Energy
Visualizing the Race for EV Dominance
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Electric Car Companies: Eating Tesla’s Dust
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Tesla has reigned supreme among electric car companies, ever since it first released the Roadster back in 2008.
The California-based company headed by Elon Musk ended 2020 with 23% of the EV market and recently became the first automaker to hit a $1 trillion market capitalization. However, competitors like Volkswagen hope to accelerate their own EV efforts to unseat Muskโs company as the dominant manufacturer.
This graphic based on data from EV Volumes compares Tesla and other top carmakers’ positions todayโfrom an all-electric perspectiveโand gives market share projections for 2025.
Auto Majors Playing Catch-up
According to Wood Mackenzie, Volkswagen will become the largest manufacturer of EVs before 2030. In order to achieve this, the worldโs second-biggest carmaker is in talks with suppliers to secure direct access to the raw materials for batteries.
It also plans to build six battery factories in Europe by 2030 and to invest globally in charging stations.ย Still, according to EV Volumes projections, by 2025 the German company is forecasted to have only 12% of the market versus Tesla’s 21%.
Company | Sales 2020 | Sales 2025 (projections) | Market cap (Oct '21, USD) |
---|---|---|---|
Tesla | 499,000 | 2,800,000 | $1,023B |
Volkswagen Group | 230,000 | 1,500,000 | $170B |
BYD | 136,000 | 377,000 | $113B |
SGMW (GM, Wulling Motors, SAIC) | 211,000 | 1,100,000 | $89B |
BMW | 48,000 | 455,000 | $67B |
Daimler (Mercedes-Benz) | 55,000 | 483,000 | $103B |
Renault-Nissan-Mitsubishi | 191,000 | 606,000 | $39B |
Geely | 40,000 | 382,000 | $34B |
Hyundai -Kia | 145,000 | 750,000 | $112B |
Stellantis | 82,000 | 931,000 | $63B |
Toyota | 11,000 | 382,000 | $240B |
Ford | 1,400 | 282,000 | $63B |
Other auto giants are following the same track towards EV adoption.
GM, the largest U.S. automaker, wants to stop selling fuel-burning cars by 2035. The company is making a big push into pure electric vehicles, with more than 30 new models expected by 2025.
Meanwhile, Ford expects 40% of its vehicles sold to be electric by the year 2030. The American carmaker has laid out plans to invest tens of billions of dollars in electric and autonomous vehicle efforts in the coming years.
Tesla’s Brand: A Secret Weapon
When it comes to electric car company brand awareness in the marketplace, Tesla still surpasses all others. In fact, more than one-fourth of shoppers who are considering an EV said Tesla is their top choice.
โTheyโve done a wonderful job at presenting themselves as the innovative leader of electric vehicles and therefore, this is translating high awareness among consumers…โ
โRachelle Petusky, Research at Cox Automotive Mobility Group
Tesla recently surpassed Audi as the fourth-largest luxury car brand in the United States in 2020. It is now just behind BMW, Lexus, and Mercedes-Benz.
The Dominance of Electric Car Companies by 2040
BloombergNEF expects annual passenger EV sales to reach 13 million in 2025, 28 million in 2030, and 48 million by 2040, outselling gasoline and diesel models (42 million).
As the EV market continues to grow globally, competitors hope to take a run at Tesla’s leadโor at least stay in the race.
Energy
Visualizing the Scale of Global Fossil Fuel Production
How much oil, coal, and natural gas do we extract each year? See the scale of annual fossil fuel production in perspective.

The Scale of Global Fossil Fuel Production
This was originally posted on Elements. Sign up to the free mailing list to get beautiful visualizations on natural resource megatrends in your email every week.
Fossil fuels have been our predominant source of energy for over a century, and the world still extracts and consumes a colossal amount of coal, oil, and gas every year.
This infographic visualizes the volume of global fossil fuel production in 2021 using data from BPโs Statistical Review of World Energy.
The Facts on Fossil Fuels
In 2021, the world produced around 8 billion tonnes of coal, 4 billion tonnes of oil, and over 4 trillion cubic meters of natural gas.
Most of the coal is used to generate electricity for our homes and offices and has a key role in steel production. Similarly, natural gas is a large source of electricity and heat for industries and buildings. Oil is primarily used by the transportation sector, in addition to petrochemical manufacturing, heating, and other end uses.
Hereโs a full breakdown of coal, oil, and gas production by country in 2021.
