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Insights · EV Atlas

Working papers, briefings, methodology.

Public publications from the EV Atlas practice. We publish substantive analysis, not blog posts — every piece is grounded in primary-source data and ships with the methodology it was built on. Subscriber-only material lives behind NDA; if you don’t see what you need here, ask us.

Working paper
2026-05

Chinese OEM expansion in Europe — Q1 2026 ledger

BYD, Geely, Chery, MG, NIO, XPeng, Leapmotor: where they landed, where they're stuck, model-by-model registration data for Q1 2026 across the markets we cover from primary sources. First in a series tracking the most consequential competitive shift in European auto in a decade.

ChinaEuropeCompetitive intelligence
Scheduled
Late May 2026
Methodology note
2026-06

Why registration data beats sales data for EV market work

Sales reports come from manufacturers; registrations come from governments. The two differ on used imports, fleet rotations, and timing — and the difference matters when you're modelling a market or making a sourcing decision. Plain explanation, with worked examples from our dataset.

MethodologyDefinitions
Scheduled
June 2026
Briefing
2026-06

European PHEV — recovery or last gasp?

Plug-in hybrid registrations across our five-market panel are diverging by country. We map the trajectories and the regulatory drivers behind each one, and ask whether 2026 marks a structural rebound or a final cycle before the BEV-only future arrives.

PHEVEuropeRegulation
Scheduled
June 2026

Want to discuss a specific question?

Most of our work is bespoke. If you have a question that public publications don’t answer — about a market, an OEM’s strategy, a regulatory shift, or an investment thesis — we can scope a focused engagement.

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