Forward to: EV Strategy

EV Market Analysis
Workflows

Ten agent workflows for the EV Strategy team — electric vehicle market monitoring, battery technology tracking, charging infrastructure intelligence, EV adoption trend analysis, EV startup monitoring, battery supply chain tracking, charging network competition, EV policy and incentives, consumer sentiment analysis, and EV strategy dashboard — enabling data-driven electrification decisions powered by comprehensive domain intelligence.

1EV Market Landscape Monitoring

AI agent monitors the global EV market by tracking OEM electrification strategies, new EV launches, sales data, and market share shifts — providing comprehensive visibility into the electric vehicle competitive landscape.

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Track Global EV Market
/investors/press/productsCountries
EV MARKET INTELLIGENCE — GLOBAL LANDSCAPE ════════════════════════════════════════════════════════ OEM EV Sales 2025 Share Growth byd.com 3.8M 24% +35% tesla.com 1.9M 12% +2% volkswagen-group.com 820K 5.2% -8% hyundai.com 640K 4.0% +28% bmw.com 580K 3.7% +22% Our Company 220K 1.4% +45% MARKET TRENDS: Global EV penetration: 22% of new car sales China: 48% EV penetration — market leader US: 12% — slower than expected EU: 28% — regulation-driven growth

2Battery Technology Tracking

AI agent monitors battery technology companies to track cell chemistry advances, energy density improvements, cost trajectories, and manufacturing breakthroughs — informing battery strategy and supplier selection.

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Track Battery Technology
/products/press/investorsOpenPageRank
BATTERY TECHNOLOGY LANDSCAPE ════════════════════════════════════════════════════════ catl.com — World's largest battery maker /products: Shenxing Plus — LFP with 600mi range /press: Condensed matter battery pilot — 500 Wh/kg /investors: $15B R&D over 3 years SIGNAL: CATL widening technology lead quantumscape.com — Solid-state leader /investors: B-sample cells to OEM partners — on track /press: 800+ charge cycles demonstrated SIGNAL: Solid-state viable by 2028 — monitor closely amprius.com — Silicon anode /products: 500 Wh/kg cells — highest density commercial /press: Aviation customer validation complete OPPORTUNITY: Evaluate for performance vehicles — range advantage

3Charging Infrastructure Intelligence

AI agent monitors EV charging network operators to track deployment pace, coverage expansion, reliability metrics, and technology upgrades — informing charging partnerships and customer experience strategy.

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Monitor Charging Networks
/products/about/pressCountries
CHARGING INFRASTRUCTURE INTELLIGENCE ════════════════════════════════════════════════════════ tesla.com/supercharger /products: 60,000+ Superchargers — NACS standard adopted /press: Opening to all EVs — 15,000 stalls accessible BENCHMARK: 99.5% uptime — industry gold standard electrifyamerica.com /about: 3,800+ locations — 800+ kW chargers deploying /press: Reliability improvements — uptime now 95% SIGNAL: EA improving but still below Tesla reliability chargepoint.com /investors: Cash burn concerns — $180M loss /products: 68,000 locations — largest open network RISK: ChargePoint financial viability — diversify partners

4EV Adoption Trend Analysis

AI agent analyzes EV adoption patterns by monitoring registration data correlations, consumer research platforms, and market analyst domains — identifying adoption accelerators and barriers by market segment.

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Analyze Adoption Patterns
/blog/press/investorsIAB Categories
EV ADOPTION TREND ANALYSIS ════════════════════════════════════════════════════════ Segment EV Share Growth Barrier Luxury sedan 38% +12pp None — demand exceeds supply Compact SUV 18% +6pp Price parity not yet reached Mid-size sedan 15% +3pp Range anxiety + charging gaps Pickup truck 4% +2pp Towing range + payload limits Minivan 2% +1pp No compelling EV options ADOPTION ACCELERATORS: $7,500 federal tax credit driving consideration +40% Fuel savings of $1,200/year resonating with consumers BARRIER: 52% of buyers cite charging anxiety as top concern

5EV Startup Monitoring

AI agent monitors EV startup companies to track funding status, production milestones, technology differentiation, and viability — identifying acquisition targets, partnership opportunities, and competitive threats.

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Track EV Startup Ecosystem
/investors/products/careersDomain Ages
EV STARTUP INTELLIGENCE — 45 COMPANIES TRACKED ════════════════════════════════════════════════════════ rivian.com — Adventure EVs /investors: Cash runway through 2027 — stabilizing /products: R2 mid-size SUV — $45,000 starting /careers: Hiring manufacturing engineers — R2 ramp COMPETITOR: R2 threatens our mid-size EV program lucidmotors.com /investors: $4.2B cash — burning $800M/quarter /products: Air sedan — best-in-class efficiency SIGNAL: Lucid may need additional capital by 2027 OPPORTUNITY: Evaluate as acquisition or tech licensing target vinfast.com /products: VF 6, VF 7, VF 8, VF 9 — full EV lineup /about: US, EU, Indonesia market entry SIGNAL: VinFast aggressive pricing — watch for disruption

6Battery Supply Chain Tracking

AI agent monitors the battery supply chain from mining to cell production to track capacity, pricing, and geographic concentration — informing battery procurement and vertical integration strategy.

