EV >>>—Vehicles-October-02-17–&-Beyond——->How do we get there? >>>—Water, Air, Earth, Fire——->
#Inspired by Dad, Arch1, Griffin, HendrixNuzzles, #ZKSS, Robert Friedland, Matt Bohlsen
o ”LOVE is all that matters. Love IS all there is…” ~ Dad, Hours after flight! 😉
o ”Sums it up. just like a coffee maker. Clean out used grounds and repeat as needed. Espresso Scandium or Cobalt.” ~ ARTH1 https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/comment-page-9/#comment-4952887
o ”There are a lot of analysts predicting a cobalt shortage for lithium-ion batteries… Elons’ offer was a stink bid. 🙂 ” ~ Griffin
o HendrixNuzzles – https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/
o #ZKSS – https://www.stockgumshoe.com/author/dr-kss-md-phd/ #BestoftheBest #ZKSS
o “I’m giving you a stock tip. Buy CleanTeQ !” ~ Robert Friedland | CleanTeq > Robert Friedland 16% Jiang Zhaobai 16% thru control of Pengxin
o Towering icebergs in Greenland / Photo by @danielkordan https://twitter.com/EarthPix/status/914139567355305989
o EV Company News For The Month Of September 2017 https://seekingalpha.com/article/4110953-ev-company-news-month-september-2017 ~ Matt Bohlsen
o China’s Tibet opened first air ambulance center on Saturday with two helicopters that can carry a patient for up to 600 km https://twitter.com/PDChina/status/914758262834184192
o Blazing a New Future… https://ignyta.com/ | Fabulous Ingenuity Rarely Exhibited https://www.pinterest.com/pin/324540716887526896/ | 1st In Road Evolution -Fire
o Mexico is planning on building its own Hyperloop -Alexandra Appolonia/Sep 30, 2017 https://flipboard.com/@flipboard/-mexico-is-planning-on-building-its-own-/f-82bd51579c%2Fbusinessinsider.com? ht https://twitter.com/RickKing16/status/914768671255523330
o The 2017 #NobelPrize #Medicine “for their discoveries of molecular mechanisms controlling the circadian rhythm” https://twitter.com/NobelPrize/status/91478561816467456
This DISCLAIMER applies: https://www.stockgumshoe.com/disclaimer/ Long #ZKSS and the GREAT Gummunity! >>>—Best2ALL——->
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
$ASX:TMT/ DEFN.V – Cartier Resources (Au) and Defense Metals (REEs) continue along the path of de-risking their flagship assets
“In case you’re new, REEs are everywhere.
Exhibiting an extraordinary range of electronic, optical and magnetic properties, they make our TV screens glow brighter, our batteries last longer, our electronic gadgets more mesmerizing (sigh), our electric motors, generators, and appliances more efficient. They can even make our paper money less prone to forgery. They are an essential ingredient in everything from night vision camera lenses, to medical imagining technologies, to control rods in nuclear reactors. ”
https://highballerstocks.com/2020/02/cartier-resources-au-and-defense-metals-rees-continue-along-the-path-of-de-risking-their-flagship-assets/
$TMT long
$EVSI – Electrify America Invests $2 Million in Envision Solar Infrastructure, Further Increasing Rural Californians’ Access to Sustainable Electric Vehicle Charging
“The investment will expand access to sustainable EV charging to drivers in rural areas, including the Central, Coachella, and Imperial Valleys.”
