged globally last year, significantly reducing transportation emissions.

Sarah Mitchell

Sarah Mitchell

Senior Researcher specializing in consumer behavior and market trends.

First published: Feb 13, 2026

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Key Statistics

Statistic 1

Recycling lithium batteries recovers 95% of materials, reducing emissions by 50% in new production.

Statistic 2

Global EV battery recycling capacity reached 200 GWh/year in 2023, targeting 1 TWh by 2030.

Statistic 3

Redwood Materials recycled batteries equivalent to 1.5 GWh in 2023, recovering 95% cobalt.

Statistic 4

EU battery regulation mandates 70% cobalt recycling by 2030.

Statistic 5

Lithium-ion battery recycling rate globally was 5% in 2023, projected to 20% by 2030.

Statistic 6

Northvolt's Revolt plant recycles 50,000 tons of batteries annually, black mass to cathode.

Statistic 7

Battery second life applications stored 10 GWh globally in 2023 for grid support.

Statistic 8

Li-Cycle processed 10,000 tons of black mass in 2023, recovering 99% lithium.

Statistic 9

Global demand for recycled battery materials hit 100 kt cobalt equivalent in 2023.

Statistic 10

Umicore's recycling recovers 95% nickel, 99% copper from NMC batteries.

Statistic 11

Sodium-ion batteries require 30% less critical materials, recyclable at 90% efficiency.

Statistic 12

Ascend Elements produced 12,000 tons of pCAM from recycled batteries in 2023.

Statistic 13

Battery passports mandated in EU from 2027 track 100% material origin and recycling.

Statistic 14

Global LFP battery recycling focuses on phosphorus recovery, achieving 92% yield.

Statistic 15

ReCell Center recycled 1 GWh equivalent batteries in 2023 via hydrometallurgy.

Statistic 16

Cobalt-free batteries reduce recycling needs by 40% in material intensity.

Statistic 17

Direct recycling preserves cathode structure, cutting emissions 40% vs pyrometallurgy.

Statistic 18

Global recycled content in EV batteries reached 10% in 2023.

Statistic 19

Hydro-Québec's process recovers 99.9% lithium from spent batteries.

Statistic 20

Automotive industry recycled 90% of end-of-life vehicles by weight in EU 2023.

Statistic 21

Global steel recycling in autos saved 600 MtCO2eq in 2023.

Statistic 22

Aluminum recycling in vehicles uses 95% less energy than primary production.

Statistic 23

25 million ELVs processed globally in 2023, recovering 20 Mt metals.

Statistic 24

Plastics recycling rate in autos reached 30% in 2023, targeting 50% by 2030.

Statistic 25

Tyres recycled 1.5 billion units globally in 2023 for energy recovery.

Statistic 26

Ford recycled 1.9 billion pounds of materials in 2023 across operations.

Statistic 27

Toyota recycled 98% of ELV parts in Japan, 2.5 million vehicles processed.

Statistic 28

Global automotive glass recycling hit 80%, saving 1 Mt sand extraction.

Statistic 29

Catalyst recycling recovered 200 tons platinum group metals in 2023.

Statistic 30

Bio-based materials in interiors recycled at 85% compostability.

Statistic 31

Automotive industry circularity index improved to 45% in 2023.

Statistic 32

Volkswagen reused 40,000 parts from ELVs in 2023 via digital platforms.

Statistic 33

BMW's closed-loop steel recycling uses 50% scrap in new vehicles.

Statistic 34

Global supply of recycled rare earths for magnets reached 10% of demand in 2023.

Statistic 35

The automotive sector used 50 Mt recycled aluminum in 2023, 40% of total.

Statistic 36

In 2023, global electric vehicle sales reached 14 million units, accounting for 18% of total passenger car sales worldwide, a 35% increase from 2022.

Statistic 37

By 2030, electric vehicles are projected to comprise 35% of new car sales globally under current policy scenarios.

Statistic 38

In Europe, EV market share hit 23.6% in 2023, driven by Norway's 89.3% EV penetration rate.

Statistic 39

China's EV sales surged to 9.5 million units in 2023, representing 38% of total vehicle sales.

Statistic 40

The US saw EV sales grow by 50% to 1.2 million units in 2023, with Tesla holding 50% market share.

