Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS

MarketWatch2021-03-19

UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tailwind in the zero-emission trucking race Massive disruption is hurtling down the highway toward a $...

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精彩评论

sexymint
2021-03-19
sexymint
Link and comment pls
calz
2021-03-19
calz
[惊讶]
Soonyee
2021-03-19
Soonyee
Wow like
newwen
2021-03-19
newwen
Like n comment
- jw321:
  done, please help to reply to my comment too! thanks!
Alvin1975
2021-03-19
Alvin1975
Like and Comment pls
- Alvin1975:
  Like and Comment pls
- gohomeclub:
  like and comment on my comment too please thankss
ckLai
2021-03-19
ckLai
Ohh
- Alvin1975:
  Like and Comment pls
- Jerkkid:
  Like and comment pls!

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And that is for good reason: electric vehicles will have penetrated 100% of the global car market by 2040, according to UBS.By just 2025, the Swiss bank expects two players — Tesla and Volkswagen— to have already emerged as the world’s top EV sellers, delivering around 1.2 million cars each as soon as next year.\nBut vehicle emissions concern more than just cars. There are bigger things that move.\nAmid changing regulations and technological innovation, both battery-electric and hydrogen-fuel-cell alternatives to internal combustion engines are emerging to disrupt the global trucking market, estimated by UBS to be worth $1.5 trillion.\nThe Swiss bank expects zero-emissions vehicles, or ZEVs, to eventually displace trucks powered by internal combustion engines, with the pace of change accelerating rapidly compared with three years ago as new entrants join the fray.\nIn a report published on Wednesday with the contribution of 21 analysts, UBS said it expects most of the trucking market to be shared among battery-electric vehicles and fuel-cell electric vehicles, which are powered by hydrogen. Renewable natural gas could also play a smaller role in the market, the analysts said.\nThe main driving force is global emissions regulations, but the economics of both battery and fuel-cell ZEVs are also highly-competitive. UBS projects that heavy-duty trucks powered by batteries or fuel cells will be more cost effective than diesel by 2030, including the cost of infrastructure. However, input supply remains a challenge, with global shortages in battery cells expected by 2025, according to UBS, and the green hydrogen industry still young.\nUBS predicts that 30% of heavy-duty truck sales in North America, Europe, and China will come from ZEVs by 2030, with ZEV trucks making up 40% to 60% of medium-duty sales across these regions.\nIf Tesla’s targets are taken at face value, then its heavy-duty, battery-electric Semi truck will be a “superior alternative” to internal combustion engines by 2025, UBS said.\nIn fact, to the extent that Tesla can hold on to a lead in battery innovation, analysts at the Swiss bank believe the American company “may have a built-in advantage” over legacy heavy-duty truck manufacturers relying on third parties to supply batteries.\nConventional truck and engine manufacturers are expected to fight hard to retain control, including through new offerings and partnerships, but UBS expects them “to lose at least some share” of the market. Incumbent manufacturers face the “biggest headwind” in this changing space, the bank said.\nIn medium-duty trucks, new entrants like Rivian, Lion, and Chanje are establishing a presence and will be key challengers. These companies are currently privately held, but could go public through an initial public offering or merger with a blank-check, special-purpose acquisition corporation.\nAs for heavy-duty trucks and engines, expect Tesla, Nikola, and Hyliion to dominate if they are able to execute on their respective visions, UBS said, though incumbents like Toyota and Hyundai are also expanding globally. The analysts noted that both battery-electric and fuel-cell offerings from new entrants are still in development and could fall short of targets for both weight and range.\nIn UBS’ model, all of the following conventional truck and engine manufacturers are expected to lose market share by 2030: Cummins,Daimler,Volvo— which owns Mack Trucks — and Traton,which is majority-owned by Volkswagen and is expected to complete its acquisition of NavistarNAV,in mid-2021.\nIn this battle among truck makers, UBS expects infrastructure, battery, and fueling companies to rise above the fray and enjoy the most tailwind. These groups of stocks make up their favorite picks. The Swiss bank is watching power infrastructure company Quanta Services and chemicals and battery groups like Albemarle,LG Chem,and Contemporary Amperex Technology Co. Limited (CATL).