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.
EV Sales Are Poised To Grow 54x… Here’s How To Profit (Matt Bohlsen)
Jul. 16, 2018 9:30 AM ET|1 comment | Includes: BYDDF, CBBHF, GALXF, LAC, NTTHF, SYAAF, TSLA https://seekingalpha.com/article/4187397-ev-sales-poised-grow-54x-profit-matt-bohlsen
$BSRC – BioSolar Identifies Market Opportunity for Reducing Costs of Lithium-ion Batteries
http://www.biosolar.com/view_news.php?id=148
Though they say their technology can make an immediate difference they don’t don’t define how that is going to happen.
$BSRC long
$ECSIF . For a fully permitted project that will produce a commodity that has one of the best outlooks over the next decade, things are simply taking too long!
Time for a more urgent strategy and/or new management and/or new corporate owner. #cobalt
ty https://twitter.com/BabarczyJulian/status/1023043258492936192
$FYI – EV Company News For The Month Of July 2018
by Matt Bohlsen @sa
Summary
Global electric car sales – June sales were the third best ever, up 58% on June 2017.
EV market news – UK Government set to vote on ICE car ban – “Britain will require all cars to plug in and new homes to have chargers by 2040.”
EV company news – Rolls-Royce and Boeing both make moves to develop flying electric taxis. Baidu rolls out self-driving buses in China.
https://seekingalpha.com/article/4192478-ev-company-news-month-july-2018?isDirectRoadblock=true
$FYI – EV Company News For The Month Of August 2018
by Matt Bohlsen @sa Includes: AAPL, APTV, AUDVF, BABA, BCCMY, BIDU, BMWYY,
Summary
Global electric car sales – US electric car market share hits a record 2.2% in July. Q2, 2018 EV sales up 77% YoY. Tesla moves to be number 1 globally.
EV market news – 180,000 electric jeepneys in the Philippines, electric tuk tuks in Thailand and electric rickshaws in India – Mission Electric.
London’s electric avenues ban petrol and diesel cars on nine streets in London during peak times.
Morgan Stanley – “Auto industry braces for electric shock.” Fitch Ratings forecast global EV stock by 2040 of over 1 billion (half the global fleet).
EV company news – VW receives massive order of 1,600 all-electric trucks from Ambev. BYD receives an order for 1,100 e6 electric cars from Bangkok, Thailand.
https://seekingalpha.com/article/4203609-ev-company-news-month-august-2018?isDirectRoadblock=true
$FYI – The Electric Truck Boom Is About To Begin
by Matt Bohlsen – Includes: BCCMY, BYDDF, BYDDY, DDAIF, RNSDF, TSLA
Summary
Electric trucks come in all types and sizes – Delivery truck, rubbish truck, milk truck, semi, forklifts, or even a tractor. Some are hybrid and some are fully electric.
A look at electric truck sales and forecasts.
The worldwide market for electric trucks is expected to grow at a CAGR of roughly 54.0% over the next five years.
Apart from electric trucks, we will see electric jeepneys, electric tuk-tuks, electric rickshaws, electric tricycles and more.
Some companies set to benefit from the electric truck boom.
https://seekingalpha.com/article/4207663-electric-truck-boom-begin?isDirectRoadblock=true
“Electric trucks are becoming a cheaper alternative to traditional trucks, while creating no local pollution. Due to the very high efficiency of electric powertrains, running costs are much lower, while purchase cost is (as of 2018) similar or slightly higher. Due to their simplicity, maintenance costs are also much lower.”
$FYI – EV Company News For The Month Of September 2018
by Matt Bohlsen – Includes: AAPL, APTV, AUDVF, BABA, BCCMY, BIDU, BMWYY, BYDDF, BYDDY, DDAIF, F, FCAU, FUJHY, GELYY, GM, GOOG, GOOGL, GPVRF, HMC, HNDAF, HYMTF, INTC, KIMTF, KNDI, MAHDY, MMTOF, MSBHY, MZDAY, NSANY, NVDA, POAHF, QCOM, RNSDF, SZKMF, SZKMY, TM, TSLA, TTM, VOLVY
Summary
Global electric car sales – Electric car sales surge to the second best month ever. Tesla August 2018 sales smash the competition, helped by Model 3.
EV market news – Bombardier introduces talent 3 battery-operated train.
