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End markets

Electric vehicles and EV batteries

No documented connections to other themes yet.

Strongest quotes

Albemarle Corporation · Driver

“•Demand and market prices for lithium will greatly affect the value of our investment in our lithium resources and conversion facilities, and conversion plants and our revenues and profitability generally. •If we are unable to retain key personnel or attract new skilled personnel, it could have an adverse effect on our business. •Some of our employees are unionized, represented by works councils or are employed subject to local laws that are less favorable to employers than the laws of the U.S. •Our joint ventures may not operate according to their business plans if our partners fail to fulfill their obligations, which may adversely affect our results of operations and may force us to dedicate additional resources to these joint ventures.”

Annual report 2025A · The company itself

Albemarle Corporation · Driver

“Demand and market prices for lithium will greatly affect the value of our investment in our lithium resources and conversion facilities, and our revenues and profitability generally. Our ability to successfully develop our lithium resources and generate a return on investment will be affected by changes in the demand for and market price of lithium-based end products, such as lithium hydroxide.”

Annual report 2025A · The company itself

Albemarle Corporation · Driver

“In particular, demand for lithium is significantly dependent on the development and adoption of new applications for lithium batteries and the growth in demand for plug-in hybrid electric vehicles, battery electric vehicles and energy storage systems.”

Annual report 2025A · The company itself

Allstate · Driver

“Our business may also be adversely impacted by new or changing technologies and new business models affecting the auto insurance industry Increasing adoption of newer technologies such as advanced driver assistance systems and autonomous vehicles or changes in business models that increase ride or car sharing could disrupt the demand for products, create coverage issues, impact the frequency or severity of losses, or reduce the size of the automobile insurance market causing our auto insurance business to decline.”

Annual report 2025A · The company itself

Companies with exposure

Albemarle CorporationSector unknown

Driver · strengthens · strength 2/3

“Climate Change and Natural Resources Concerns about climate change and the related regulations may provide us with new or expanded business opportunities. We provide solutions to companies pursuing alternative transportation vehicles and energy storage technologies and other similar solutions.”

Annual report 2025A · The company itself

Driver · strengthens · strength 3/3

“•Demand and market prices for lithium will greatly affect the value of our investment in our lithium resources and conversion facilities, and conversion plants and our revenues and profitability generally. •If we are unable to retain key personnel or attract new skilled personnel, it could have an adverse effect on our business. •Some of our employees are unionized, represented by works councils or are employed subject to local laws that are less favorable to employers than the laws of the U.S. •Our joint ventures may not operate according to their business plans if our partners fail to fulfill their obligations, which may adversely affect our results of operations and may force us to dedicate additional resources to these joint ventures.”

Annual report 2025A · The company itself

Driver · weakens · strength 2/3

“The results of elections in the United States or other countries in which our customers are located and changes in governing administrations and legislative bodies may result in consequent changes to these regulatory regimes that could cause a decline within these industries, leading to a diminished demand for our products. For example, although the current U.S. presidential administration has reduced or suspended government infrastructure spending for EV projects, eliminated certain tax cuts available in connection with EV purchases, and rescinded requirements pertaining to reducing greenhouse gas emissions, all or any of which measures may have a detrimental affect on the U.S.”

Annual report 2025A · The company itself

Driver · strengthens · strength 3/3

“Demand and market prices for lithium will greatly affect the value of our investment in our lithium resources and conversion facilities, and our revenues and profitability generally. Our ability to successfully develop our lithium resources and generate a return on investment will be affected by changes in the demand for and market price of lithium-based end products, such as lithium hydroxide.”

Annual report 2025A · The company itself

Driver · strengthens · strength 3/3

“In particular, demand for lithium is significantly dependent on the development and adoption of new applications for lithium batteries and the growth in demand for plug-in hybrid electric vehicles, battery electric vehicles and energy storage systems.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Energy Storage Segment Our Energy Storage business enables better lithium use through reliable supply and consistent quality. We develop and manufacture a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride.”

Annual report 2025A · The company itself

AllstateSector unknown

Driver · weakens · strength 3/3

“Our business may also be adversely impacted by new or changing technologies and new business models affecting the auto insurance industry Increasing adoption of newer technologies such as advanced driver assistance systems and autonomous vehicles or changes in business models that increase ride or car sharing could disrupt the demand for products, create coverage issues, impact the frequency or severity of losses, or reduce the size of the automobile insurance market causing our auto insurance business to decline.”

Annual report 2025A · The company itself

Driver · strengthens · strength 3/3

“With an increasing demand for electric vehicles, battery production, and a growing use of lighter materials, the automotive industry looks to innovative assembly solutions.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“The market demands new assembly technologies such as dispensing of adhesives and sealants, self-pierce riveting, and flow drill fastening.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“NOY was founded in 2016, exhibiting rapid growth by initially serving the EV battery market, while diversifying into other markets in recent years.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Self-pierce riveting, adhesive dispensing and flow drill fastening solutions Self-pierce rivets, adhesives, and flow-drill fasteners are used in the automotive industry, driven by the increased use of light materials and batteries in car manufacturing.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“For instance, increased renewable energy generation and the surge in production of electrical vehicles present opportunities to provide products to these industries.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Ltd., (“NOY”), a Chinese leak detector manufacturer, was acquired. NOY manufactures helium leak detectors for use mainly in the Chinese market.”

Annual report 2024A · The company itself

AUTOLIV, INC.Sector unknown

Driver · strengthens · strength 3/3

“Autoliv’s products are generally powertrain-agnostic and can be fit - ted in electric vehicles and plug-in hybrid vehicles with only modelspecific adjustments needed. Around 14% of sales in 2024 came from battery electric vehicles with zero tailpipe emissions, and we estimate that our global EV market share is in line with our total global market share of 44%.”

Annual report 2024A · The company itself

Driver · mixed effect · strength 3/3

“For example, our customers are increasingly focused on developing electric vehicles. If we fail to be awarded business on electric vehicle models, or these electric vehicles are not successful commercially, it will harm our future business prospects.”

Annual report 2024A · The company itself

Driver · weakens · strength 3/3

“In 2024, OEMs sourcing of new business was at the lowest level since 2018 for the industry, as OEMs are reconsidering certain future product offerings due to geopolitical and technological uncertainties.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“The Company estimates that the sales to Electric Vehicles (not including PHEVs) amounted to around $1.4 billion in 2024 .”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Domestic OEM LVP in China grew by 18% while LVP declined by 9.5% for global OEMs in China in 2024. Autoliv's sales to domestic OEMs increased by 24% in 2024.”

Annual report 2024A · The company itself

DistIT ABSector unknown

Driver · weakens · strength 3/3

“EFUEL har inte haft ett lätt år, världsläget har gjort att marknaden för EV och därmed också laddboxar är lägre än vi räknat med samt att EFUELS huvudprodukt, Easee-laddare, har varit stoppad under en stor del av året. Året har använts till återstående rotationer av ”gamla” Easee-laddare, att bygga nyförsäljning med en bredare bas av laddboxar och att utöka sortimentet av tillbehör och installationsmaterial.”

Annual report 2024A · The company itself

Driver · weakens · strength 2/3

“Bolagets erbjudande omfattar bland annat: • Flera av marknadens bästa laddboxar • Marknadsledande support (bäst ranking i Trustpilots kategori ”Laddningstation för elfordon” • Tillbehör och installationsmaterial för installation av elbilsladdare • Expertis inom installation och produkt UTVECKLING UNDER ÅRET EFUEL har under 2024 fortsatt behövt hantera utmaningar som uppstod i samband med försäljningsförbudet på produkterna Easee Home & Charge i mars 2023. Dessa utmaningar har primärt varit utbyte av redan sålda men försäljningsstoppade Easeeprodukter mot nya.”

Annual report 2024A · The company itself

Driver · weakens · strength 3/3

“Under 2024 har marknaden för laddboxar minskat kraftigt, primärt under första halvåret, drivet av konjunktur och minskad försäljning av laddningsbara fordon. Marknaden har glädjande nog visat på återhämtning under slutet av året.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Trots årets nedgång bedöms elbilsmarknaden fortsätta växa under de kommande åren. De nordiska länderna räknas idag till de marknader som har högst grad av elektrifiering.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Stor positiv klimatpåverkan genom EFUEL Dotterbolaget EFUEL har genom försäljning och installation av laddboxar bidragit till elektrifieringen av fordonssektorn och till de transportpolitiska målen i Sverige. En stor mängd laddboxar har installerats under företagets livslängd vilket innebär att omfattande klimatutsläpp kan undvikas genom antagandet att ett mellanstort dieseldrivet fordon ersatts av ett fordon med eldrift.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“EFUEL är experter på elbilsladdning och är preferred partner till och distributör av Easee och Wall Box. Med ett ökat sortiment av laddboxar och ett brett nätverk av installatörer kan EFUEL ge hela Sverige den bästa lösningen för elbilsladdning hemma, på jobbet och längs vägen.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“IKEA, Hygena, Le Printemps, Conforama, Mediamarkt PER KAUFMANN, VD EFUEL AFFÄRSIDÉ OCH VISION EFUEL är en nischdistributör inom elbilsladdning vars affärsidé är att ta fram rätt lösning till elbilsladdning för företag, bostadsrättsföreningar och publika parkeringar. Målsättningen är att vara i framkant inom en över tid växande och snabbt föränderlig nischmarknad med starkt kundfokus och stor expertis.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Bolaget erbjuder försäljning, installation och support av laddboxar till företag, bostadsrättsföreningar och publika parkeringar. Erbjudandet från EFUEL innefattar även tillbehör såsom laddkablar, kabelhållare, installationstillbehör m.m.”

Annual report 2024A · The company itself

Dominion EnergySector unknown

Driver · strengthens · strength 3/3

“Increased energy demand or significant accelerated growth in demand due to new data centers, expanded use of artificial intelligence, widespread adoption of electric vehicles or other customer changes could require enhancements to the Companies’ infrastructure.”

Annual report 2025A · The company itself

ELKEM ASASector unknown

Driver · strengthens · strength 3/3

“Transitional opportunity Opportunity type Products and services Products and services Probability High High Potential financial impact High High Time horizon Short Medium Description The increasing demand for electric vehicles (EVs) and battery cells presents an opportunity for Elkem, as the company supply key components needed for these products. Silicones are used as a non-flammabl insulation for wiring and batteries, and EVs require four times more silicone compared to internal combustion vehicles.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Elkem has a comprehensive range of silicone products (> 5 000 stock keeping units) with leading market positions in engineering elastomers for EV’s, coatings for packaging, hygiene and bakery paper and airbag coatings.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Elkem's products, such as silicone solutions for EV battery protection and high-purity ferrosilicon for electrical steel, play a crucial role in enhancing the performance and sustainability of these applications.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Elkem’s focus on advanced silicon-based materials positions the company to benefit from the growing demand for electric vehicles (EVs), energy storage, and renewable power. Products such as EV battery components, silicone insulation, and low-carbon graphite enable Elkem to contribute to the transition while increasing its market share.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Elkem helps its customers create and improve essential innovations like electric mobility, digital communications, health and personal care as well as smarter and more sustainable cities.”

Annual report 2024A · The company itself

Eltel ABSector unknown

Driver · strengthens · strength 2/3

“Elnät möjliggör ett mer hållbart och koldioxidsnålt samhälle genom att tillhandahålla infrastruktur och tjänster för elektrifiering, elfordon och förnybar energiproduktion.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Efterfrågan på infrastruktur för förnybar energi och laddning av elfordon är stark på alla våra geografiska marknader. I likhet med BESS (Battery Energy Storage System) växer dessa marknader och de kommer att utgöra viktiga drivkrafter för Eltels tillväxt.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Eltel Finland har en stark projektpipeline inom solenergi, e-Mobility och BESS för 2025 och dessa marknader har god långsiktig tillväxtpotential i landet.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Samtidigt som svenska telekomoperatörer minskar sina investeringar finns det betydande möjligheter på energimarknaden i form av projekt inom e-Mobility, solenergi och eldistribution.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Eltel Norge minskade och anpassade sin verksamhet under året för att hantera sjunkande investeringar på den norska telekommarknaden. Vi behöll dock vår marknadsandel inom telekom och fokuserade på tillväxtmöjligheter på nya marknader.”

