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ELECTRIC VEHICLES News & Analysis

This cheap ASX miner can weather the storm in lithium
Stocks
This cheap ASX miner can weather the storm in lithium
We cut our near-term forecast for lithium prices but remain optimistic regarding a longer-term recovery. This moated player looks well placed to...
Esther Holloway | 23 April 2025
An ASX opportunity in the beaten down lithium industry
Stocks
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 P. Norton | 17 October 2024
Tesla: Full self-driving approval in China supports our view for deliveries growth in 2024
Stocks
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
Stocks
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?
Stocks
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, CFA | 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
Stocks
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