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Our Mobility Data

Electric vehicles

Mobility electrification model forecasting EV adoption and corresponding infrastructure, enabling quantitative assessment of demand and market attractiveness

Navigate the transition to zero emissions with our vehicle electrification models on how people adopt EVs and what infrastructure is required.

Our passenger vehicle electrification models provide decision makers with a holistic perspective on passenger EV adoption on a country level for different scenarios. The models also translate EV sales into EV fleet populations and help size EV-related market opportunities. Our complementary charging infrastructure models build upon this and provide outlooks on charging energy demand, charge point population by type, and EV charging value pools.

Our mobility data products

Mobility electrification model

Outlook for electric passenger vehicles through 2050 by measuring the impact of EVs, conducting surveys on consumer preferences, and analyzing production constraints and regulations

Output

New vehicle sales by powertrain and vehicles in operation through 2050; total cost of ownership available for 25 metrics through 2035

Capabilities

Split of EV sales and parc for 130+ countries and all 50 US states according to different scenarios; includes detail on brand type and vehicle segment

Differentiator

Dynamic, scenario-driven modeling with local expertise in dozens of international markets; measures the impact of local consumer preferences, policy, and vehicle economics

Charging infrastructure

Detailed forecast of required energy demand and charging infrastructure

Output

Forecast of energy demand and charging infrastructure at country- and potentially state-level view through 2050

Capabilities

Different scenarios on vehicle growth, electrification rate, energy demand, and number of charging stations

Available by vehicle type and segment, powertrain type, use case, technology, and more

Differentiator

McKinsey proprietary view on demand-based charging infrastructure

Detailed bottom-up modeling coupled with input from McKinsey’s clients in the EV charging industry

EV charging value pool model

Detailed forecasts of EV charging revenue and profit pools along the value chain

Output

Revenue/cost forecasts in USD for capital expenditures (e.g., hardware, installation) operating items (e.g., software, maintenance), and energy (energy wholesale, resale)

Capabilities

Detailed forecasts for 130+ countries and states, different use cases, and charging technologies with the full breadth of McKinsey’s EV infrastructure perspectives

Differentiator

Proprietary view on industry price development based on industry quotes and forecasts from our experts

Model parameters have been validated over years of close collaboration with 100+ industry leaders

Access to McKinsey’s solutions on EV uptake, consumer insights, power prices, components perspectives, and many more

Explore more mobility data products

People mobility outlook

Bottom-up modeling on how people move using different modes of mobility, how this affects vehicle sales, and how large the value pools across the entire mobility ecosystem are

Goods mobility

Comprehensive, data-driven suite of market models, including industry-wide profit pools, market projections for the adoption of new technologies, and a fleet market scan

Automotive components

Automotive components

End-to-end automotive supply chain modeling, covering raw materials to components to emissions, while accounting for technology disruptions.