The Future is Here: Electric Vertical Take-Off & Landing Shares See Sharp Rally (Update On Original Note)

Lester Davids
Aug 4
2 min read

Research Notes 04 - 08 August > https://www.unum.capital/post/r0408august

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2 out of 3 trading in positive territory with the market starting to latch onto the theme:

JOBY +183%
BLDE +25%
EVTL -13%

PREVIOUS POST (26 November 2024): THEMATIC OPPORTUNITIES Electric Vertical Take-Off & Landing

Tuesday 26 November 2024 (Time: 11h48)

Disclosure: Some of the text in this note is AI-assisted

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Electric Vertical Take-Off & Landing (eVTOL) aircraft is a variety of VTOL aircraft that uses electric power to hover, take off, and land vertically.

The electric vertical takeoff and landing (eVTOL) aircraft market is expected to grow rapidly in the coming years:

Market size

The global eVTOL market is projected to grow from $1.2 billion in 2023 to $17.7 billion by 2030, and $170 billion by 2034.

Growth rate

The market is expected to grow at a compound annual growth rate (CAGR) of 47.5% from 2023 to 2030, and 54.90% from 2024 to 2034.

Drivers

The growth of the eVTOL market is driven by several factors, including:

Urban transportation: The need for efficient transportation in densely populated areas, and to alleviate traffic congestion

Sustainable transportation: The growing focus on sustainable transportation, and the need to reduce CO2 emissions

Technological advancements: Improvements in battery technology, electric propulsion, and autonomous flight systems

Investment: Increased investment from private companies, startups, and public authorities

Applications

The surveillance and monitoring segment is expected to have the highest revenue share in 2023, while the passenger transport segment is expected to have the highest growth rate from 2024 to 2030

However, challenges such as infrastructure and technological maturation could impede the pace of growth.

Within the sector/theme, the following stocks are setting up for potential further gains.

$BLDE Blade Air Mobility Inc.