Trending: Investing in Bitcoin / 5 reasons to invest in Amazon / Investing in the Metaverse
Thursday, January 26, 2023
INVESTOR TIMES
  • Home
  • News
    Bets increase on a soft landing in the U.S

    Bets increase on a soft landing in the U.S

    69% of investors believe metaverse entertainment will change social lifestyles

    69% of investors believe metaverse entertainment will change social lifestyles

    European oil companies want to follow in Chevron’s footsteps to operate in Venezuela

    European oil companies want to follow in Chevron’s footsteps to operate in Venezuela

    Amgen buys Horizon Therapeutics for US$ 25 billion

    Amgen buys Horizon Therapeutics for US$ 25 billion

    Europe prepares law to make airlines that pollute more pay higher costs

    Europe prepares law to make airlines that pollute more pay higher costs

    Why are Asian investors selling their tech stocks?

    Why are Asian investors selling their tech stocks?

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Are technology stocks coming to the end of their reign?

    Are technology stocks coming to the end of their reign?

    Amazon fined millions for manipulating algorithms in its favor

    Amazon fined millions for manipulating algorithms in its favor

  • Markets
    Bets increase on a soft landing in the U.S

    Bets increase on a soft landing in the U.S

    What are CFDs and what are their advantages?

    Getting started with CFD trading

    Goldman Sachs lands with more strength at Santander and BBVA

    Goldman Sachs lands with more strength at Santander and BBVA

    With inflation in recession, what stocks should you consider?

    With inflation in recession, what stocks should you consider?

    Should payment for order flow be maintained in the stock market?

    Should payment for order flow be maintained in the stock market?

    Why are Asian investors selling their tech stocks?

    Why are Asian investors selling their tech stocks?

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Are technology stocks coming to the end of their reign?

    Are technology stocks coming to the end of their reign?

    Inflation is starting to ease but not enough

    Inflation is starting to ease but not enough

  • Investing
    Two biotech stocks that could explode soon

    Two biotech stocks that could explode soon

    Ideas for investing in the electric vehicle industry

    Ideas for investing in the electric vehicle industry

    Mercado Libre could be one of the best investments for the long term

    Mercado Libre could be one of the best investments for the long term

    Three cheap tech stocks for 2023

    Three cheap tech stocks for 2023

    Where to invest in 2023? These are the most likely trends

    Where to invest in 2023? These are the most likely trends

    Will Ford shares be profitable in 2023?

    Will Ford shares be profitable in 2023?

    Some interesting options for investing in leisure and travel companies

    Some interesting options for investing in leisure and travel companies

    Plug Power’s commitment to green hydrogen

    Plug Power’s commitment to green hydrogen

    Investing in Auto Trader: vehicle sales at a turning point

    Investing in Auto Trader: vehicle sales at a turning point

  • Technology
    Banning TikTok in the U.S. could benefit Meta

    Banning TikTok in the U.S. could benefit Meta

    Microsoft leads the ranking of the best-managed companies in 2022

    Microsoft leads the ranking of the best-managed companies in 2022

    Apple: consequences of the Foxconn conflict will continue until 2023

    Apple: consequences of the Foxconn conflict will continue until 2023

    5 must-have skills to get a job in 2023

    5 must-have skills to get a job in 2023

    UK changes strategy on Internet content control

    UK changes strategy on Internet content control

    EU organized a party in the metaverse and nobody attended

    EU organized a party in the metaverse and nobody attended

    The metaverse companies with the highest revenues in 2022

    The metaverse companies with the highest revenues in 2022

    Electric vehicles: China aims to boost its dominance

    Electric vehicles: China aims to boost its dominance

    Nintendo sells 10 million Switch in 3 days and its shares rise

    Nintendo sells 10 million Switch in 3 days and its shares rise

  • CryptocurrenciesTRENDING
    69% of investors believe metaverse entertainment will change social lifestyles

    69% of investors believe metaverse entertainment will change social lifestyles

    Bitcoin falls after Fed decision to raise interest rates by 0.50%

    Bitcoin falls after Fed decision to raise interest rates by 0.50%

    The future of cryptocurrencies, according to Larry Fink

    The future of cryptocurrencies, according to Larry Fink

    How Much Bitcoin Should You Buy: 5 Factors to Consider in 2023

    How Much Bitcoin Should You Buy: 5 Factors to Consider in 2023

    Between two extremes: what will the price of Bitcoin be in 2023?

