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 – EV Company News For The Month Of January 2019
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, NIO, NSANY, NVDA, POAHF, QCOM, RNSDF, SOLO, SZKMF, SZKMY, TM, TSLA, TTM, VOLVY
Summary
Global electric car sales – December market share shocks to the high side, China hits 8%. 2018 sales pass 2 million, and 2.1% market share, up 72% YoY.
EV market news – BNEF reported “end of 2018 battery pack prices reached a record low at $176 per kWh.”
EV company news – Tesla wins the 2018 sales race, with Tesla Model 3 by far the number 1 selling electric car.
https://seekingalpha.com/article/4237727-ev-company-news-month-january-2019?isDirectRoadblock=true
$FYI – Electric Car Market Share Blasted Higher In H2 2018
by Matt Bohlsen @sa – Includes: TSLA
Summary
EV market share in key markets blasted higher in H2 2018.
Why are electric car sales now increasing market share exponentially?
Survey of Americans – “15% said they were probably going to own an electric vehicle in the next 5 years, and 34% said it would probably be in 10 years.”
What can we expect for electric car sales in 2019?
https://seekingalpha.com/article/4241867-electric-car-market-share-blasted-higher-h2-2018?isDirectRoadblock=true
$FYI – EV Company News For The Month Of February 2019
by Matt Bohlsen @sa – Includes: AUDVF, BCCMY, BMWYY, BYDDF, BYDDY, DDAIF, F, FCAU, FUJHY, GELYY, GM, GPVRF, HMC, HNDAF, HYMTF, KIMTF, KNDI, MAHDY, MMTOF, MSBHY, MZDAY, NIO, NSANY, PEUGF, POAHF, RNSDF, SFTBF, SFTBY, SOLO, SZKMF, SZKMY, TM, TSLA, TTM, VOLVY
Summary
Global electric car sales were up 83% YoY in January, reaching 1.9% market share. China electric car sales surge 175% YoY.
EV market news – Chinese subsidies for purchasing high-performance electric and other eco-friendly vehicles will be expanded.
EV company news – January 2019 – BYD Co. moves to global number 1, SAIC to number 2, and Tesla to number 3. Tesla rolls out Model 3 in China.
https://seekingalpha.com/article/4246117-ev-company-news-month-february-2019?isDirectRoadblock=true
$FYI:OT – News Release: NREL Announces New Projects to Advance Medium- and Heavy-Duty Natural Gas Vehicle Technologies
Project list:”
Cummins High Efficiency, Ultra Low Emissions Heavy-Duty Natural Gas Engine Research and Development Project
CNG Full Fills with a Complete Smart Fueling System
Downsized, Optimized, High Efficiency, Spark Ignited Natural Gas Engine
A Compression-Ignition Mono-Fueled NG High-Efficiency, High-Output Engine for Medium and Heavy-Duty Applications
Development of a Pent-Roof Medium-Duty Spark-Ignited Natural Gas Engine in an Optimized Hybrid Vehicle System
A Multi-Cylinder Transient Plasma Ignition System for Increased Efficiency and Reduced Emissions in Natural Gas Engines
Plug-in Hybrid CNG Drayage Truck “PHET”
High-Efficiency Natural Gas Dual Fuel Combustion Strategies for Heavy-Duty Engines
Development of Zeolite-Based Catalysts for Improved Low Temperature CH4 Conversion
https://www.nrel.gov/news/press/2019/nrel-announces-new-projects-to-advance-medium-and-heavy-duty-natural-gas-vehicle-technologies.html
note: Though these pro9jects are not electric they are are all natural gas in one form or another whether CNG, LNG, or just natural gas and may provide investment opportunities.
$FYI – High Voltage: EVs going vegan, BNEF busts some battery-making myths
https://stockhead.com.au/resources/high-voltage-evs-going-vegan-bnef-busts-some-battery-making-myths/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Tues%20Mar%2012&utm_content=Stockhead%20Morning%20Newsletter%20Tues%20Mar%2012+CID_7d2f5358c2a2b19f641b82fbe4773d12&utm_source=Campaign%20Monitor&utm_term=High%20Voltage%20EVs%20going%20vegan%20BNEF%20busts%20some%20battery-making%20myths
Some interesting info on EVs.
$AMYZF – ALL IN
“With the patent approval AMY is in a class by itself where it can achieve 100% recovery at battery grade purity. Not only will this create an increase in the supply of Critical Metals necessary for battery production, but it will solve the issues associated with “Hazardous Waste” as all critical metals recovered will go into new car batteries where they will be needed the most!”
