EV uptake in the UK is problematic and EV numbers are still tiny, leading many to be sceptical. However, EV globally are following well-established S curves of demand growth driven by technology, necessity and policy. Financial markets tend to price in S curves early, so we should expect continued enthusiasm, capital availability and innovation.
Kingsmill Bond is the New Energy Strategist for Carbon Tracker, and part of the investor outreach team. His role is to communicate to investors the dramatic implications of the energy transition. He believes that this revolution is the most important driver of financial markets and geopolitics in the modern era. Kingsmill has worked as a sell-side City equity analyst and strategist for over 20 years, including for Deutsche Bank, Troika Dialog and Citibank in London, Hong Kong and Moscow. He has written strategy on emerging markets and global themes, including the wider significance of the shale revolution. He worked for many years in Russia, which is the world’s largest exporter of fossil fuels, and deeply impacted by the transition. Kingsmill has an MA in history from Cambridge University, trained as an accountant (CIMA), and is a Chartered Financial Analyst (CFA).
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