Possible scenario
NEV Adoption Accelerates
45% Chance
The fall of internal-combustion sales to one-third of the market confirms that plug-in hybrids and battery EVs have become the default mass-market choice in China. BYD, Geely, Changan, and Li Auto use scale, cheaper batteries, and longer-range plug-in hybrids to push gasoline models further into niche status.
Initial impacts
- Oil prices Down
Secondary impacts
- Consumer Cyclicals +0.7%
- Energy -0.5%
- Technology +0.4%
- Industrials +0.2%
Tickers
Portfolio impact
S&P 500+0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.