Electric Vehicle And Battery Metal News (November 2018)

Dec. 06, 2018 11:58 AM ETARRRF, SAMMF, SREMF, CLQ:CA, SME:CA6 Comments
Gregor Gregersen profile picture
Gregor Gregersen
330 Followers

Summary

  • Matt Geiger: Nickel a big winner for the electric vehicle battery revolution.
  • Major vehicle manufacturers continues to increase electric vehicle production.
  • Tesla sales grow by almost 400% in California.
  • New plans by companies to circumvent potential limitations in electric vehicle charging.

We are witnessing a generational shift towards the electrification of energy. The growth in the development of electric vehicle(EV) market is astounding. Billions in investments are pouring in to drive research and development in EV batteries, superchargers and new EV models. Here are the latest developments in the electric vehicle and battery metals markets.

1) Interview with Matt Geiger of MJG Capital on the demand for nickel on the backdrop of the electric vehicle revolution.

  • Likely for class I & II nickel to be priced separately on the markets given their different usage and demand.
  • Nickel is still under the radar for most investors. Attention from lithium-ion battery demand has been mostly focused on lithium and cobalt.
  • Electric vehicles will eventually benefit consumers economically making the electric vehicle narrative increasingly acceptable.
  • Investors can invest in nickel with mining equities or go the physical route by holding physical nickel.
  • For mining equities, Matt is looking at Sama Resources(OTCPK:LNZCF), Clean Teq (OTCQX:CTEQF) for exposure to the HPAL story and Ardea Resources(OTCPK:ARRRF).

2) Volkswagen and Ford Motor plan strategic alliance to develop electric vehicles

  • Strategic alliance meant to save the companies billions of dollars by sharing the cost of developing autonomous and electric vehicles.
  • VW and Ford are under pressure to roll out more EVs in Europe, where emissions rules are being tightened.
  • VW plans to make EVs as cheap or cheaper than diesel vehicles to make electric cars a mass market product.
  • VW plans to make 2 to 3 million full-battery electric cars by 2025.

3) VW Plans to Boost Electric-Car Production in Germany

  • VW plans to boost battery-vehicle production at Zwickau in Eastern Germany beyond 100,000 vehicles annually.
  • Plans to offer more affordable electric vehicles than Tesla without eroding profits.
  • In China, VW has selected two factories to start electric-car

This article was written by

Gregor Gregersen profile picture
330 Followers
Gregor Gregersen is the founder and CEO of Silver Bullion Pte Ltd and its subsidiary, the Safe House SG Pte Ltd. Originally from Germany and having lived all over Europe and US, Gregor understood how dependent the Western world has become on money printing to fund otherwise unsustainable debts. It led him to seek permanent refuge in Singapore and found Silver Bullion. As CEO of Silver Bullion, Gregor leads the team to ensure that all legal, jurisdictional, counterparty, insurance, authentication and physical security issues are addressed so as to provide bullion owners the worldwide safest place to store silver and gold. In 2018, Silver Bullion clients are also able to buy and store cobalt and nickel with the company in Singapore.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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