Electric vehicle investment

cloud_dog

sal_III wrote: »

You forget investment in the Electricity providers, which is by far the best guaranteed investment. No matter what EVs will require electricity to run.

Well, yes. But those providers are and will continue to be the large infrastructure providers we have currently. Because of the types of business these providers are in and the income/growth profiles you are likely to already find them in 'infrastructure' funds for example. The switch to new technologies for producing electricity is unlikely to change those providers/companies growth characteristics.

sal_III wrote: »

Investing in battery manufacturer or related mineral extracting is riskier long term, as potential technology breakthrough could wipe out your investment.

Yes, again. I really wasn't offering an opinion on the risk profile of the opportunities, merely possible options.

AnotherJoe

Very niche but if you want to make a bet in electric transport and batteries invest in BYD* or CATL. Both Chinese. You wont find anything UK unless you threw your money away on Riversimple, but it would be less hassle to just use £20 pound notes as BBQ lighters this weekend, the weather looks good for it and you'd get more return.

Or invest in the people who will be producing electricity, there are multiple alternative/renewable energy funds, ITs and ETFs.


* Where I have some money. Less than i started with

cloud_dog

Economic wrote: »

As a general rule, I do not think that investing based on what you see on the news is a good idea. A couple of million other people probably have the same idea at the same time.

I'm a little unsure of that. I agree and also don't agree. I do not believe we are near that tipping point yet and so therefore I believe there are opportunities (with inherent risks).

I think one of the biggest driving factors (no pun) is when the KWh / £ ($) comes down to more reasonable level. This is partly why there is a lot of drive (no pun again) in developing better battery characteristics with higher content of lower priced minerals, i.e. Ni. There are a number of different battery solutions out there with a focus (no pun) to increase the Ni content (currently moving to 8:1:1, trying to move to 9:05:0.5). Tesla have a slightly different construction to this model (no pun) but it is still Ni 'heavy', and it is in this area manufacturers are focussing. For the time being.

The other thing to mention is range. Once that is consistently in the 300+ miles per charge then that would really help.

Reaper

50Twuncle wrote: »

What are the Pros and Cons for investing in UK Electric vehicles - battery production etc ?

If you believe the government will actually go through with its pledge to:
* To have 50-70% of all new car sales ultra low emission by 2030
* Ban the sale of all new petrol/diesel cars by 2040

Then buying a house with a garage seems a good investment so you can charge it, if you don't have one already. I think houses with garages will go up in value as the date approaches.

buglawton

Surely a house with a driveway, preferably for several cars, is what you need?

As for what to invest in: How about SSE as they are presumably the biggest UK generator of hydro power and have good store-and-surge-supply resources too?

50Twuncle

buglawton wrote: »

Surely a house with a driveway, preferably for several cars, is what you need?

As for what to invest in: How about SSE as they are presumably the biggest UK generator of hydro power and have good store-and-surge-supply resources too?

I already have a house, garage and a driveway for 4 vehicles

castle96

NEVER buy a Landrover !!!!!!

redux

I think the best opportunity to invest in electric vehicles has already passed, by simply buying one at the right time.

As things have turned out, it would have been possible to buy a very low miles 2012 Citroen Zero or Peugeot Ion for £4000 about 3 years ago, drive 30 or 40,000 miles in it, and sell it now for about £6000.

Thrugelmir

buglawton wrote: »

Surely a house with a driveway, preferably for several cars, is what you need?

Around 50% of the property in the UK doesn't have off road parking. Wireless recharging points is where the money will be made.

jamei305

50Twuncle wrote: »

Right - and what will power all of these shared vehicles ?

Everyone knows electric vehicles are supposed to become more prevalent. As an investor there is therefore nothing to gain by investing in the UK electric vehicle market simply on the basis of this realisation.

Unless you have inside information on some new battery technology or forthcoming disruptive government regulation then you aren't really in a superior position.

After all, just because something becomes popular doesn't mean it becomes more profitable or provides better returns to investors. Cut-throat competition for market share might even see all your clever investments go bust.