    Between two extremes: what will the price of Bitcoin be in 2023?

    FTX crash spreads and affects BlockFi

    FTX crash spreads and affects BlockFi

    EU organized a party in the metaverse and nobody attended

    EU organized a party in the metaverse and nobody attended

    Why does The WSJ continue to question Tether’s financial health?

    Why does The WSJ continue to question Tether’s financial health?

    Brazilian Congress approves bill to regulate cryptocurrencies

    Brazilian Congress approves bill to regulate cryptocurrencies

S&P 500 (USA) 
4.060.43  44.21  1.10%  
NASDAQ Composite (USA) 
11.512.41  199.06  1.76%  
Dow Jones (USA) 
33.949.41  205.57  0.61%  
FTSE 100 (United Kingdom) 
7.761.11  16.24  0.21%  
EURO STOXX 50 (Europe) 
4.173,98  25,87  0,00%  
Nikkei 225 
27.409.42  46.67  0.17%  
VIX 
18.73  0.35  1.83%  
Bitcoin (USD) 
22.991.26  106.47  0.46%  
Ethereum (USD) 
1.598.04  13.41  0.83%  
  • Home
  • News
    Bets increase on a soft landing in the U.S

    Bets increase on a soft landing in the U.S

    69% of investors believe metaverse entertainment will change social lifestyles

    69% of investors believe metaverse entertainment will change social lifestyles

    European oil companies want to follow in Chevron’s footsteps to operate in Venezuela

    European oil companies want to follow in Chevron’s footsteps to operate in Venezuela

    Amgen buys Horizon Therapeutics for US$ 25 billion

    Amgen buys Horizon Therapeutics for US$ 25 billion

    Europe prepares law to make airlines that pollute more pay higher costs

    Europe prepares law to make airlines that pollute more pay higher costs

    Why are Asian investors selling their tech stocks?

    Why are Asian investors selling their tech stocks?

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Are technology stocks coming to the end of their reign?

    Are technology stocks coming to the end of their reign?

    Amazon fined millions for manipulating algorithms in its favor

    Amazon fined millions for manipulating algorithms in its favor

  • Markets
    Bets increase on a soft landing in the U.S

    Bets increase on a soft landing in the U.S

    What are CFDs and what are their advantages?

    Getting started with CFD trading

    Goldman Sachs lands with more strength at Santander and BBVA

    Goldman Sachs lands with more strength at Santander and BBVA

    With inflation in recession, what stocks should you consider?

    With inflation in recession, what stocks should you consider?

    Should payment for order flow be maintained in the stock market?

    Should payment for order flow be maintained in the stock market?

    Why are Asian investors selling their tech stocks?

    Why are Asian investors selling their tech stocks?

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Here’s what the economy and markets will look in 2023, according to JP Morgan

    Are technology stocks coming to the end of their reign?

    Are technology stocks coming to the end of their reign?

    Inflation is starting to ease but not enough

    Inflation is starting to ease but not enough

  • Investing
    Two biotech stocks that could explode soon

    Two biotech stocks that could explode soon

    Ideas for investing in the electric vehicle industry

    Ideas for investing in the electric vehicle industry

    Mercado Libre could be one of the best investments for the long term

    Mercado Libre could be one of the best investments for the long term

    Three cheap tech stocks for 2023

    Three cheap tech stocks for 2023

    Where to invest in 2023? These are the most likely trends

    Where to invest in 2023? These are the most likely trends

    Will Ford shares be profitable in 2023?

    Will Ford shares be profitable in 2023?