Annual report 2024A · The company itself

Driver · mixed effect · strength 2/3

“Dessutom finns det en risk för projektförseningar på grund av högre finansieringskostnader än vad som är acceptabelt för kunderna, speciellt inom nya marknadssegment som e-mobilitet, solenergi och mobil inomhustäckning.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Vi fortsatte att minska miljöpåverkan av vår verksamhet genom att gå över till elfordon, använda biodiesel istället för fossil diesel och köpa förnybar el på våra arbetsplatser och kontor.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Dessutom har vi börjat erbjuda innovativa kombinationer av solenergi, BESS och e-Mobility.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Det finns också möjligheter att kombinera dessa erbjudanden, genom att till exempel kombinera sol energi, BESS och laddning av elfordon i samma projekt.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Eltel Sverige lanserade paketerade kundlösningar för e-Mobility, inomhustäckning och generiska telekomtjänster. Kundpaketen gör det enklare för alla i Eltel Sverige att sälja företagets standardutbud.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Växande efterfrågan på e-Mobility i hela Norden Laddstationsprojekt för elfordon genomfördes för kunder i Norge, Finland, Sverige och Danmark. Vi ser en växande efterfrågan på våra e-Mobility tjänster på samtliga marknader, särskilt från aktörer inom tung transport och logistik.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“BESS – vi vann flera nya BESS-avtal i Danmark och Finland under året. e-Mobility – vi är på väg att bli en etablerad komplett leverantör för stora laddningsprojekt.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Vi tecknade avtal med 178 nya kunder och 13 procent av totalt kontraktsvärde var relaterade till nya affärsområden.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Vi är verksamma på marknader med goda långsiktiga tillväxtmöjligheter – inklusive traditionell kommunikation och el, samt snabbt växande marknader relaterade till e-Mobility, solenergi och BESS.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Eltel Finland förbättrade lönsamheten under året genom operativ effektivitet och genom att utveckla nya affärsmöjligheter inom solenergi, e-Mobility och BESS.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Solcellsparken Lohja på 7,4 MWp kommer att tillgodose de årliga elbehoven hos cirka  Vi fortsatte att leverera infrastruktur för höghastighetsladdning för en stor kund och för bensinstationskunder. Eltel erbjuder kompletta projekt inom e- Mobility som omfattar utformning, tillstånd, installation, underhåll och driftsättning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Under året inledde vi våra första projekt inom e-Mobility och solenergi. Detta inkluderade Sveriges hittills största solcellspark i Hallstavik, 100 km norr om Stockholm, och ett projekt för likströmsladdning på bensinstationer.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Eltel Norge levererade sitt första kompletta takmonterade solsystem och började med ett nytt i slutet av året. e-Mobility fortsatte att växa med pågående laddstations projekt i köpcentra, privata hem och företag. Eltel började också leverera högspänningsladdstationer för lastbilar och bussar. • Stort nät för inomhustäckning – tillhandahålls för  med 350 antenner. • Telenor – treårig förlängning av befintligt ramavtal för tjänster inom drift och utveckling. • e-Mobility-partnerskap med Siemens – att leverera laddningslösningar för bussar och lastbilar.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Eltel Danmark slutförde en solcellspark under året och har två stora solcellsparker i pipeline. Inom e-Mobility byggde landsenheten vidare på sin erfarenhet av att installera laddningsinfrastruktur för bussar och slutförde sina första laddstationer för lastbilar och har avtalat om fler projekt.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Position tagen på nya och angränsande marknader Eltel etablerade sig som en pålitlig totalleverantör inom förnybar energi i Norden, genom att leverera solparksprojekt, implementera laddstationer för elbilar och slutföra de första BESS-projekten (Battery Energy Storage System).”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Delivering solutions for tomorrow’s mine Fundamentals of our business Underlying long-term demand for metals and minerals remains robust, driven by emerging middleclass, expansion of renewables, rapid adoption of electric vehicles and growing datacentre demand.”

Annual report 2025A · The company itself

Ford Motor CompanySector unknown

Driver · mixed effect · strength 3/3

“This is directly required by California’s ZEV requirements, insofar as those requirements are not preempted by the 2025 federal legislation described above, but is also required to comply with the emissions and fuel economy standards promulgated in recent years, which are not achievable solely through sales of internal combustion engines with today’s technology. There are factors limiting faster and future growth of EV sales, including: supportive public policy; consumer acceptance and understanding of EVs; upfront costs; technology cost and readiness; battery raw material availability and cost; and the availability of adequate infrastructure to support vehicle charging.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“The Company offers freedom of choice through three customer-centered business segments: Ford Blue, engineering iconic gas-powered and hybrid vehicles; Ford Model e, inventing breakthrough electric vehicles (“EVs”), including extended range electric vehicles (“EREVs”), along with embedded software that defines always-on digital experiences for all customers; and Ford Pro, helping commercial customers transform and expand their businesses with vehicles and services tailored to their needs.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Wholesales 2024 2025 2024 2025 Electric Vehicles 97,865 84,113 68,990 82,530 Hybrid Vehicles 187,426 228,072 215,735 216,599 Internal Combustion Vehicles 1,793,541 1,891,939 1,914,862 1,805,372 Total Vehicles 2,078,832 2,204,124 2,199,587 2,104,501 5 Item 1. Business (Continued) FORD CREDIT SEGMENT The Ford Credit segment is comprised of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities.”

Annual report 2025A · The company itself

GARO AktiebolagSector unknown

Driver · weakens · strength 3/3

“Affärsområdet GARO E-mobility, som står för cirka 30% av verksamhetens omsättning, har påverkats negativt av den uteblivna tillväxten under 2024. Den marknadsutveckling som förutspåddes har inte realiserats, vilket har lett till lägre efterfrågan och en avmattning i affärsområdets tillväxt.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Inom energilagring blir batteriteknik och andra lagringslösningar allt viktigare för att hantera elproduktion från exempelvis sol och vind. I den pågående forskningen och utvecklingen inom batteriteknik ligger stort fokus på storskaliga energilager och elbilar. Det driver efterfrågan på energimätare och brytare där vi erbjuder ett brett sortiment av produkter, bland annat ett utökat sortiment av dubbelriktade mätare, som klarar allt från anläggningar i en villa till stora parker med energilager.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“POSITIVA SYNERGIER – ALLT UNDER ETT OCH SAMMA TAK Elektrifieringen av transportsektorn fortsätter att öka, och med fler elbilar på vägarna ökar också behovet av en väl utbyggd laddinfrastruktur. Det ställer i sin tur krav på en modernisering av elnäten så att de klarar av att hantera den ökade belastningen och de varierande energibehoven.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Marknaden för destinationsladdning för tung trafik präglas av tillväxt och ökad efterfrågan. Detta i takt med att fler företag övergår till eldrivna lastbilar, transport- och entreprenadfordon. Investeringar i infrastruktur för tung eltrafik ökar, särskilt på strategiska platser som logistikcentra, hamnar och distributionsnav, för att möjliggöra effektiv laddning där fordonen stannar för lastning och lossning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Idag är GARO en ledande leverantör inom elbilsladdning och elinstallationsmaterial i Europa och fortsätter att utveckla framtidens produkter och lösningar genom smart teknik där elsäkerhet, användarvänlighet och hållbarhet är i fokus.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“SÄKER DESTINATIONSLADDNING FÖR EN GRÖNARE FRAMTID Affärsområdet erbjuder lösningar inom elbilsladdning för alla typer av elbilar, laddhybrider och tunga fordon. GARO är en betydande aktör i Europa och en av de ledande tillverkarna av produkter inom elbilsladdning i Norden.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Året 2024 i korthet GAROs nettoomsättning minskade under året med 16 procent till 1 152 MSEK (1 370) där affärsområdet GARO Electrification och GARO E-mobility noterade en negativ tillväxt med 6 procent respektive 35 procent.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“GARO förser marknaden med destinationsladdning för både elbilar, laddhybrider och tung eldriven fordonstrafik. Genom ett av marknadens bredaste erbjudande av laddboxar, publika laddstolpar, snabbladdare, kabelskåp för strömförsörjning, lastbalansering, styrning, mätning och mjukvarutjänster möter GARO marknadens behov och skapar enkelhet för kunden.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“GARO har under många år satsat strategiskt på att utveckla ett brett erbjudande inom publik laddinfrastruktur för olika typer av allmänna miljöer och arbetsplatser. Genomgående handlar det om flexibla lösningar som kännetecknas av ett stort fokus på säkerhet, och som enkelt kan kombineras med smarta tjänster.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Produkter ur GAROs sortiment kan med fördel placeras på platser där bilisterna tillbringar minst 30 minuter, till exempel för ärenden eller andra aktiviteter, och förväntar sig snabb påfyllning av el. GARO erbjuder flertalet varianter av snabbladdare där samtliga är OCPP-kompatibla* och där intelligenta lösningar för identifiering bidrar till att användaren enkelt och snabbt kan påbörja laddning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Genom nära samarbeten med ledande lastbilstillverkare har GARO utvecklat en 43kW AC-destinationsladdare som är särskilt anpassad för tung trafik och som möter de höga krav som branschen ställer. GARO erbjuder två varianter inom segmentet; en modell för publik laddning och en för depåladdning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Niklas Rönnäng, Affärsområdeschef GARO E-mobility GARO ENTITY UTÖKAS MED MARKNADENS SÄKRASTE HEMMALADDARE Efterfrågan på pålitliga och användarvänliga hemmaladdare ökar, även om övergången till elbilar sker i något långsammare takt än väntat. GARO Entity Home som lanserades under året är en del av plattformen GARO Entity och utvecklad för det uppkopplade hemmet. Den kombinerar avancerad teknik med enkel användning och erbjuder en säker, kostnadseffektiv och pålitlig lösning för privatpersoner som vill ladda sina elbilar hemma.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Produkter, tjänster och system som möjliggör det nya flexibla, decentraliserade och hållbara energi- och transportsystemet GARO designar och tillverkar produkter och helhetslösningar för eldistribution och elfordonsladdning med fokus på säkerhet, styrning och mätning samt hållbarhet.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“GARO utvecklar och tillhandahåller laddboxar som är anpassade för privat boende, oavsett om det handlar om villor eller bostadsrätter. Koncernens mångåriga historia inom elbilsladdning präglas av en ambition och en målsättning att skapa säkra och smarta lösningar som förenklar vardagen för användaren.”

Annual report 2024A · The company itself

General MotorsSector unknown

Driver · weakens · strength 3/3

“Despite our recent EV sales growth, U.S. regulatory and economic policy changes have impacted our expectations regarding the pace of EV growth and consumer demand. We have taken actions to strategically realign our EV capacity and manufacturing footprint with the slowing in customer demand for EVs.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“Government policy changes, including the termination of consumer tax incentives for EV purchases and the reduction in stringency of emissions regulations, industry-wide consumer demand for EVs in North America began to slow in 2025.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“As a result, we reassessed our EV capacity and manufacturing footprint to align to expected consumer demand and recorded charges of $1.6 billion and $6.0 billion in the three months ended September 30, 2025 and December 31, 2025. For the year ended December 31, 2025, we recorded total charges in GMNA of $7.9 billion.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“In the year ended December 31, 2025, increased Cost was primarily due to: (1) charges of $7.7 billion due to our EV strategic realignment; (2) increased material and freight costs of $3.3 billion, including $3.1 billion due to tariffs; (3) increased warranty-related costs and campaigns of $1.3 billion; (4) unfavorable net realizable value inventory adjustments, primarily EV-related, of $0.3 billion in the year ended December 31, 2025 compared to similar favorable inventory adjustments of $0.5 billion in the year ended December 31, 2024; (5) charges of $0.5 billion due to legal matters for our former OnStar Smart Driver program; and (6) increased manufacturing costs of $0.5 billion; partially offset by (7) the reduction of charges related to Cruise restructuring of $1.1 billion; and (8) decreased engineering costs of $0.9 billion, driven primarily by the wind down of Cruise robotaxi operations.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“In the three months ended September 30, 2025 and December 31, 2025, to realign our EV capacity and manufacturing footprint to consumer demand, we recorded charges of $1.6 billion and $6.0 billion. For the year ended December 31, 2025, we recorded charges in GMNA of $7.9 billion. These charges include supplier commercial settlements, contract cancellation fees, battery cell JV settlements, and other charges of approximately $4.7 billion, which will have a cash impact when paid.”

