IEA Predicts 20M Electric Car Sales in 2025: ETFs Poised to Gain

DRIV and KARS stand out as EV-focused ETFs are poised to benefit from the IEA's forecast of more than 20M electric car sales in 2025.

Zacks Investment Research • Nov 17, 2025

Q3 EV Wars: Who Won, Who Lost?

The global electric vehicle market remains highly competitive, with China as the dominant region and the U.S. seeing a temporary Q3 boost from expiring tax credits. BYD Company Limited leads in global EV sales but saw a rare year-over-year decline in Q3, mainly due to intense competition in China, though exports are surging. Xiaomi is emerging as a standout, rapidly scaling EV sales and maintaining strong momentum despite being a newcomer and not an EV pure-play.

Seeking Alpha • Oct 3, 2025

DRIV: AI And Innovation In The Driving Industry

Global X Autonomous & Electric Vehicles ETF offers diversified exposure across the autonomous and electric vehicle ecosystem, not just manufacturers, providing a balanced risk-return profile. The ETF outperforms peers with consistent returns, strong global positioning, and strategic holdings in industry leaders like NVIDIA, Alphabet, Tesla, and Toyota. Robust global EV and autonomous vehicle market growth, especially in China and emerging markets, underpins DRIV's long-term potential despite declining subsidies.

Seeking Alpha • Jul 16, 2025

China's Export Restrictions On Rare Earths Causes Alarm For Automotive Industry

With nearly 70% of global rare earth production and more than 90% of processing taking place in China, the world remains heavily reliant on the country for rare earth element supplies. Rare earth elements are a group of 17 minerals, including neodymium, dysprosium and lanthanum, which are used for various applications.

Seeking Alpha • Jun 10, 2025

DRIV: EVs Hit A Tariff Speed Bump In 2025 But Still Speeding Along

The Global X Autonomous & Electric Vehicles ETF offers exposure to the growing EV and autonomous vehicle markets, despite recent tariff-induced declines. The DRIV ETF's top holdings include major tech companies like Nvidia, Intel, Microsoft, and EV manufacturers like Tesla and XPeng. Tariffs have negatively impacted the market, but the long-term growth potential in global EV adoption remains strong.

Seeking Alpha • Apr 4, 2025

Auto Industry Feels the Heat as Trump's Tariffs Hit: ETFs to Consider

Look at ETFs that can be affected as President Trump announces 25% tariffs on auto imports to the United States.

Zacks Investment Research • Apr 1, 2025

Changes In U.S. EV Policy May Not Impact The DRIV ETF

An end to the EV mandate under the new U.S. administration. Global X Autonomous & Electric Vehicles ETF owns companies involved in EV production and related technology. The DRIV ETF in sitting in a trading range.

Seeking Alpha • Jan 22, 2025

ETFs Poised to Win or Lose Under Trump's New Policies

Donald Trump commences his second term by enacting a series of executive orders. The actions are poised to create winners and losers across different industries.

Zacks Investment Research • Jan 21, 2025

Tough Times for EVs in 2025? ETFs in Focus

Explore these ETFs as the potential removal of the EV tax credit is expected to impact the U.S. EV market significantly.

Zacks Investment Research • Dec 29, 2024

Where EV Stocks Are Going In 2025

The electric vehicle market lost some juice earlier in 2024, but October showed a sector comeback with some serious battery power.

Benzinga • Dec 19, 2024