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The electric vehicle was invented 160 years ago. The time has come to use it.

Transport
Invertir en vehículos eléctricos
Categoría
Investment funds
Tipo de contenido
Actualidad
Tiempo de lectura
4 minutos
Publicado
18 Aug 2022
A surprising fact, but, like so many inventions that we enjoy today, it has needed a long journey through different technological advances to make it a viable mode of transport, both in economic terms and in terms of usability and performance. A future that is finally here.

Why invest in this trend?

  • An affordable vehicle for all.
    Traditionally, the cost of electric vehicles has been the main obstacle behind them becoming popular. However, the fall in battery costs (80% in the last seven years) has made it an affordable medium for all audiences and highly attractive: It is estimated that the cost per kilometre travelled is 75% lower in an electric vehicle than in a combustion vehicle.
  • Let's think about the environment, but not only about that.
    Electric vehicles are no longer just an environmentally sustainable alternative. The lower costs of maintenance and energy supply make them an attractive option for consumers compared to traditional combustion vehicles.
  • A revolution in the car industry.
    To this day, the engine of an electric vehicle still costs twice as much as it costs to manufacture a combustion vehicle. However, due to the fall in the cost of batteries, it is estimated that the manufacture of electric vehicles will reach parity by the middle of this decade.
  • A clean investment.
    Clean energy and sustainable investment are changing the landscape of this industry, a process of transformation and growth that offers excellent investment opportunities for the future.

Global sales of electric vehicles are expected to skyrocket in this decade


Source: BloombergNEF
Governments are increasing their efforts to combat climate change, limit pollution and reduce dependence on oil.
An effort with a positive effect on the demand for electric vehicles:
  • Due to regulations imposed on manufacturers.
    European car manufacturers face tough CO2 emissions targets, including a ban on new registrations of combustion-engined cars in the EU after 2035. However, most of the industry is anticipating this regulation in a rapid transition process, concentrating its investment solely on the development of emission-free vehicles.
  • Due to social pressure.
    A society increasingly aware of climate change that demands solutions to combat it.
A true revolution that is creating great opportunities in other sectors of the economy.
  • Battery manufacturers and much more.
    Battery suppliers are obviously benefiting from the growth of this trend, but also less visible providers, such as those of specialised technology, design and test software.
  • Stricter safety regulations
    With the aim of reducing traffic accidents, the car industry is incorporating more and more safety systems into vehicles. By way of example, as of mid-2022, emergency braking systems and driving assistance must be installed in all cars in Europe, which means a growth opportunity for companies that provide specialised technology, design and test software.
Investment opportunities in other sectors

Data that support the growth of this trend:

  • China.
    In 2022, the number of electric vehicles could reach 5 million. This growth is expected to increase demand for batteries for these vehicles eightfold by 2030.
  • USA UU.
    The historic automotive giants are being transformed. Rivian, Lucid General Motors and Ford's F150 electric lorry will be released in 2022.
Invest in sustainable vehicles

Our investment proposal focuses on companies that benefit from the transition to sustainable transport: electric or low emission vehicles, autonomous or digitally connected. Companies with solid environmental, social and good governance policies linked to the issue of transport, but which can be dedicated to different activities.

  • Raw materials:
    Such metals and other materials present in the manufacture of batteries.
  • Computer systems and components:
    Such as batteries or wires.
  • Technological developments:
    Such as vehicle sensors.
  • Infrastructure:
    Such as charging stations.

What do the experts think?

The combination of the economic benefits that employing circular practices entails for companies, together with consumers who are more aware of the impact of their habits, is driving the demand for more sustainable products.

What do the experts think?

This is a sector that has a large number of companies with a large number of losers and very few winners, so the selection of the companies in which to invest is a fundamental aspect.
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Iie00bz199g90
BNY MELLON MOBILITY INNOVATION
Advanced
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1000 €
LU2145465402
ROBECOSAM SMART MOBILITY EQUITIES
Advanced
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1000 €