The Journal

Automakers: Driving Over a Cliff?

By
Nick Markiewicz,
User

Nick joined Platinum in 2017 as an investment analyst in the consumer sector team. Nick previously worked for Morgan Stanley and Credit Suisse where he was a lead analyst.. More

27 Apr 2021

The automotive industry is at a tipping point. Hundreds of billions of dollars are now in the process of being permanently redirected towards electric vehicles. This disruption means a large part of the existing US$3 trillion automotive market is in play, with incumbents, entrepreneurs and governments all scrambling for share. The hyper-valuation of new entrants and historically low valuations of incumbents points to the market’s assessment of the winners and losers. We’re less sure.

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