Annual report 2025A · The company itself

Driver · weakens · strength 2/3

“If used vehicle prices weaken compared to estimates, GM Financial would increase depreciation expense and/or record an impairment charge on the lease portfolio.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“We will adapt to customer preferences while executing our growth-focused strategy to invest in ICE vehicles, EVs, hybrids, personal AV technology, software-enabled services, and other new business opportunities.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Our known current material uses of cash include, among other possible demands: (1) capital spending and our investments in our battery cell manufacturing joint ventures of approximately $10.0 billion to $12.0 billion in 2026; (2) payments for engineering and product development activities, including the development of AV technology and software-enabled services; (3) payments associated with previously announced warranty claims, vehicle recalls, and any other recall-related contingencies; (4) payments to service debt and other long-term obligations, including discretionary and mandatory contributions to our pension plans; (5) dividend payments on our common stock that are declared by our Board of Directors; (6) payments to purchase shares of our common stock authorized by our Board of Directors; and (7) if the current regulations in the U.S. are not amended, payments of emissions-related regulatory compliance costs.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“GM has made significant investments to build a broad portfolio of electric vehicles (EVs) including establishing manufacturing and supply chain capacity for EVs, batteries, and components, in North America. Our EV portfolio has achieved significant market growth with strong positioning in the U.S. market.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Our New Energy Vehicles (NEVs) in China have contributed to the turnaround in sales and business performance in China.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“For motorforsikring er også reparasjon og ombruk av elbilbatterier et tema som blir stadig viktigere, både når det gjelder miljøkonsekvenser og kostnader. Elbilbatteriene har høy verdi, og inneholder viktige materialer som vi bør tilstrebe å bruke RESSURSBRUK OG SIRKULÆRØKONOMI lengst mulig til sitt opprinnelige formål. Hvis vi forutsetter at alt annet holder seg stabilt, så antar vi at klimaavtrykket fra elbilbatterier øker fra cirka 3 prosent av vårt totale klimaregnskap for bil i dag, til 13 prosent om 10 år.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Vi har lansert et pilotprosjekt i Danmark for sikker lading av litiumbatterier, for å gjøre kunder, spesielt i offentlig sektor, oppmerksomme på brannrisiko og personlig risiko. Slike batterier brukes for eksempel i elsykler, scootere, verktøy for håndverkere, og hjelpemidler i eldreomsorgen.”

Annual report 2024A · The company itself

GreenMobility A/STransport & logistics

Input · weakens · strength 3/3

“Our fleet of electric vehicles which we operate across our cities is measured on a per-car basis, as the car is our revenue driver as well as our cost center. Revenue is typically comprised of minutes, packages, subscriptions and fees.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“PROVIDING FLEXIBLE & SUSTAINABLE  OUR FLEET In addition to our well-known Renault Zoe’s, which is our widely used EV in the fleet, we also offer small and large cargo vans for whenever you need to move something or if your shopping ended up taking a bit more space than expected. We also offer premium rides with Polestars.”

Annual report 2025A · The company itself

Gränges ABSector unknown

Driver · strengthens · strength 2/3

“Tillväxt inom elfordon, batteri- och vindkraft ökar efterfrågan på aluminiumproduktion.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Enligt S&P Global beräk - nas marknaden för batterimaterial växa med 30 procent årligen mellan 2022 och 2026. Denna tillväxt drivs främst av att fler bilar blir eldrivna.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Både Gränges Asia och Gränges Europe lyckades säkra nya kunder och betydligt starkare marknadsandelar inom flera kundsegment. Gränges Asia ökade sin försäljning av material till batterikylplattor och batterihöljen till elbilar väsentligt, medan Gränges Europe säkrade flera nya kontrakt för material till nästa generations elbilsplattformar samt till traditionella applikationer för värmereglering.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“På medel och lång sikt förväntas en ökande andel elfordon bidra till att ytterligare öka efterfrågan på Gränges produkter.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Genom partnerskapet får Gränges också tillgång till skalbar nedströmskapacitet samt tillgång till koldioxidsnålt återvunnet aluminium och primäraluminium på nära håll. Partnerskapet upprättades för att möta den växande efterfrågan på Gränges elektrifieringslösningar, däribland batterihöljen, batterifolie, batterikylplattor och andra komponenter.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Aluminiumets egenskaper, såsom låg vikt och god återvinningsbarhet, är mycket eftertraktade och driver efterfrågan på nya produkter som batterikatodfolie, höljen och kylplattor.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Det används till exempel när man gör lättviktsfordon, energieffektiva byggnader och resurseffektiva förpackningar.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Produktionen av lätta fordon är viktig för Gränges försäljning av värmeväxlarmaterial. Den växande andelen elfordon förväntas ytterligare stärka efterfrågan på Gränges material.”

Annual report 2024A · The company itself

HEXPOL ABSector unknown

Driver · strengthens · strength 3/3

“Ofta innebär tillverkningen av elektriska fordon helt nya konstruktioner och därför finns möjligheten att göra radikala förändringar i materialet. Polymerer och polymera compounds kan i många fall ha bättre egenskaper än plåt och metall, som traditionellt använts, dessutom till en mycket lägre vikt och mindre kostnad.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Procent av HEXPOL Compoundings försäljning till fordonsindustrin Plug-in hybrid Elbil TÄTNINGSLISTER UPPHÄNGNING OCH DÄMPNING SLANG • Högre temperaturkrav • Ökat behov av högpresterande elastomerer • Endast kylslangar och AC (ingen turboeller bränsleslang) • Kylning behöver inte flexibla slangar DÄCK • Däcken har krav på lägre vikt • Annan design • Nya materialkrav TRANSMISSION • Överföring via elmotorer • E-körning behöver inte drivremmar • Kylning och AC-system kan behövas även för elbilar KABLAR OCH KABLAGE • Annan viktfördelning • Ökad efterfrågan på luftfjädringssystem • Nya krav på grund av högre vikt • Ökade krav på ljudisolering • Viktreduktion och därmed längre räckvidd • Fler sensorer – mer kabel • Laddningskablar E-MOBILITET ÖKAR HEXPOL:S AFFÄRSMÖJLIGHETER Tabellen visar hur några av HEXPOL:s applikationer påverkas av ökad elektrifiering inom fordonsindustrin.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Det porösa materialet HexLight ger en lägre vikt och därmed lägre bränsleförbrukning vid användning inom bilindustrin. Tekniken minskar densiteten med cirka 30 procent, vilket har stor betydelse för framför allt elbilsmarknaden.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“HÅLLBAR UTVECKLING som används för att minska vikten i fordon och därmed bränsleförbrukningen.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Fokuserade säljaktiviteter och ökad efterfrågan i nyckelmarknader bidrog till att CTEK återgick till organisk tillväxt samtidigt som arbetet med att stärka lönsamheten fortsatte.”

Annual report 2024A · The company itself

Kamux OyjSector unknown

Driver · weakens · strength 2/3

“Pitkään hiljaisena jatkunut uusien autojen kauppa haastoi edelleen ostomarkkinaa erityisesti Suomessa ja Ruotsissa.”

Annual report 2024A · The company itself

Driver · mixed effect · strength 2/3

“Autojen käyttövoimiin liittyvä julkinen keskustelu ja mahdolliset käyttövoimamuutokset sekä niihin liittyvät poliittiset päätökset saattavat vaikuttaa toimintaan kuluttajakysynnän vaihtelun kautta.”

Annual report 2024A · The company itself

Input · weakens · strength 2/3

“Varaston arvostukseen liittyvää riskiä Kamux hallitsee operatiivisesti kiinnittämällä jatkuvaa huomiota varaston riittävän nopeaan kiertonopeuteen ja seuraamalla alan trendejä käyttövoimissa.”

Annual report 2024A · The company itself

Input · weakens · strength 3/3

“Lisäksi käytettyjen sähköautojen ja ladattavien hybridien korjaus-, ylläpito- ja vakuutuskustannuksiin liittyy merkittäviä epävarmuuksia.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Asiakaskokemuksen kehittämisen ydinalueita alkaneella strategiakaudella ovat autovalikoiman kehittäminen entistä paremmin asiakkaiden tarpeita vastaavaksi; reilut, keskitetysti ohjatut hinnat; standardoidut ja läpinäkyvät kuntokartoitukset; saumattoman asiakaskokemuksen parantaminen kaikissa kanavissa; sekä innovatiiviset ja helpot liikkumiseen liittyvät palvelut.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Pääkaupunkiseudun autovalikoimaa päivitettiin paremmin kuluttajien toiveita vastaavaksi, ja Kamuxin myymien sähkö- ja hybridiautojen määrä kasvoi voimakkaasti.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Kamuxilla on merkittävä rooli autokannan uudistamisessa toimintamaissaan, varsinkin Suomessa, sillä se myy asiakkailleen suhteellisen uusia, vähän ajettuja ja keskimääräistä vähäpäästöisempiä ajoneuvoja ja mahdollistaa näin siirtymisen kohti vähäpäästöisempää liikennettä.”

Annual report 2024A · The company itself

Keysight TechnologiesSector unknown

Driver · strengthens · strength 3/3

“Automotive and Energy The market for Keysight’s automotive and energy solutions consists of design and measurement applications addressing the major transformational trends in these industries. These applications include the growth of electric and autonomous vehicles, the evolution of energy systems to incorporate alternative forms of generation and advanced control, and the many new subsystem and component technologies under development to enable and advance these trends.”

Annual report 2025A · The company itself

Driver · strengthens · strength 2/3

“Our customers are expected to continue to make R&D investments in certain next-generation technologies and applications, including evolution of 5G, early 6G, high-speed data center networks and infrastructure, satellite networks, artificial intelligence (“AI”), industrial internet of things (“IoT”), defense modernization, and next generation electric vehicles and autonomous vehicles.”

Annual report 2025A · The company itself

Driver · strengthens · strength 2/3

“Under året såg vi en ökad efterfrågan inom områden som Bygg- Ström, grön teknik och elbilsladdare.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Trots detta har vi sett ett ökat intresse och efterfrågan på laddinfrastruktur för elfordon.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Lansering av en ny försäljningskanal för elbilsladdare, e2charge.se 7Malmbergs Årsredovisning 2024 stark position. Vi ser fram emot att fortsätta utvecklas inom hållbar elektrifiering och grön teknik, och vi ser positivt på nya affärsmöjligheter inom dessa områden.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Koncernens intäkter genereras från försäljning av elmateriel som bland annat omfattar installationsmateriel, industrikomponenter, normprodukter, fläktar och värmeprodukter, belysningsmateriel, solceller, EV-laddare, datatillbehör, nätverksmateriel, kabel, elcentraler för byggarbetsplatser, värmefläktar, portabla elverk, värmekabelprodukter, strålkastare, verktyg, stegar, arbetskläder och hembelysning.”

