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Market X-Ray: It’s Electric! What to Know About the Electric and Hybrid Takeover

In this bonus episode of “Investing Insights,” Seth Goldstein, senior equity analyst for Morningstar Research Services, talks about the rapid electric vehicle adoption worldwide. Driss Lembachar, transportation and infrastructure manager for Sustainalytics, lays out what it would take for EV adoption to happen sustainably. Welcome to “Market X-Ray.” Our new podcast looks at investment opportunities and risks beyond the market headlines.  Want to hear more? Let us know at podcast@morningstar.com.

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Seth Goldstein on Twitter @SethGMStar1

 

Companies mentioned in this episode:

Tesla (TSLA); Sociedad Quimica y Minera de Chile (SQM); NXP Semiconductors (NXPI); and BorgWarner (BWA)

 

Articles:

5 Automakers Best Positioned for the Future

Steer Clear of Electric Vehicle Startups?

Raising Tesla's FVE on Improved Outlook for AV Software

NHTSA Opens Investigation into Tesla Autopilot Software

What Biden’s Executive Order Means for EVs