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Hello and Happy Sunday! As the week begins, here’s a look at the major global shifts in markets, health, energy, and consumer trends:
EV Sales Hit 17 Million Globally: Electric car demand continues to soar, led by China and Europe, as the U.S. hits new milestones but still trails in market share.
Oatly’s Alt-Milk Hype Turns Sour: Once a $17B darling, Oatly is now down 98% from its peak, as plant-based milk demand dips and traditional dairy stages a quiet comeback.
The Global Nuclear Arsenal: 9 Nations, 9,585 Warheads: New estimates show most active warheads are concentrated in the U.S. and Russia, while China and North Korea expand their stockpiles.
Europe’s Sleep Crisis: Sleep disorders affect over a third of adults across the continent, with women reporting far higher rates than men in all countries surveyed.
Novo Nordisk Replaces CEO After 50% Stock Drop: The GLP-1 leader is losing ground to Eli Lilly as sales weaken and tariff risks mount, triggering a leadership shake-up.
17 Million and Rising: The Global Surge in EV Sales
Global electric car sales have nearly tripled over the past three years, jumping from 6.5 million in 2021 to 17.3 million in 2024, according to EV-volumes data cited by the IEA. 🚙⚡️📈 China led this surge with a 250% increase in registrations, followed by Europe with 40% growth. The U.S. crossed 1.5 million in annual sales for the first time but still lags in market share compared to China and Europe. Emerging markets in Asia and Latin America are now gaining momentum, with electric car sales up over 60% in 2024. However, affordability, mineral supply, and trade uncertainties continue to pose challenges for the industry.
Oatly’s Alt-Milk Hype Fizzles as Sales Turn Sour
Oatly, once valued at $17 billion, is now down 98% from its 2021 peak, with sales shrinking for the first time. Despite launching a new sustainability plan, the Swedish oat milk maker is struggling amid falling demand for plant-based milk, growing competition from traditional dairy and other alt-milk brands, and shifting consumer preferences toward higher-protein, lower-sugar options. Even traditional milk is making a modest comeback 🥛📈, while the overall plant-based milk category declined 8.4% over two years.
9 Countries, 9,585 Warheads: The Global Nuclear Arsenal
As of 2025, nine countries hold a total of 9,585 nuclear warheads ready for potential use 😧, with the U.S. and Russia alone accounting for 8,088. According to SIPRI, India and Pakistan each possess about 170 nuclear warheads, with India increasing its count slightly in the past year. China now has an estimated 500, and North Korea has reached 50. France and the UK collectively hold 515. An additional 2,536 warheads are retired but not yet dismantled. Apart from North Korea, no country has conducted nuclear tests since the 1990s.
Sleep Disorders Widespread Across Europe
Roughly four in ten Italians — and more than half of Swedes — report struggling with sleep disorders, according to a new Statista survey. In 17 of 20 countries surveyed, at least a third of respondents had experienced sleep issues in the past year. 🛌 👁️👁️ Women reported higher rates than men across all countries, often by 9–10 percentage points. In Sweden, for example, 56% of women reported sleep issues compared to 46% of men. The Sleep Foundation attributes this gender gap to hormonal, social, and health-related factors that make women more prone to insomnia.
Novo Nordisk Ousts CEO as Stock Slides 50%
Novo Nordisk is replacing CEO Lars Fruergaard Jørgensen after a 50% drop in share price over the past year.🦵👋 The company, known for Ozempic and Wegovy, is losing dominance in the GLP-1 weight-loss drug space to Eli Lilly, whose Mounjaro and Zepbound are proving more effective. Novo also cited weaker Wegovy sales, competition from compounding pharmacies, and tariff threats as reasons for the shake-up.