Annual report 2024A · The company itself

MEKO ABSector unknown

Driver · strengthens · strength 3/3

“Ledande inom högvoltsreparationer och elbilsteknik Den ökande efterfrågan på el- och hybridbilar har lett till att MEKO sedan flera år satsar fokuserat på reparationer av högvoltsdelar.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“En central del i vår strategi är certifieringen av konceptverkstäder enligt vår egen standard E+. Standarden är anpassad till de riktlinjer och regelverk som finns på respektive marknad och säkerställer att våra verkstäder har rätt kompetens, utrustning och laddningsmöjligheter.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“I takt med att antalet elfordon växer blir däck en avgörande kategori. MEKO anpassar sig till dessa förändringar genom att erbjuda kunskap och rådgivning för att säkerställa att rätt produkt används till rätt bil.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Brett erbjudande och nya lösningar för framtidens behov Vi fortsätter att bredda vårt erbjudande och skapa synergier inom områden som bilglas, däck och elbilar.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Tillväxt förväntas särskilt inom områden som mjukvara, data, däck och glas.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“I USA har basaffären utvecklats stabilt, drivet av större order inom en rad olika industrier och där satsningarna inom EV-batterier befäst Nordfabs position som prioriterad leverantör till detta segment.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Divisionen växte stadigt inom strukturellt starka segment som grön energi, transport och elektrifiering i alla regioner.”

Annual report 2024A · The company itself

NIBE Industrier ABSector unknown

Driver · strengthens · strength 3/3

“Marknadssegmentet med koppling till fordonsindustrin, såväl som till spårbunden trafik, har sett ett betydande intresse för utvecklingsprojekt och en positiv efterfrågan på produkter. Elektrifieringen av fordonsflottan, vilkengällerbådekommersiellaochprivatafordon,bedömsfortsattvaraett segmentsomkommerattutvecklaspositivtföraffärsområdet.Elektrifieringen avfordonökarbetydligtoavsettomframdriftenskermedel,genomhybridlösningar eller helt och hållet genom en förbränningsmotor eftersom samtliga i höggradärberoendeavelektriskuppvärmningochstyrning.Satsningarnapå underhållochutbyggnadavjärnvägförväntasfortsätta.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“BIDRAR TILL MINSKADE UTSLÄPP AV VÄXTHUSGASER Hög utvecklingstakt på utrustning som räddar liv Inom den medicintekniska industrin går utvecklingen snabbt framåt och nya lösningar räddar liv. NIBE Groups dotterbolag bidrar med att ligga i framkant vadgällerutveckling avprodukterbaserade på folieelement förolika applikationer, exempelvis operationsbord, steriliseringsutrustning, DNA-analyser och respiratorer.  Nyamodelleravhybridfordonlanseraskontinuerligtförsåvälpersontrafiksom för fordon avsedda för kommersiellt bruk. Vi deltar aktivt i utvecklingen av produkterföreffektivtenergiutnyttjandeochlevererarexempelviselementför batterivärmareochkupévärmaregenomattblandannatutnyttjabromsenergin.”

Annual report 2024A · The company itself

Norsk Hydro ASASector unknown

Driver · strengthens · strength 3/3

“Godt posisjonert frem mot 2030 Etterspørselen etter aluminium er forventet å øke fem mot 2050 drevet av elektriske kjøretøy, fornybar energi og infrastruktur og dette skaper muligheter for Hydros lavkarbonog resirkulerte produkter.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Aluminium er en nøkkelfaktor i det grønne skiftet Aluminium er en viktig faktor i det grønne skiftet, og mot 2030 ser Hydro en økende etterspørsel etter aluminium med lavt karboninnhold, spesielt til elbiler, solenergi og strømsystemer.”

Annual report 2024A · The company itself

Driver · strengthens · strength 3/3

“Øke vekstinvesteringene i Recycling og Extrusions for å ta ledelsen i markedsmulighetene som oppstår fra det grønne skiftet Hydro styrker vekstambisjonene innen Recycling og Extrusions for å utnytte markedsmulighetene som oppstår i det grønne skiftet. Overgangen til elektrisk mobilitet er et slikt eksempel, som vil endre hele bilproduksjonsprosessen og forsyningskjeden til tross for langsommere vekst enn tidligere anslått. To områder som vil vokse i takt med overgangen til elbiler, er ekstrudert aluminium og stort støpegods, som er ideelle for resirkulert forbrukermetall.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Hydro endrer aluminiumsindustrien ved å levere grønnere materialer til produkter som er avgjørende for å støtte den raske utviklingen på verdensbasis.”

Annual report 2024A · The company itself

NRG EnergySector unknown

Driver · weakens · strength 3/3

“Some emerging technologies, such as distributed renewable energy technologies, broad consumer adoption of electric vehicles and energy storage devices, could affect the price of energy. These emerging technologies may affect the financial viability of utility counterparties and could have significant impacts on wholesale market prices, which could ultimately have a material adverse effect on NRG's financial condition, results of operations and cash flows.”

Annual report 2025A · The company itself

NvidiaSector unknown

Driver · strengthens · strength 3/3

“We believe the advent of autonomous vehicles, or AV, and electric vehicles, or EV, is revolutionizing the transportation industry.”

Annual report 2026A · The company itself

Market · strengthens · strength 2/3

“Automotive Automotive is comprised of platform solutions for automated driving from the cloud to the car. Leveraging our technology leadership in AI and building on long-standing relationships across several hundred automotive ecosystem partners, we are delivering a full stack end-to-end solution for the AV market under the DRIVE Hyperion platform.”

Annual report 2026A · The company itself

O'Reilly AutomotiveSector unknown

Driver · weakens · strength 3/3

“Changes in vehicle technology used by the original equipment manufacturers (“OEM”) on future vehicles, including but not limited to electric, hybrid, and internal combustion engines, may result in less frequent repairs, parts lasting longer, or elimination of certain repairs. In addition, restrictions on access to telematics, diagnostic tools, and repair information imposed by the OEMs or by governmental regulations may force vehicle owners to rely on dealers to perform maintenance and repairs.”

Annual report 2025A · The company itself

ON SemiconductorSector unknown

Driver · strengthens · strength 3/3

“Market demand for PSG products continues to be driven by vehicle electrification, renewable energy expansion, modernization of global power infrastructure, and the rapid scaling of AI and high‑performance computing systems.”

Annual report 2025A · The company itself

Driver · strengthens · strength 2/3

“Changes in demand in these end-markets (such as fluctuations in demand for EVs), or changes that have the potential to disrupt sales activities to customers in these end-markets, can significantly impact our operating results.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Business Strategy Developments We are focused on increasing profitable revenue through differentiated technologies to address the high-growth megatrends in automotive, industrial and other markets which include AI data centers.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Our product development efforts are directed towards the following: •addressing the need for solutions to manage and optimize the growing power demands and distribution within AI data centers; •powering the electrification of the automotive industry with our intelligent power technologies that allow for lighter and longer-range electric vehicles and enable efficient fast-charging systems; •propelling the sustainable energy evolution with our intelligent power technologies for the highest efficiency solar strings, industrial power and storage systems; •enhancing the automotive mobility experience with our intelligent sensing technologies with imaging and depth sensing that make AD, ADAS, and advanced vehicle safety possible; and •enabling robotics, humanoids, automation, and data exchange (Industry 4.0) with our intelligent sensing technologies for smarter factories and buildings.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Our intelligent power technologies enable the electrification of drivetrain in the automotive industry to allow for lighter and longer-range electric vehicles and empower efficient fast-charging systems.”

Annual report 2025A · The company itself

Posti Group OyjSector unknown

Driver · weakens · strength 3/3

“A challenge (and opportunity) in Posti’s Sustainability Leadership strategic focus area relates to the decarbonization of transportation operations.”

Annual report 2025A · The company itself

Input · weakens · strength 3/3

“Critical solutions in succeeding in Posti’s 2030 target and the 2040 net-zero target relate to the technological development of clean vehicles in the market in terms of range of e-vans, for example, and whether the price of clean vehicles and renewable fuels settles at a more competitive level with the price of fossil fuels. The same applies to the price and availability of fossil-free energy and electricity in all Posti’s operating countries.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“In addition, Posti targets transporting fossil-free on roads, including both its own and purchased transportation, and using only fossil-free energy in all Posti facilities by 2030.”

Annual report 2025A · The company itself

Driver · weakens · strength 2/3

“Issues such as unemployment rates, the number of vehicles sold, technological advances, home ownership trends, inflation or deflation, tariffs, consumer confidence, and construction spending, among many other factors, will have a bearing on the amount of insurance that is purchased by consumers and small businesses and the costs that we incur.”

Annual report 2025A · The company itself

Driver · weakens · strength 3/3

“In addition, because auto insurance constitutes a significant portion of our overall business, we may be more sensitive than other insurers to, and more adversely affected by, trends that could decrease auto insurance rates or reduce demand for auto insurance over time, such as advances in vehicle technology, autonomous or semi-autonomous vehicles, or vehicle-sharing arrangements.”

Annual report 2025A · The company itself

Driver · strengthens · strength 2/3

“While load has modestly decreased in the past due to a decline in larger industrial customers, greater EE and other factors, a significant increase in load is anticipated due to the increasing adoption of EVs, the expansion of data centers and other large users in our area, ongoing growth in the number of customers, other sources of electrification and other factors, which will collectively drive the need for increased system investment.”

Annual report unknown yearA · The company itself

Driver · weakens · strength 1/3

“Anticipated demand growth and the pace of that relative to retirements of existing firm generation and new additions of intermittent and firm generation capacity, as well as subsidized generation capacity, or technological advances could impact forward market prices in the future.”

Annual report unknown yearA · The company itself

Driver · strengthens · strength 3/3

“PJM continues to face significant resource adequacy challenges, driven by a lack of sufficient supply to meet electric demand, which has increased significantly over the past several years and is expected to continue to increase going forward. Increasing demand is caused by data centers, EV adoption, electrification and other factors.”

Annual report unknown yearA · The company itself

Driver · strengthens · strength 3/3

“Substantial investments in generation, transmission and distribution will be required to meet current projections of increasing customer demand. Sustained distribution grid modernization will also be required to accommodate increased EE, EV infrastructure, increased penetration of distributed energy resources on the electric system, such as on-site solar generation and also potential deployment of energy storage, fuel cells, and distributed resources technologies.”

Annual report unknown yearA · The company itself

Strategy · strengthens · strength 2/3

“In addition, we continue to invest in and pursue opportunities in regulated clean energy programs, including EE, electric vehicle (EV) make-ready charging infrastructure and other potential investments.”

Annual report unknown yearA · The company itself

Strategy · strengthens · strength 2/3

“To date, we launched three of the four components of our CEF: • EE—designed to achieve EE targets required under New Jersey’s Clean Energy Act through a suite of ten programs for residential, C&I programs, including low-income, multi-family, small business and local government. • Energy Cloud (EC)—driven by the implementation of “smart meters,” and new software and product solutions to improve our processes and better manage the electric grid. This project was completed in 2024. • EV—primarily relating to preparatory work to deliver infrastructure to the charging point for three programs: residential smart charging; Level-2 mixed use charging; and direct current (dc) fast charging.”

Annual report unknown yearA · The company itself

Strategy · strengthens · strength 2/3

“Our growth is driven by (i) our investment program to deliver energy more reliably by investing to meet anticipated demand growth and modernizing our electric transmission and electric and gas distribution system and (ii) investing in programs that meet State targets to help deliver cleaner energy, including our EE programs to help customers use less energy and investment programs to build EV infrastructure and solar generation.”

Annual report unknown yearA · The company itself

Strategy · strengthens · strength 2/3

“PSE&G’s participation in solar, EV and EE programs is also regulated by the BPU, as the terms and conditions of these programs are approved by the BPU.”

Annual report unknown yearA · The company itself

Strategy · strengthens · strength 2/3

“Our business plan calls for extensive investment in capital improvements and additions, including the construction of T&D facilities, modernizing and expanding existing infrastructure pursuant to investment programs that provide for current recovery in rates, addressing needs of new customers and increasing demand on the system, and our CEF programs, particularly our energy efficiency program which provides incentives for customers to install high-efficiency equipment at their premises and transmission capital investments outside of our utility service territory, as well as uprates and other potential investments at our nuclear facilities.”