https://www.envisionsolar.com/electrify-america-invests-2-million-in-envision-solar-infrastructure-further-increasing-rural-californians-access-to-sustainable-electric-vehicle-charging/
EVSI long
Found this from Stanford University on faster battery testing …..https://news.stanford.edu/2020/02/19/machine-learning-speed-arrival-ultra-fast-charging-electric-car/ ….Cowboy
$FYI – EV Company News For The Month Of February 2020
by Matt Bohlsen @sa – Includes: AUDVF, BAMXF, BCCMY, BMCLF, BMWYY, BYDDF, BYDDY, BYMOF, DDAIF, DMLRY, F, FCAU, FPB, FUJHF, FUJHY, GELYF, GELYY, GM, GPVRF, HMC, HNDAF, HYMTF, KIMTF, KNDI, MAHDY, MMTOF, MSBHF, MSBHY, MZDAF, MZDAY, NIO, NSANF, NSANY, PEUGF, POAHF, POAHY, PUGOY, RNLSY, RNSDF, SOLO, SZKMF, SZKMY, TM, TOYOF, TSLA, TTM, VLKAF, VLKPF, VOLVY, VWAGY, VWAPY
Summary
Global electric car sales for January were down 7% YoY (China -50%, Europe +121%) at 2.0% market share. BMW ranks as number 1 seller, Tesla 2nd, and Renault 3rd.
EV market news – Britain will ban sales of new gasoline and diesel cars from 2035. Singapore aims to phase out petrol and diesel vehicles by 2040.
EV company news – Tesla targets battery prices of $100/kWh by early 2020’s by making their own cells. BYD Co receives an order for 134 e-buses from Los Angeles.
” Tesla may have a big advantage over Porsche and GM in the most expensive part of an electric car. Last year, an electric-vehicle battery pack made with the kinds of cells Tesla uses cost around 25%-60% less than packs with cells used by companies like Porsche, General Motors, and BMW, Cairn estimated. An electric-vehicle battery pack made with cylindrical cells, the kind Tesla uses, cost $158 per kilowatt-hour (kWh) last year, the firm said. Battery packs made with pouch cells, like those used in the Porsche Taycan and Chevrolet Bolt EV, cost $200 per kWh last year and prismatic cells, like those used by BMW, cost $253 per kWh, according to Cairn.””
https://seekingalpha.com/article/4328978-ev-company-news-for-month-of-february-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-ev-company-news-for-the-month-of-february-2020&utm_campaign=rta-author-article&utm_content=link-1
$FYI – U.S. Launches Tool to Stake Claim to World’s Rare Earth Minerals
“China, which already produces roughly 70% of the world’s rare earth minerals, supplied about 80% of America’s rare earth imports in the three years ended 2018, according to the U.S. Geological Survey. State-owned Chinese companies have also been active buying up critical mineral deposits outside the country.https://www.yahoo.com/finance/news/u-launches-tool-stake-claim-170000239.html”
https://www.yahoo.com/finance/news/u-launches-tool-stake-claim-170000239.html
Interesting read here……https://www.caranddriver.com/news/a31226611/gm-ultium-electric-vehicle-battery-revealed/ ….Cowboy
$FYI – How this father and son’s new electric turbine could revolutionize electric cars
“Generating more torque in a given volume, and having all of that torque move in the direction of rotor motion, is how the Hunstables claim, “two to three times the torque for that size envelope compared to any other motor out there. It doesn’t matter what kind [of motor] it is, we will always out-produce it.””
https://www.yahoo.com/autos/father-sons-electric-turbine-could-130000153.html
Sounds like Tesla, Porsche, BMW and any other automobile maker thinking of a high performance EV better signup.
$FYI – North American Copper Is Powering The Future
“To put into perspective how unimaginably huge the coming demand could be, last year one of the big Chinese electric vehicle maker – by itself –consumed 26 million pounds of copper.[8]
By 2027, copper demand stemming from EVs is expected to increase by 3.4 billion pounds, which is a number just shy of China’s entire copper production in 2017.[9]”
https://financialstrend.com/north-american-copper-is-powering-the-future-and-profits?utm_campaign=low&utm_content=&utm_source=Yahoo&utm_medium=CPC&utm_term=
$FYI – New Solid-State Battery Tech Promises 500-Mile Range EV
“To reach a high penetration level, BEVs have to appeal to people who ‘just want a good car’. To achieve that basic status, BEVs will have to be cheap, reliable and, most importantly, convenient to charge. Without a strong case to drive people towards BEVs, large-scale adoption may never come to pass,”
https://www.yahoo.com/finance/news/solid-state-battery-tech-promises-230000086.html
An article on GM and EV’s from Seeking Alpha 3/16/20…. https://seekingalpha.com/article/4332233-gms-ev-day-and-electric-strategy?utm_medium=email&utm_source=seeking_alpha&mail_subject=randy-carlson-gm-s-ev-day-and-electric-strategy&utm_campaign=rta-author-article&utm_content=link-0 ….Cowboy
$FYI – The EV Disruption Will Really Take Off From End 2022
by Matt Bohlsen @sa – Includes: TSLA, VLKAF
Summary
Comparing forecasts when e-cars will reach purchase price parity with ICE cars.
