EV >>>—Vehicles-October-02-17–&-Beyond——->

by Gr8Full! | October 2, 2017 1:07 pm

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[1]
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/[2]
o #ZKSS – https://www.stockgumshoe.com/author/dr-kss-md-phd/[3] #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[4]
o EV Company News For The Month Of September 2017 https://seekingalpha.com/article/4110953-ev-company-news-month-september-2017[5] ~ 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[6]
o Blazing a New Future… https://ignyta.com/[7] | Fabulous Ingenuity Rarely Exhibited https://www.pinterest.com/pin/324540716887526896/[8] | 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[9]? ht https://twitter.com/RickKing16/status/914768671255523330[10]
o The 2017 #NobelPrize #Medicine “for their discoveries of molecular mechanisms controlling the circadian rhythm” https://twitter.com/NobelPrize/status/91478561816467456[11]
This DISCLAIMER applies: https://www.stockgumshoe.com/disclaimer/[12] Long #ZKSS and the GREAT Gummunity! >>>—Best2ALL——->

Endnotes:
  1. https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/comment-page-9/#comment-4952887: https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/comment-page-9/#comment-4952887
  2. https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/: https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/
  3. https://www.stockgumshoe.com/author/dr-kss-md-phd/: https://www.stockgumshoe.com/author/dr-kss-md-phd/
  4. https://twitter.com/EarthPix/status/914139567355305989: https://twitter.com/EarthPix/status/914139567355305989
  5. https://seekingalpha.com/article/4110953-ev-company-news-month-september-2017: https://seekingalpha.com/article/4110953-ev-company-news-month-september-2017
  6. https://twitter.com/PDChina/status/914758262834184192: https://twitter.com/PDChina/status/914758262834184192
  7. https://ignyta.com/: https://ignyta.com/
  8. https://www.pinterest.com/pin/324540716887526896/: https://www.pinterest.com/pin/324540716887526896/
  9. https://flipboard.com/@flipboard/-mexico-is-planning-on-building-its-own-/f-82bd51579c%2Fbusinessinsider.com: https://flipboard.com/@flipboard/-mexico-is-planning-on-building-its-own-/f-82bd51579c%2Fbusinessinsider.com
  10. https://twitter.com/RickKing16/status/914768671255523330: https://twitter.com/RickKing16/status/914768671255523330
  11. https://twitter.com/NobelPrize/status/91478561816467456: https://twitter.com/NobelPrize/status/91478561816467456
  12. https://www.stockgumshoe.com/disclaimer/: https://www.stockgumshoe.com/disclaimer/

Source URL: https://www.stockgumshoe.com/2017/10/microblog-ev-vehicles-october-02-17-beyond/


  1. 2966 |
    Avatar
    Griffin
    Jul 31 2018, 03:10:27 pm

    $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

  2. 2966 |
    Avatar
    Griffin
    Sep 2 2018, 12:05:19 pm

    $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

  3. 2966 |
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    Griffin
    Sep 21 2018, 07:13:36 pm

    $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.”

  4. 2966 |
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    Griffin
    Oct 1 2018, 05:07:15 pm

    $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.

  5. 2966 |
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    Griffin
    Oct 1 2018, 05:38:08 pm

    $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.”

  6. 2966 |
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    Griffin
    Oct 31 2018, 12:38:41 pm

    $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%.”

  7. 2966 |
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    Griffin
    Nov 18 2018, 09:04:29 pm

    $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

  8. 2966 |
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    Griffin
    Dec 3 2018, 11:13:17 am

    $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.”

  9. 2966 |
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    Griffin
    Dec 5 2018, 12:03:18 pm

    $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

  10. 2966 |
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    Griffin
    Dec 24 2018, 12:12:54 pm

    $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

  11. 2966 |
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    Griffin
    Jan 3 2019, 11:57:46 am

    $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

  12. 2966 |
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    Griffin
    Jan 25 2019, 01:40:01 pm

    $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.

  13. 2966 |
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    Griffin
    Feb 3 2019, 07:32:34 pm

    $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

  14. 2966 |
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    Griffin
    Feb 18 2019, 11:39:00 am

    $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

  15. 2966 |
    Avatar
    Griffin
    Mar 4 2019, 11:21:18 am

    $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

  16. 2966 |
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    Griffin
    Mar 6 2019, 09:39:15 pm

    $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.

  17. 2966 |
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    Griffin
    Mar 11 2019, 05:24:20 pm
  18. 2966 |
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    Griffin
    Mar 18 2019, 05:01:15 pm

    $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

  19. 2966 |
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    Griffin
    Apr 2 2019, 11:19:56 am

    $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.

  20. 2966 |
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    Griffin
    Apr 9 2019, 01:10:27 pm

    $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

  21. 2966 |
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    Griffin
    Apr 18 2019, 02:39:41 pm

    $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

  22. 2966 |
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    Griffin
    Apr 28 2019, 06:38:08 pm
  23. 2966 |
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    Griffin
    May 1 2019, 07:51:09 pm

    $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

  24. 2966 |
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    Griffin
    May 20 2019, 02:50:04 pm

    $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

    • Avatar
      Lulu
      May 20 2019, 05:49:01 pm

      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?

  25. 2966 |
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    Griffin
    Jun 10 2019, 09:43:08 pm

    $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

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