Statistic 41

Battery electric vehicles (BEVs) outsold plug-in hybrids (PHEVs) globally for the first time in 2023, with BEVs at 70% of EV sales.

Statistic 42

Ford announced plans to electrify 100% of its European passenger vehicle lineup by 2030.

Statistic 43

Volkswagen Group delivered 771,000 EVs in 2023, up 35% from the previous year.

Statistic 44

India's EV penetration reached 2% of passenger vehicles in 2023, with a target of 30% by 2030.

Statistic 45

Toyota's EV sales doubled to 103,000 units in 2023 as part of its multi-pathway electrification strategy.

Statistic 46

Global EV battery capacity reached 760 GWh in 2023, sufficient for 16.2 million EVs.

Statistic 47

South Korea's EV market share climbed to 10.5% in 2023, supported by government subsidies.

Statistic 48

BMW sold 375,000 fully electric vehicles in 2023, achieving 14.7% BEV share of total sales.

Statistic 49

GM plans to launch 30 new EVs by 2025, targeting carbon neutrality by 2040.

Statistic 50

Japan's EV sales grew 16% to 654,000 units in 2023, lagging behind hybrids.

Statistic 51

Rivian delivered 50,122 vehicles in 2023, exceeding expectations despite supply chain issues.

Statistic 52

Mercedes-Benz achieved 11% BEV sales share in 2023, on track for 50% by 2030.

Statistic 53

Global two-wheeler EV sales hit 10 million units in 2023, led by Asia.

Statistic 54

Lucid produced 8,428 vehicles in 2023, focusing on luxury EV segment.

Statistic 55

Polestar delivered 54,600 vehicles in 2023, a 36% increase year-over-year.

Statistic 56

Fisker delivered 4,993 Ocean SUVs in 2023 amid production ramp-up.

Statistic 57

NIO delivered 160,038 vehicles in 2023, with battery swap technology adoption rising.

Statistic 58

XPeng delivered 141,601 smart EVs in 2023, up 17% from 2022.

Statistic 59

Li Auto delivered 376,030 vehicles in 2023, focusing on extended-range EVs.

Statistic 60

BYD sold 3.02 million new energy vehicles in 2023, surpassing Tesla globally.

Statistic 61

Stellantis EV sales reached 486,000 units in 2023, +54% growth.

Statistic 62

Hyundai Motor Group sold 288,000 EVs in 2023, targeting 1.4 million by 2030.

Statistic 63

Renault Group EV sales grew 40% to 344,626 units in 2023.

Statistic 64

Volvo Cars delivered 113,620 fully electric cars in 2023, 18% of total sales.

Statistic 65

The transportation sector emitted 8.6 GtCO2 in 2023, with road vehicles responsible for 70% of that total.

Statistic 66

Passenger cars accounted for 45% of global transport CO2 emissions in 2023, totaling 3.9 GtCO2.

Statistic 67

EU new car fleet average CO2 emissions fell to 108.2 g/km in 2023, down 2.4% from 2022.

Statistic 68

In the US, light-duty vehicles emitted 1.1 GtCO2eq in 2022, projected similar for 2023.

Statistic 69

Global shipping emissions were 1 GtCO2 in 2023, but automotive tailpipe dominates passenger transport.

Statistic 70

China's vehicle fleet emitted 2.5 GtCO2 in 2023, with ICE vehicles contributing 90%.

Statistic 71

Aviation emitted 1 GtCO2 in 2023, while cars emitted over 4 GtCO2 globally.

Statistic 72

Heavy-duty trucks emitted 2.2 GtCO2 worldwide in 2023, 25% of transport total.

Statistic 73

India's transport emissions reached 350 MtCO2 in 2023, growing 5% annually.

Statistic 74

EVs avoided 220 MtCO2 emissions globally in 2023 compared to ICE equivalents.

Statistic 75

Lifecycle GHG emissions of EVs are 50-70% lower than ICE cars over 200,000 km.

Statistic 76

Ford's F-150 Lightning EV has 50% lower emissions than gas version over lifecycle.

Statistic 77

Tesla Model 3 emits 75 gCO2/km lifecycle vs 200 gCO2/km for average ICE car.

Statistic 78

Battery production emits 74 kgCO2/kWh, but offset within 1-2 years of driving.

Statistic 79

EU CO2 standards will cut car emissions by 15% from 2025-2030 baselines.

