Wednesday, 14 September 2016

Lithium Race: We Can Get 1,000,000 Electric Cars Sold Worldwide In 2016.


  EV Obsession reports that now we have 500,000 electric cars in Europe. As you remember, I expect China to sell only this year 500,000 EVs with 207,000 already sold by August. Europe has 91,300 EVs sold by July and is taking the second place after China and before the U.S. with 93,197 EVs sold by September, which is now falling into the 3rd place. Europe will reach its 100,000 EVs sold faster than the U.S. this year. What is really interesting to note is that Renault Zoe is leading sales in Europe now with 14.2% market share. It is a nice car, but not the best electric cars can offer. Tesla Model S is at 8.7% of EU sales. It is the best electric car, but not affordable for the mass market by ant stretch of the imagination. 
  Now you can better realise why I am calling that the tide is coming after the release of GM Bolt and Tesla Model 3 following after that. For the first time, we will have two electric cars with more than 200 miles range and below $40k. Another very interesting point in this article that 250,000 EVs are estimated to be sold this year only in Europe! We are reaching the pivotal point on our way towards the mass market for electric cars and the total electrification of our transportation. We have now only over 1 million electric cars sold in all of our history. This year alone China can sell 500,000, now we can start talking that the U.S. will match Europe at least and we can have 1,000,000 electric cars sold just in 2016! China will see EVs sales accelerated after cleaning up its incentives scheme for the EVs makers earlier this year  and Tesla will be ramping up its production with GM selling Electric Chevy Bolts now as well.
  Markets will be up and down, companies will come and go, but we are witnessing the historic moment of coming out of ICE-age in our transportation. We are talking here about the disruption of $4 trillion transportation industry based on Lithium Technology. Now it is time to check out where all this lithium will be coming from. And the answer: "From Panasonic" - will be better than: "From the underneath of Tesla Gigafactory in Nevada", but still the same like if electricity is coming just from the socket in your wall. 

China Leads Lithium Race: Electric Cars Sales Doubled For July To 36,000 With 207,000 EVs Already Sold In 2016.


  "China leads the Lithium Race with 98% increase in EVs sales y/y in July! InsideEVs reports that New Energy Vehicles sales hit 36,000 in July bringing the total for 2016 to 207,000. Warren Buffett's BYD is in the lead. Year on year EVs sales in China in 2016 have more than doubled with 123% increase so far! Battery Electric Vehicles are taking 74% of total electric cars sales in China this year.
  Now we can run some back to back comparisons for China and the US. China is moving fast increasing the gap and confirming its status of the largest electric cars market in the world one more time. We have seen the largest increase in the US in sales of EVs in August up to 66% y/y with total 14,882 electric cars sold that month. In China, we had 98% rise and 36,000 EVs sold in July. Total EVs sales in the US up to September were 93,197 and in China, we have already 207,000 by August - leading the US by 122%!     
  What is really important that EVs sales in China are totally dominated by the Chinese automakers. Now we have 25 companies which are making 51 models of electric cars in China. And ... 200 companies are  developing 4,000 new models of electric cars! Not all of them will be Teslas, but we can see what state-level military planning can do. When in the West will we see our new "Manhattan Project" aim to destroy the corruption holding us all back for years with "Clean Diesel" and "Not So Dirty Petrol" cars? Nothing is perfect anywhere and China will take a lot of titles in this field as well, but I am talking about us - when will we start thinking longer than the next turn on the road or Q results? Elon Musk has taken us very far with his own money, holding the ground of the best Lithium Technology and Electric Cars alone against all China state-level planning military machine. Now we need millions of electric cars and very fast. Who will make it? When finally Apple electric car is coming if ever? Where are all those Titans of the E-Commerce, Technology and INTERNET who are swimming in cash - searches, RTs and likes are great, but do you really need them when you cannot breathe anymore? All questions are rhetorical, nothing will change before you start it. Stop buying cancer hazard polluting ICE-age garbage, join our call "Ban Diesel UK" and spread the message.
  For those who like to connect the dots and blessed with more than 30 seconds attention span, I will provide a few links showing what is really happening in the Energy rEVolution Universe now.  Read more."


"The New Lithium Top 5": EV Race At Ludicrous Speed - 200 Companies Are Developing 4,000 Models Of Electric Cars In China.

