Maintaining Strategy to Deliver Volumetric Growth slide image

Maintaining Strategy to Deliver Volumetric Growth

Global EV Demand Outlook Regains Strong Growth Momentum Cumulative EV Sales (millions) 20 20 15 10 '20-'23 Global EV Sales: Cumulative YTD1 2023 LEV Production² 14.9M 10.5M 6.4M 2.9M Jan Mar 2020 May -2021 Jul Sep -2022 Nov 2023 Monthly EV Sales (millions) 115 1.5 1.0 0.5 Global EV Sales: Monthly Actuals¹ 0.0 Jan Mar 2020 May 2021 Jul Sep Nov 2022 2023 Global EV sales remain on track for +40% Y/Y growth, with seasonal acceleration in 2H Monthly EV sales have rebounded in both China and Europe; preliminary June EV sales >+30% M/M 1 MarkLines data as of 7/23/2023, June data is incomplete with some countries yet to report sales 2 S&P Global Mobility, Global Production based Alternative Propulsion Forecast, July 2023; LEV = low-emission vehicle, which includes PHEVS and BEVS AALBEMARLE 15
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