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.
$FYI – Envision Solar Delivers Four EV ARC™ EV Charging Stations to The City of Charlotte, N.C. for Emergency Management and Sustainability Initiatives
“Local governments are mandated or recommended by federal and state laws to have emergency management policies and procedures in place. Organizations like Federal Emergency Management Agency (FEMA) and state government agencies provide resources, guidelines and tools to city planners. EV ARC solar-powered charging stations are included in the FEMA Authorized Equipment List, under designation 10BC-00-SOLR Chargers.”
https://mailchi.mp/envisionsolar.com/envision-solar-delivers-four-ev-arc-ev-charging-stations-to-the-city-of-charlotte-nc-for-emergency-management-and-sustainability-initiatives?e=6ae74f3a4f
EVSI long
$FYI – Subsidies for new energy vehicle purchases extended a further 2 years by the State Council of China
“At an executive meeting of the State Council of the People’s Republic of China chaired by Chinese Premier Li Keqiang on 31 March, China extended for two years the validity period for subsidies on new energy vehicle purchases and NEV purchase tax exemption as part of a broad range of stimulus measures aimed at boosting China’s post-COVID19 economic recovery. The NEV purchase incentives were due to expire at the end of 2020. As China begins its economic recovery from COVID-19 disruption, it is clear that country retains its commitment to supporting the ongoing electrification of transportation. The full report from the State Council meeting is linked below.”
http://english.www.gov.cn/premier/news/202004/01/content_WS5e836a5fc6d0c201c2cbfe4c.html
This was sent via CTEQF Investor Relations
$CTEQF long
$FYI – EV Company News For The Month Of March 2020
by Matt Bohlsen @sa – Includes: AUDVF, BAMXF, BCCMY, BMCLF, BMWYY, BYDDF, BYDDY, BYMOF, DDAIF, DMLRY, F, FCAU, FPB, FUJHF, FUJHY, GELYF, GELYY, GM, GOOG, GOOGL, GPVRF, HMC, HNDAF, HYMTF, KIMTF, KNDI, MAHDY, MMTOF, MSBHF, MSBHY, MZDAF, MZDAY, NIO, NSANF, NSANY, PEUGF, PEUGY, POAHF, POAHY, PUGOY, RNLSY, RNSDF, SOLO, SZKMF, SZKMY, TM, TOYOF, TSLA, TTM, VLKAF, VLKPF, VOLVY, VWAGY, VWAPY
Summary
Global electric car sales for February 2020 were up 16% YoY. Chinese sales collapsed under coronavirus and Europe sales boomed.
EV market news – The UK extends EV subsidies to the 2022-23 financial year. Several EV factories (Tesla, VW, etc.) have had to temporarily close down due to COVID-19.
Beijing explores new policies to spur auto demand. China extends subsidy for NEV purchase and NEV purchase tax exemption for two years.
EV company news – Audi announced a full-blown electric offensive with 17 plug-in models on the market by the end of 2020.
https://seekingalpha.com/article/4335588-ev-company-news-for-month-of-march-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-ev-company-news-for-the-month-of-march-2020&utm_campaign=rta-author-article&utm_content=link-1
“Bloomberg reported:
An economic crash will slow down the electric vehicle revolution… But not for long. The coronavirus pandemic presents risks but won’t change the longer term trajectory… Sales in Europe still are expected to increase 50% from last year and China sales could be flat or drop if the recovery from the virus drags on.”
$EVSI – Envision Solar Announces Official Launch of Next Generation EV ARC™ 2020 Off-Grid EV Charging and Emergency Power Infrastructure Product
“Flood-Proof: Moving componentry off the base pad and into the canopy makes the product flood-proof to over nine feet, enhancing the emergency preparedness capabilities.”
https://mailchi.mp/envisionsolar.com/envision-solar-announces-official-launch-of-next-generation-ev-arc-2020-off-grid-ev-charging-and-emergency-power-infrastructure-product-v1fnlg2fst?e=6ae74f3a4f
EVSI long
$MGXMF /$TSLA – Two Major Breakthroughs for Next Generation Li-ion Batteries for EV’s and Renewables Storage
“MGX announced on April 2nd a completion of lifecycle testing of a new lithium ion battery, doubling current storage to weight density and capacity, from 200Wh per Kg to 400Wh per Kg. Tesla recently announcing a four-fold increase in discharge cycles, increasing lifecycle and longevity, from 1000 to 4000 cycles. Of note, both technologies were developed with partnerships from a pair of Canadian Universities — MGX with University of British Columbia and Tesla with Dalhousie University.”
https://rockridgeresearch.com/2020/04/08/two-major-breakthroughs-for-next-generation-li-ion-batteries-for-evs-and-renewables-storage/?key=485c376435
note: This article only mentions MGXMF but MGX split into two companies MGX Minerals and MGX Renewable s $MGXRF so why no mention of Renewable s. Renewable s has been the the better performer since the split.