Statistic 80

Global methane emissions from vehicles minimal, but NOx from diesels persist at 20 Mt/year.

Statistic 81

Well-to-wheel emissions for BEVs in EU average 40 gCO2/km vs 170 for petrol cars.

Statistic 82

US corporate average fuel economy standards reduced emissions by 5.8 billion tons since 1975.

Statistic 83

Hydrogen fuel cell vehicles emit zero tailpipe CO2 but lifecycle 20% higher than BEVs.

Statistic 84

Biofuels reduced 50 MtCO2 in transport globally in 2023.

Statistic 85

Synthetic fuels could cut emissions 80% if produced with renewables.

Statistic 86

Global vehicle km traveled emitted 7 GtCO2 in 2023, up 2% from 2022.

Statistic 87

Two-wheelers emit 0.5 GtCO2 annually, with EVs displacing 10 Mt in Asia.

Statistic 88

Commercial vans in EU emit average 200 gCO2/km, targeted to 0 by 2050.

Statistic 89

Global automotive manufacturing water use averaged 15 m3 per vehicle in 2023.

Statistic 90

Tesla's Gigafactory Texas recycles 92% of wastewater on-site.

Statistic 91

Ford reduced Scope 3 emissions by 10% through supplier engagement in 2023.

Statistic 92

Volkswagen's supply chain accounts for 80% of total GHG emissions.

Statistic 93

Global cobalt mining for batteries emitted 1.5 MtCO2eq in 2023.

Statistic 94

BMW sources 100% renewable electricity for European plants since 2023.

Statistic 95

Toyota achieved 99% landfill diversion in North American plants 2023.

Statistic 96

Lithium extraction water use averages 15 ML per tonne LCE in South America.

Statistic 97

GM's supply chain decarbonization program engaged 1,000 suppliers in 2023.

Statistic 98

Global nickel supply for batteries grew 30% to 300 kt in 2023.

Statistic 99

Renault reduced energy use by 20% per vehicle through lean manufacturing.

Statistic 100

Scope 3 emissions represent 95% of auto OEM total GHG footprint.

Statistic 101

Stellantis plants run on 100% renewable energy in Europe by end-2023.

Statistic 102

Global EV supply chain requires 40 kg lithium per 100 kWh battery.

Statistic 103

Hyundai invested $7.4B in US battery supply chain by 2025.

Statistic 104

BASF's battery materials plant uses 100% green hydrogen pilot.

Statistic 105

Auto industry recycled 85% of copper wiring from ELVs.

Statistic 106

Mercedes-Benz requires suppliers to set SBTi targets by 2025.

Statistic 107

Global graphite demand for anodes hit 200 kt in 2023, 70% synthetic.

Statistic 108

Volvo Cars sources 50% recycled plastics in new XC90 interiors.

Statistic 109

Supply chain disruptions increased costs 5% for EVs in 2023.

Statistic 110

Honda aims for carbon neutral supply chain by 2050, starting pilots 2023.

Statistic 111

Global auto parts recycling market valued at $50B in 2023.

Statistic 112

Jaguar Land Rover reduced water use 30% via supplier audits.

Statistic 113

Rare earth mining for EV motors emits 12 kgCO2/kg neodymium.

Statistic 114

Auto industry palm oil use in lubricants down 20% via alternatives.

Statistic 115

EU CBAM will tax 20% of imported auto steel emissions from 2026.

Statistic 116

Global EV sales grew 35% in 2023 amid policy support.

Statistic 117

US IRA tax credits boosted EV sales by 40% in eligible states 2023.

Statistic 118

EU CO2 targets mandate 100g/km fleet average by 2025.

Statistic 119

China's NEV mandate requires 40% EV sales by 2030.

Statistic 120

Norway's EV incentives led to 89% BEV market share in 2023.

Statistic 121

California's ZEV mandate hits 35% by 2026, advanced to 100% 2035.

Statistic 122

Global investment in EV supply chain reached $500B in 2023.

Statistic 123

India's FAME-III scheme allocates $1.3B for EV subsidies 2024-2026.

Statistic 124

UK's ZEV mandate starts at 22% in 2024, 80% by 2030.

Statistic 125

France's EV bonus-malus system taxed high emitters $10k+ in 2023.