This is patently A pitch for Americam Manganese
https://americanmanganeseinc.com/wp-content/uploads/2019/03/Mike_Hoy_All_In.pdf
AMYZF no current position
$FYI -= EU Toughens CO2 Limits for Cars in Bid to Spur Electric Vehicles
https://mailchi.mp/cleanteq/bloomberg-eu-toughens-co2-limits-for-cars-in-bid-to-spur-electric-vehicles?e=f149c30529
ASX:$CLQ long
$FYI – American Manganese Partners with U.S. Department of Energy National Labs on Lithium-ion Electric Vehicle Battery Materials Recycling
https://americanmanganeseinc.com/news-publications-2/press-releases-2/
“Multi-year Project Focuses on Creating a Circular Economy for Lithium-ion Batteries”
$AMYZF np
$FYI – E-mobility is a done deal
Dear e-mobility experts,
From 2021, a vehicle fleet limit of 95 g CO2 per kilometer will apply in the EU. Failure to observe this limit carries heavy fines. On average, German manufacturers currently achieve values of around 120 g CO2 per kilometer. It will therefore only be possible to meet the statutory target if the proportion of emission-free electric vehicles grows significantly. China, the world’s largest car market, is also turning towards e-mobility. Manufacturers looking to make a name for themselves here now need to bring electric vehicles that impress customers to the market without delay.
$FYI – Electric car battery with 600 miles of range? This startup claims to have done it
“The company claims to have made the world’s first 1,000 Wh/kg rechargeable battery. (Watt-hours per kilogram is a unit of measurement commonly used to describe the density of energy in batteries.) By comparison, the batteries that Tesla uses in its Model 3 — the so-called 2170 cells — are an estimated 250 Wh/kg; the company plans to eventually push that to 330 Wh/kg. Meanwhile, the US Department of Energy is funding a program to create 500 Wh/kg battery cells. If Innolith’s claims turn out to be true, its high-density battery may have just leap-frogged over those targets.”
https://www.theverge.com/2019/4/4/18293989/innolith-ev-battery-breakthrough-lithium-ion
note: more @ battery storage
$FYI – Top 5 Electric Vehicle And Energy Storage Metal Companies To Consider
by Matt Bohlsen @sa – Includes: AEOMF, AMSLF, AMVMF, ARRRF, BASFY, BATT, BCCMY, BHP, BMWYY, BYDD
Summary
Two of the biggest trends for the next decade will be electric vehicles (EVs) and energy storage (ES).
Consider to buy companies with exposure to several key EV and ES metals such as lithium, cobalt, rare earths (neodymium), graphite, nickel, copper, and vanadium.
Others to consider. Top five global Li-ion battery manufacturers. Top cathode manufacturers. Top five electric car manufacturers.
EV and EV metals ETFs.
https://seekingalpha.com/article/4255267-top-5-electric-vehicle-energy-storage-metal-companies-consider?isDirectRoadblock=true
$ASX:CLQ $ASX:ARL
$FYI – Carmakers want non-DRC cobalt supply … but it’s slim pickings right now
“But this strategy isn’t just about ethics.”
https://stockhead.com.au/resources/carmakers-want-non-drc-cobalt-supply-but-its-slim-pickings-right-now/?utm_medium=email&utm_campaign=Morning%20ASX%20small%20cap%20wrap%20Sat%20April%2029&utm_content=Morning%20ASX%20small%20cap%20wrap%20Sat%20April%2029+CID_80f1c12e6c468a26d5f7ece543a43d87&utm_source=Campaign%20Monitor&utm_term=Carmakers%20want%20non-DRC%20cobalt%20supply%20%20but%20its%20slim%20pickings%20right%20now
$ASX:AUZ np $ASX:CLQ/CTEQF ASX:JRV/ECSIF long
$FYI – EV Company News For The Month Of April 2019
by Matt Bohlsen @sa – Includes: AUDVF, BCCMY, BMWYY, BYDDF, BYDDY, DDAIF, F, FCAU
Summary
Global electric car sales were up 53% YoY in March, reaching 2.8% market share.
EV market news – BNEF – electric cars cheaper than petrol/diesel from 2022, as battery costs plummet. Volkswagen predicts EVs will go mainstream in 2022.
EV company news – BYD’s Q1 profit up 632%, Tesla becomes the No. 1 electric car seller in Europe.
“This backs up what I have been forecasting for the past three years and the central theme in my recent Trend Investing article “EV Metals Demand – The Calm Before The Storm.” The article discusses some of the implications if EV demand surprises to the upside, especially post 2022 when electric cars will start to become cheaper to buy, up to 10x cheaper to fuel, and up to 10x cheaper to maintain, and last up to 3x longer.”
https://seekingalpha.com/article/4258770-ev-company-news-month-april-2019?isDirectRoadblock=true
$FYI – EV Metals Demand: The Calm Before The Storm
by Matt Bohlsen @sa –
Summary
Right now, many cannot see the forest for the trees. By that I mean the big picture for EVs and EV metals demand.
