Semiconductor Crisis Unleashing EV Boom: 50% Growth Projected
Wood Mackenzie'in raporuna göre, petrol üretim krizi, yüksek yakıt fiyatları ve teknolojik ilerlemeler elektrikli araç (EV) üretimini artıracak. Çin,
Wood Mackenzie's report reveals that oil production crises, rising fuel prices, and technological advancements are poised to drive a 50% surge in electric vehicle (EV) production by 2040. China leads with 5-minute charging and new battery technologies, while the U.S. EV market share is forecast to rise to 20% by 2040. Europe, with high oil import dependence, could see EV market share jump to 35%. The global metals supply chain requires $45 billion in investment, with copper as the critical bottleneck. The U.S. must allocate $10 billion to fund new EV manufacturing supply chains to stay competitive. Electric grids and regulators must expand 'managed charging' to align EV charging with peak power availability.
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