What does this mean for electric car sales?
Disruptions are usually fast and follow the S curve.
https://seekingalpha.com/article/4332559-ev-disruption-will-really-take-off-from-end-2022?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-the-ev-disruption-will-really-take-off-from-end-2022&utm_campaign=rta-author-article&utm_content=link-1
From Mining.com yesterday …. https://www.mining.com/web/vw-to-start-using-high-nickel-batteries-for-electric-car/ …. Cowboy
Seeking Alpha yesterday on EV’s ……https://seekingalpha.com/article/4332559-ev-disruption-will-really-take-off-from-end-2022?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-the-ev-disruption-will-really-take-off-from-end-2022&utm_campaign=rta-author-article&utm_content=link-0 ….Cowboy
$EVSI – Envision Continues to Deliver Vital Transportation and Emergency Energy Infrastructure Products During California’s COVID-19 “Shelter at Home” Order
” it is exempt from the requirements of the “shelter at home” order issued by California’s Governor Newsom on Thursday, March 19, 2020. ”
https://mailchi.mp/envisionsolar.com/envision-continues-to-deliver-vital-transportation-and-emergency-energy-infrastructure-products-during-californias-covid-19-shelter-at-home-order?e=6ae74f3a4f
EVSI long
$FYI – Cobalt Miners News For The Month Of March 2020
by Matt Bohlsen @sa – Includes: AEOMF, AMSLF, ARRRF, AR
TTF, AZRMF, BBBMF, BBL, BHP, BHPBF, BHPLF, BKTPF, BRCSF, BRVVF, CBBHF, CMCLF, CSSQF, CTEQF, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GLNCY, GMRSF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NMREF, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, STMNF, UMICF, UMICY, USCFF, WCTXF
Summary
Cobalt spot prices were down for the month, and LME cobalt inventory was about the same.
Cobalt market news – McKinsey – “More EVs means cobalt is fine for now.”
Cobalt miners news – Canada Nickel announces a massive Maiden Resource based on <20% of the mineralization with 1.525 million tonnes of contained nickel, 78,000 tonnes of contained cobalt (@0.13%).
https://seekingalpha.com/article/4333960-cobalt-miners-news-for-month-of-march-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-cobalt-miners-news-for-the-month-of-march-2020&utm_campaign=rta-author-article&utm_content=link-1
“Hoffman said one of the surprises has been the quick change of pace seen in the last year thanks to artificial intelligence. “You are seeing very rapid movements of battery technologies,” he said. “Things we thought would happen in 2025 are now happening in 2021.”
$FYI – Cobalt Miners News For The Month Of March 2020
by Matt Bohlsen @sa – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BBL, BHP, BHPBF, BHPLF, BKTPF, BRCSF, BRVVF, CBBHF, CMCLF, CSSQF, CTEQF, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GLNCY, GMRSF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NMREF, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, STMNF, UMICF, UMICY, USCFF, WCTXF
Summary
Cobalt spot prices were down for the month, and LME cobalt inventory was about the same.
Cobalt market news – McKinsey – “More EVs means cobalt is fine for now.”
