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ELECTRIC VEHICLES News & Analysis

An ASX opportunity in the beaten down lithium industry
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An ASX opportunity in the beaten down lithium industry
This lithium miner is trading at a 22% discount to our fair value. 
Esther Holloway | 29 October 2024
Electric vehicle outlook hinges on more than just the US election
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Electric vehicle outlook hinges on more than just the US election
What to know about interest rates, electric vehicle tax credits, EV driving range, affordability, and more.
Leslie Norton | 17 October 2024
Tesla: Full self-driving approval in China supports our view for deliveries growth in 2024
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Tesla: Full self-driving approval in China supports our view for deliveries growth in 2024
Our analyst takes a different view from the headlines and market reaction. 
Seth Goldstein, CFA | 30 April 2024
Tesla earnings plunge and shares surge
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Tesla earnings plunge and shares surge
Our long-term thesis remains the same for the shares of the electric vehicle giant.
Seth Goldstein, CFA | 24 April 2024
Is Tesla out of juice?
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Is Tesla out of juice?
The high expectations embedded in elevated valuations leave little room for anything to go less than perfectly. 
Seth Goldstein, CFA | 07 April 2024
Electric vehicles not so bullish for copper
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Electric vehicles not so bullish for copper
Copper is a key part of operations for BHP and RIO and investors are counting on increased demand from EVs. 
Jon Mills | 20 March 2024
Tesla deliveries expected to slow
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Tesla deliveries expected to slow
What we think of Tesla shares after the latest earnings report. 
Seth Goldstein, CFA | 31 January 2024
Top investing picks across the EV supply chain
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Top investing picks across the EV supply chain
We forecast global electric vehicle sales to quadruple by 2030.
Seth Goldstein, CFA | 20 September 2023
A dividend aristocrat Lithium miner that’s more than 40% undervalued
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A dividend aristocrat Lithium miner that’s more than 40% undervalued
This narrow-moat US dividend-growth stock looks cheap to us.
Seth Goldstein, CFA | 03 September 2023
An undervalued lithium stock to buy and hold
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An undervalued lithium stock to buy and hold
This cheap lithium stock has 50%-plus upside, and offers long-term investors a way to play one of today’s top growth trends.
Seth Goldstein, CFA | 04 June 2023