By 2035, California will join over a dozen countries in banning sales of new gas-powered cars. Environmental policies are among several catalysts accelerating electric vehicle (EV) adoption and disrupting personal transportation. EVs are key in efforts to reduce emissions, with US penetration forecast to grow from about 0.5% today to 25% by 2030. The shift to EVs has paved the way for more auto industry innovations, including autonomous driving. Companies across sectors from semiconductors to AI as well as cloud and auto makers are already testing groundbreaking technologies to enable autonomous fleets.*
Get insights from Morgan Stanley
Podcast: Thoughts on the Market
Autonomous trucking speeds ahead
Autonomous trucking may sound like science fiction, but its impacts on transportation costs, the labor market and a breadth of industries may be closer than we think.
Electric vehicles – Follow the fleet
Morgan Stanley analysts discuss factors for EV adoption, including price, charging infrastructure, and battery production.
Check out other thematic investing topics
Find investing opportunities in this growing field of technology.
Learn how to put your money behind the growing call for clean and renewable energy.
Consider investing in companies that help safeguard data and computer systems.
Powered by chips
Learn about ways you can invest in the critical technology of semiconductors, which are powering a range of important technological advances and emerging industries.