EV Industry Trend Analysis: Global Overview & Indonesia Focus

The global EV industry is one of the most dynamic — and most unforgiving — sectors for lenders and investors. Rapid growth has been accompanied by an equally rapid graveyard of failures: OEM bankruptcies, charging operators that never achieved profitability, and battery ventures under severe commodity and technology pressure. Indonesia sits at the centre of Southeast Asia's EV ambitions, with the world's largest nickel reserves, aggressive 2030 EV targets, and a fast-growing consumer EV market — but also deep policy dependency, infrastructure gaps, and significant ecosystem risk.

This 1-day training is designed to give Allobank professionals a deep, industry-first understanding of the full EV ecosystem — vehicles, charging infrastructure, and battery production — with a strong emphasis on international lessons and cautionary tales. The goal is not to tell Allobank how to structure its products, but to ensure that the team deeply understands the industry they are lending into, so they can make those product and risk decisions with confidence.

After completing this program, participants will be able to:

• Understand the global EV industry structure, technology landscape, and key players
• Map the Indonesia EV market in depth: OEMs, segments, competitive dynamics, and policy environment
• Understand how EV charging infrastructure works, who the players are, and what makes or breaks profitability
• Understand the EV battery production value chain, global chemistry trends, and Indonesia's strategic position
• Analyse real-world EV sector failures (Neta, Tritium, WM Motor) and extract structured early warning signals
• Assess ecosystem interdependencies and apply scenario thinking to Indonesia's EV future
• Apply this industry knowledge independently to inform Allobank's own financing risk frameworks and product decisions"