- The EV era is coming, and the IEA is projecting at least 145 million in global EV stock by 2030, as strong growth continues into 2021.
- While there are some significant opportunities in pure-play EV manufacturers, those exhibit a much riskier profile, especially SPAC entrants.
- EV does provide multiple different ways to capture growth, from pure play manufacturers to ICE OEMs transitioning to miners and components suppliers.
- Components manufacturers stand to benefit in any environment, capturing sales in ICE, hybrids, BEV all throughout this transition to EV.
- MGA, BWA, APTV, ALV, VNE, CTTAY, TEL, VC, LEA and NXPI are ten leading components manufacturers with deep ties to leading OEMs and EV manufacturers.
For further details see:
Want A Surefire Bet On EV Growth? Here's Where To Look