Actionable ideas for the electric vehicle revolution

We examine 11 names in car making, parts supply, battery manufacturing, lithium production and utilities

Seth Goldstein, CFA 28 October, 2019 | 1:14AM
Facebook Twitter LinkedIn

Smart electric car

In just over a decade, battery electric vehicles will account for one out of every five cars sold. The 2020s will also be the decade of the hybrid, as these partially electric cars will reach 30 per cent of new car sales by 2030. At the same time, by 2030, half of all new cars sold will be EV or hybrid.

In a new report on the revolution in the electric vehicle sector, Morningstar has identified the sectors that stand to benefit. They include:

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free
Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Albemarle Corp226.85 USD-1.90Rating
Bayerische Motoren Werke AG80.36 EUR-2.08Rating
BorgWarner Inc42.92 USD-0.72Rating
Edison International57.75 USD0.36Rating
Ford Motor Co13.55 USD1.12Rating
General Motors Co51.33 USD-0.37Rating
Panasonic Corp1,413.00 JPY-1.26Rating
Sempra Energy133.38 USD-1.29Rating
Sociedad Quimica Y Minera De Chile SA ADR55.36 USD-1.60Rating
Tesla Inc759.49 USD0.33Rating

About Author

Seth Goldstein, CFA

Seth Goldstein, CFA  Seth Goldstein, CFA, is an equity analyst for Morningstar

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies