May be very late to the game, but I feel like this could represent an interesting time for this technical area. Obviously these are two high-profile industries. HOWEVER, at least in the US, EVs are currently (relatively) out of favor from \~2 years ago for a number of reasons:
\-The early adopters already have EVs
\-3rd party charging networks are still being built
\-President favors fossil fuels and killed the $7,500 EV incentive
\-Automakers taking huge hits on EV programs
\-Only minimal battery tech gains before solid-state arrives
I believe this is a short term blip, and that battery tech, charging networks and government policies will combine to make EVs dominate in roughly a decade. If this narrative is true, how would you invest today? I don't think it's the traditional automakers. Would it be in large battery companies? Battery startups? EV/battery ETFs? Charging companies? EV component manufacturers?