Which companies discussed Electric Vehicles in Energy in earnings calls?
42 companies mentioned electric vehicles across 62 earnings calls in Energy over the past year, spanning 1 sectors. The most active were ReFuels N.V. (5 calls), Energy Fuels Inc. (4 calls), Archrock, Inc. (3 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Electric Vehicles |
|---|---|
| 2024Q3 | 3 |
| 2024Q4 | 20 |
| 2025Q1 | 25 |
| 2025Q2 | 19 |
| 2025Q3 | 19 |
| 2025Q4 | 14 |
| 2026Q1 | 11 |
| 2026Q2 | 20 |
| 2026Q3 | 14 |
Companies ranked by mentions
Representative quotes
…decade, sized to the demand we can contract than today, theoretical market. For scale in a base case, roughly 7 gigawatts electric of cumulative rises deployments by 2035 would require well over 100 metric tons annually. In a market where demand is arriving at metric time and incumbent…
…fair to say with the exit from retail electricity, we've simplified our approach to Energy Solutions and are now very focused on electric vehicle charging. Across Australia and New Zealand, we delivered 79 public charging bays in the first half, up from 49 in the prior corresponding…
…becoming more important as electricity generation systems change and demand grows. Electrification is occurring in many forms from the uptake of electric vehicles to higher household electricity use to the rollout of new technologies. Globally, data center electricity demand is expected to grow significantly as AI adoption increases…
…coal, each in and around that 16% to 18% level. So it's pretty significant. And this goes to the same argument around electric vehicles. If you're going to be a shift towards electric vehicles, with this rise in WTI and oil pricing, that's become…
Frequently asked questions
What is Electric Vehicles and why are companies discussing it?
EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.
Which company mentioned electric vehicles most in Energy in the past year?
ReFuels N.V. (REFL) led with 5 calls referencing electric vehicles, most recently on March 9, 2026.
How can I track electric vehicles mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related technology themes
Last updated: August 31, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (electric vehicle, electric vehicle, electric vehicles). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.