The Electric Vehicle Transition

The Electric Vehicle Transition: Long-Term Outcomes and Short-Term Uncertainties

Download PDF
George Barnard Leigh Bailey Daniel Kricheff Thomas Sarkis Sam Harrison
JUN 07, 2024

We recommend

Zambia: A Resource-Rich Copper Giant Awakens

Assessing Sovereign Sustainability

Explore Strategies

Fixed Income

The long-term scenario presented by the International Energy Agency (IEA) of a largely electrified road transport sector seems increasingly plausible, especially in the light duty vehicle and passenger segments.1 However, while the destination seems clear, the pathway the sector will take is less so. For automakers navigating the transition, uncertainties exist across the value chain, from the design and manufacturing process of vehicles to the supply of raw materials to consumer demand.