Marketscreener's Mobility Theme Rests on 2021 EV and Autonomy Forecasts

What Marketscreener's Mobility Theme Actually Says

Marketscreener has published a thematic stock recommendation note built around the idea that mobility is entering a period of cleaner, more connected and more shared transport. The note argues that consumers are increasingly aware of climate risks, demand for vehicles that protect air quality is rising, and autonomous and networked vehicles are becoming part of the safety case for future transport.

The central claim is that electrification, autonomy and shared mobility will reshape the industrial landscape. It cites a June 2021 UBS report as the basis for expecting electrification to grow exponentially rather than linearly, and repeats forecasts that 70% of the world's vehicle fleet in operation will be electrified by 2030 and that 79% of vehicles sold will have Level 2 or higher autonomy by the same year. It also points to the EU's 2050 net-zero target as a regulatory force pushing manufacturers toward electrification.

The note names no actual companies from its thematic list. It says the list includes automakers, truck and bus manufacturers, suppliers, car-sharing providers, battery makers and smart-infrastructure companies, but it does not provide tickers, weights, valuations or a publication date beyond the 2021 UBS reference. As a result, this is a theme description rather than a conventional company-specific stock recommendation.

Where the Mobility Investment Thesis Relies on Old Forecasts

Why the 2030 Fleet Forecasts Carry the Whole Thesis

The note's investment case is directionally consistent with industry trends: regulatory pressure and falling battery costs support electrification, and autonomy could improve safety. But the specific 2030 figures are aggressive. Reaching 70% of the fleet in operation by 2030 would require an extraordinarily rapid retirement of combustion vehicles, not simply a high share of new sales. That is not demonstrated by the data supplied.

The Battery-Cost Argument Is a Trend, Not a Timeline

The reference to Wright's law and a 28% decline in battery-cell costs with each cumulative doubling of output is a widely used long-run pattern. It explains why electric-vehicle price parity with petrol cars is directionally plausible, but it does not guarantee when parity arrives. Battery raw-material cycles, manufacturing capacity and capital costs can interrupt the trend.

Missing Holdings Make This Hard to Action

The note says the thematic list includes manufacturers, suppliers, battery producers and infrastructure companies, but it names none of them. Without the actual constituents — and without current data, since the only dated reference is June 2021 — investors cannot assess concentration, valuation, overlapping exposure to legacy auto businesses or whether the list still reflects the 2026 market.