The monthly theme by Ambienta X
The monthly theme by Ambienta X: “2020 was an inflection point for the sales of vehicles with electrified powertrains.
While overall car sales suffered an unprecedented contraction of almost 20%, battery electric (BEV) and plug-in hybrids (PHEVs) grew by 34% and 83%, respectively.
The shift to full battery electric vehicles is a different game: removing the internal combustion engine means getting rid or significantly reducing sub-assemblies that have been the core offering of most suppliers to the automotive manifacturers.
New components will be needed, and some will increase in value, but suppliers will struggle to compete. In a world with 100% BEVs, the engine bloc will disappear. A shock to the supply chain lies ahead“.
This is the kind of opportunity a long-short strategy is seeking for #environmentalinvestment #finance #electricvehicle #AmbientaXAlpha