Annual report unknown yearA · The company itself

Seagate TechnologySector unknown

Driver · weakens · strength 3/3

“Our sales to consumer and client-centric markets remain an important part of our business, and these markets have been, and we expect them to continue to be, adversely affected by: •announcements or introductions of major new operating systems or semiconductor improvements or shifts in customer preferences, performance requirements and behavior, such as the shift to tablet computers, smart phones, NAND flash memory or similar devices that meet customers’ cost and capacity metrics; •longer product life cycles; and •changes in macroeconomic conditions that cause customers to spend less, such as the imposition of new and/or increased tariffs, increased laws and regulations, and increased unemployment levels. The deterioration of demand for disk drives in these consumer and client-centric markets has accelerated, and we believe this deterioration may continue and may further accelerate, which has caused and could further cause our operating results to suffer.”

Annual report 2026A · The company itself

Snap-onSector unknown

Driver · strengthens · strength 3/3

“The market for vehicle service and repair is driven by an accelerating rate of technological change, car and truck population growth and increasing unit age, and the resulting effects of these changes on both our suppliers and customers. Snap-on has historically benefited from the increasing complexity of car and truck fleets and the changing tools, technologies and data needed to monitor, calibrate, service and repair evolving vehicle platforms. While new technologies, including those associated with alternative energy drivetrains and greater vehicle autonomy, may alter the nature of certain service and repair for particular vehicle types, we believe many of these new technologies provide opportunities to fulfill requirements for enhanced solutions or greater precision.”

Annual report 2026A · The company itself

Southern CompanySector unknown

Driver · strengthens · strength 3/3

“Earnings in the electricity business will also depend upon maintaining and growing sales and pricing of large load customers such that incremental costs are met with adequate incremental revenues, considering, among other things, recent trends driving projected growth in electricity consumption including the increasing digitization of the economy and growth in data centers, an increase in industrial activity in the Southern Company system's electric service territory, and continued electrification of transportation. Historically, the traditional electric operating companies have entered into large load contracts that support economic development and benefit existing customers; since 2023, the traditional electric operating companies have contracted with new data centers and other large load customers covering approximately nine GWs of electric load, with each contract individually representing a maximum annual electric load greater than 100 MWs, that have been signed by the parties and/or reviewed by the state regulatory commissions.”

Annual report 2025A · The company itself

Vistra Corp.Sector unknown

Driver · strengthens · strength 3/3

“Business Environment and Outlook Electricity Demand Electricity demand drivers including the rise of large scale data centers, the electrification of oil field operations, and electric vehicle load building are contributing to a projected fast paced load growth in the regions we serve.”

Annual report 2025A · The company itself

3MSector unknown

Market · strengthens · strength 2/3

“Commercial aircraft and low-emissions vehicles also rely on PFAS technology.”

Annual report 2025A · The company itself

A.P. MØLLER - MÆRSK A/STransport & logistics

Strategy · strengthens · strength 2/3

“This includes the deployment of electric trucks, improving energy efficiency across land-based logistics facilities such as warehouses, distribution centres, and depots as well as incorporating lower-impact design features in new sites.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“In Chile, Maersk is creating an ecosystem of partner ships with local electric vehicle suppliers who share a mutual commitment – along with our customers – to decarbonising landside transportation. Together with partners, Maersk launched a third-party fleet of electric trucks in 2025, capable of hauling up to 25 tonnes on urban and interurban routes. These vehicles are supported by 20 high- capacity charging stations in Santiago, Chile, powered entirely by certified renewable energy.”

Annual report 2025A · The company itself

AES CorporationSector unknown

Strategy · strengthens · strength 2/3

“Electromobility is also being promoted by AES Soluciones through a partnership with Blink Charger in order to design and deploy a private network of electric chargers throughout the country.”

Annual report 2025A · The company itself

Aktiebolaget VolvoSector unknown

Market · strengthens · strength 2/3

“Volvokoncernen utökar snabbt sitt utbud av helelektriska lätta, medeltunga och tunga lastbilar. Den totala orderingången för helelektriska lastbilar minskade dock med 10% till 3.318 (3.698) fordon medan leveranserna av helelektriska lastbilar ökade med 6% till 3.717 (3.523) fordon.”

Annual report 2024A · The company itself

Alma Media OyjSector unknown

Strategy · strengthens · strength 2/3

“Yhtiön keskeisenä toimintaperiaatteena on oman toiminnan sekä tuotteiden, palveluiden ohjaa ajoneuvokaluston sähköistämiseen ja kieltää kokonaan fossiilisia polttoaineita käyttövoimana käyttävien autojen hankinnan.”

Annual report 2025A · The company itself

AutoZoneSector unknown

Driver · weakens · strength 2/3

“Advances in automotive technology, such as improved parts design, can result in cars needing maintenance less frequently and parts lasting longer. ● prevalence of electric vehicles. Increased prevalence of electric vehicles, whether due to changes in consumer preferences or regulatory actions incentivizing the purchase of electric vehicles, can result in less frequent parts failures and reduced need for parts. ● the quality of the vehicles manufactured by the original vehicle manufacturers and the length of the warranties or maintenance offered on new vehicles. ● restrictions on access to telematics and diagnostic tools and repair information imposed by the original vehicle manufacturers or by governmental regulation.”

Annual report 2025A · The company itself

Driver · weakens · strength 2/3

“For example, significant changes in fuel economy requirements, new federal or state restrictions on emissions of carbon dioxide or new or changing federal or state incentive programs or other regulations that may be imposed on vehicles and automobile fuels could adversely affect demand for vehicles, annual miles driven or the products we sell.”

Annual report 2025A · The company itself

Best BuySector unknown

Market · strengthens · strength 2/3

“The key components of each revenue category are as follows: •Computing and Mobile Phones - computing (including desktops, notebooks and peripherals), mobile phones (including related mobile network carrier commissions), networking, tablets (including e-readers) and wearables (including smartwatches); •Consumer Electronics - digital imaging, health and fitness products, home theater (including home theater accessories, soundbars and televisions), portable audio (including headphones and portable speakers) and smart home; •Appliances - large appliances (including dishwashers, laundry, ovens and refrigerators) and small appliances (including blenders, coffee makers, vacuums and personal care); •Entertainment - drones, gaming (including hardware, peripherals and software, as well as augmented reality glasses), toys, virtual reality and other software; •Services - advertising, delivery, health-related services, installation, marketplace commissions, memberships, repair, set-up, technical support, warranty-related services; and •Other - other product offerings, including baby, food and beverage and outdoor living.”

Annual report 2026A · The company itself

BOLIDEN ABSector unknown

Driver · mixed effect · strength 2/3

“Rostfritt stål, som står för nästan två tredjedelar av den globala efterfrågan, såg en ökning av nickelkonsumtionen med 4 %. Batterier, den näst största marknaden för nickelförbrukning, såg ingen tillväxt till följd av ett fortsatt skifte mot litiumjärnfosfatbatterier, som inte innehåller nickel, och en övergång till plug-in-hybrider, särskilt i Kina. Nickelförbrukningen i Kina ökade med 3 %, med rostfritt stål som den främsta drivkraften.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Våra metaller är avgörande för transportsektorns framtid. En typisk elbil innehåller till exempel 30-40 kg nickel och 80 kg koppar. Galvaniserat stål används av fordonsindustrin för att förhindra att fordon rostar.”

Annual report 2024A · The company itself

Bravida Holding ABSector unknown

Market · strengthens · strength 2/3

“Våra vanligaste tjänster El Värme och sanitet Ventilation Automation Säkerhet och brandsäkerhet Energilösningar för samhällets omställning Energy Management Fastighetsautomation GreenHub fossilfri service Solpaneler Elbilsladdning Vi erbjuder även Projektledning och design Critical Power Teknisk Facility Management Industrirör Kraft Sprinkler Kyla Lösningar för framtiden Tillsammans med våra kunder skapar vi lösningar nu och för framtiden.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Aspekter som ökar attraktionen för våra bostadsfastigheter är hållbara val i material och solcellsanläggningar, laddstolpar i anslutning till våra fastigheter, en ökad digitalisering med trygg kommunikation via vår hyresgäst-app, trygg porttelefoni och digitala lås.”

Annual report 2024A · The company itself

C.H. RobinsonSector unknown

Strategy · strengthens · strength 2/3

“The company’s Alternative Fuel Program is now available across all modes, providing shippers with access to alternative fuels or advanced technology around the world. Since the launch of our program, C.H. Robinson has logged more than 3 million miles on alternative fuels and electric vehicles.”

Annual report 2025A · The company itself

Casey'sSector unknown

Market · strengthens · strength 2/3

“The Company also has charging stations for electric vehicles at 64 stores.”

Annual report 2026A · The company itself

Caterpillar Inc.Sector unknown

Market · strengthens · strength 2/3

“The product and services portfolio includes reciprocating engines, generator sets, integrated systems and solutions, turbines and turbine-related services, electrified powertrain and zero-emission power sources and service solutions development, the remanufacturing of Caterpillar engines and components, remanufacturing services for other companies, diesel-electric locomotives and other rail-related products and services as well as product support of on-highway engines.”

Annual report 2025A · The company itself

CF IndustriesSector unknown

Driver · weakens · strength 2/3

“Lower gasoline prices and fewer aggregate miles, driven by increased automobile fuel efficiency and the expansion of electric vehicle use, may put pressure on ethanol prices that could result in reduced profitability and lower production for the ethanol industry. This could have an adverse effect on corn-based ethanol production, planted corn acreage and fertilizer demand.”

Annual report 2025A · The company itself

Coherent Corp.Sector unknown

Market · strengthens · strength 2/3

“With complete verticality, from materials to laser solutions, we intersect with any industrial laser process within the application areas of medical device manufacturing, machine tools, consumer goods, and industrial electrical and electronics.”

Annual report 2026A · The company itself

ColoplastMedical devices

Input · weakens · strength 2/3

“Currently, electric vehicles (EVs) comprises 16% % of the total fleet with an increase from 11% last year. Despite these efforts emissions from company cars has increased by 13% from base year.”

Annual report 2025A · The company itself

Consolidated EdisonSector unknown

Driver · strengthens · strength 2/3

“As of January 2026, the company forecasts an average annual increase in hourly electric peak demand in its service area at design conditions over the next five years to be approximately 4.1 percent primarily due to anticipated load growth from commercial customers, including data centers, and electric vehicles, offset in part by energy efficiency programs.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Vid årets slut fanns 891 laddpunkter för elfordon i Corems bestånd.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“COREM PARKERING Corem Parkering finns i Stockholmsområdet och hanterar bilplatsavtal via ett digitalt parkeringssystem. Corem Parkering erbjuder bilplatser för både hyresgäster, boende och besökare inom områden där Corem har samlade fastighetsbestånd.”

Annual report 2024A · The company itself

Corning Inc.Sector unknown

Market · strengthens · strength 2/3

“Our automotive glass solutions business is delivering technical glass and optic product and process innovations that differentiate design, create connectivity, activate autonomy, and help shape sustainability for the automotive industry. Business innovations such as AutoGrade™ Gorilla® Glass, 3D ColdForm™ Technology and Fusion5™ Glass enable more reliable, higher quality, lighter weight and more economical auto interior cover glass parts and exterior windows.”

Annual report 2025A · The company itself

CorpaySector unknown

Driver · weakens · strength 2/3

“The volatility could be due to many factors outside our control, such as geopolitical risk, pandemics, new oil production or slowdowns, shifting of customer preferences (e.g., shift to EV), actions by the Organization of the Petroleum Exporting Countries (OPEC) and others, speculative trading, changing government regulation, and weather and general economic conditions.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“For example, we can enable the fuel card to allow customers to purchase a limited set of non-fuel items, such as oil, tolls, parking and vehicle maintenance supplies and book and pay for vehicle maintenance. Our proprietary EV networks in the U.K. and western Europe, combined with our Mastercard network in the U.S., offer access to hundreds of thousands of charge points and the management of at-home charging, while also delivering additional value-added services through a mobile app, including the ability to locate and route to a charge-point, charge-point recharging speed, pricing and availability.”