    Some interesting options for investing in leisure and travel companies

    Some interesting options for investing in leisure and travel companies

    Plug Power’s commitment to green hydrogen

    Plug Power’s commitment to green hydrogen

    Investing in Auto Trader: vehicle sales at a turning point

    Investing in Auto Trader: vehicle sales at a turning point

  • Technology
    Banning TikTok in the U.S. could benefit Meta

    Banning TikTok in the U.S. could benefit Meta

    Microsoft leads the ranking of the best-managed companies in 2022

    Microsoft leads the ranking of the best-managed companies in 2022

    Apple: consequences of the Foxconn conflict will continue until 2023

    Apple: consequences of the Foxconn conflict will continue until 2023

    5 must-have skills to get a job in 2023

    5 must-have skills to get a job in 2023

    UK changes strategy on Internet content control

    UK changes strategy on Internet content control

    EU organized a party in the metaverse and nobody attended

    EU organized a party in the metaverse and nobody attended

    The metaverse companies with the highest revenues in 2022

    The metaverse companies with the highest revenues in 2022

    Electric vehicles: China aims to boost its dominance

    Electric vehicles: China aims to boost its dominance

    Nintendo sells 10 million Switch in 3 days and its shares rise

    Nintendo sells 10 million Switch in 3 days and its shares rise

  • CryptocurrenciesTRENDING
    69% of investors believe metaverse entertainment will change social lifestyles

    69% of investors believe metaverse entertainment will change social lifestyles

    Bitcoin falls after Fed decision to raise interest rates by 0.50%

    Bitcoin falls after Fed decision to raise interest rates by 0.50%

    The future of cryptocurrencies, according to Larry Fink

    The future of cryptocurrencies, according to Larry Fink

    How Much Bitcoin Should You Buy: 5 Factors to Consider in 2023

    How Much Bitcoin Should You Buy: 5 Factors to Consider in 2023

    Between two extremes: what will the price of Bitcoin be in 2023?

    Between two extremes: what will the price of Bitcoin be in 2023?

    FTX crash spreads and affects BlockFi

    FTX crash spreads and affects BlockFi

    EU organized a party in the metaverse and nobody attended

    EU organized a party in the metaverse and nobody attended

    Why does The WSJ continue to question Tether’s financial health?

    Why does The WSJ continue to question Tether’s financial health?

    Brazilian Congress approves bill to regulate cryptocurrencies

    Brazilian Congress approves bill to regulate cryptocurrencies

INVESTOR TIMES
Home Investing
ACTUALIZADO: December 11, 2022

Ideas for investing in the electric vehicle industry

The growth of the electric vehicle industry will have to overcome at least five years of complications.

Pablo Petovel by Pablo Petovel
12/12/2022 - 14:07
in Investing
Reading Time: 2 mins read
Share on FacebookShare on TwitterShare on LinkedIn
  • The electric vehicle industry has been advancing for several years with the development of more and better units.
  • However, there are some obstacles in the way, especially in the near future, because demand is moving faster than some supplier industries, such as batteries and lithium production.
  • Research conducted by Cowen shows some companies that are on the right track and can be invested in for medium- and long-term gains.

Cowen U.S. investment banking’s most experienced analyst, Jeff Osborne, released a report called “What’s Going to Happen to the Mobility Industry” in which he indicates that the electric vehicle market is facing what he calls a “red line” in its growth for the next five years.

The expert says this is due to several factors, such as electrification, government regulations, and other converging issues.

Osborne, in partnership with 16 other colleagues, developed a blueprint embodied in the 490-plus-page report, which dives deep into electrification, government regulations, infrastructure, and even 5G networks and experimental computing with the goal of establishing guidelines that can be useful to investors.

In addition, the study lists 50 sector-related stocks to invest in to ride out the years of uncertainty in the electric mobility industry and then profit.

The new mobility

One of the most important findings of this paper is Cowen’s improved forecast for electric car insertion, which currently would not exceed 22 percent by 2025 in the U.S., up from 9 percent today.

Osborne, Managing Director & Senior Research Analyst at Cowen, sees that even some non-vehicle companies are benefiting from this “new” form of mobility.

In a special lecture to Yahoo Finance, Osborne noted that the report’s authors see a large number of firms benefiting, starting with microprocessor firms, well beyond automobiles themselves.

He said electric vehicles have more than twice as many semiconductors as gasoline-powered cars.

Among the problems, Osborne sees that certain tier 1 suppliers to the industry, such as Aptiv or Visteon, are not growing in line with demand, which will make battery charging and lithium requirements another barrier to growth in this market sector.

Obstacles for electric vehicles

The analyst explains that overcoming obstacles is key for the mobility industry to grow in line with expectations, both in terms of charging infrastructure and lithium production.

He also says that while the level of development of these two key parts of the market could hinder the growth of electric cars over the next five years, they may be great investment ideas in the future (or now, before prices skyrocket).

The report also says that for the next five years there is a “red line” in the sector regarding the speed at which it can expand.

