Energy, Sustainability & Environment

The Saudi Arabian low voltage electric motor market is forecast to expand from USD 640 million in 2025 to USD 1.5 billion by 2034, growing at a CAGR of 8.9%. Growth is primarily driven by the Kingdom’s industrial diversification, infrastructure expansion under Vision 2030, and the surge in sustainable megaprojects like NEOM, The Line, and Qiddiya. Demand from HVAC, water treatment, oil & gas, and manufacturing sectors continues to rise as the country transitions to energy-efficient, IE3–IE4-rated motors. With incentives for local manufacturing, retrofitting programs, and smart motor integration, Saudi Arabia is positioning itself as a GCC leader in motor efficiency innovation.

India’s air purifier market is projected to grow from USD 500 million in 2025 to USD 1.8 billion by 2033, marking a 3.6× expansion at a CAGR of 17.4%. This growth is fueled by worsening urban air quality, increased consumer health awareness, and the rise of IoT-enabled and HEPA-based purification systems. The premium and smart home categories are expected to dominate demand, with penetration rising from 1.4% in 2025 to 5.3% by 2033. Government regulations, workplace mandates, and growing indoor pollution levels will collectively transform air purification from a luxury appliance to a household essential.

Sodium-ion batteries (Na-ion) are emerging as the next major inflection point in energy storage, offering 20–30% lower material costs versus lithium-ion. Between 2025 and 2030, global installed capacity is expected to surge from under 10 GWh to 110 GWh. Driven by supply diversification, sustainability mandates, and raw material availability, Na-ion technology is poised to reshape cost curves, especially in stationary storage and low-range EV segments.

Global lithium demand rose nearly 30% in 2024 and is projected to triple by 2030, driven by EVs and grid storage. Supply remains concentrated in Australia, Chile, and China, exposing markets to volatility and geopolitical risks. Battery recycling, expected to contribute 15–25% of demand by 2030, is emerging as a key stabilizer. This report explores supply constraints, recycling advances, regulatory pushes, and strategic implications shaping the lithium economy.

The commercial EV fleet market in the US and EU is set for accelerated adoption between 2025 and 2030. Driven by regulatory mandates, falling battery costs, and total cost of ownership (TCO) advantages, fleet electrification will reshape logistics, last-mile delivery, and public transport. By 2030, over 4.5 million commercial EVs are expected to be deployed across these regions. This report evaluates market size, cost models, infrastructure gaps, and competitive dynamics.

The EU’s 2035 internal combustion engine (ICE) ban represents the most ambitious automotive regulation globally. While designed to accelerate decarbonization, questions remain around OEM readiness, charging infrastructure, and consumer adoption. By 2030, EVs are expected to comprise 60–65% of new sales, but lagging markets in Eastern Europe risk undercutting the targets. This report examines the regulatory framework, OEM portfolio realignment, investment needs, and the feasibility of meeting the 2035 deadline.

The $7.5 billion NEVI program is central to building the U.S. EV charging backbone, targeting 500,000 public chargers nationwide by 2030. While the opportunity is significant, deployment faces hurdles around permitting, grid upgrades, and viable business models. By 2030, over 65% of EV charging demand is expected to be met by public and semi-public infrastructure. This report analyzes market opportunity, challenges, and revenue pathways for stakeholders across the EV ecosystem.

China has emerged as the world’s largest EV exporter, shipping over 5 million units annually by 2030, but faces mounting trade barriers in the EU and U.S. Western governments are responding with tariffs, anti-subsidy probes, and local supply chain mandates. This report analyzes the policy risks, competitive responses by Western OEMs, and the resulting supply chain realignments shaping global EV trade flows between 2025–2030.

The adoption of NACS (SAE J3400) as the unified charging standard in the U.S. is reshaping the EV ecosystem. By 2030, over 80% of new EVs sold in North America are expected to be NACS-compatible, driving infrastructure consolidation and lowering TCO for operators. This report explores infrastructure economics, OEM strategies, and regulatory alignment shaping the transition from fragmented charging standards to a nationwide interoperable system.

Global EV battery pack prices are projected to fall from $139/kWh in 2024 to $115/kWh by 2030, driven by cathode innovation, localized cell production, and recycling efficiencies. This decline reshapes OEM margins, reorders supplier hierarchies, and redefines the global cost curve. The report explores how automakers, suppliers, and material providers optimize margins and adapt to a maturing EV cost landscape across the U.S., EU, and Asia