Strategic Intelligence: Electric Vehicles in Power (2026)

Strategic Intelligence: Electric Vehicles in Power (2026)

Summary

EVs (Electric Vehicles) are transforming the future grid by adding a major new source of electricity demand, functioning as a flexible resource through smart charging. With vehicle‑to‑grid (V2G), EV batteries provide distributed storage and ancillary services.

The rapid build-out of high-power charging (HPC), ultra-fast charging, or DC (direct current) fast-charging, managed with smart controls, is becoming a material new grid load. It is driving sharper peak-demand risks, accelerating investment in network reinforcement, digital monitoring, and flexible connection agreements.

Regulation is the central blueprint shaping the rollout, technical architecture, and commercial viability of EV charging worldwide. Governments are moving beyond early subsidies to binding structural mandates.

Scope

• The report focuses on Electric vehicles (EVs) as a theme within the power sector
• It provides a high-level thematic overview of the EV theme and its relevance to power markets and utilities
• It delivers industry analysis on the assessment of the current scale of the EV theme and expected growth trajectory over the coming years.
• The report includes EV market size, historical context, and growth forecast (including key growth drivers and assumptions)
• It provides an insight to Grid interaction (“EV-grid equation”) on how electric mobility impacts the power grid (demand, load profiles, peak management, flexibility)
• It delivers an overview on emerging and innovative EV charging technologies and business models (e.g., smart charging, V2G, managed charging)
• It presents policies & regulatory landscape on how they are driving EV adoption and charging infrastructure deployment
• It discusses EV charging infrastructure use cases implemented by power utilities.
• Provides an insight to key trends shaping EVs in the context of power, including technology, macroeconomic, and regulatory trends.
• It delivers a detailed value chain analysis on electric vehicles theme.
• Provides an overview of competitive positioning and strategies of power utility companies adopting EV charging infrastructure.

Reasons to Buy

• Gain a clear view of electric vehicles as a strategic theme for the power sector and why it matters for power markets and utilities.
• Use robust industry analysis to understand today’s scale of the EV theme and how fast it is expected to grow in the coming years.
• Access EV market sizing, historical context, and forward-looking forecasts - plus the key growth drivers and assumptions underpinning projections.
• Understand the EV-grid equation, including implications for electricity demand, load profiles, peak management, and system flexibility.
• Evaluate emerging EV charging technologies and business models such as smart charging, managed charging, and vehicle-to-grid (V2G).
• Track how evolving policies, incentives, and regulations are accelerating EV adoption and charging infrastructure deployment.
• See how power utilities are implementing EV charging infrastructure in practice and what it means for operations, customers, and revenues.
• Monitor the most important power, technology, macroeconomic, and regulatory trends shaping EVs in the power context.
• Leverage detailed value chain analysis to identify key stakeholders, profit pools, and strategic positioning opportunities.
• Compare competitive positioning and strategies of utilities investing in EV charging infrastructure to inform partnerships, investments, and differentiation.