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Strat Doc 3Q18 – Will electric vehicles stun oil demand

The adoption of the electric vehicle (EV) has the potential to significantly affect energy markets. In this note, we focus on the potential ramifications for oil. We examine three key questions: First, what is the state of the EV market today? We shall argue that EVs are currently a small but rapidly growing sub-section of the car market. Second, what is EV penetration likely to be in future? Here, we estimate that 8% of 2025 car sales will be EVs, based on regulation, battery costs and original equipment manufacturer (OEM) commitments. Finally, and most importantly, what does this outlook mean for oil demand?

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Click here to read the full strategy & asset allocation for the 3rd quarter of 2018.




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WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.