Coal Production
If all the coal produced in 2021 were arranged in a cube, it would measure 2,141 meters (2.1km) on each sideโmore than 2.5 times the height of the worldโs tallest building.
China produced 50% or more than four billion tonnes of the worldโs coal in 2021. Itโs also the largest consumer of coal, accounting for 54% of coal consumption in 2021.
Rank | Country | 2021 Coal Production (million tonnes) | % of Total |
---|---|---|---|
#1 | ๐จ๐ณ China | 4,126.0 | 50% |
#2 | ๐ฎ๐ณ India | 811.3 | 10% |
#3 | ๐ฎ๐ฉ Indonesia | 614.0 | 8% |
#4 | ๐บ๐ธ U.S. | 524.4 | 6% |
#5 | ๐ฆ๐บ Australia | 478.6 | 6% |
#6 | ๐ท๐บ Russia | 433.7 | 5% |
#7 | ๐ฟ๐ฆ South Africa | 234.5 | 3% |
#8 | ๐ฉ๐ช Germany | 126.0 | 2% |
#9 | ๐ฐ๐ฟ Kazakhstan | 115.7 | 1% |
#10 | ๐ต๐ฑ Poland | 107.6 | 1% |
๐ Other | 600.9 | 7% | |
Total | 8,172.6 | 100% |
India is both the second largest producer and consumer of coal. Meanwhile, Indonesia is the worldโs largest coal exporter, followed by Australia.
In the West, U.S. coal production was down 47% as compared to 2011 levels, and the descent is likely to continue with the clean energy transition.
Oil Production
In 2021, the United States, Russia, and Saudi Arabia were the three largest crude oil producers, respectively.
Rank | Country | 2021 Oil Production (million tonnes) | % of Total |
---|---|---|---|
#1 | ๐บ๐ธ U.S. | 711.1 | 17% |
#2 | ๐ท๐บ Russia | 536.4 | 13% |
#3 | ๐ธ๐ฆ Saudi Arabia | 515.0 | 12% |
#4 | ๐จ๐ฆ Canada | 267.1 | 6% |
#5 | ๐ฎ๐ถ Iraq | 200.8 | 5% |
#6 | ๐จ๐ณ China | 198.9 | 5% |
#7 | ๐ฎ๐ท Iran | 167.7 | 4% |
#8 | ๐ฆ๐ช UAE | 164.4 | 4% |
#9 | ๐ง๐ท Brazil | 156.8 | 4% |
#10 | ๐ฐ๐ผ Kuwait | 131.1 | 3% |
๐ Other | 1172.0 | 28% | |
Total | 4221.4 | 100% |
OPEC countries, including Saudi Arabia, made up the largest share of production at 35% or 1.5 billion tonnes of oil.
U.S. oil production has seen significant growth since 2010. In 2021, the U.S. extracted 711 million tonnes of oil, more than double the 333 million tonnes produced in 2010.
Natural Gas Production
The world produced 4,036 billion cubic meters of natural gas in 2021. The above graphic converts that into an equivalent of seven billion cubic meters of liquefied natural gas (LNG) to visualize it on the same scale as oil and gas.
Here are the top 10 producers of natural gas in 2021:
Rank | Country | 2021 Natural Gas Production (billion m3) | % of Total |
---|---|---|---|
#1 | ๐บ๐ธ U.S. | 934.2 | 23% |
#2 | ๐ท๐บ Russia | 701.7 | 17% |
#3 | ๐ฎ๐ท Iran | 256.7 | 6% |
#4 | ๐จ๐ณ China | 209.2 | 5% |
#5 | ๐ถ๐ฆ Qatar | 177.0 | 4% |
#6 | ๐จ๐ฆ Canada | 172.3 | 4% |
#7 | ๐ฆ๐บ Australia | 147.2 | 4% |
#8 | ๐ธ๐ฆ Saudi Arabia | 117.3 | 3% |
#9 | ๐ณ๐ด Norway | 114.3 | 3% |
#10 | ๐ฉ๐ฟ Algeria | 100.8 | 2% |
๐ Other | 1106.3 | 27% | |
Total | 4,036.9 | 100% |
The U.S. was the largest producer, with Texas and Pennsylvania accounting for 47% of its gas production. The U.S. electric power and industrial sectors account for around one-third of domestic natural gas consumption.
Russia, the next-largest producer, was the biggest exporter of gas in 2021. It exported an estimated 210 billion cubic meters of natural gas via pipelines to Europe and China. Around 80% of Russian natural gas comes from operations in the Arctic region.
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