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Driving the Future: Opportunities from the Electric Vehicle and New Transportation Technology Ecosystem

Released on Wednesday, August 11, 2021TECHNOLOGY

Cost reduction, stricter emissions regulations, government incentives, and the rollout of new and affordable models bring EVs within reach of the mass consumer. One analogy commonly used to describe such an inflection point is "hockey stick growth," where the distant awareness of a trend suddenly crystalizes into mainstream acceptance as the phenomenon takes off. This year, EVs are moving out of the future and into the driveways of the masses.

In this presentation, Anthony Sassine of KraneShares will cover:

  • Why 2021 may finally be the tipping point for global EV adoption.
  • Components of the electric vehicle ecosystem, including car manufacturers, battery makers, raw materials, vehicle connectivity suppliers, alternative renewable energy sources including hydrogen, and more.
  • The global landscape: key EV manufacturers and components suppliers that are commanding substantial global market share that you may have never heard about.

Anthony Sassine
KraneShares, Senior Investment Strategist

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