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EV Company News For The Month Of December 2021


  • Global electric car sales record Nov. 2021 - Up 72% YoY, reaching 11.5% share. China sales up 106% YoY to 19% share. Europe sales up 33% YoY to 26% share.
  • EV market news - China clean car sales spike as consumers embrace electric. Tesla prepares to open two new gigafactories - Texas & Berlin.
  • EV company news - Tesla could deliver 1.5M cars in 2022, start of production at Giga Texas & Berlin. VW expects battery, raw material to drive cost up to $34B.
  • Peugeot all-electric in Europe by 2030. Toyota to invest $35 billion into battery-powered EVs and roll out 30 models by 2030; partners with BYD to build affordable $30K e-car.
  • Mercedes electric strategy >60b euro investment between 2022 and 2026. Rivian R1T crowned MotorTrend’s 2022 Truck of the Year. Lucid Group joins the Nasdaq-100 Index. NIO reveals a new sedan, the ET5. Polestar releases the Polestar 5.
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2022 Title Over Car Start Button On Dashboard

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Welcome to the December 2021 edition of Electric Vehicle [EV] company news. December reported yet another record month this time for November global electric car sales led by China (19% share) and Europe (26% share). Global electric car market share surged to 11.5% market share. Wow!

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The Trend Investing group includes qualified financial personnel with a Graduate Diploma in Applied Finance and Investment and well over 20 years of professional experience in financial markets. They search the globe for great investments with a focus on trending and emerging themes. The current focus is on electric vehicles, the EV metals supply chain, stationary energy storage and AI.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of TESLA (TSLA), BYD CO (HK:1211), XPENG [HKG:9868], FISKER (FSR), GREENPOWER MOTOR [TSXV:GPV], SAIC MOTOR, BATT, VERTICAL AEROSPACE (EVTL) VIA BROADSTONE ACQUISITION (BSN), LILIUM N.V. (LILM) either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information in this article is general in nature and should not be relied upon as personal financial advice.

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Comments (32)

Any chance we might be able to find out what the price of EV nickel and what kind of premium it demands if any over regular nickel
Any chance we can find out what portion of the much lower Nickel inventories the last year is EV nickel
thanks for your consideration
The Ninja profile picture
The Sale projections for EVs are far too conservative. By my estimation we will be 90% - 95% EV sales of total car sales by 2030.
Trend Investing profile picture
@The Ninja - I agree. My forecast is for 32% share by end 2025 and 80% by end 2030. The limiting factor is most likely to be the supply of enough EV battery metals.
Mr.Bohlsen - Thanks. One of the best articles in Seeking Alpha.
bazooooka profile picture
GGPIw has done well and could have a nice run over next few years before redeem.
Trend Investing profile picture
"Will Tesla Sell Over 1.5 Million Electric Cars In 2022?"
Trend Investing profile picture
"BYD Sets Target To Sell Up To 1.2 Million NEVs In 2022."
Trend Investing profile picture
"Nio, XPeng and Li Auto rally after yearly reports indicate strong demand trend."
Trend Investing profile picture
Missed the article cut-off date - "Tesla soars 7% after crushing delivery and production numbers."
Mr.Sir profile picture
excellent work Matt!
Trend Investing profile picture
@Mr.Sir - Thank you. Another great month for the EV sector.
vooch profile picture
did BMW really sell 1 million EVs in 2021 ? BMW produces around 2.5 million cars/year. BMW would have 40% of car sales as EVs.

anyone can validate this ?
@vooch I thought that strange as well. I think it was meant to say $1M total since ev production (maybe including hybrid) began.
Trend Investing profile picture
@vooch - Re: ""BMW hits 1 mln EV sales, targets 2 mln fully electric sales by 2025."
I read it as a cumulative total.

vooch profile picture
@Matt Bohlsen

Thanks. might also include HEV and PHEVs as well as BEVs. EU market shares of all three was on order of 40% in FY21.
RickJensen profile picture
Thx Matt, a monster great article. U da Man.
It's required reading for the EV industry. (Which I have to admit is taking off like a rocket).
Two things, long F for SSBs and demand/products.
Also China to cut subsidies to NEVs by 30% for 2022.
Trend Investing profile picture
@RickJensen - Welcome.
As I read it it is from "end 2022" that the final subsidies will be cut. End 2021 was a 20% cut.
"The Ministry said on its website the 2022 NEV subsidies policy will terminate on December 31, 2022, and NEV will not be subsidised afterwards.......
The ministry had said in April 2020 that subsidies for NEV would be cut from 2020 to 2022 by 10%, 20% and 30% respectively.
For NEVs for public transport, subsidies would be cut by 10% in 2021 and 20% in 2022."


TrackAddict profile picture
Matt - thanks as always for this research, I always look forward to seeing the progress made by EV manufacturers
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