Annual report 2025A · The company itself

CTEK AB (publ)Sector unknown

Driver · weakens · strength 2/3

“Marknaden för EVSE (elbilsladdare och tillbehör, som primärt säljs via Professional-divisionen) var fortsatt utmanande under 2024 med senarelagda leveranser.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“CTEK bedömer sig vara en av de globala marknadsledarna inom Low Voltage med en av bolaget uppskattad marknadsandel om cirka 10 procent.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“CTEK är en av de ledande globala leverantörerna av batteriladdare för olika fordon inom premiumsegmentet (Low Voltage), och en av Sveriges största leverantörer av laddare och tillbehör för elfordonsladdning (EVSE).”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Den organiska tillväxten samt de förbättrade marginalerna förklaras främst av en ökad försäljning av Low Voltage-produkter, ett segment som växte med 13 procent under året.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Nettoomsättningen för Consumer ökade organiskt med 13 procent och uppgick till 600 MSEK (531).”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Styrelsen har antagit följande finansiella mål samt utdelningspolicy: Omsättningstillväxt CTEK har som mål att på årsbasis uppnå 2 miljarder kronor i nettoomsättning på medellång sikt där majoriteten av försäljningen förväntas utgöras av elfordonsladdare och tillbehör.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“CTEK är en av de största globala leverantörerna av lågvoltsbatteriladdare för olika fordon inom premiumsegmentet (Low Voltage) och en av de ledande leverantörerna av laddare, lastbalanseringssystem, backend-lösningar och tillbehör för elfordonsladdning (EVSE).”

Annual report 2024A · The company itself

CumminsSector unknown

Strategy · strengthens · strength 2/3

“RESEARCH, DEVELOPMENT AND ENGINEERING In 2025, we continued to invest in future critical technologies and products. We will continue to make investments to develop new products and improve our current technologies to meet future emission standards around the world, improvements in fuel economy performance of diesel and natural gas-powered engines and related components, as well as development activities around electrified power systems with innovative components and systems including battery and electric power technologies.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Accelera Segment The Accelera segment designs, manufactures, sells and supports electrified power systems with innovative components and subsystems, including battery and electric powertrain technologies. The Accelera segment is currently in the early stages of commercializing these technologies with efforts primarily focused on the development of electrified power systems and related components and subsystems.”

Annual report 2025A · The company itself

Delta Air LinesSector unknown

Market · strengthens · strength 2/3

“Properties Aircraft Purchase Commitments As part of a multi-year effort, we have been investing in new aircraft to provide an improved customer experience, more premium products, better operating economics and greater fuel efficiency.”

Annual report 2025A · The company itself

DFDS A/STransport & logistics

Market · strengthens · strength 2/3

“At year-end 2025, the total logistics network deployed 13.7k trailers, 2.7k containers, and 3.0k trucks, including 149 e-trucks.”

Annual report 2025A · The company itself

Dover CorporationSector unknown

Market · strengthens · strength 2/3

“Our Clean Energy & Fueling segment provides components, equipment, software solutions and services enabling safe and reliable storage, transport, dispensing, and remote monitoring of traditional and clean fuels (including liquefied natural gas, hydrogen, and electric vehicle charging), cryogenic gases, and other hazardous substances along the supply chain, and safe and efficient operation of convenience retail, retail fueling and vehicle wash establishments.”

Annual report 2025A · The company itself

Dow Inc.Sector unknown

Market · strengthens · strength 2/3

“This includes applications for appliances; furniture; bedding; footwear; refrigerated transport; building insulation panels; electric vehicle battery assembly; automotive seat cushions and acoustics; and aircraft deicing fluids.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Investments in innovation for growth are focused on addressing market needs such as thermal management in high-performance computing and artificial intelligence applications, industrial power systems and electric vehicle electronics; silicone and hybrid chemistry materials to replace fluorinated materials; high-performance materials for building and infrastructure end-markets; and innovative ingredients imparting improved haptics and performance for personal care formulations.”

Annual report 2025A · The company itself

Eaton CorporationSector unknown

Market · strengthens · strength 2/3

“Table of Contents Aerospace Eaton’s industry-leading portfolio of aerospace technologies elevates aircraft efficiency, safety and performance for customers across the commercial, military and space markets. As the demand for more electric and sustainable aviation solutions amplifies, the company is uniquely positioned to help power the next generation of platforms.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Vehicle Eaton provides differentiated technologies that improve safety, efficiency, and performance for customers in the automotive, commercial vehicle, aftermarket and off-road segments. The company is committed to enabling the transition to electrified vehicles (EVs) while also continuing to provide innovative and efficient internal combustion engine (ICE) solutions.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“In 2025, 18% of this segment's sales were made to one large original equipment manufacturer of vehicles and related components.”

Annual report 2025A · The company itself

Edison InternationalSector unknown

Driver · strengthens · strength 2/3

“SCE projects electricity demand to nearly double between 2025 and 2045, driven by transportation electrification, new residential housing, and increases in commercial and industrial consumption.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“SCE also continues to implement its transportation electrification programs. As of December 31, 2025, SCE had completed construction at 572 sites to support 9,761 charge ports under its suite of light-duty Charge Ready programs, and 132 sites to support the electrification of 2,859 medium and heavy-duty vehicles through its Charge Ready Transport program.”

Annual report 2025A · The company itself

Input · weakens · strength 2/3

“Keskitymme esimerkiksi vähäpäästöisen teräksen kysynnän kasvattamiseen ja autokannan sähköistämiseen.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Ajoneuvokantaa tullaan sähköistämään edelleen sekä Suomessa että Baltiassa, ja biopolttoaineiden käyttöä tullaan lisäämään. Toiminnan toteuttaminen vaatii operatiivisia investointeja ja kuuluu hankinnan ja liiketoimintojen vastuulle.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Enersense tiedotti 28.2.2025 saaneensa päätökseen strategisen arvioinnin, jota se on tehnyt päästöttömän liikenteen ratkaisuihin keskittyvästä liiketoiminnasta. Yhtiö ajoi arvioinnin kohteena olleen liiketoiminnan alas ja teki ensimmäisellä vuosineljänneksellä alasajoon liittyen 2,9 miljoonan euron alaskirjauksen, joka sisälsi kaikki liiketoiminnan alasajoon liittyvät kustannukset.”

Annual report 2025A · The company itself

engcon ABSector unknown

Driver · strengthens · strength 2/3

“Minskat energibehov möjliggör att alternativa bränslen, såsom el- och hybridlösningar, blir enklare att tillämpa på grävmaskiner.”

Annual report 2024A · The company itself

Driver · mixed effect · strength 2/3

“Försäljningen av laddbara fordon har också saktat ned och prognoserna framåt spretar betydligt. I stora delar av USA är bilden den motsatta, där ny- och återetableringar av industri och explosiv datacentertillväxt i stället höjt efterfrågan och prisprognoser.”

Annual report 2024A · The company itself

F-Secure OyjSector unknown

Strategy · strengthens · strength 2/3

“Fuel switching For the opportunity to set a policy for e-vehicles, several cars have already been replaced with hybrid or electric models, and this transition will continue as leasing contracts are renewed. In the future, we aim to update our car policy to ensure that by 2030, all leased cars are electric.”

Annual report 2025A · The company itself

Fastpartner ABSector unknown

Strategy · strengthens · strength 2/3

“För att nå målet finns det beslut på att all inköpt el ska vara Bra Miljöval eller komma från förnyelsebara källor och bilar som anskaffas ska vara elbilar.”

Annual report 2024A · The company itself

FedExSector unknown

Strategy · strengthens · strength 2/3

“During this time, 50% of all purchase orders issued for our owned PUD fleet were for electric vehicles (“EVs”). FedEx now operates nearly 9,500 on- and off-road EVs across our global fleet.”

Annual report 2026A · The company itself

Freeport-McMoRanSector unknown

Market · strengthens · strength 2/3

“We believe long-term fundamentals for copper are favorable with growing demand supported by copper’s critical role in the global transition to renewable power, electric vehicles and other carbon-reduction initiatives, continued urbanization in developing countries, data centers and artificial intelligence (AI) developments and growing connectivity globally; however if these markets, industries and transitions do not develop as we expect, or develop more slowly than we expect, future demand and prices for copper may be negatively affected, impacting our business.”

Annual report 2025A · The company itself

Genuine Parts CompanySector unknown

Driver · strengthens · strength 2/3

“In the automotive aftermarket industry, growth is driven by increases in miles driven, a growing and aging vehicle fleet, rising complexity in vehicle technology, and expanding opportunities in electric and hybrid vehicles.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Additionally, we are committed to sustainable business practices, including the distribution of recycled automotive parts through our Back2Car program in Europe, and ongoing innovation to support the growing electric and hybrid vehicle markets globally.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Key product categories include: •Replacement parts such as brakes, batteries, filters, engine components, and fluids •Accessories and specialty equipment for both automotive and heavy-duty vehicles •Tools and diagnostic devices for repair and maintenance •Paint, body care, and collision repair supplies (in select markets) We believe we create value for our customers through: •Advanced inventory management using data analytics to ensure product availability where it’s needed most •Extensive distribution networks combined with omni-channel digital platforms for fast, reliable delivery •Technical expertise and training programs that support customers and independent stores alike •Programs such as the NAPA Auto Care network, which provide branding support, increased visibility, and supply benefits for independent repair centers •Specialized services offered at select locations, including paint mixing, battery testing, hydraulic hose assembly, and key cutting Together, these products and services enable us to meet the evolving needs of the global automotive aftermarket, helping keep vehicles running smoothly and minimizing downtime for our customers.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“We have strategically targeted specialty industries in power generation, alternative energy, government, transportation, ports, and emerging sectors like electric vehicle battery production.”

Annual report 2025A · The company itself

Hartford (The)Sector unknown

Driver · weakens · strength 2/3

“Our business could be affected by other technological changes, including further advancements in automotive safety features, the development of autonomous or “self-driving” vehicles, and platforms that facilitate ride sharing. These technologies could impact the frequency or severity of losses, disrupt the demand for certain of our products, or reduce the size of the automobile insurance market as a whole.”

Annual report 2025A · The company itself

Harvia OyjSector unknown

Strategy · strengthens · strength 2/3

“To support sustainable mobility, a substantial number of electric vehicle (EV) charging stations were installed at our Muurame factory.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Our portfolio offers solutions that cover compressed (renewable) natural gas, hydrogen and battery electric.”

Annual report 2024A · The company itself

HEXATRONIC GROUP ABSector unknown

Strategy · strengthens · strength 2/3

“"I framtiden kan vi använda el som skapas inom vår anläggning, och vi planerar att ersätta de dieseldrivna gaffeltruckarna och fordonsflottan med elfordon", förklarar Thomas Erb (fabrikschef).”

Annual report 2024A · The company itself

Huntington BancsharesSector unknown

Market · strengthens · strength 2/3

“Consumer Finance provides direct and indirect consumer loans, as well as dealer finance loans and deposits. Direct consumer loan products, including mortgage and home equity, are originated through branch, online, and third-party channels. Indirect consumer loans are originated through deep relationships with dealerships to finance consumer purchases of automobiles, recreational vehicles, marine craft, and powersports.”

Annual report 2025A · The company itself

Investor AktiebolagSector unknown

Strategy · strengthens · strength 2/3

“Husqvarna fortsatte skiftet från bensin- till batteridrivna produkter.”

Annual report 2022A · The company itself

JEUDAN A/SReal estate

Strategy · strengthens · strength 2/3

“Jeudan forventer at kunne beregne en CO-besparelse eer installationen af anlægget, når renoveringen er slut, og ejendommen er i dri igen.  I 2025 er der desuden blevet installeret 11 ladestandere i Jeudans parkeringshus i Dronningens Tværgade. Her har Jeudan også fået sine tre første lynladere, hvor kunder kan oplade deres elbiler endnu hurtigere.”

