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

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:

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Albemarle Corp54.84 USD-2.71
Bayerische Motoren Werke AG44.39 EUR-5.79
BorgWarner Inc22.66 USD-7.02
Delphi Technologies PLC When Issued - Nov 20177.03 USD-12.67
Edison International51.27 USD-6.42
Ford Motor Co4.40 USD-8.90
General Motors Co19.26 USD-7.31
Panasonic Corp785.70 JPY-2.53
Sempra Energy103.71 USD-8.21
Sociedad Quimica Y Minera De Chile SA ADR20.83 USD-7.63
Tesla Inc481.56 USD-8.10

About Author

Seth Goldstein, CFA

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