Statistic 126

Global public charging points reached 3 million in 2023, +40% growth.

Statistic 127

Corporate EV procurement hit 1 million units via fleet policies.

Statistic 128

Canada's iZEV rebate program supported 150,000 EV purchases since 2019.

Statistic 129

Germany's EV subsidy ended 2023, causing 20% sales drop.

Statistic 130

ASEAN EV roadmap targets 30% penetration by 2030 with $10B incentives.

Statistic 131

BloombergNEF projects $7T investment needed for net-zero auto by 2050.

Statistic 132

Consumer preference for EVs rose to 45% in surveys 2023.

Statistic 133

Used EV market grew 50% in US, prices fell 20% in 2023.

Statistic 134

Global BEV battery prices dropped to $139/kWh in 2023.

Statistic 135

Fleet electrification investments hit $100B globally in 2023.

Statistic 136

EU Fit for 55 package accelerates ban on new ICE sales by 2035.

Statistic 137

Brazil's Rota 2030 program mandates 10% EV sales by 2030.

Statistic 138

Insurance premiums for EVs 20% higher, impacting adoption.

Statistic 139

Public opinion supports EV mandates, 60% in EU polls 2023.

Statistic 140

Venture capital in sustainable auto startups $15B in 2023.

Statistic 141

Total cost of ownership for EVs 20% lower than ICE after 3 years.

Statistic 142

Home charger installations grew 55% to 2.5 million in Europe 2023.

Statistic 143

Corporate sustainability reporting mandates Scope 3 from 2024 CSRD.

Statistic 144

Global hydrogen roadmaps target 40 Mt production for transport by 2030.

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As electric vehicles surged to a record 18% of global car sales last year, the race to decarbonize the auto industry is shifting into high gear, transforming how we build, power, and even recycle the cars of tomorrow.

Key Takeaways

  • In 2023, global electric vehicle sales reached 14 million units, accounting for 18% of total passenger car sales worldwide, a 35% increase from 2022.
  • By 2030, electric vehicles are projected to comprise 35% of new car sales globally under current policy scenarios.
  • In Europe, EV market share hit 23.6% in 2023, driven by Norway's 89.3% EV penetration rate.
  • The transportation sector emitted 8.6 GtCO2 in 2023, with road vehicles responsible for 70% of that total.
  • Passenger cars accounted for 45% of global transport CO2 emissions in 2023, totaling 3.9 GtCO2.
  • EU new car fleet average CO2 emissions fell to 108.2 g/km in 2023, down 2.4% from 2022.
  • Recycling lithium batteries recovers 95% of materials, reducing emissions by 50% in new production.
  • Global EV battery recycling capacity reached 200 GWh/year in 2023, targeting 1 TWh by 2030.
  • Redwood Materials recycled batteries equivalent to 1.5 GWh in 2023, recovering 95% cobalt.
  • Global automotive manufacturing water use averaged 15 m3 per vehicle in 2023.
  • Tesla's Gigafactory Texas recycles 92% of wastewater on-site.
  • Ford reduced Scope 3 emissions by 10% through supplier engagement in 2023.
  • Global EV sales grew 35% in 2023 amid policy support.
  • US IRA tax credits boosted EV sales by 40% in eligible states 2023.
  • EU CO2 targets mandate 100g/km fleet average by 2025.

Electric vehicle sales surged globally last year, significantly reducing transportation emissions.

Battery Recycling and Materials

  • Recycling lithium batteries recovers 95% of materials, reducing emissions by 50% in new production.
  • Global EV battery recycling capacity reached 200 GWh/year in 2023, targeting 1 TWh by 2030.
  • Redwood Materials recycled batteries equivalent to 1.5 GWh in 2023, recovering 95% cobalt.
  • EU battery regulation mandates 70% cobalt recycling by 2030.
  • Lithium-ion battery recycling rate globally was 5% in 2023, projected to 20% by 2030.
  • Northvolt's Revolt plant recycles 50,000 tons of batteries annually, black mass to cathode.
  • Battery second life applications stored 10 GWh globally in 2023 for grid support.
  • Li-Cycle processed 10,000 tons of black mass in 2023, recovering 99% lithium.
  • Global demand for recycled battery materials hit 100 kt cobalt equivalent in 2023.
  • Umicore's recycling recovers 95% nickel, 99% copper from NMC batteries.
  • Sodium-ion batteries require 30% less critical materials, recyclable at 90% efficiency.
  • Ascend Elements produced 12,000 tons of pCAM from recycled batteries in 2023.
  • Battery passports mandated in EU from 2027 track 100% material origin and recycling.
  • Global LFP battery recycling focuses on phosphorus recovery, achieving 92% yield.
  • ReCell Center recycled 1 GWh equivalent batteries in 2023 via hydrometallurgy.
  • Cobalt-free batteries reduce recycling needs by 40% in material intensity.
  • Direct recycling preserves cathode structure, cutting emissions 40% vs pyrometallurgy.
  • Global recycled content in EV batteries reached 10% in 2023.
  • Hydro-Québec's process recovers 99.9% lithium from spent batteries.
  • Automotive industry recycled 90% of end-of-life vehicles by weight in EU 2023.
  • Global steel recycling in autos saved 600 MtCO2eq in 2023.
  • Aluminum recycling in vehicles uses 95% less energy than primary production.
  • 25 million ELVs processed globally in 2023, recovering 20 Mt metals.
  • Plastics recycling rate in autos reached 30% in 2023, targeting 50% by 2030.
  • Tyres recycled 1.5 billion units globally in 2023 for energy recovery.
  • Ford recycled 1.9 billion pounds of materials in 2023 across operations.
  • Toyota recycled 98% of ELV parts in Japan, 2.5 million vehicles processed.
  • Global automotive glass recycling hit 80%, saving 1 Mt sand extraction.
  • Catalyst recycling recovered 200 tons platinum group metals in 2023.
  • Bio-based materials in interiors recycled at 85% compostability.
  • Automotive industry circularity index improved to 45% in 2023.
  • Volkswagen reused 40,000 parts from ELVs in 2023 via digital platforms.
  • BMW's closed-loop steel recycling uses 50% scrap in new vehicles.
  • Global supply of recycled rare earths for magnets reached 10% of demand in 2023.
  • The automotive sector used 50 Mt recycled aluminum in 2023, 40% of total.

Battery Recycling and Materials Interpretation

The promising statistics across battery and material recycling show we're finally learning to close the industrial loop, transforming yesterday's electric car into tomorrow's with remarkable efficiency, though there's still a long road ahead to make this the universal rule rather than an impressive exception.

Electric Vehicle Adoption

  • In 2023, global electric vehicle sales reached 14 million units, accounting for 18% of total passenger car sales worldwide, a 35% increase from 2022.
  • By 2030, electric vehicles are projected to comprise 35% of new car sales globally under current policy scenarios.
  • In Europe, EV market share hit 23.6% in 2023, driven by Norway's 89.3% EV penetration rate.
  • China's EV sales surged to 9.5 million units in 2023, representing 38% of total vehicle sales.
  • The US saw EV sales grow by 50% to 1.2 million units in 2023, with Tesla holding 50% market share.
  • Battery electric vehicles (BEVs) outsold plug-in hybrids (PHEVs) globally for the first time in 2023, with BEVs at 70% of EV sales.
  • Ford announced plans to electrify 100% of its European passenger vehicle lineup by 2030.
  • Volkswagen Group delivered 771,000 EVs in 2023, up 35% from the previous year.
  • India's EV penetration reached 2% of passenger vehicles in 2023, with a target of 30% by 2030.
  • Toyota's EV sales doubled to 103,000 units in 2023 as part of its multi-pathway electrification strategy.
  • Global EV battery capacity reached 760 GWh in 2023, sufficient for 16.2 million EVs.
  • South Korea's EV market share climbed to 10.5% in 2023, supported by government subsidies.
  • BMW sold 375,000 fully electric vehicles in 2023, achieving 14.7% BEV share of total sales.
  • GM plans to launch 30 new EVs by 2025, targeting carbon neutrality by 2040.
  • Japan's EV sales grew 16% to 654,000 units in 2023, lagging behind hybrids.
  • Rivian delivered 50,122 vehicles in 2023, exceeding expectations despite supply chain issues.
  • Mercedes-Benz achieved 11% BEV sales share in 2023, on track for 50% by 2030.
  • Global two-wheeler EV sales hit 10 million units in 2023, led by Asia.
  • Lucid produced 8,428 vehicles in 2023, focusing on luxury EV segment.
  • Polestar delivered 54,600 vehicles in 2023, a 36% increase year-over-year.
  • Fisker delivered 4,993 Ocean SUVs in 2023 amid production ramp-up.
  • NIO delivered 160,038 vehicles in 2023, with battery swap technology adoption rising.
  • XPeng delivered 141,601 smart EVs in 2023, up 17% from 2022.
  • Li Auto delivered 376,030 vehicles in 2023, focusing on extended-range EVs.
  • BYD sold 3.02 million new energy vehicles in 2023, surpassing Tesla globally.
  • Stellantis EV sales reached 486,000 units in 2023, +54% growth.
  • Hyundai Motor Group sold 288,000 EVs in 2023, targeting 1.4 million by 2030.
  • Renault Group EV sales grew 40% to 344,626 units in 2023.
  • Volvo Cars delivered 113,620 fully electric cars in 2023, 18% of total sales.