Annual report 2025A · The company itself

Kempower OyjSector unknown

Strategy · strengthens · strength 2/3

“The five-year “Hete” project, launched in 2024, continues to advance the electrification of heavy traffic with the goal of creating a global ecosystem by 2030 to research and develop new technologies and business models. In 2025, the research focused on EV charging technologies, customer applications, digital platforms, and next-generation DC fast charging.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Kempower also collaborates with EV associations to gain broader insights and refine customer experience strategies, participates in industry associations to influence industry norms and regulation, and publishes usability studies as whitepapers to share insights on device performance.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“While private cars lead growth, vans and trucks will also increasingly use public charging as transport electrification expands.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“We see sound growth potential in commercial truck fleets as they transition to electric.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“The uptime of Kempower's chargers Kempower is MORE Sustainability statement statement Financial statements Remuneration report ≡ Megatrends and Kempower’s target market In 2025, the DC fast-,,,charging market grew strongly. Public charge point operators (CPOs) focused on improving profitability, while fleets focused on cost efficiency. Kempower strengthened its position in fleet charging with its Megawatt Charging System (MCS) as market needs evolved.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“SBM-3 – Material impacts, risks and opportunities and their interaction with strategy and business model Kempower’s end-users include individuals who charge their electric vehicles using Kempower’s charging devices at various locations, such as petrol stations and retail stores.”

Annual report 2025A · The company itself

KID ASASector unknown

Strategy · strengthens · strength 2/3

“Transport CCM 6.5 Transport by motorbikes, passenger cars and light commercial vehicles Several of our leased cars are electric vehicles which is considered to have a positive impact / substantial contribution to the environmental objectives climate change mitigation (no use of fossil fuel).”

Annual report 2024A · The company itself

KLA CorporationSector unknown

Driver · strengthens · strength 2/3

“The digitization of industries, including 5G markets, advances in healthcare and industrial applications, and the increasing adoption of electric vehicles and intelligence in automobiles, also supports leading-edge design node technology investments and capacity expansions.”

Annual report 2026A · The company itself

LeidosSector unknown

Market · strengthens · strength 2/3

“We support utilities and industrial customers in modernizing power delivery systems for enhanced reliability, implementing energy management strategies, advancing vehicle electrification, transforming digital infrastructure, and optimizing operational efficiency to meet evolving energy demands and market expectations.”

Annual report 2026A · The company itself

LOOMIS ABSector unknown

Strategy · strengthens · strength 2/3

“Den största insatsen för miljö och klimat gör Loomis genom att optimera transporter. Vi byter till elfordon och, för de bränsledrivna fordonen, till lättare, mer bränslesnåla modeller och vi arbetar kontinuerligt med ruttoptimering. Vi byter även, där det finns tillgängligt, till biobränsle i diesleldrivna fordon.”

Annual report 2024A · The company itself

M&T BankSector unknown

Market · strengthens · strength 2/3

“Average permanent and construction commercial real estate loans decreased by $3.2 billion and $2.1 billion, respectively. •Average residential real estate loans grew $945 million reflecting the retention of originated residential mortgage loans and purchases. •Average consumer loans increased $3.1 billion reflecting recreational finance and automobile average loan growth of $2.2 billion and $638 million, respectively.”

Annual report 2025A · The company itself

MicrosoftSector unknown

Driver · weakens · strength 2/3

“We derive substantial revenue from licenses of Windows operating systems on PCs. We face significant competition from competing platforms developed for new types of devices, including smartphones and tablets.”

Annual report 2026A · The company itself

Munters Group ABSector unknown

Driver · weakens · strength 2/3

“Batteriindustrins utveckling är nära kopplad till marknaden för elektriska fordon, som har haft en utmanande period under 2024 på grund av ekonomiska svårigheter, ökad konkurrens och politisk osäkerhet. Långsiktigt tror vi på en återhämtning, drivet av allt striktare utsläppskrav och tekniska framsteg.”

Annual report 2024A · The company itself

NCAB Group AB (publ)Sector unknown

Driver · weakens · strength 2/3

“Sverige och Finland har visat NYCKELTAL 2024 2023* Omsättningsförändring, % -13,8 -11,0 EBITA, Mkr 128,3 184,2 EBITA-marginal, % 15,6 19,3 Medelantal anställda 84 79 tillväxt medan övriga bolag i segmentet har minskat sin nettoomsättning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Kunderna är främst aktiva inom industrisegmentet, försvarsindustrin samt inom medicinteknik och elbilsladdare.”

Annual report 2024A · The company itself

Neste OyjSector unknown

Market · strengthens · strength 2/3

“Yhtiöllä on lähes 1 000 liikenneaseman verkosto, jonka kasvavaan palveluiden valikoimaan kuuluvat muun muassa sähköautojen latauspalvelut Suomessa ja Baltiassa.”

Annual report 2025A · The company itself

Driver · strengthens · strength 2/3

“Kapaciteten i kraftnäten behöver byggas ut för att hantera övergången till eldrivna transporter och möta behovet från bland annat stora industrier som vill gå över till elbaserad produktion.”

Annual report 2024A · The company itself

NiSourceSector unknown

Driver · strengthens · strength 2/3

“While increased efficiency of electric appliances and improvements in home building codes and standards have similarly impacted the average use per electric customer in recent years, NIPSCO expects future growth in per customer usage as a result of increasing electric applications, such as electric vehicles.”

Annual report 2025A · The company itself

NKT A/SIndustrials

Driver · strengthens · strength 2/3

“NKT continues to see an increased electricity demand driven by charging stations for electric vehicles, data centres, heat pumps, and the general electrification and digitalisation of society.”

Annual report 2025A · The company itself

Nolato AktiebolagSector unknown

Market · strengthens · strength 2/3

“Inom marknadsområdet tillverkas komponenter till laddboxar, exteriöra detaljer, fläktkomponenter, packningar och inredning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“För området Mobilitet gäller detta bland annat radar, styrkomponenter, kameramoduler och sensorer.”

Annual report 2024A · The company itself

NORBIT ASASector unknown

Driver · strengthens · strength 2/3

“For the Connectivity segment, there is increased demand for digital transformation of operations, in addition to technologies enabling safe and green mobility. As an independent supplier of low power wireless devices, Connectivity is strategically positioning itself to provide efficient and smarter technology solutions to its clients in the tolling domain and other relevant markets.”

Annual report 2024A · The company itself

NP3 Fastigheter ABSector unknown

Driver · strengthens · strength 2/3

“Affärsområdet är i sin helhet koncentrerat till Skellefteå kommun och etablerades 2021 i samband med ett större portföljförvärv från kommunägda Skellefteå Industrihus. Skellefteå har präglats av Northvolts fabriksetablering i regionen för tillverkning av litiumjonbatterier för elbilar.”

Annual report 2024A · The company itself

Outokumpu OyjSector unknown

Market · strengthens · strength 2/3

“In advanced materials and alloys, Outokumpu provides industrial tailored stainless and nickel-based alloy solutions for demanding environments in the process industry, oil and gas, and electric vehicles, for example.”

Annual report 2025A · The company itself

Pandox AktiebolagSector unknown

Strategy · strengthens · strength 2/3

“Installera laddstolpar för elbilar på parkeringsplatserna för att möta hotellgästernas behov (energikällor).”

Annual report 2024A · The company itself

PG&E CorporationSector unknown

Driver · strengthens · strength 2/3

“California utilities also are experiencing increasing deployment by customers and third parties of distributed energy resources, such as on-site solar generation, electric vehicles, electric heat pump space conditioning and water heating, battery electric storage, fuel cells, energy efficiency, and demand response technologies.”

Annual report 2025A · The company itself

PPG IndustriesSector unknown

Strategy · strengthens · strength 2/3

“These products include compact automotive paint processes and low temperature cure capabilities that save energy and reduce water usage at customer manufacturing sites; sustainably-advantaged waterborne coatings formulations; sustainably-advantaged powder coatings; lightweight sealants and coatings for aircraft; coatings that cool surfaces; coatings for recyclable metal packaging; antimicrobial products; coatings that contain reduced materials of concern; architectural coatings that contain lower carbon content raw materials; and solutions for autonomous and battery-powered vehicles.”

Annual report unknown yearA · The company itself

Precise Biometrics ABSector unknown

Market · strengthens · strength 2/3

“En annan vertikal som börjat leverera royaltyvolymer och där vi ser potential framåt är fordonsindustrin. Även om försäljningen av bilar, speciellt elbilar, har varit pressad under 2024, så går utvecklingen i allt högre grad mot konceptet Software Defined Vehicle (SDV) och vi fortsätter positionera oss tillsammans med Infineon som världsledande på biometriområdet för bilindustrin.”

Annual report 2024A · The company itself

Prisma Properties ABSector unknown

Strategy · strengthens · strength 2/3

“I anslutning till de flesta av våra fastigheter erbjuder vi elbilsladdning och bidrar på detta sätt till utbyggnaden av Nordens laddinfrastruktur.”

Annual report 2024A · The company itself

PrologisSector unknown

Market · strengthens · strength 2/3

“The following table summarizes our investment in consolidated real estate properties at December 31, 2025 (in millions): Investment Before Depreciation Operating properties, excluding assets held for sale or contribution $ 80,561 Development portfolio, including cost of land 3,019 Land 4,888 Other real estate investments (1) 6,661 Total consolidated real estate properties $ 95,129 (1) Included in other real estate investments were principally: (i) land parcels we own and lease to third parties; (ii) renewable energy assets, including solar, electric vehicle charging and energy storage; (iii) non-strategic real estate assets that we do not intend to operate long term; (iv) newly developed and stabilized data centers; and (v) non-industrial real estate assets that we intend to redevelop as industrial properties or data centers.”

Annual report 2025A · The company itself

QualcommSector unknown

Strategy · strengthens · strength 2/3

“We expect to continue to invest in research and development in a variety of ways in an effort to extend the demand for our products and technologies and to utilize that research and development in industries and applications beyond mobile handsets (such as automotive and IoT), including continuing the development of new modem and multimedia technologies and other technologies (such as ADAS/AD and XR), developing alternative technologies for certain specialized applications, participating in the formulation of new voice and data communication standards and technologies and assisting in deploying digital voice and data communications networks around the world.”

Annual report 2025A · The company itself

Ratos ABSector unknown

Market · strengthens · strength 2/3

“Consumer36 Om Ratos Rapporter Övrigt Affärsområden Om affärsområdet Affärsområdet består av bolag som är positionerade mot retailtrender som friluftsliv, heminredning, växter och handel med begagnade fordon.”

Annual report 2024A · The company itself

Rejlers AB (publ)Sector unknown

Input · weakens · strength 2/3

“Rejlers energiförbrukning från fossila källor härrör främst från vår fordonsflotta, inklusive el som används för laddning av elfordon, samt el- och fjärrvärmeförbrukning relaterad till våra kontor där fossila källor är en del av den regionala energimixen.”

Annual report 2024A · The company itself

ROTTNEROS ABSector unknown

Driver · strengthens · strength 2/3

“Även elbilsexpansionen kräver ny infrastruktur för att säkerställa laddningen på bred front.”

Annual report 2024A · The company itself

Driver · weakens · strength 1/3

“Utvecklingen hos våra filterkunder var stabil under 2024 trots den ökande andelen elektrifierade fordon.”

Annual report 2024A · The company itself

Sampo OyjSector unknown

Driver · strengthens · strength 2/3

“In motor insurance, GWP grew by 10 per cent, benefiting from the rebound in Nordic new car sales, albeit from low levels. Nordic new car sales rose 10 per cent in 2025, driven by strong year-end demand in Norway due to the announced VAT changes.”

