Electric vehicles: charging towards a sustainable world – Capital Group

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The automotive industry is undergoing a transformation. Global demand for Electric Vehicles (EVs) is accelerating, particularly across Europe and China, at the same time as emission-based policies are introduced. Both are likely to be positive for EV pricing and profitability going forward. Despite higher raw material prices in 2021, auto manufacturers and EV disruptors are confident that reductions in battery pricing are achievable.

Estimates vary widely on how quickly EVs will dominate the roads, but there is consensus that the days of the internal combustion engines are numbered. Similarly, the move to autonomous driving will not be an overnight change, but it’s only a matter of time until driverless cars find their way onto our roads. From an investment perspective, it is a highly complex sector with multiple dimensions to consider, not least associated sustainability issues.

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Electric vehicles: charging towards a sustainable world – Capital Group

Are EV’s truly environmentally friendly?

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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