Electric Vehicle Adoption Interpretation

While the global EV revolution is roaring ahead with undeniable momentum—now hitting 18% of new car sales—it remains a sharply uneven race, with China and Europe surging like a battery at full charge while other major markets like the US and Japan are still plugging in for the long haul.

Greenhouse Gas Emissions

  • The transportation sector emitted 8.6 GtCO2 in 2023, with road vehicles responsible for 70% of that total.
  • Passenger cars accounted for 45% of global transport CO2 emissions in 2023, totaling 3.9 GtCO2.
  • EU new car fleet average CO2 emissions fell to 108.2 g/km in 2023, down 2.4% from 2022.
  • In the US, light-duty vehicles emitted 1.1 GtCO2eq in 2022, projected similar for 2023.
  • Global shipping emissions were 1 GtCO2 in 2023, but automotive tailpipe dominates passenger transport.
  • China's vehicle fleet emitted 2.5 GtCO2 in 2023, with ICE vehicles contributing 90%.
  • Aviation emitted 1 GtCO2 in 2023, while cars emitted over 4 GtCO2 globally.
  • Heavy-duty trucks emitted 2.2 GtCO2 worldwide in 2023, 25% of transport total.
  • India's transport emissions reached 350 MtCO2 in 2023, growing 5% annually.
  • EVs avoided 220 MtCO2 emissions globally in 2023 compared to ICE equivalents.
  • Lifecycle GHG emissions of EVs are 50-70% lower than ICE cars over 200,000 km.
  • Ford's F-150 Lightning EV has 50% lower emissions than gas version over lifecycle.
  • Tesla Model 3 emits 75 gCO2/km lifecycle vs 200 gCO2/km for average ICE car.
  • Battery production emits 74 kgCO2/kWh, but offset within 1-2 years of driving.
  • EU CO2 standards will cut car emissions by 15% from 2025-2030 baselines.
  • Global methane emissions from vehicles minimal, but NOx from diesels persist at 20 Mt/year.
  • Well-to-wheel emissions for BEVs in EU average 40 gCO2/km vs 170 for petrol cars.
  • US corporate average fuel economy standards reduced emissions by 5.8 billion tons since 1975.
  • Hydrogen fuel cell vehicles emit zero tailpipe CO2 but lifecycle 20% higher than BEVs.
  • Biofuels reduced 50 MtCO2 in transport globally in 2023.
  • Synthetic fuels could cut emissions 80% if produced with renewables.
  • Global vehicle km traveled emitted 7 GtCO2 in 2023, up 2% from 2022.
  • Two-wheelers emit 0.5 GtCO2 annually, with EVs displacing 10 Mt in Asia.
  • Commercial vans in EU emit average 200 gCO2/km, targeted to 0 by 2050.

Greenhouse Gas Emissions Interpretation

If cars were passengers on a flight to climate disaster, they'd not only fill the entire plane but also be burning most of the fuel.