  "People are still choking up when I casually drop my line that there are 25 companies which are making 51 models of electric cars in China right now. Bloomberg is writing about another EV maker from Japan nobody-knows-about, but the real Lithium Bomb is coming with the line that around 200 companies are developing estimated 4,000 models of electric cars in China now!
  Should we all check together the lithium demand again? You can find the links below with more information about Tesla Gigafactory 1 and another dozen of Lithium Megafactories  all over the world. I was very cautiously pointing out to the 17 start-ups in China started in 2015 alone and trying to make lithium batteries before.  Bloomberg has brought us all on another page of understanding of this state-level crafted and carefully planned military operation called New Energy in China. Should we start talking about rumoured 500 Lithium Batteries factories in China rising up right now?
   In our Lithium Universe, according to Robert Baylis,  Albemarle is number 1 getting 25% after its latest deal in China with Jiangli. SQM is struggling to hold 2nd place with 19%, with all its political problems.  FMC was left behind by Tianqi now with 16% claiming place number 3 and announcing the End of "Old Big 3". Ganfeng Lithium is challenging FMC as well and they both are sharing places number 4 and 5 in the "New Lithium Top 5". International lithium is building the vertically integrated lithium business with $4.5 billion giant from China. Ganfeng Lithium is a strategic partner of ILC and financing our J/V projects in Argentina and Ireland.
  Joe Lowry has pointed out that this recent move by Albemarle in China is expanding its margin, but not increasing the amount of LCE produced. I am following the comments on this chart below from Robert Baylis as well. Read more."

Robert Baylis.


August 20th, 2016 by 

A total of 91,300 plug-in electric vehicles were sold in Europe through the first 6 months of 2016, making for a 21% year-on-year increase (as compared to the same time period in 2015), according to the most recent figures from EV Obsession and CleanTechnica partner EV Volumes.

Europe EV Sales H1 2016
In this context, “plug-in electric vehicles” refers to all-electric (EV) and plug-in hybrid electric (PHEV) passenger vehicles, as well as light commercial vehicles (i.e., delivery vans).
While growth was strong earlier in the year, the second quarter saw a notable decline. Year-on-year sales during June were more or less flat, and growth for the quarter was only around 13%. The slowdown was mostly down to weak growth in Denmark, the Netherlands, and Switzerland.
Europe EV Sales H1 2016 Monthly
Growth elsewhere remained fairly strong, though — in particular, in Spain, Austria, Finland, Portugal, and Belgium. PHEV growth was strong nearly across the board, with only the Dutch and Danish markets seeing a drop. The extreme drop in the Netherlands (-73%), a key market, was mostly the result of changed taxation policies, which thus distorts the overall picture of growing electric vehicle awareness and popularity.
EV Market Share EuropeAs far as the country-scale split for plug-in vehicle market share, Norway retained a huge victory margin — with around 24% of the country’s total automotive sales being accounted for by EVs and PHEVs. In second place was Sweden with a nearly 3% market share for plug-in vehicles. This was followed by Iceland, the Netherlands, Switzerland, France, Belgium, Austria, and the UK — all with plug-ins accounting for a greater than 1% share of the countries’ total automotive market sales.
With regard to the best-selling models, the Renault Zoe held the top spot in June, accounting for roughly 14.2% of all plug-in vehicle sales in Europe. This was followed by the Mitsubishi Outlander PHEV (10.2%), the Nissan LEAF (9.3%), and the Tesla Model S (8.7%).
Europe EV Sales H1 2016 Top Cars
Interesting developments during June were a surge in Nissan LEAF sales in France and Norway, and a drop in Tesla Model S sales in Norway and Denmark (which could be due to demand or Tesla shipment priorities or issues). The Nissan LEAF surge is particularly interesting, as there’s a much improved version of the popular EV slated to hit the market in a year or so.
Europe EV Sales 2016 Est
With regard to the outlook for the rest of 2016, our partner EV Volumes notes that, “193,000 plug-ins were sold in Europe in 2015, which was double the 2014 number, with much of the gains occurring in Q4. For 2016 we have scaled back our growth expectations, given the weak Q2 developments in some important markets. 98,700 units were delivered in the first half of 2016. July results we have obtained show +16% in Norway and +80% in Sweden, compared to July 2015.”
Continuing, that coverage states that, “by now, we have 500,000 plug-ins on European roads. Their number needs to increase to over 8 million at the end of 2020, if all the individual country targets are to be met. This requires nearly 100% year-on-year growth between 2016 and 2020, a daunting task with current conditions. Our estimate for 2016 is a 30% increase vs 2015 to 250,000 units sales in Europe.”
Harsh words. Though, ones that are likely accurate. For all of the talk about working to reduce greenhouse gas emissions, current policies and market conditions don’t seem to be enough to support the achievement of the goals that have been set by various regional governments in Europe.
All images via EV Volumes"

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