Is the Global EV Hype Train Slowing Down?

Global EV sales continue to rise, but the reputation of the industry is becoming more complex and exposed. While some markets enjoy a wave of optimism driven by innovation and policy support, others face mounting scrutiny over safety, affordability, and supply chain ethics.

Tefik Lajthia, Director of Global Insight + Intelligence at The Penta Group, joins us to unpack the findings from their global reputation report, which analysed over a million online mentions. He discusses the key divergence in sentiment between consumers and investors, and across different regions like India, Germany, Japan, and the US.

We discuss:

• The key drivers of positive and negative sentiment in the EV market.

• Why consumer sentiment remains more positive than investor sentiment.

• A regional breakdown: why India is a reputational leader while Japan is lagging.

• The significant reputational risk of supply chain ethics (cobalt and lithium).

• How high-profile recalls and policy instability impact the entire industry.

  For leaders and investors in the automotive and energy sectors, this explores the reputational risks and opportunities shaping the next phase of the EV transition.

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