\nMore of UBS’ most- and least-preferred stock picks from the report are outlined in the chart below:","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":350100023,"gmtCreate":1616163641362,"gmtModify":1634526915799,"author":{"id":"3561164848573536","authorId":"3561164848573536","name":"sexymint","avatar":"https://static.tigerbbs.com/2af78ee8556bd0d2b579d5ec02aff552","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Link and comment pls","listText":"Link and comment pls","text":"Link and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350100023","repostId":2120193789,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350061706,"gmtCreate":1616139659905,"gmtModify":1634527041759,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350061706","repostId":2120193789,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":350061227,"gmtCreate":1616139606269,"gmtModify":1634527041877,"author":{"id":"3577319788439179","authorId":"3577319788439179","name":"Soonyee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Wow like","listText":"Wow like","text":"Wow like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350061227","repostId":2120193789,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350082345,"gmtCreate":1616138724787,"gmtModify":1634527045095,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://static.tigerbbs.com/4c72fb9a7e595dfd0c2e4e983607d1d0","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350082345","repostId":2120193789,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3834284,"gmtCreate":1616140108113,"gmtModify":1635752220728,"authorId":3574053691106982,"author":{"id":3574053691106982,"authorId":3574053691106982,"name":"jw321","avatar":"https://static.tigerbbs.com/1263b51c7856e75fbd5cf4072078ca6e","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350082345,"type":1,"supId":0,"prevId":0,"content":"done, please help to reply to my comment too! thanks!","text":"done, please help to reply to my comment too! thanks!","html":"done, please help to reply to my comment too! thanks!"}],"langContent":"EN"},{"id":350030749,"gmtCreate":1616134948581,"gmtModify":1634527056802,"author":{"id":"3573788625955643","authorId":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Like and Comment pls","listText":"Like and Comment pls","text":"Like and Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350030749","repostId":2120193789,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3833979,"gmtCreate":1616134961013,"gmtModify":1635752240765,"authorId":3573788625955643,"author":{"id":3573788625955643,"authorId":3573788625955643,"name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350030749,"type":1,"supId":0,"prevId":0,"content":"Like and Comment pls","text":"Like and Comment pls","html":"Like and Comment pls"},{"id":3834155,"gmtCreate":1616137599603,"gmtModify":1635752229848,"authorId":3576907051418885,"author":{"id":3576907051418885,"authorId":3576907051418885,"name":"gohomeclub","avatar":"https://static.tigerbbs.com/93a04d104a18acf8a1363e84d3a952a4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350030749,"type":1,"supId":0,"prevId":0,"content":"like and comment on my comment too please thankss","text":"like and comment on my comment too please thankss","html":"like and comment on my comment too please thankss"}],"langContent":"EN"},{"id":350093132,"gmtCreate":1616133725526,"gmtModify":1634527060632,"author":{"id":"3576459018241155","authorId":"3576459018241155","name":"ckLai","avatar":"https://static.tigerbbs.com/23354f3443d8a51feae4f8b8a4f5458c","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350093132","repostId":2120193789,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3833976,"gmtCreate":1616134922275,"gmtModify":1635752241008,"authorId":3573788625955643,"author":{"id":3573788625955643,"authorId":3573788625955643,"name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350093132,"type":1,"supId":0,"prevId":0,"content":"Like and Comment pls","text":"Like and Comment pls","html":"Like and Comment pls"},{"id":3834189,"gmtCreate":1616138347216,"gmtModify":1635752226943,"authorId":3574728819925158,"author":{"id":3574728819925158,"authorId":3574728819925158,"name":"Jerkkid","avatar":"https://static.tigerbbs.com/48b72dba4956ea1e95c37b60daec61ac","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350093132,"type":1,"supId":0,"prevId":0,"content":"Like and comment pls!","text":"Like and comment pls!","html":"Like and comment pls!"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":20,"commentSize":8,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2120193789"}