BYD Continues to Outpace Tesla in China
Despite a sharp improvement in production of NEVs from its Shanghai plant in May, Tesla has had to cede market leadership in China for a third straight month to the Warren Buffett backed BYD.
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The Ongoing Evolution of Two Venerable Dinosaurs
This week saw America’s two biggest car makers, GM and Ford, push ahead with their ongoing revamp from old fashioned car makers to full EV rivals of Tesla and other start-ups.
Read MoreEV Charge Shows No Sign of Powering Down
Despite share market volatility and growing investor fears of a slowdown in economic activity – and even recession – the electric vehicles / green metals boom shows no sign of easing up.
Read MoreIn Spite of it All, Faith in EVs Remains Alive and Well
Good news from China for the global renewable metals sector – demand for electric vehicles is alive and surviving the Covid lockdowns, while in Europe demand powers onwards.
Read MoreMusk Back Talking Up Tesla Mining Aspirations
Tesla boss Elon Musk has again raised the idea that his company could buy a miner to speed up the supply of metals essential to the production of electric vehicles around the world.
Read MoreCovid Driving China’s EV Sector to Distraction
China’s April trade data is out later today and will show the early scars from the surge in Covid driven lockdowns across much of the country which continues with little real improvement.
Read MoreMixed Fortunes Across the Lithium Space
The usual high news traffic for the lithium and EV space this week – here are some updates from Albemarle, Livent and battery giant Contemporary Amperex Technology to get you up to speed.
Read MoreLithium Space Abuzz with Mexican Nationalisation News
Never a dull moment in the lithium space, and this week was no different as Mexico made the decision to nationalise its industry in the metal and Elon Musk had plenty more to say about pricing pressures.
Read MoreWashington Funds US Expansion Plans for Syrah
Like Lynas and its rare earths operation in Texas, rival Syrah Resources has won financial support from the American government to help expand its operations in that country.
Read MoreA New Polestar in the EV Space
Following on from last year’s deal with Tesla, rental car operator Hertz has placed another big order for EVs – this time 65,000 units over the next five years from soon-to-list Swedish maker Polestar.
Read MoreThe Downside to the Electric-Powered Bandwagon
The Federal Government’s March Resources and Energy update has provided a handy rule of thumb for investors looking at electric vehicles as well as the usage and demand for renewable minerals.
Read MoreLithium: Good if you can get it
Strong demand for lithium is currently resulting in shortages of spodumene, lithium hydroxide and lithium carbonate, pushing spot prices for all three commodities to record levels.
Read MoreRecord Sales for Tesla but Production Dips
The continuing Covid outbreak in Shanghai has had an immediate impact on Tesla, with its March quarter production dipping slightly instead of continuing to rise as previously forecast.
Read MoreWashington Gives US EV Battery Market a Much Needed Rev-Up
President Biden’s invocation of America’s Cold War powers may just prove the necessary kick-start to US domestic production of critical minerals for EV and other types of batteries.
Read MoreMagnis’ Partner C4V Discusses their EV Battery Technology
C4V CEO Shailesh Upreti discusses his company’s LISER battery technology and ongoing relationship with local lithium-ion battery producer Magnis Energy Technologies.
Read MorePosco Plunges Headlong into the Old Briny
South Korean steelmaker Posco has joined the so-called ‘brine rush’ in heading for Argentina’s lithium-rich salt deposits where it eventually plans to boost its investment to at least $US4 billion.
Read MoreDiffering Fortunes at Play in the EV Space
While Ford and Mercedes both made it clear this week that current events would not derail their deepening drive into electric vehicles, Rivian’s troubles continue to mount.
Read MoreChinese EV Sales Continue to Stall on Subsidy Cuts
After two months of 2022 it is becoming clear sales of New Energy Vehicles in China are slowing, with the cut in the subsidy at the end of last year having an increasing impact.
Read MoreSubsidy Pullback Hits Chinese EV Sales
Chinese sales of what they call New Energy Vehicles (or NEVs) fell in January from December’s record as the first impact of the 30% cut in subsidies for buyers hit home.
Read MoreCan Volkswagen Catch Tesla in the EV Race?
Tesla’s vehicle deliveries soared in 2021 but legacy automakers are running a marathon, not a sprint. Schroders European Equities Analyst Rodrigo Kohn examines the difference.
Read MoreEV / Lithium Space Powers on Relentlessly
Six weeks into 2022 and developments in the EV-battery space continue even faster than in 2021, or so it seems from the almost daily string of announcements and other reports.
Read MoreTesla Shares Fall 5% on Supply Concerns
Despite a stronger than expected earnings report, concerns about supply chain problems led to Tesla shares slumping 5% in afterhours trading on Wednesday, US time.
Read MoreThe EV Space in 2022: To infinity and beyond
With so many electric vehicles set to enter the market from legacy and new auto makers, 2022 could well mark their commercial tipping-point. Let’s take a comprehensive look at the current state of play.
Read MoreThe Top 5 Future Mobility Stocks for 2022
Global transport is changing at breakneck speed, rushing to meet the demands of global warming. ETF Securities looks at the top five stocks powering the future of mobility.
Read MoreLithium-Ion Battery Inventor Discusses Magnis (ASX: MNS)
Noble Prize winner Professor Stanley Whittingham discusses his retirement from the Magnis board and the role of government funding moving forward for the industry and Magnis in particular.
Read MoreMagnis (ASX:MNS) Secures Binding Off-Take Agreement
ShareCafe’s Tim McGowen speaks with Frank Poullas, Executive Chairman of Magnis Energy Technologies Limited (ASX: MNS) about some recent company news.
Read MoreChina off to NEVerland as Sales Boom Continues
China’s sales of new-energy vehicles (NEVs) are headed for an all-time high of more than 3.2 million in 2021 after another solid month of sales in November.
Read MoreWho Will Win the EV Charger Race?
Despite predictions of huge growth within the electric vehicle (EV) charging market, fierce competition could prevent some companies from making decent returns on their investments.
Read MoreChina’s EV Charge Continues
Buried in China’s weak production figures on Monday was more good news for those enthusiastic about green metals like lithium as Chinese buyers again grabbed as many EVs as they could.
Read MoreGentlemen, Start Your Electric Engines
A big week for electric vehicles with shares in Tesla battered by the stock-selling of founder Elon Musk and the arrival of a new, smaller rival in Rivian and its key supporters Amazon and Ford.
Read MoreRivian Goes from Showroom Floor to Trading Floor
The float of US electric vehicle (EV) maker Rivian automotive exploded on Wall Street Wednesday as the shares surged by more than 53% at one stage from their issue price of $US78.
Read MoreTesla Stalls as Rivian Hits the Ignition
Just as Tesla runs into confusion generated by its at times deluded chair and biggest shareholder Elon Musk, investors have flocked to Rivian – a new EV rival due to list on Wall Street.
Read MoreNecessity the Mother of Invention in Lithium-EV Space
Rising prices due to demand outstripping the availability of the necessary raw materials are but one challenge forcing those in the lithium and electric vehicle space to get creative, inventive and aggressive.
Read MoreEV Converts Keep on Truckin’ Despite Chip Shortage
Four of the world’s major carmakers are confident their renewable ambitions remain on track despite the current shortage of computer chips, a situation some say could last for another year or more.
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