Markus Collet, a Partner at Corporate Value Associates (CVA), explores the value of electric vehicles (EVs). He discusses the development of the EV market and examines the price evolution of Battery Electric Vehicles (BEVs) using Tesla as an example. A significant decrease in costs is expected for Tesla by 2030.
Markus then highlights the importance of understanding the specific residual value curve of electric vehicles, emphasizing that a thorough grasp of an EV’s asset value is crucial for accurately pricing its usage over time. He also notes that batteries constitute a substantial part of an EV’s cost, although this expense is projected to decrease significantly in the coming years. Additionally, he demonstrates how driving and charging behaviors can greatly impact the evolution of an EV's state-of-health (SOH).
