The ICE Age Aftermarket is Dead. Long Live the EV Afterlife: Why 70% of Traditional Repair Revenue Will Vanish by 2029, and the $120 Billion Opportunity in Battery, Software, and High-Voltage Services
1. Regulatory & Policy Trends The regulatory landscape for the automotive aftermarket is undergoing its most significant transformation since the passage of Right to Repair laws in the 2010s. The shift is not merely about emissions—it is about control over data, repair access, and the definition of “serviceable components.” Key Regulations and Their Trajectories Regulation/Policy…