Rewiring the Automotive Industry: a first step into a bigger revolution

The automotive industry is one of the largest markets in the world, worth almost 6 trillion dollars when including vehicle sales, fuel, and repairs. At the same time, it significantly contributes to the unsustainable depletion of resources and the emission of pollutants, representing a quarter of global oil demand and over 10% of global CO2 emissions among others.
Today, virtually every piece of this massive value chain is being turned upside down by the disruptive return of battery electric cars. In this newsletter, we set out to pick up the threads of the main environmental issues related to automobiles and dig deeper into the risks and opportunities of the electrification trend at a key inflection point.