Cobalt miners news – Canada Nickel announces a massive Maiden Resource based on <20% of the mineralization with 1.525 million tonnes of contained nickel, 78,000 tonnes of contained cobalt (@0.13%).
https://seekingalpha.com/article/4333960-cobalt-miners-news-for-month-of-march-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-cobalt-miners-news-for-the-month-of-march-2020&utm_campaign=rta-author-article&utm_content=link-1
$FYI – Lithium Miners News For The Month Of March 2020
by Matt Bohlsen @sa – Includes: ALB, ALTAF, AMVMF, FMC, GALXF, ILHMF, LAC, LIT, LTHM, NMKEF, OROCF, PILBF, RDRUY, RRSSF, SQM
Summary
Lithium prices were generally flat for the month.
Lithium market news – Argentina lithium projects suspended on coronavirus lockdown until end March.
Lithium company news – Tianqi Lithium postpones commissioning of Australia lithium plant amid liquidity problems.
https://seekingalpha.com/article/4334007-lithium-miners-news-for-month-of-march-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-lithium-miners-news-for-the-month-of-march-2020&utm_campaign=rta-author-article&utm_content=link-1
“Production of Audi’s electric e-Tron SUV is on pause due to a battery shortage – and it shows why Tesla and GM are spending billions on battery factories. The automaker uses battery cells made by LG Chem for the vehicle, and battery constraints also impacted e-Tron production last year. Aside from Audi, Jaguar and Hyundai have also faced electric-vehicle production delays due to battery constraints.””
$FYI – Andrew Miller, Chris Berry And Adam Panayi Talk EV Metals And Supply Chain Developments
by Matt Bohlsen @sa
Summary
Three EV metals and supply chain experts share their views on 5 questions.
The three experts are Andrew Miller (Benchmark Mineral Intelligence), Chris Berry (House Mountain Partners) and Adam Panayi (Rho Motion).
Questions relate to EV price parity, EV adoption forecasts, best investment opportunities in the EV supply chain, preferred EV metals and why, and other EV-related next boom areas.
https://seekingalpha.com/article/4334011-andrew-miller-chris-berry-and-adam-panayi-talk-ev-metals-and-supply-chain-developments?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-andrew-miller-chris-berry-and-adam-panayi-talk-ev-metals-and-supply-chain-developments&utm_campaign=rta-author-article&utm_content=link-1
$EVSI – Envision Solar Delivers Multiple EV ARC™ Solar-Powered EV Charging Infrastructure Products Across Three States This Week
“As announced earlier this week, the Company continues to deliver vital transportation and emergency energy infrastructure products during California’s COVID-19 “shelter at home” order due to an exemption for vital transportation and energy products. The Company will prioritize manufacturing of their emissions-free, rapidly deployed emergency power products for organizations on the frontline of the COVID-19 healthcare disaster response.”
https://mailchi.mp/envisionsolar.com/envision-solar-delivers-multiple-ev-arc-solar-powered-ev-charging-infrastructure-products-across-three-states-this-week?e=6ae74f3a4f
CVSI long
$FYI – Nickel Monthly News For The Month Of March 2020
by Matt Bohlsen @sa – Includes: AAUKF, AMMCF, ARRRF, AXNNF, BBL, BHP, BHPBF, BHPLF, CSSQF, CTEQF, ERMAF, ERMAY, FQVLF, GGIFF, GLCNF, GLNCY, IIDDY, NCPCF, NGLOY, NIKAY, NILSY, PANRF, PSDNF, RNKLF, SAMMF, SHERF, SMMYY, STMNF, VALE, WNARF
Summary
Nickel spot prices were lower in March, and the LME inventory was flat.
Nickel market news – global nickel ore production will fall by 15.4% y-o-y in 2020 as a result of the introduction of a nickel ore export ban in Indonesia.
Nickel company news – Poseidon Nickel updated Ore Reserve for Silver Swan achieves a 106% increase in contained nickel metal. Canada Nickel Company announces a massive Maiden Resource.
https://seekingalpha.com/article/4334996-nickel-monthly-news-for-month-of-march-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-nickel-monthly-news-for-the-month-of-march-2020&utm_campaign=rta-author-article&utm_content=link-1