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Track Battery Supply Chain
/investors/press/productsCountries
BATTERY SUPPLY CHAIN MAP ════════════════════════════════════════════════════════ Stage Key Player Capacity Concern Mining albemarle.com 175K t Li Oversupply 2026 Refining ganfenglithium.com 85K t LiOH China dominated Cathode umicore.com 120K t NMC EU diversified Cell mfg catl.com 580 GWh 40% global share Pack assembly samsung.com 120 GWh Diversified CRITICAL RISKS: China controls 78% of lithium refining CATL + BYD = 55% of global cell production IRA driving US battery supply chain investment

7Charging Network Competition

AI agent monitors charging network operators to track competitive dynamics, partnership structures, and business model evolution — informing our charging strategy and OEM partnership decisions.

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Analyze Charging Competition
/products/investors/partnersOpenPageRank
CHARGING NETWORK COMPETITIVE ANALYSIS ════════════════════════════════════════════════════════ Network Stations Speed Reliability Model tesla.com 60,000+ 250kW 99.5% Proprietary chargepoint.com 68,000 62-350kW 89% Open electrifyamerica.com 3,800 150-350kW 95% Open evgo.com 1,000+ 350kW 96% Open ionity.eu 3,200 350kW 97% OEM JV STRATEGIC OPTIONS: Option 1: Join IONNA JV (GM/BMW/Honda/Hyundai/others) Option 2: Tesla Supercharger access via NACS adoption RECOMMENDATION: Dual approach — IONNA JV + NACS adapter

8EV Policy & Incentive Tracking

AI agent monitors government and regulatory domains to track EV incentive programs, emissions mandates, and policy changes — ensuring compliance and optimizing incentive capture across markets.

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Track EV Policy Landscape
/about/press/complianceCountries
EV POLICY & INCENTIVE INTELLIGENCE ════════════════════════════════════════════════════════ energy.gov — US Federal /press: $7,500 EV tax credit — IRA provisions updated /compliance: Battery sourcing requirements tightened ALERT: 3 of our models may lose partial credit in 2027 ec.europa.eu — EU /press: Euro 7 emissions standard finalized /compliance: 2035 ICE ban reconfirmed — no exceptions IMPACT: Full EV lineup required for EU by 2035 miit.gov.cn — China /press: NEV credit mandate tightened to 38% /compliance: Local content requirements for subsidies CHALLENGE: Meet China NEV targets without local JV

9EV Consumer Sentiment

AI agent monitors consumer research platforms, review sites, and social analytics to track EV purchase intent, brand perception, and adoption barriers — informing product positioning and marketing strategy.

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Analyze Consumer Sentiment
/blog/press/aboutIAB Categories
EV CONSUMER SENTIMENT ANALYSIS ════════════════════════════════════════════════════════ Brand EV Consideration Satisfaction Repurchase tesla.com 34% 88% 91% hyundai.com 18% 85% 82% bmw.com 12% 84% 78% Our Brand EV 8% 79% 72% ford.com 7% 76% 65% TOP CONSUMER CONCERNS: 1. Charging availability: 52% cite as top barrier 2. Purchase price: 38% — still too expensive 3. Range anxiety: 31% — improving with 300+ mi standard INSIGHT: Our brand EV awareness is low — marketing gap

10EV Strategy Dashboard

AI agent synthesizes all EV market intelligence into an executive dashboard — providing leadership with real-time visibility into market dynamics, technology trends, and strategic priorities for electrification.

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Generate EV Strategy Dashboard
/investors/products/pressOpenPageRankCountries
EV STRATEGY DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ MARKET POSITION: Global EV share: 1.4% — target 3% EV sales growth: +45% YoY — accelerating TECHNOLOGY: Battery cost: $98/kWh — below $100 threshold Solid-state: 2028 timeline — QuantumScape progress POLICY RISK: US IRA credit: 3 models at risk of losing credit EU 2035 ban: Need full EV lineup in 9 years
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Generate EV Strategy Report

EV Market Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── EV OEMs tracked: 42 domains Battery companies: 28 monitored Charging networks: 12 assessed Startup ecosystem: 45 companies KEY INSIGHTS BYD dominates with 24% global EV share and aggressive pricing. Battery costs below $100/kWh enabling price parity. Solid-state batteries viable by 2028. US IRA credit at risk for 3 models. Charging infrastructure improving but still top consumer barrier. Recommend accelerating EV product cadence, securing IRA-compliant battery supply, and joining IONNA charging JV.
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