Annual report 2025A · The company itself

Sandvik AktiebolagSector unknown

Driver · mixed effect · strength 2/3

“Den ökade efterfrågan på batteridrivna fordon innebär stora affärsmöjligheter för Sandvik inom gruvverksamheten men också nackdelar i andra delar av verksamheten, till exempel inom komponenttillverkning för fordonssektorn.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Fordonsindustrins övergång till elfordon ökar behovet av lättare material, till exempel aluminium, vilket i sin tur ställer krav på nya verktygssortiment och bearbetningslösningar.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Sandvik Machining Solutions prioriterade områden är att stärka vår position inom vändskär, ta en ledande position inom runda verktyg och i mellansegmentet, samt att expandera utanför Europa. Ambitionen är också att vara branschledande inom digitala lösningar och att bemästra övergången till elfordon inom fordonsindustrin.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“Övergången till elfordon inom fordonsindustrin ställer krav på nya förmågor och lösningar och vi fortsatte att bygga vidare på vårt erbjudande genom förvärven av Pro-micron, en leverantör av sensorerade verktyg och mjukvara för automation, och Almü, en leverantör av lösningar för aluminiumbearbetning.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Här är några av deras vanligaste frågor under 2024 och våra svar. utbudet är fokuserat på snabbväxande segment, som elfordon och medicinteknik, vilket passar mycket bra in i vår strategi.”

Annual report 2024A · The company itself

Sdiptech AB (publ)Sector unknown

Market · strengthens · strength 2/3

“Trots en utmanande marknad har Rolec som verkar inom laddutrustning för elfordon och marinor haft en positiv utveckling, medan Water Treatment Products har befäst sin position inom vattenbehandlingsteknik.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Sdiptechs enheter IDE System och Rolec Service erbjuder laddinfrastruktur av olika slag och behov. Rolec har en omfattande portfölj av laddutrustning för elbilar och har installerat över 330 000 laddningspunkter över hela Storbritannien.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Anders Mattson, EVP - Head of Supply chain & Transportation GAH refrigeration är ett av Sdiptechs framgångsrika bolag inom affärsområdet Supply Chain & Transportation GAH Refrigeration är en ledande brittisk tillverkare av temperaturkontrollerade kylsystem för transportfordon. Lösningarna används för att säkerställa att livsmedel, läkemedel och andra temperaturkänsliga produkter transporteras under optimala förhållanden.”

Annual report 2024A · The company itself

SELVAAG BOLIG ASASector unknown

Strategy · strengthens · strength 2/3

“Det sistnevnte skal oppnås blant annet gjennom å redusere byggenes behov for tilført energi, og ved å redusere beboernes behov for personlige transportmidler som benytter fossilt drivstoff.”

Annual report 2024A · The company itself

SOLAR A/SIndustrials

Market · strengthens · strength 2/3

“We maximise the growth potential in climate and energy solutions, such as heat pumps, solar panels, EV charging and ventilation.”

Annual report 2025A · The company itself

Market · strengthens · strength 2/3

“Sustainability statements Solar aims to accelerate the green transition by offering products such as heat pumps, solar panel solutions, EV chargers, and ventilation systems that help to decarbonise the market by replacing gas and oil boilers with renewable energy solutions.”

Annual report 2025A · The company itself

Strategy · strengthens · strength 2/3

“Nedgangen skyldes at vi har erstattet våre bedriftsbiler i 2022 med elbiler.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“For personmarkedet (PM) er avkarboniseringstiltak innen utlån til bolig og bil viktigst, mens det for bedriftsmarkedet (BM) er tiltak innen jordbruk og næringseiendom.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“For personmarkedet kan du blant annet få grønne lån til bolig med energimerke A eller B, elektriske biler og til energioppgradering av boligen.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“I motsatt retning trakk økte kostnader, hovedsakelig relatert til lønnskostnader i forbindelse med økt bemanning innenfor personmarkedet, og økte ITkostnader Brutto utlån til kunder var per 31. desember 2024 på 12,7 (11,8) milliarder kroner, og utlånsveksten siste 12 måneder var 6,6 (8,7) prosent.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“SpareBank 1 Finans Østlandet AS – konserntall Finansieringsselskapet SpareBank 1 Finans Østlandet AS (85,1 prosent eierandel) fikk et konsernresultat etter skatt for 2024 på 200 (62) millioner kroner.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“Bil Andelen grønne billån skal være 21,2 % 18,6 % Taksonomiens tekniske screeningkriterier for finansiering av kjøretøy i kategoriene M1 (personbiler), N1 (lette nyttekjøretøy) og L (2 og 3hjuls kjøretøy og mopedbiler) er brukt for å beregne den grønne andelen kjøretøy, uten å benytte do no significant harmkriteriene (DNSHkriteriene). Fordi DNSHkriteriene ikke er benyttet, skiller strategiens grønne andel kjøretøy seg fra taksonomirapporteringen av kjøretøy, der DNSHkriteriene er hensyntatt.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“For kjøretøy er bærekraftstrategiens målsetning 25 prosent grønn andel innen 2025. Tiltaket for å begrense negativ påvirkning fra utlån til kjøretøy er å tilby grønne billån. Et grønt billån er lån som er gitt til en bil med elektrisk drivlinje.”

Annual report 2024A · The company itself

SSAB ABSector unknown

Driver · strengthens · strength 2/3

“Efterfrågan växer snabbare än standardstål och drivs av biltillverkarnas behov av lägre vikt och ökad säkerhetsprestanda.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“31. december 2025: GreenMobility GreenMobility leverede i 2025 et markant forbedret helårsresultat, drevet af fortsat skalering og effektiv drift i Danmark. Offentliggjorte, præliminære tal viste at nettoomsætningen steg til DKK 154m, svarende til 20% vækst i forhold til 2024. EBITDA steg til DKK 53m, en 55% fremgang, hvilket understreger en tydelig marginforbedring gennem året.”

Annual report 2025A · The company itself

SWECO AB (publ)Sector unknown

Strategy · strengthens · strength 2/3

“Omställning av fordonsflottan följs upp årligen genom att bevaka andelen elektriska fordon. Detta görs på landsnivå och på koncernövergripande nivå.”

Annual report 2024A · The company itself

TCM Group A/SConsumer goods

Strategy · strengthens · strength 2/3

“Company cars TCM operates a fleet of company cars consisting of 34 passenger vehicles and commercial vans. To reduce our impact, we have updated our company car policy to ensure that we transition to electric cars as existing vehicles are replaced.”

Annual report 2025A · The company itself

TELENOR ASASector unknown

Market · strengthens · strength 2/3

“Husqvarna is leveraging managed IoT connectivity delivered by Telenor Connexion to transform lawn care with its new range of robotic lawnmowers. The new fleet of mowers are always connected and able to receive updates and software upgrades.”

Annual report 2024A · The company itself

TextronSector unknown

Market · strengthens · strength 2/3

“Kautex also offers lightweight, composite Pentatonic battery systems, which include enclosures, underbody protection and thermal management systems, for use in electric vehicles, from hybrid to full battery-powered.”

Annual report 2026A · The company itself

Market · strengthens · strength 2/3

“Kautex is a leader in designing and manufacturing plastic fuel systems for automobiles and light trucks, including blow-molded solutions for conventional plastic fuel tanks and pressurized plastic fuel tanks for hybrid vehicle applications. Kautex also develops and manufactures clear-vision systems for automotive safety and advanced driver assistance systems (ADAS).”

Annual report 2026A · The company itself

Market · strengthens · strength 2/3

“The business strengthens the segment’s bioproduction offerings with advanced filtration technologies that improve quality and efficiency across upstream and downstream workflows. In addition, its industrial filtration and membrane solutions will expand our reach into industries including battery, semiconductor and medical device manufacturing.”

Annual report 2025A · The company itself

Driver · weakens · strength 2/3

“For example, technologies such as driverless vehicles, assisted-driving or accident prevention technologies, technologies that facilitate ride, car or home sharing, smart homes or automation could reduce the number of vehicles in use and/or the demand for, or profitability of, certain of our products, create coverage issues or impact the frequency or severity of losses, and we may not be able to respond effectively.”

Annual report 2025A · The company itself

Veidekke ASASector unknown

Strategy · strengthens · strength 2/3

“For eksempel pålegger forretningsområdet Drift og vedlikehold en avgift når det kjøpes fossildrevne kjøretøy til bilparken. Avgiften går inn i et internt miljøfond som støtter kjøp av elbiler.”

Annual report 2024A · The company itself

VEND MARKETPLACES ASASector unknown

Strategy · strengthens · strength 2/3

“Continue to support the expansion of C2B concepts (Nettbil, Autovex, Wheelaway) More efficient mobility market Value chain: Downstream (C2B used car trade) Geography: Sweden 2025 Several 'thought leadership' publications published in external channels (e.g., LinkedIn) Continue to showcase our active voice in the trade of sustainable vehicles, through customer webinars, LinkedIn posts etc.”

Annual report 2024A · The company itself

Market · strengthens · strength 2/3

“E5 – Table 4: Actions related to resource use and circular economy - Mobility Mobility Key actions 2024 Related IROs Future actions Expected outcome Scope Time horizon Improved conversion funnel to Wheelaway for relevant vehicles, further facilitating trade in second-hand used cars Positive impact: sustainability perspective we can encourage consumers to adopt more low-emission and less polluting transportation options and make better use of existing vehicles.”

Annual report 2024A · The company itself

Driver · strengthens · strength 2/3

“Infrastruktur för energi, batterilagring, solenergianläggningar och infrastruktur för fordon påverkar och har stor utvecklingspotential.”

Annual report 2024A · The company itself

Strategy · strengthens · strength 2/3

“40 att förses med laddboxar. Dessa försörjs av solceller på taket som kompletteras med batterilagring för att kunna ge energi även under den mörka delen av dygnet.”

Annual report 2024A · The company itself

XANO INDUSTRI ABSector unknown

Market · strengthens · strength 2/3

“NPB utvecklar och tillverkar automationsutrustning, primärt lösningar för lockhantering till burkrelaterade produkter och elfordonsbatterier. Utrustningen baseras på egenutvecklad branschunik teknik och företaget har specialistkompetens inom såväl konstruktion och mekanik som elstyrning.”

Annual report 2024A · The company itself

ZoetisSector unknown

Market · strengthens · strength 2/3

“U.S. operating segment U.S. segment revenue increased by $23 million in 2025, which was relatively flat compared with 2024, of which $166 million resulted from growth in companion animal products, partially offset by a $143 million decline in livestock products. •Companion animal revenue growth was primarily due to increased sales of Simparica Trio, key dermatology products and small animal diagnostics, partially offset by lower sales of Librela. •Livestock revenue declined due to the impact of the MFA divestiture across cattle, poultry and swine products.”

Annual report 2025A · The company itself

Monster BeverageSector unknown

Driver · weakens · strength 1/3

“Sales in gas chains may also be affected by increased gasoline prices, improvements in fuel efficiency and increased consumer preferences for electric or alternative fuel-powered vehicles, which may result in fewer trips by consumers to gas stations and a corresponding reduction in purchases by consumers in convenience gas retailers.”

Annual report 2025A · The company itself

SinterCast AktiebolagSector unknown

Driver · weakens · strength 1/3

“Under 2024 minskade försäljningen av elbilar i EU med 6 %, vilket ytterligare belyser utmaningarna med elektrifiering. Samtidigt ökade försäljningen av hybridbilar med 14 %, vilket skapar en möjlighet för det ultralätta CGI-bensinmotorkonceptet.”

Annual report 2024A · The company itself

Driver · weakens · strength 1/3

“Försäljningsökningen på 14 % under 2024 mot föregående år av hybridfordon inom EU, i kontrast till minskningen på 6 % för elfordon, motiverar oss att fortsätta främja den ultralätta bensinmotorn till OEMtillverkare under 2025.”

Annual report 2024A · The company itself

Wulff-Yhtiöt OyjSector unknown

Driver · strengthens · strength 1/3

“Mobility is being steered in an increasingly sustainable direction by favoring public transport and encouraging electric vehicles.”

Annual report 2025A · The company itself