US EV Industry – Q4 2020 Update & Biden Administration Outlook – 24 November 2020

  • Multi Asset
  • Industrials
  • North America


C-level executive at Center for Automotive Research


  • Competitive landscape update – Tesla (NASDAQ: TSLA), Ford (NYSE: F), General Motors (NYSE: GM), Rivian, BMW (ETR: BMW) and Audi (ETR: NSU)
  • Potential consumer tax credits and removal of the per-manufacturer cap
  • Investment in national charging networks and government fleet purchases
  • Carbon emission targets impacting manufacturers' COGS
  • State and federal legislative scenarios for 2021-24
  • Outlook for long-term investments and incentives


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