MGXMF, MGXRF long
@griffin What do you know about the replacement costs for EV batteries when they eventually fail? Or the lifetime of the batteries?
I’ve had a couple of people tell me that EVs might be simpler mechanically to maintain, but eventually their batteries fail and that is a major expense. My next car is going to be an electric one, more likely a hybrid, so I need to start getting to know these things.
I would not be surprised that the EV battery price might seem a bit exuberant. When dealing with ‘Classic Cars’ you quickly find that the $um of the parts is greater than the whole this has long applied to the automobile industry in general. EV automobiles are still in their infancy (despite having been around for over a 100 years)
and as such don’t have the competition that exist for the rest of the industry. There are a few EV battery recyclers at work already developing their technology and there will be rebuild EV batteries in the future. The price of batteries has dropped significantly in the last decade and will continue. The price of EVs will drop in the next 3-5 years so that they will be cheaper than the old ICE auto. What I would suggest is to do a search for an EV user forum there are a few out there on the net and see if you can determine what the actual maintenance savings might be.
@griffin I will note that the cautionary stories about eventual battery failure come from people who neither own an electric vehicle nor plan on buying one (currently).
My 2005 Volvo XC70 isn’t ready to give up the ghost yet though it does have sporadic electrical weirdnesses evidenced in the form of peculiar yet mostly baseless dashboard warning messages. (It was some former lease vehicle and I got a good price on it in 2008 .)
Yes, I want the subsidies to continue, and battery recycling technology to keep marching on its merry way.
Thanks for the suggestion about EV user forums.
An interesting article from Jalopnik, my favorite automobile-related site:
https://jalopnik.com/mercedes-blew-a-huge-electric-sports-car-lead-1842800638?utm_source=jalopnik_newsletter&utm_medium=email&utm_campaign=2020-04-11
Oh poop, forgot to log in again.
$FYI – Tesla’s electric cars require far less maintenance than gas-powered vehicles. Here are all the differences between them.
“Still, there are some areas of maintenance that Tesla owners need to keep an eye on.”
https://www.yahoo.com/news/teslas-electric-cars-require-far-134700275.html
$FYI – The EV Metals Miners Are The Cheapest They Have Been Since 2015/2016
by Matt Bohlsen – Includes: ALB, ALTAF, AMVMF, BAMXF, BBL, BCCMY, BHP, BHPBF, BHPLF, BMCLF, BMWYY, BYDDF, BYDDY, BYMOF, CBBHF, CMCLF, CTEQF, FTMDF, FTSSF, GALXF, GELYF, GELYY, GGIFF, GLCNF, GLNCY, IIDDY, JRVMF, KATFF, LAC, LIT, LTHM, NILSY, NSANF, NSANY, NTTHF, OROCF, PILBF, RNKLF, RNLSY, RNSDF, SHERF, SMMYY, SQM, SRHYY, STMNF, SYAAF, TSLA, UMICF, UMICY, VALE, VLKAF, VLKPF, VWAGY, VWAPY
Summary
Global equity market and economic chaos caused by the coronavirus have made the EV metal miners go from being cheap to ridiculously cheap.
A brief summary of the super cheap EV metal miners to consider from each sector – lithium, cobalt, graphite, and nickel.
A look at the risks and rewards.
“The only caution would be to buy in stages over the next few months as the coronavirus is currently causing chaos with markets and will no doubt hurt electric vehicle [EV] sales.”
https://seekingalpha.com/article/4338599-ev-metals-miners-are-cheapest-since-2015-2016?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-the-ev-metals-miners-are-the-cheapest-they-have-been-since-2015-2016&utm_campaign=rta-author-article&utm_content=link-1
$EVSI – In Honor of the 50TH Anniversary of Earth Day, Green Tech Manufacturer Envision Solar Awards More Than 40 Government Organizations, Universities and American Corporations with the Heroes 2020 Award
note: This is a great idea but I have to wonder how much is about letting investors know who is on their client list.
https://mailchi.mp/envisionsolar.com/in-honor-of-the-50th-anniversary-of-earth-day-envision-solar-awards-more-than-40-government-organizations-and-universities-with-the-heroes-2020-award?e=6ae74f3a4f
EVSI long
$FYI – Cobalt Miners News For The Month Of April 2020
by Matt Bohlsen – Includes: AEOMF, AMSLF, ARRRF, ARTTF, BBBMF, BBL, BHP, BHPBF, BHPLF,
Summary
Cobalt spot prices were unchanged for the month and LME cobalt inventory was lower.