Manufacturing and Supply Chain

  • Global automotive manufacturing water use averaged 15 m3 per vehicle in 2023.
  • Tesla's Gigafactory Texas recycles 92% of wastewater on-site.
  • Ford reduced Scope 3 emissions by 10% through supplier engagement in 2023.
  • Volkswagen's supply chain accounts for 80% of total GHG emissions.
  • Global cobalt mining for batteries emitted 1.5 MtCO2eq in 2023.
  • BMW sources 100% renewable electricity for European plants since 2023.
  • Toyota achieved 99% landfill diversion in North American plants 2023.
  • Lithium extraction water use averages 15 ML per tonne LCE in South America.
  • GM's supply chain decarbonization program engaged 1,000 suppliers in 2023.
  • Global nickel supply for batteries grew 30% to 300 kt in 2023.
  • Renault reduced energy use by 20% per vehicle through lean manufacturing.
  • Scope 3 emissions represent 95% of auto OEM total GHG footprint.
  • Stellantis plants run on 100% renewable energy in Europe by end-2023.
  • Global EV supply chain requires 40 kg lithium per 100 kWh battery.
  • Hyundai invested $7.4B in US battery supply chain by 2025.
  • BASF's battery materials plant uses 100% green hydrogen pilot.
  • Auto industry recycled 85% of copper wiring from ELVs.
  • Mercedes-Benz requires suppliers to set SBTi targets by 2025.
  • Global graphite demand for anodes hit 200 kt in 2023, 70% synthetic.
  • Volvo Cars sources 50% recycled plastics in new XC90 interiors.
  • Supply chain disruptions increased costs 5% for EVs in 2023.
  • Honda aims for carbon neutral supply chain by 2050, starting pilots 2023.
  • Global auto parts recycling market valued at $50B in 2023.
  • Jaguar Land Rover reduced water use 30% via supplier audits.
  • Rare earth mining for EV motors emits 12 kgCO2/kg neodymium.
  • Auto industry palm oil use in lubricants down 20% via alternatives.
  • EU CBAM will tax 20% of imported auto steel emissions from 2026.

Manufacturing and Supply Chain Interpretation

While the industry is admirably squeezing waste and emissions from its own factories, these efforts are dwarfed by the daunting truth that the real environmental monster lives upstream in a voracious, sprawling, and still largely dirty supply chain.

Policies and Market Trends

  • Global EV sales grew 35% in 2023 amid policy support.
  • US IRA tax credits boosted EV sales by 40% in eligible states 2023.
  • EU CO2 targets mandate 100g/km fleet average by 2025.
  • China's NEV mandate requires 40% EV sales by 2030.
  • Norway's EV incentives led to 89% BEV market share in 2023.
  • California's ZEV mandate hits 35% by 2026, advanced to 100% 2035.
  • Global investment in EV supply chain reached $500B in 2023.
  • India's FAME-III scheme allocates $1.3B for EV subsidies 2024-2026.
  • UK's ZEV mandate starts at 22% in 2024, 80% by 2030.
  • France's EV bonus-malus system taxed high emitters $10k+ in 2023.
  • Global public charging points reached 3 million in 2023, +40% growth.
  • Corporate EV procurement hit 1 million units via fleet policies.
  • Canada's iZEV rebate program supported 150,000 EV purchases since 2019.
  • Germany's EV subsidy ended 2023, causing 20% sales drop.
  • ASEAN EV roadmap targets 30% penetration by 2030 with $10B incentives.
  • BloombergNEF projects $7T investment needed for net-zero auto by 2050.
  • Consumer preference for EVs rose to 45% in surveys 2023.
  • Used EV market grew 50% in US, prices fell 20% in 2023.
  • Global BEV battery prices dropped to $139/kWh in 2023.
  • Fleet electrification investments hit $100B globally in 2023.
  • EU Fit for 55 package accelerates ban on new ICE sales by 2035.
  • Brazil's Rota 2030 program mandates 10% EV sales by 2030.
  • Insurance premiums for EVs 20% higher, impacting adoption.
  • Public opinion supports EV mandates, 60% in EU polls 2023.
  • Venture capital in sustainable auto startups $15B in 2023.
  • Total cost of ownership for EVs 20% lower than ICE after 3 years.
  • Home charger installations grew 55% to 2.5 million in Europe 2023.
  • Corporate sustainability reporting mandates Scope 3 from 2024 CSRD.
  • Global hydrogen roadmaps target 40 Mt production for transport by 2030.

Policies and Market Trends Interpretation

From Beijing's mandates to Berlin's subsidies, the world is putting the pedal to the metal on electric vehicles, proving that when policy and profit align, the market can shift gears at a breathtaking pace.

Sources & References