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
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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 Corp162.59 USD3.10Rating
Bayerische Motoren Werke AG83.68 EUR2.24Rating
BorgWarner Inc51.20 USD0.89Rating
Edison International58.52 USD0.34Rating
Ford Motor Co11.79 USD2.03Rating
General Motors Co55.61 USD1.84Rating
Panasonic Corp1,215.50 JPY0.75Rating
Sempra Energy138.43 USD0.51Rating
Sociedad Quimica Y Minera De Chile SA ADR51.68 USD1.19Rating
Tesla Inc579.06 USD1.29Rating

About Author

Seth Goldstein, CFA

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

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