Cobalt market news – Cobalt supply chains still uncertain, don’t expect cobalt price recovery until H2. Both demand and supply are down due to COVID-19.
Cobalt miners news – Glencore takes Katanga Mining private. Chemaf puts Usoke plant under care and maintenance. Posco-Huayou Cobalt supply deal. Canada Nickel private placement oversubscribed.
https://seekingalpha.com/article/4339838-cobalt-miners-news-for-month-of-april-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-cobalt-miners-news-for-the-month-of-april-2020&utm_campaign=rta-author-article&utm_content=link-1
$FYI – Lithium-Ion Energy Storage Cost vs. Pumped Hydro Or Flow Battery Cost Are Dependent On Time
“The eventual proliferation of one of these technologies — reliability, lifetime, and other technical aspects aside — will come down to a price tag. Utilities will likely purchase based on the levelized cost of energy (LCOE) of these solutions. LCOE takes the net present value of all future costs and divides by the net present value of electricity generated over its lifetime, in $/MWh.”
https://cleantechnica.com/2020/04/25/how-long-can-lithium-ion-energy-storage-actually-last/
$FYI – Heat Pump Water Heaters — Game Changers In Efficiency
“They’re crazy efficient. Heat pump water heaters are 7 times more efficient than gas and 3.5 times more efficient than electric water heaters.”
https://cleantechnica.com/2020/04/26/heat-pump-water-heaters-game-changers-in-efficiency/
Really interesting article, Griffin.
In this house we have hot-water heat (which I love) and I’m thinking of replacing the gas furnace with a heat pump system. We also have a gas water heater and I hadn’t thought of replacing the water heater with a heat pump system, until I read this article – and all the following comments.
In my in-laws’ house in Idaho we have an old & inefficient ducted oil furnace heating system, and an electric water heater. There I have been thinking of skipping the conversion to a gas furnace, and going directly to a heat pump system.
I’ve got lots to learn about heat pumps!
i I posted that hoping someone was thinking green. My biggest concern is how reliable is the new technology and that maybe experience installation. Other than that there are rebates to bring the cost down comparable with gas and electric. If you could report back when it is all on rebates how it went I would think that would be helpful, I want to buy property in Oregon if the stock market will continue to be good to me. I will be out of the red in another couple of months.
@griffin
The local power company in that part of Idaho offers substantial rebates for installing heat pump systems – but only if you already have an electric furnace, darn it. Since the house there has that oil-fired furnace, we’re not eligible. I hadn’t thought about swapping out the electric water heater, but might be tempted by a good rebate.
(These are the improvements that a rise in the price of $ARTH aka Arch Therapeutics would make so much easier!)
I have friends in Oregon and we go there for vacations quite regularly. Amongst other areas there, I love the Oregon coast.
Penny
Penny I also post in “TREND Investors & traders” and I posted thios today “Scientists Explore Links Between Genetics, Gut Microbiome, and Memory” thought you might be interested.
https://www.stockgumshoe.com/2016/04/microblog-trend-investors-traders/
$FYI – Lithium Junior Miner News For The Month Of April 2020
by Matt Bohlsen – Includes: AAL, ABEPF, AISSF, ARYMF, AVLIF, AVLNF, AVNLF, AZZVF, BCLMF, BVTEF, CORX, CRECF, CXOXF, CYDVF, DMNXF, EEMMF, ERMAF, ERMAY, ERPNF, FRRSF, HLKMF, LIACF, LINRF, LMMFF, LTHHF, LTMCF, LXENF, MGXMF, MLNLF, NNOMF, NTTHF, PDDTF, PEMIF, PLL, PLUUF, PNXLF, RIO, RTNTF, RTPPF, SGMLF, SQM, STLHF, WFAFF, WFAFY, WMLLF
Summary
Lithium prices were slightly down for the month.
Lithium market: Morningstar: “A transformational decade for lithium, as demand will grow over 6 times 2019 levels. Lithium is in the early phases of a once in a century demand transformation.
Junior lithium miner company news – AVZ Minerals positive Manono DFS post-tax NPV10% of US$1,028m, post tax IRR 33%. European Metals takes on CEZ as a 51% partner at Cinovec.