Although when looking beyond that, there are the companies that manufacture original equipment, such as General Motors, Ford or Tesla, which are ahead of the curve.

That work gives them the ability to obtain convenient financing terms and allow the industry to expand further.

Investing in the electric car industry

Short-term drawbacks, such as the lack of semiconductors, can be addressed with the birth of new industries, but these take about 365 days to finish installing the entire infrastructure.

On the other hand, new lithium mining projects take an average of 4-7 years to start production.

Osborne has optimistic expectations for the remainder of this decade and for the future in general, especially for 2030, which sees 30 percent to 35 percent penetration in the electric car industry.

Stocks to invest in electric vehicles

Among your best alternatives for investing in electric mobility are these companies:

  • Charge Point
  • Borg Warner
  • Fisker RgA
  • Lithium Americas
  • Tesla
  • UberTech

For 2023, the top investment idea according to Cowen is solar technology company Solar Edge Tech.

This firm is dedicated to developing a kind of “router” for the electrons given off by solar panels.

By the time an EV is purchased, 30 percent to 50 percent of energy consumption increases in the home, so more EV owners are turning their homes “solar.”

Solar Edge develops technology to manage battery charging by pairing the batteries of EV chargers with a home’s panels, which facilitates the use of solar energy by interoperating with utility grids in a more effective and efficient way.

Tags: Electric vehiclesInvestments

Related articles

Two biotech stocks that could explode soon
Investing

Two biotech stocks that could explode soon

by Alejandro Gil
— December 13, 2022
Mercado Libre could be one of the best investments for the long term
Investing

Mercado Libre could be one of the best investments for the long term

by Alejandro Gil
— December 12, 2022
Three cheap tech stocks for 2023
Investing

Three cheap tech stocks for 2023

by Alejandro Gil
— December 5, 2022
Where to invest in 2023? These are the most likely trends
Investing

Where to invest in 2023? These are the most likely trends

by Alejandro Gil
— November 29, 2022
Will Ford shares be profitable in 2023?
Investing

Will Ford shares be profitable in 2023?

by Alejandro Gil
— November 28, 2022

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Last published articles

Bets increase on a soft landing in the U.S
Markets

Bets increase on a soft landing in the U.S

by Alejandro Gil
— January 24, 2023
69% of investors believe metaverse entertainment will change social lifestyles

69% of investors believe metaverse entertainment will change social lifestyles

by Santiago Contreras
  January 24, 2023

What are CFDs and what are their advantages?

Getting started with CFD trading

by David Romero
  January 24, 2023

European oil companies want to follow in Chevron’s footsteps to operate in Venezuela

European oil companies want to follow in Chevron’s footsteps to operate in Venezuela

by Alejandro Gil
  December 17, 2022

Goldman Sachs lands with more strength at Santander and BBVA

Goldman Sachs lands with more strength at Santander and BBVA

by Pablo Petovel
  December 17, 2022

Facebook Twitter LinkedIn Telegram RSS

ABOUT INVESTOR TIMES

INVESTOR TIMES is an independent publication of economic, finance and investment content, owned and operated by Altas Ventures.

MORE ABOUT US

  • Our team
  • Work with us
  • Advertise on IT
  • Contact
  • Corporate information
  • Terms of Use
  • Cookies Policy
  • Privacy Policy

INTERNATIONAL EDITIONS

Investor Times in English

Investor Times en Français

Investor Times in Deutsch

Investor Times in Italiano

Investor Times em Português

Investor Times po Polsku

Investor Times на русском языке

El País Financiero (edición en Español)

© ATLAS VENTURES SLU, all rights reserved. Any information contained in INVESTOR TIMES is for educational and/or informational purposes only, it is not financial and/or investment advice. INVESTOR TIMES may obtain economic retribution by recommending services or products of third parties. INVESTOR TIMES does not accept, nor will it accept in the future, subsidies or funds from Governments, political parties or public institutions.

No Result
View All Result
  • Home
  • News
  • Markets
  • Investing
  • Cryptocurrencies
  • Technology

  •  EXCLUSIVE  3 Russian men are the real perpetrators behind Juicy Fields, says Glanse

     NEW  Compound Interest Calculator

     TRENDING 
    Investing in Bitcoin Investing in the Metaverse 5 reasons to invest in Amazon

© ATLAS VENTURES, all rights reserved.