Electric Vehicle And Battery Metal News (November 2018)

Video Length: 00:13:09

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, Clean Teq for exposure to the HPAL story and Ardea Resources.

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 production in 2020.
  • CEO Herbert Diess calls the electric vehicle trend a 'generational shift' that's disrupting the traditional business of producing and selling autos.
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