“a transformational decade for lithium, as demand will grow over six times 2019 levels…is in the early phases of a once in a century demand transformation.”
https://seekingalpha.com/article/4340350-lithium-junior-miner-news-for-month-of-april-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-lithium-junior-miner-news-for-the-month-of-april-2020&utm_campaign=rta-author-article&utm_content=link-1
$EVSI – Pfizer Selects EV ARC™ Solar-Powered EV Charging Station For Sustainable Workplace Charging
“Pfizer selected an EV ARC™ model equipped with three Enel Level II chargers, which is capable of charging three electric vehicles simultaneously. Certain EV ARC™ models are capable of charging as many as six EVs at a time and can reach ten spaces when deployed in dual parking aisles.”
https://mailchi.mp/envisionsolar.com/pfizer-selects-ev-arc-solar-powered-ev-charging-station-for-sustainable-workplace-charging?e=6ae74f3a4f
EVSI not long enough
$FYI –
NREL Helps Found Consortium to Boost Solar Perovskite Commercialization
“US-MAP has six major U.S.-based industry players as founding members: BlueDot Photonics, Energy Materials Corporation, First Solar, Hunt Perovskites Technologies, Swift Solar, and Tandem PV. Representatives from each of these companies, as well as new U.S. startups and other established companies, ”
https://www.nrel.gov/news/press/2020/nrel-helps-found-consortium-to-boost-solar-perovskite-commercialization.html
$FYI – Nickel Monthly News For The Month Of April 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 higher in April, and the LME inventory was about the same as last month.
Nickel market news – Nickel miners in the Philippines hit by COVID-19 prevention measures. China’s plan to subsidize inventory stockpiling, likely to provide support.
Nickel company news – Vale extends care and maintenance period at Voisey’s Bay for up to 3 months due to COVID-19.
https://seekingalpha.com/article/4341343-nickel-monthly-news-for-month-of-april-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-nickel-monthly-news-for-the-month-of-april-2020&utm_campaign=rta-author-article&utm_content=link-1
$FYI – EV Company News For The Month Of April 2020
by Matt Bohlsen – Includes: AUDVF, BAMXF, BCCMY, BMCLF, BMWYY, BYDDF, BYDDY, BYMOF, DDAIF, DMLRY, F, FCAU, FPB, FUJHF, FUJHY, GELYF, GELYY, GM, GOOG, GOOGL, 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 March 2020 were significantly up on February 2020, but 15% down on March 2019. Europe led the way (9.9% share) with China recovering (5.7% share).
EV market news – Morningstar forecasts by 2030, half of all new auto sales globally will be electrified in some form.
China reduces subsidies YoY through to 2022 by 10% each year; stricter rules on range requirements favor NCM or NCA over LFP cathodes.
EV company news – Tesla Cybertruck pre-orders soar to over 600,000. Renault stops making gas cars in China. Kia to invest $25b; 11 new Kia EVs by 2025.
“Perhaps the surprise for March was Tesla Model 3 outselling all other models by a factor of over 9 fo”
“US electric car sales were not reported by EV Sales in March 2020 as it appears many ICE brands don’t want to publish their EV sales numbers.”
https://seekingalpha.com/article/4342425-ev-company-news-for-month-of-april-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-ev-company-news-for-the-month-of-april-2020&utm_campaign=rta-author-article&utm_content=link-1
$EVSI – City of Richmond, California Deploys Envision’s Solar-Powered EV ARC™ For Public EV Charging
“The unit includes an emergency power panel, which allows first responders access to electricity in power outages such as the Public Safety Power Shutoffs (PSPS). Because the unit is powered by the sun, it does not rely on the grid for power. The City of Richmond has made the charger available for the public to Drive on Sunshine for free.”
https://mailchi.mp/envisionsolar.com/city-of-richmond-california-deploys-envisions-solar-powered-ev-arcfor-public-ev-charging?e=6ae74f3a4f
EVSI long
$VTIQ $NKLA TSLA InsideEvs patent article > https://insideevs.com/news/414082/uspto-backed-nikola-against-tesla/
Again if $NKLA valued at 1/10 of $TSLA it’s a $60 stock. $VTIQ
https://twitter.com/HulkCapital/status/1259150324704608260?s=20
#BestAlwayz!
$FYI – Fast-Charging Super-Capacitor Technology Unveiled for Clean Energy Storage
“In their paper, the team detail how they developed a new three-layer composite using carbon nanotubes, PANI, and hydrothermal carbon that demonstrates remarkable rate-capability at high energy densities, independent of the power use.”
https://scitechdaily.com/fast-charging-super-capacitor-technology-unveiled-for-clean-energy-storage/