TOMORROW - Jef U Invite / ESG: The Global Automaker Rating 2025 by ICCT

Research evidence excerpt

TOMORROW - Jef U Invite / ESG: The Global Automaker Rating 2025 by ICCT

Global | Autos & Auto Parts EquityJuneResearch29, 2026

TOMORROW - Jef U Invite / ESG: The Global

Automaker Rating 2025 by ICCT

We are delighted to invite you to join Dale Hall (Program Lead) to discuss ICCT's

2025 update of where OEMs stand in the transition to electric vehicles, which

OEMs are progressing or not and in which areas, from market coverage to

technology and targets. No major change at the top with Tesla and BYD still

dominating, while Japanese OEMs continue to lag the most.

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Date: Tuesday, 30 June 2026

Time: 3:00 PM BST / 4:00 PM CEST / 10:00 AM EDT

Host: Vanessa Jeffriess, Industrials Equity Research

To register for the call, please click HERE

Discussion Topics:

Which OEMs are leading the transition and stay on track to meet the Paris agreement targets•

and what levers can OEMs pull to improve competitiveness in the ZEV transition?

How advanced is the industry in meeting targets and achieving sustainable business models•

and how will policy change in Europe and the US potentially affect the transition, with drivers

potentially shifting from environmental considerations to energy security.

What's changed since last year's report among OEMs and what are the performance drivers.•

There will be no replay available for this call. Philippe Houchois * | Equity Analyst

44 (0) 20 7029 8983 | philippe.houchois@jefferies.com

For Institutional Investors Only

Vanessa Jeffriess ^ | Equity Analyst

SPEAKER BIOGRAPHY 44 (0)20 7548 4123 | vjeffriess@jefferies.com

Michael Aspinall ^ | Equity Analyst

Dale Hall is a Program Lead focused on light-duty electric vehicles at the ICCT, where he has +44 (0) 20 7029 8431 | maspinall@jefferies.com

worked since 2016.