Tuesday, 25 April 2017

The Switch And Lithium Race: Electric Boom - Dozens EV Models Available Through 2020.

Miles of electric range.

Source: Bloomberg New Energy Finance

This is when one picture is better than thousand words. Electric Cars are coming. The Switch is here. Enjoy. And if you are missing words, they are below with links for your further research to find out for yourself why all cars will be electric and much faster than a lot of people anticipate it.

Source: Bloomberg New Energy Finance

Lithium Race And The Coming Tide Of Electric Cars: Tesla Has Now 8 Vehicle Programs In The Works.

The next generation of Tesla Roadster.

Electrek reports about 8 electric vehicles in the works at Tesla and now you can better understand what I call the coming tide of Electric Cars. China is investing billions of dollars in The New Energy Plan creating its leapfrog into the post carbon economy by building the manufacturing base for the 21st century based on renewable energy and electric cars. Elon Musk has made electric cars unstoppable in the West almost alone - just compare the state level support in China with their military discipline to secure the full supply chain for Energy rEVolution and constant cry from auto lobbyists and Big Oil in the West.

Tesla is still way ahead of any closest competitors in the EV space. Elon Musk made it in a silicon valley style: get big fast and go online. His very bold move with Gigafactory is slashing lithium battery costs down and Chinese companies are mimicking it with their Lithium Megafactories. And Tesla's ability to collect data online from billions of miles driven by its electric cars and update them as our mobile phones has made a dramatic reduction in time and cost of EV R&D possible. That is why China is already flexing its financial muscles to get Tesla inland with "Chinese Facebook" Tencent taking 5% stake in the company recently. So do we still have a chance not to hold that bag after Energy rEVolution will claim its victims after all?

Lithium Race: Transfer Of The Best EV Technology Is Next - China's Tencent Takes Five Percent Stake In Tesla.

Make no mistake, geopolitical implications of the attempt to "Make America Great Again" with "Clean Coal" will go very far. China is executing meticulously its New Energy Plan taking dominant positions in one market after another. Lithium Materials - check, Lithium Batteries - in the making, Electric Cars - more than 70 EV models are on sale and now the hunt is on for the best technology to transfer in exchange for the access to the largest market.

"Today's news about the technology giant behind the Chinese "Facebook" Tencent taking a 5% stake in Tesla is giving more credibility to Elon Musk's plans to expand his operations in China. It is showing that the largest market in the world for electric cars in China will welcome Tesla in order to get the best technology for electric cars. It is all part of the very carefully crafted New Energy Plan in China. Next logical step will be to follow up on Elon Musk's ideas to bring production of Teslas into China as well. The transfer of the best EV technology is the next step. Who will be left behind holding the bag after Energy rEVolution?

Joe Lowry from Global Lithium has just reported that NCA cathode for lithium batteries is still produced in Japan by Panasonic for Tesla. This supply chain for Tesla Gigafactory is going all the way around the Globe and back to China. Panasonic is buying its lithium chemicals from China. China is "The Centre of The Lithium Universe"Lithium is the magic metal at the very heart of this Energy rEVolution and International Lithium is Lithium Strategic Investments and Royalty Company which is plugged-in the most dynamic EV and Energy Storage markets in China with partners like a giant from China Ganfeng Lithium." Read more.

No comments:

Post a comment