EV company news – The SEC charges Tesla CEO Elon Musk with securities fraud. Porsche announced it would stop building diesel-powered cars and instead focus on electric cars.
BMW developed a self-driving motorcycle.
https://seekingalpha.com/article/4209230-ev-company-news-month-september-2018?isDirectRoadblock=true
Europe electric car sales were 30,000 in August 2018, 42% higher than in August 2017. Europe electric car market share was 2.7% in August 2018. Norway still leads the world with an incredible 42% market share of electric cars sold in August.
US electric car sales were not yet available for August 2018. However Tesla alone delivered 25,464 sales.
Note: The above sales include light commercial vehicles.
$FYI _ This heavy rare earth mineral could be a dark horse as electric car production rises
https://stockhead.com.au/resources/this-heavy-rare-earth-mineral-could-be-a-dark-horse-as-electric-car-production-rises/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Tue%20Oct%202%202018&utm_content=Stockhead%20Morning%20Newsletter%20Tue%20Oct%202%202018+CID_93948e7fc40de2c88efb5f55b2b8d8ac&utm_source=Campaign%20Monitor&utm_term=This%20heavy%20rare%20earth%20mineral%20could%20be%20a%20dark%20horse%20as%20electric%20car%20production%20rises
““One of the horses that should not have been scratched from the race though is dysprosium as it is still up and running and dare we say it, racing up on the outside and potentially giving those wagering on deposits slanted towards dysprosium their moment of glory in the Winner’s Circle,” Hallgarten and Company said.”
#EV, Oh the possibilities > MV Agusta kisses its iconic F4 superbike goodbye with exclusive Claudio edition #MotorCycles by Loz Blain
https://newatlas.com/mv-agusta-f4-claudio-final/56863/
$FYI – EV Company News For The Month Of October 2018
by Matt Bohlsen @sa – Includes: AAPL, APTV, AUDVF, BABA, BCCMY, BIDU, BMWYY, BYDDF, BYDDY, DDAIF, F, FCAU, FUJHY, GELYY, GM, GOOG, GOOGL, GPVRF, HMC, HNDAF, HYMTF, INTC, KIMTF, KNDI, MAHDY, MMTOF, MSBHY, MZDAY, NIO, NSANY, NVDA, POAHF, QCOM, RNSDF, SZKMF, SZKMY, TM, TSLA, TTM, VOLVY
Summary
Global electric car sales – record global, China and US sales, Europe disappoints. Global electric car market share was 1.8% in September, up 68% YTD.
EV market news – European environment ministers agree 35 percent car emission cut by 2030. Li-ion battery trains have arrived in Scotland.
EV company news – Tesla hits 47% market share in the US, and is number 1 globally with 12% market share. BYD Co also doing very well in second place.
https://seekingalpha.com/article/4216456-ev-company-news-month-october-2018?isDirectRoadblock=true
“September 2018 electric car sales broke records globally, in China, and in the US. Electric car market share for September reached 2.2% YTD in Europe, 5.2% in China, and 3.1% in the USA. Year to date global electric car market share is now at 1.8%.”
The #ElectricVehicle revolution cant be predicted. We will wake up one day and they will be everywhere. 100% growth in #ElectricVehicle sales year on year. #lithium #cobalt #graphite demand hasn’t even begun. Thank YOU Tolga! https://twitter.com/KumovaTolga/status/1057753830509576192
$1.2 trillion is Australia’s GDP for a year. I think this number is so undercooked over 20 years it is ridiculous. Probably $10b spent last few years on #lithium #cobalt #graphite let alone battery plants and the #ElectricVehicle boom has not started yet. TY https://twitter.com/KumovaTolga/status/1061555296785428480 Best
$CTEQF – Bloomberg: China Is Leading the World to an Electric Car Future
https://mailchi.mp/cleanteq/bloombergchina-is-leading-the-world-to-an-electric-car-future?e=f149c30529
CTEQF long
$FYI – Volkswagen to Pour Billions Into Electric Cars
“Volkswagen has aligned itself with Aurora, a self-driving car startup that is run by Chris Urmson, the former autonomous-vehicle developer at Alphabet’s Google.”
https://www.wsj.com/articles/volkswagen-to-spend-50-billion-on-electric-car-drive-1542384180?emailToken=ff3f3b6a1ddfb6760bc34ee6c6a440df4s7ssY3iAebCdIdtLniC4D9f9nu8Z68P12sGt5OBeTTIPTPjyjVd+3Af0a9thAssiBxdQGBtfTfjKXeYzQGC+3DSPVrJNaJRyQjKkpEW+Bs%3D&reflink=article_email_share
$FYI – EV Company News For The Month Of November 2018
by Matt Bohlsen @sa – Includes: AAPL, APTV, AUDVF, BABA, BCCMY, BIDU, BMWYY, B
Summary
Global electric car sales – Record October sales, breaking the previous record sales from September. US sales up 138% YoY, China sales up 85% YoY.
