Britain's automotive industry is at a crossroads. The mandated phase-out of new petrol and diesel cars by 2035 is driving a once-in-a-generation transformation.
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Winners
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Battery manufacturers, charging infrastructure companies and software providers are the obvious beneficiaries of the EV transition.
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Losers
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Traditional component suppliers — particularly those focused on internal combustion engine parts — face an existential threat unless they diversify.
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The Gigafactory Question
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Britain has secured one major battery gigafactory, but experts say three or four are needed to support a domestic EV supply chain. Attracting that investment will require competitive incentives.
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Investment Opportunity
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Despite the challenges, the EV transition represents one of the largest investment opportunities in British industrial history.
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