Webinar

The Rise of Electric Vehicles and the Impact on Commodity Markets

On Demand
Duration: 49 Minutes
Original Date: September 22, 2022

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As of 2022, there are now almost 20 million passenger EVs on the road, 1.3 million commercial EVs, including buses, delivery vans and trucks, and over 280 million electric mopeds, scooters, motorcycles and three-wheelers. Sales of electric vehicles are surging around the world due to technology improvements, investments from automakers, policy support, and rising fuel prices. As EVs take off, there are growing signs of strain on the supply chain for batteries and raw materials. Join us to discuss the EV growth implications for auto markets, battery metals, and energy. Our team of experts provides independent analysis and insight by looking at specific sectors and markets in depth, as well as cross-sector and cross-geography trends and implications, helping users navigate change and generate opportunities. Additionally, leveraging Bloomberg’s new AI Search Platform, clients can access BNEF's forward-thinking research and analysis on global commodity markets. The conversation will be led by BNEF’s Head of Metals and Mining, Kwasi Ampofo, and Head of Transport and lead author of our flagship Electric Vehicle Outlook report, Colin McKerracher, along with Bloomberg Specialists, Rowan Daiksel and Philip Capone.

Speakers

Colin McKerracher

Head of Transport and Storage Group

BloombergNEF

Colin McKerracher manages coverage of the transport and energy storage sectors at BloombergNEF. Colin’s team analyses the technology, policy and economic factors shaping the future of these industries. This includes electric vehicles, charging infrastructure, batteries, shared mobility, low carbon aviation, shipping and more. His team advises the world’s top automakers, parts suppliers, energy companies, policymakers, and investors. Colin previously managed BNEF’s coverage of the global smart grid industry. He has 18 years of experience in the clean energy and transport sectors and presents regularly at leading industry events. Colin’s past roles include Director of Sales and Marketing for Neurio, a smart grid technology company, and Business Development Manager for a Canadian biofuel company. Colin holds degrees from the London School of Economics and the Sauder School of Business at UBC.

Dr. Kwasi Ampofo

Head of Metals and Mining

BloombergNEF

Kwasi Ampofo is the Head of Metals and Mining at BloombergNEF based in London. His team's research covers industrial metals, rare-earth metals, battery metals and the pathways for miners to reach net-zero. Prior to BloombergNEF, he was a mining engineer at Anglo American and a management consultant at Nous Group in Australia. He completed his PhD in Mineral Economics at the University of Queensland, Australia.

Phil Capone

Buyside Market and Product Specialist

Bloomberg L.P.

Philip Capone, CFA has thirteen years of global institutional investment management expertise, primarily in front office, fundamental research positions at large asset managers and emerging hedge funds in New York City. Prior to his current role as an EMEA Buyside Market Specialist at Bloomberg, Philip advised investment funds directly responsible for over $10 billion of assets under management, and performed integral roles launching and scaling registered asset management firms

Rowan Daiksel

Hedge Fund Account Manager

Bloomberg

Rowan Daiksel is a Product Manager at Bloomberg, overseeing Document Search (DS ) capabilities on Terminal and Mobile. Prior to this role, Rowan was advising our New York and Chicago Hedge Fund clients on how to optimize their Bloomberg Terminal workflows across functions and asset classes.

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