What percentage of buyers do you think will buy an electric car by end 2022 if it is cheaper to buy, cheaper to run, and cheaper to maintain?
What if 50% of buyers want to buy an electric car in 2022, and 75% by 2025.
In a recent British survey, 71% of British car buyers said they are considering an electric car as their next vehicle.
https://seekingalpha.com/article/4265357-ev-metals-demand-calm-storm?isDirectRoadblock=true
Griffin, I totally agree, as I too plan to purchase an electric vehicle. The only thing stopping me and likely many many millions of people is how to ‘plug in’ if one doesn’t reside in a ‘home’. Apartments, condos, strata complexes do not have plug capacity nor a way to bring it in. Does that mean everyone currently living in that style of home will have to sell in order to rebuy a ‘home’ or in a new Ev ready style condo to EV??
For this reason I don’t see the disruption happening quite so quickly. But love to hear other ideas….anyone?
$#FYI – Toyota Details Six New EV Models Launching for 2020–2025
https://www.yahoo.com/news/toyota-details-six-ev-models-161700898.html
These will be the first all electric cars from Toyota.
$FYI – The UK needs twice the current global cobalt production to hit its 2050 EV target… and the rest
“This assumes vehicles use the most “resource-frugal” next-generation NMC 811 batteries, and doesn’t include the large and heavy goods fleets, says Prof Richard Herrington in a letter to the UK’s Committee on Climate Change.”
https://stockhead.com.au/resources/the-uk-needs-twice-the-current-global-cobalt-production-to-hit-its-2050-ev-target-and-the-rest/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Tues%20June%2012&utm_content=Stockhead%20Morning%20Newsletter%20Tues%20June%2012+CID_eb7ca127c40d1af3e4a2cd552f5b416e&utm_source=Campaign%20Monitor&utm_term=The%20UK%20needs%20twice%20the%20current%20global%20cobalt%20production%20to%20hit%20its%202050%20EV%20target%20and%20the%20rest
FYI – Another EV startup is introducing a sports car with over 1,000 horsepower
https://www.autoblog.com/2019/06/20/drako-gte-electric-sports-car-the-quail/?ncid=edlinkusauto00000021&yptr=yahoo
$FYI – Lithium Miners News For The Month Of July 2019
by Matt Bohlsen @sa – Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AZZVF, BCRMF, CRECF, DJIFF, DMNXF, EEYMF, ERMAY, ERPNF, FMC, FRRSF, GALXF, ILHMF, LAC, LAXXF, LIACF, LIT, LMMFF, LSSCF, LTHHF, LTHM, MGXMF, MLNLF, NMKEF, NTTHF, OROCF, PILBF, PLL, PNXLF, RDRUY, RRSSF, SQM, STLHF, WMLLF
Summary
Lithium prices moved lower in July.
Lithium market news: Most experts see strong lithium demand, despite some short term pricing pressures in 2019.
Lithium company news: Ganfeng Lithium takes a key equity and off-take interest in Bacanora Lithium and their Sonora Project. Nemaska Lithium C$600 million equity investment proposal from the Pallinghurst Group.
https://seekingalpha.com/article/4278093-lithium-miners-news-month-july-2019?isDirectRoadblock=true
$FYI – What If China Bans Rare Earth Exports To The U.S.
by Matt Bohlsen @sa
Summary
The US is vulnerable to a China ban on rare earths as the US imports 78% of their rare earths from China.
Rare earths demand forecast by UBS to increase by 655% in a 100% EV world.
The rare earth miners that may benefit from a China export ban to the US, or from surging EV demand.
https://seekingalpha.com/article/4278096-china-bans-rare-earth-exports-u-s?isDirectRoadblock=true
$REMX long and building on dips
$FYI – Vanadium Miners News For The Month Of July 2019
by Matt Bohlsen @sa – Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, DMNKF, GLCNF, LGORF, PCY, PNTZF, PRPCF, RDRUY, RRSSF, SRHYY, SYAAF, UUUU, VDMRF, WSTRF
Summary
Vanadium spot prices were only slightly lower in July.
Vanadium market news: Weakened demand, failure to enforce new rebar standards in China, and economic uncertainty have all weighed on the price of the specialty battery metal.
Vanadium company news: AMG Advanced Metallurgical Group N.V. raises $325 million to fund a new greenfield resid spent catalyst recycling facility.
https://seekingalpha.com/article/4278893-vanadium-miners-news-month-july-2019?isDirectRoadblock=true