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정책동향보고서

제목 글로벌) 글로벌 전기차 전망 2026
국가 [글로벌]  출처 IEA
산업구분 [에너지효율]  등록일 2026.06.01
본 보고서는 전 세계 전기차(EV) 시장의 최신 동향, 충전 인프라, 배터리 수요, 주요 정책 변화 및 기술 발전을 종합적으로 분석한 글로벌 EV 전망 보고서이다.
원문 제목 및 목차
제목 :
Global EV Outlook 2026
원문목차 :
Electric Vehicles Initiative ...................................................................................................... 9 

Executive summary .............................................................................................................. 10 

Chapter 1. Trends in electric car markets .......................................................................... 16 
 Electric car sales ................................................................................................................. 16 
 Model availability and range ................................................................................................ 32 
 2026 sales trends ................................................................................................................ 41 
 
Chapter 2. Trends in electric car prices .............................................................................. 48 
 New electric car prices ........................................................................................................ 48 
 Resale value of used electric cars ....................................................................................... 59 
 Government support for electric car sales ........................................................................... 63 
 
Chapter 3. Trends in other light-duty electric vehicles ..................................................... 69 
 Electric two- and three-wheelers ......................................................................................... 69 
 Electric light commercial vehicles ........................................................................................ 73 
 
Chapter 4. Trends in heavy-duty electric vehicles ............................................................. 77 
 Trends in electric bus sales ................................................................................................. 77 
 Trends in electric truck sales ............................................................................................... 79 
 Electric heavy-duty model availability .................................................................................. 87 
 
Chapter 5. Trends in electric vehicle batteries .................................................................. 92 
 Electric vehicle battery deployment ..................................................................................... 92 
 Battery industry trends ........................................................................................................ 93 
 Emerging battery chemistry and designs .......................................................................... 100 
 
Chapter 6. Trends in electric vehicle charging ................................................................ 104 
 Light-duty electric vehicle charger deployment.................................................................. 104 
 Heavy-duty vehicle charger deployment ........................................................................... 117 
 Alternative charging solutions ........................................................................................... 122 
 
Chapter 7. Trends in manufacturing and trade ................................................................ 129 
 Manufacturing and trade of electric cars ........................................................................... 129 
 Manufacturing and trade of electric trucks ......................................................................... 139 
 Battery manufacturing and trade ....................................................................................... 143 
 Electric vehicle supply equipment manufacturing .............................................................. 151 
 
Chapter 8. Technology trends ........................................................................................... 157 
 Overview ........................................................................................................................... 157 
 Vehicle software and software-defined vehicles ................................................................ 159 
 Autonomous vehicles ........................................................................................................ 163
 Artificial intelligence and EVs ............................................................................................ 169 
 Security considerations for connected and autonomous vehicles ..................................... 171 
 Ultra-fast charging batteries .............................................................................................. 173 
 Vehicle-to-grid technology ................................................................................................. 176 
 
Chapter 9. EV and battery outlook .................................................................................... 190 
 Scenario overview ............................................................................................................. 190 
 Vehicle outlook by mode ................................................................................................... 191 
 Vehicle outlook by region .................................................................................................. 195 
 Carmaker electrification announcements .......................................................................... 214 
 EV battery demand outlook ............................................................................................... 220 
 Battery recycling ................................................................................................................ 223 
 Special focus: Manufacturing and trade outlook for electric cars and batteries ................. 228 
 
Chapter 10. Charging outlook............................................................................................ 237 
 Projecting charging needs ................................................................................................. 237 
 Light-duty vehicle charging ................................................................................................ 237 
 Heavy-duty vehicle charging ............................................................................................. 245 
 Charging investments ........................................................................................................ 248 
 
Chapter 11. Implications of the EV outlook ...................................................................... 257 
 Implications for the energy system .................................................................................... 257 
 Electricity demand ............................................................................................................. 257 
 Oil displacement ................................................................................................................ 259 
 Fuel tax revenue implications ............................................................................................ 260 
 Emissions impacts ............................................................................................................. 262 
 
Annexes ............................................................................................................................... 267 
 Annex A: Oil displacement from electric vehicles .............................................................. 267 
 Annex B: Definition of car size segment ............................................................................ 270 
 Annex C: Battery-related assumptions and methodological notes .................................... 271 
 Annex D: Total cost of ownership analysis for trucks ........................................................ 274 
 Annex E: Costs and financial assumptions for home charging and gasoline refuelling ..... 277 
 Annex F: Battery swapping station assumptions ............................................................... 282 
 Annex G: Automaker electrification targets ....................................................................... 284 
 Annex H: Estimating flexibility potentials for V2G .............................................................. 287 
 Annex I: Glossary .............................................................................................................. 288
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