EV & mobility

Electric vehicles (EVs) and new mobility solutions are reshaping how people and goods move. However, stakeholders must navigate rapid technology shifts, infrastructure gaps, and complex policy landscapes to succeed in this evolving ecosystem.

ADI Analytics supports companies across the mobility value chain—from batteries and charging to autonomous systems and fleet electrification—with deep market research, technology assessment, and strategic roadmaps. ADI offers domain-specific insight and commercial validation grounded in technical fluency and market fundamentals.

Navigating an advancing mobility landscape

EV adoption is accelerating, driven by declining battery costs and government incentives like the Inflation Reduction Act. the industry faces significant headwinds. Navigating high capital costs, supply chain constraints, and shifting consumer expectations requires rigorous analysis. Furthermore, advancements in charging infrastructure, digital mobility platforms, and powertrain innovation are opening new business models and partnerships.

Scaling charging infrastructure and innovation

Success in the mainstream EV market depends on proving scalability and cost-competitiveness. Stakeholders face the pressure of aligning charging logistics and software integration with strict emissions regulations. Demonstrating both operational efficiency and long-term commercial viability and lowering total cost of ownership is crucial for securing market share and attracting investment.

Balancing rapid innovation with industry headwinds

Automakers are investing heavily in electrification, and startups are driving innovation in areas such as micromobility, last-mile delivery, and autonomous systems. However, the industry still faces headwinds including high capital costs, supply chain constraints, regulatory uncertainty, and evolving consumer expectations. Businesses must adapt to changing value chains to make informed decisions regarding model availability and digital mobility platforms.

How ADI helps

ADI Analytics supports clients across the EV and mobility ecosystem with consulting and research services that guide development, investment, and strategic planning:

  • Market intelligence & forecasting including EV and battery demand modeling, vehicle and component segmentation, infrastructure development tracking, total cost of ownership analysis, and policy scenario modeling.
  • Technology evaluation & innovation strategy involving assessment of battery chemistries, e-mobility platforms, charging technologies, autonomy-enabling systems, and digital mobility solutions.
  • Customer & competitive intelligence covering fleet and consumer research, pricing and value proposition analysis, benchmarking of OEM and supplier strategies, and profiling of new entrants and partnerships.
  • Policy analysis & infrastructure planning including review of federal and state-level EV policies, funding mechanisms, grid readiness assessments, and strategies for charging network development.
  • Strategic planning & commercial support such as market entry planning, product and platform strategy, commercial due diligence, growth opportunity assessment, and investor support.

Industry experience

EVSE market and investment outlook

ADI Analytics conducted a three-week study of the electric vehicle supply equipment (EVSE) market to support a client’s investment planning. The client A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services. The situation The client needed a forward-looking assessment of EV adoption […]

Circularity strategy for EV batteries

ADI helped a global automotive battery supplier transform their costly EV battery disposal process into a profitable, sustainable business by creating a new battery circularity strategy. The client We partnered with a global automotive battery supplier with their strategy for a rapid transition toward electrified vehicles. The situation The client’s current process for handling old […]

A strategic roadmap for EV battery recycling

ADI partnered with a battery recycling innovator to build a strategic go-to-market roadmap. Our work helped them analyze their technology, define their value proposition, and prepare for successful market entry and fundraising. The client We partnered with a battery recycling start-up that was looking to communicate their story for potential investors. The situation The client […]

Go-to-market strategy for EV battery recycling

ADI provided a prominent battery recycling company with a strategic plan to enter the EV battery market, including an assessment of business models and detailed financial analysis. The client We partnered with a prominent lead-acid battery recycling company exploring new opportunities in the rapidly growing electric vehicle (EV) battery market. The situation With the EV […]

Transportation energy scenario planning

ADI Analytics supported a scenario planning effort to help a client understand and prepare for evolving transportation energy trends and their long-term business implications. The client A leading chemical major serving the automotive and fuel markets and seeking to anticipate shifts in transportation energy. The situation The client wanted to explore how changes in transportation […]

Hydrogen infrastructure due diligence

ADI performed a market-focused due diligence of a hydrogen distribution company to evaluate its positioning within the transportation sector in California. The work assessed low-carbon fuel standard (LCFS) credit pricing volatility and the total cost of ownership (TCO) for heavy-duty FCEV trucks compared to battery and diesel alternatives. The client Private equity firm The situation […]

EV and charging infrastructure market assessment

ADI evaluated the North American EV and charging infrastructure market using bottom‑up forecasts of vehicle stock, charger deployment, power demand, and capital investment through 2030. The analysis differentiated Level 1, Level 2, and DC fast charging economics, incorporating policy scenarios, utility participation models, and EPC cost structures. Particular attention was paid to fleet charging economics […]

EV traction motor and permanent magnet study

ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs. The client Private equity firm The […]

Global hydrogen demand assessment

ADI leveraged proprietary demand models to project hydrogen consumption across heavy-duty trucking and bus segments in North America, East Asia, and Europe. The study evaluated pump-price parity across regions and the impact of the Inflation Reduction Act (IRA) on green hydrogen adoption over a 10-year period. The client Clean technology provider The situation Ambiguity regarding […]

Global hydrogen market assessment and outlook

ADI developed high-level demand and supply forecasts for liquid hydrogen over a 10-year period, with a focus on mobility and semiconductor applications. The work highlights the ortho-to-para conversion catalyst requirements and the impact of rapid cooling on storage boil-off risks. Demand scenarios were balanced against a database of over 600 low-carbon hydrogen projects to identify […]

Customer Results
If you’re in the renewable market, ADI would appeal to any type of producer, supplier, manufacturer, or end user. The data and updates help you with projections, both financial as well as practical, operational aspects.
Jeff Warmann CEO & President, Monroe Energy

Related insights

ADI Forum Icon ADI Forum

Oil & gas, energy transition, and chemicals in 2026

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

News Icon News

Newsletter: The grid infrastructure gold rush

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]

Article Icon Article

Will gasoline demand grow with fading EV subsidies?

The end of federal EV subsidies and a relaxation of CAFE (Corporate Average Fuel Economy) standards are expected to push North American gasoline demand higher than previously anticipated. While fewer EV sales would typically increase gasoline use, the slowdown in CAFE standards appears to be the larger factor. The CAFE standard drives demand upward Our analysis indicates […]