Different Makes a Difference

The Odlum Brown Research Blog

Electric Vehicles 2.0

By Fai Lee CGA, CFA, Equity Analyst
Monday, March 29, 2021

Over the last decade, we’ve seen a significant increase in the number of electric vehicles sold globally, from close to zero in 2010 to over two million last year. At less than 3%, electric vehicle sales still represent a relatively small percentage of total auto sales. However, this is expected to change as the key reasons against owning an electric vehicle – cost, range anxiety and limited choice – are starting to dissipate.

As a sequel to my 2018 Annual Address presentation, I discuss General Motors and its new Ultium battery platform in this video from this year's Odlum Brown Annual Address:

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