Insights Electric Vehicles – Rising Demand and Relevance

Kyle Butler

Sep 07, 2021
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Highlights

  • The electric vehicle (EV) market has reached a critical inflection point and should see an accelerating rate of adoption over the next decade. 
  • The Bessemer public equity and private equity teams own EV supply chain-related businesses such as Aptiv, and battery-related investments such as QuantumScape, respectively. Bessemer external managers have held exposure to EV suppliers and manufacturers such as Cree and Tesla for several years. 
  • We break down the investment potential for the EV supply chain, consider raw material component inputs, and discuss the potential for traditional original equipment manufacturers (OEMs) to adapt and compete over the long term. 

 

 

Senior Equity Analyst
Associate Portfolio Manager
Investment Communications Manager
Equity Analyst