Electric vehicles aren’t just the future — they’re the now.
Prediction markets like Kalshi have their eyes on everything from how many Tesla deliveries there will be this quarter (88% for 350,000 or more) to what the EV market share might be in 2030 (above 10% is 95%; above 20% is 85%).
Whether you’re looking to ride the wave of decarbonization or tap into the booming auto-tech transition, investing in EVs means more than buying Tesla stock.
From battery makers to charging networks, here’s how to get in the driver’s seat.
Battery Builders
Lithium-ion battery makers like CATL, Panasonic, and LG Energy Solution are powering the industry behind the scenes. U.S.-listed options include Albemarle and QuantumScape, giving investors exposure to the critical minerals and tech inside every EV.
Charging Networks
Companies like ChargePoint, Blink Charging, and EVgo are building the infrastructure needed to support widespread adoption. These plays are riskier but could benefit from government incentives and growing demand.
Legacy Automakers Going Electric
Ford, GM, and Volkswagen are pivoting hard toward EV production. Investing in them provides broader exposure — combining ICE profits with EV ambitions. Watch for delivery numbers and battery partnerships.
Pure EV Plays
Tesla remains the dominant player, but BYD, Rivian, and Lucid offer other direct plays. These stocks tend to be volatile, driven by production updates, earnings, and market sentiment.
ETFs and Funds
If you want a diversified approach, consider ETFs like Global X Autonomous & Electric Vehicles ETF (DRIV) or iShares Self-Driving EV and Tech ETF (IDRV). These bundle exposure across the entire supply chain.
Raw Material Producers
Lithium, nickel, cobalt, and rare-earth miners like Lithium Americas, MP Materials, and Glencore give you a stake in the raw resources critical to battery production.
Software and AI
EVs are rolling computers. Companies like Nvidia and Mobileye provide chips and autonomous driving tech, creating investment angles beyond automakers.
Utilities and Grid Players
EVs need charging — and that means grid upgrades. Dominion Energy, NextEra, and AES are investing in EV-friendly infrastructure and renewables to support growth.
Commercial Fleets and Delivery
EV adoption in fleet services is accelerating. Watch companies like Amazon (partnered with Rivian), FedEx, and UPS as they transition vehicles and reduce costs long-term.
International Expansion
Don’t sleep on global momentum. China’s Nio and XPeng, and Europe’s Renault and Stellantis, offer access to booming EV markets outside the U.S.
