The Bid

151: The Race Is On For EVs


Listen Later

Electric vehicles, or EVs, have been hailed as the future of transportation. They promise cleaner air, reduced dependence on fossil fuels, and a seismic shift in how we commute. But as we navigate this high-speed journey towards an electric future, there are certainly some speed bumps ahead, whether it's concerns about range anxiety, the availability of charging infrastructure, or simply the price tag of EVs.

Charlie Lilford, Portfolio Manager for BlackRock's Fundamental Equities business, joins host Oscar Pulido to talk about the rate of adoption of electric vehicles across the world. and where he sees the most exciting investment opportunities.

Sources: IEA, July 2023; S&P Global Mobility, May 2023; US Department of Transportation, data for 2022; BlackRock Fundamental Equity analysis, with data from China Passengar Car Association, Oct. 2022; BlackRock Fundamental Equity analysis, with data from IEA, April 2023

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

...more
View all episodesView all episodes
Download on the App Store

The BidBy BlackRock

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

249 ratings


More shows like The Bid

View all
Exchanges by Goldman Sachs

Exchanges

976 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,179 Listeners

Masters in Business by Bloomberg

Masters in Business

2,169 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

95 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

183 Listeners

Making Sense by J.P. Morgan

Making Sense

60 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,306 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

29 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

31 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

171 Listeners

The Markets by Goldman Sachs

The Markets

73 Listeners

Bloomberg Talks by Bloomberg

Bloomberg Talks

21 Listeners