Question 1

What is a supply chain play in EV investing?

Accepted Answer

A supply chain play means investing in the companies that build the components, batteries, and infrastructure behind electric vehicles, rather than the carmakers themselves. As EV volumes scale up, every supplier in that chain benefits from increased demand. This approach spreads risk across multiple parts of the industry and can capture value that a single-stock bet on one manufacturer might miss.

Question 2

What is range anxiety in electric vehicles?

Accepted Answer

Range anxiety is the fear of running out of battery charge before reaching a charging station. It remains one of the most commonly cited reasons consumers hesitate to switch to electric vehicles. Companies like ChargePoint (CHPT) are directly addressing this by expanding public and residential charging networks, making it easier for mass-market EV drivers to charge conveniently.

Question 3

What are solid-state batteries?

Accepted Answer

Solid-state batteries replace the liquid electrolyte found in traditional lithium-ion batteries with a solid material. This design could deliver meaningful improvements in both safety and driving range, whilst also reducing costs over time. Companies such as QuantumScape are developing this next-generation technology, though commercial viability is still some years away.

Question 4

Is mass-market EV investing a good long-term opportunity?

Accepted Answer

The shift toward affordable, mass-market electric vehicles represents one of the more clearly defined structural changes in the global automotive industry. However, structural shifts take time and rarely move in straight lines. Nemo's research recommends treating this theme as a long-term, core portfolio holding rather than a short-term trade, given the cyclical and growth-oriented nature of the sector.

Question 5

What are the risks of investing in EV supply chain stocks?

Accepted Answer

Key risks include over-concentration in a single large-cap holding such as Tesla (TSLA), exposure to early-stage companies that may not yet be profitable, and sensitivity to government policy, commodity prices, and consumer sentiment. If EV adoption slows due to economic headwinds or production challenges, companies across this basket could face significant pressure. All investments carry risk and you may lose money.

Question 6

How does Tesla fit into an EV supply chain portfolio?

Accepted Answer

Whilst Tesla (TSLA) is widely known as a vehicle manufacturer, its Supercharger network is one of its most strategically valuable assets for a supply chain investment thesis. As mass-market EV adoption accelerates, utilisation of that charging infrastructure is expected to increase considerably. Tesla accounts for the majority of the total capitalisation within Nemo's Mass-Market EV Growth basket.

Question 7

What does Magna International do in the EV industry?

Accepted Answer

Magna International (MGA) is a Tier 1 auto supplier that produces battery enclosures and electrified powertrain components essential for scaling vehicle production. When manufacturers want to build more electric vehicles, Magna is often one of the first suppliers they turn to. Its diversified customer base and established revenues offer a degree of resilience that pure-play EV start-ups typically cannot match.

Question 8

Why is affordable EV adoption a turning point for investors?

Accepted Answer

Mass-market adoption works very differently to niche adoption. When vehicle volumes increase significantly, every link in the supply chain feels the impact — component orders scale up, charging networks face greater utilisation pressure, and battery manufacturers must produce more at lower cost. The launch of more affordable models, such as Rivian's R2 compact SUV, signals that this tipping point may now be approaching.

Question 9

What is driving growth in EV charging infrastructure stocks?

Accepted Answer

The rapid increase in mass-market electric vehicles on the road is creating urgent demand for expanded charging networks. As more everyday consumers adopt EVs, the existing charging infrastructure faces greater pressure, creating a significant commercial opportunity for companies like ChargePoint (CHPT). Both commercial and residential charging solutions are expected to see sustained demand as adoption scales.

Question 10

Is the EV sector affected by government policy?

Accepted Answer

Yes, the EV sector is notably sensitive to government policy. Changes to subsidies, emissions regulations, or infrastructure investment programmes can meaningfully accelerate or slow adoption rates. This policy sensitivity is one of the key risks Nemo highlights for investors considering exposure to this theme, alongside commodity price fluctuations and shifts in consumer sentiment.

Question 11

How can I invest in EV supply chain stocks on Nemo?

Accepted Answer

Nemo's Mass-Market EV Growth basket gives you curated exposure to the full EV value chain — from Tesla (TSLA) and ChargePoint (CHPT) to Magna International (MGA) and next-generation battery developers. You can start investing with fractional shares from just $1, with no commission fees. Nemo is regulated by the ADGM and provides AI-powered research tools and analyst ratings directly on the platform.

Question 12

Can I invest in EV stocks with a small amount of money?

Accepted Answer

Yes. Nemo offers fractional shares, meaning you can begin building exposure to the Mass-Market EV Growth theme from as little as $1. This makes it accessible for beginner investors in Africa and beyond who want to participate in long-term structural trends without needing significant upfront capital. Commission-free investing on Nemo also means more of your money stays invested.

The EV Mass-Market Moment: Why the Supply Chain Is the Real Story

The EV Mass-Market Moment: Why the Supply Chain Is the Real Story

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Summary

Why the Real EV Opportunity Might Just Be Under the Bonnet

The Dominance of Infrastructure

The Quiet Workhorses

A Pragmatic View on the Future

Deep Dive

Market & Opportunity

Key Companies

Primary Risk Factors

Growth Catalysts

How to invest in this opportunity

Frequently Asked Questions

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