EV market news – Starting in January 2018 all major manufacturers operating in China have to meet minimum requirements there for producing new-energy vehicles, or NEVs.
UBS – “The global market for electric vehicle [EV] batteries in 2025 could be 10 times bigger than in 2018.”
EV company news – Waymo finally takes the driver out of its self-driving cars.
https://seekingalpha.com/article/4225865-ev-company-news-month-november-2018?isDirectRoadblock=true
“Global electric car sales finished October 2018 with 208,000 sales for the month (a new best-ever record month), up 75% on October 2017.”
$FYI – The EV Metal Miners Rout Should End Soon
by Matt Bohlsen @sa –
Summary
The EV metals miners have been smashed down in 2018 and are now very oversold. 2018 lithium and cobalt prices remain firm suggesting oversupply fears are largely unfounded.
EV sales and energy storage are booming – these are very strong tailwinds to the EV metal miners.
EV metals demand is strong and generally, supply is struggling to keep up. Cobalt has pulled back due to a strong but expected short-term DRC supply response.
The EV metal miners rout has been overdone and sentiment will soon change to match the strong underlying fundamentals.
“However, when digging deeper, we can see this does not make sense mid to long term, as most fundamentals have improved in 2018 while EV metal miner stock prices have plummeted.”
https://seekingalpha.com/article/4226424-ev-metal-miners-rout-end-soon?isDirectRoadblock=true
$FYI – An Update On The Autonomous Vehicle And Ride Sharing Trend
by Matt Bohlsen @sa – Includes: AAPL, AMZN, APTV, AXP, BABA, BIDU, BSWQY, F, FB,
Summary
Fully self-driving cars are here.
Alphabet Google leads the pack in autonomous driving.
In November Waymo “finally takes the driver out of its self-driving cars” running its autonomous minivans around Phoenix.
https://seekingalpha.com/article/4229925-update-autonomous-vehicle-ride-sharing-trend?isDirectRoadblock=true
$FYI – EV Company News For The Month Of December 2018
by Matt Bohlsen @sa – Includes: AAPL, APTV, AUDVF, BABA, BCCMY, BIDU, BMWYY, BYDDF, BYDDY, DDAIF, F,
Summary
Global electric car sales for November set another new record and hit 2% YTD market share. China November market share was a record breaking 6.3%
EV market news – BMW and Porsche now have 450kW FastCharge with 100kms range in three minutes. Envision Energy says $100 per kWh batteries possible by 2020.
Bloomberg – China electric-car gold rush lures hopefuls as Tesla push looms, and all-electric helicopter makes record flight.
EV company news – Tesla Model 3 completely crushing US luxury car competition in 2018.
https://seekingalpha.com/article/4231258-ev-company-news-month-december-2018?isDirectRoadblock=true
Rolls-Royce Is Building the Fastest Electric Plane Ever.
The company is building the 300 mph ACCEL airplane to break the all-electric aircraft speed record.
ty https://twitter.com/LithiumLover2/status/1082103093334953984 Best
$FYI – The EV Boom Just Keeps Getting Bigger – Update For The End Of 2018
by Matt Bohlsen @sa – Includes: BA, BCCMY, BIDU, BMWYY, BYDDF, BYDDY, GM, GOOG, GOOGL, NSANY, TSLA
Summary
EV news highlights 2015 to end 2018, with 2018 updated.
EV’s future – 2019 and beyond updated.
Some futuristic concept and planned electric vehicles for 2019 and beyond.
https://seekingalpha.com/article/4235630-ev-boom-just-keeps-getting-bigger-update-end-2018?isDirectRoadblock=true
This issue includes a recap of previous EV monthlies plus what to expect for 2019 and 2020 to 2030.