EV Winter: When Will It Turn To Spring?

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Presented by

Adam Jonas, Head of Global Autos & Shared Mobility at Morgan Stanley Research, and Xavier Smith, Director of Energy & Industrials Research at AlphaSense

About this talk

In recent years, the electric vehicle (EV) market has experienced a remarkable surge in adoption, signaling a greater shift in consumer preferences towards greener and more sustainable modes of transportation. Yet, despite the surge in adoption, EV manufacturing companies have experienced plummeting stock prices over the past year, raising questions about the sector's financial health, future growth prospects, and long term viability. Watch now to hear Adam Jonas, Head of Global Autos & Shared Mobility at Morgan Stanley Research, and Xavier Smith, Director of Energy & Industrials Research at AlphaSense, discuss the current state of the electric vehicle market. They answer the one big question that is top of mind for those invested in this market: Was this a fad or will this industry rally in the second half of 2024 and beyond?
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