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Posted On: 01/12/2018 4:54:36 PM
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Good Read-Where The Money Is In The Electric Vehicle Supply Chain: Part I
Oct. 2, 2017
Automobile electrification is a secular trend that investors should keep an eye on.
The varying economics of the EV supply chain segments point to the raw material supply and battery recycling segments being worth further consideration.
In spite of the fanfare stirred by Tesla, one should avoid the EV assemblage and manufacturing segment for its poor economics now and in the future.
An understanding of the current state and future direction of the Li-ion battery technology may shed guiding light on which raw material suppliers offer the best prospect.
“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.” — Ian E. Wilson
1. Introduction
That the electric vehicle, aka, EV, is the future of personal automobile technology seems to be a foregone conclusion by now. EVs, e.g., in the U.S., have grown at a 32% CAGR over the past four years (see here). It is predicted by IEA that the EV stock may reach 9-20 million by 2020 and 40-70 million by 2055. Because the pace of technology adoption is quickening (Fig. 1), it is not completely outlandish to assume that the adoption of EV will happen in the lifetime of our generation. The year of 2017 may end up in history as the inflection point for automobile electrification. Evy Hambro, the manager of BlackRock World Mining Fund, went further by saying:
“The biggest theme over the next 10 or 15 years of investing is going to be getting right the transition away from the combustion vehicle towards EVs.”
page 1 / 8 | Next »
https://seekingalpha.com/article/4111150-mone...chain-part
Oct. 2, 2017
Automobile electrification is a secular trend that investors should keep an eye on.
The varying economics of the EV supply chain segments point to the raw material supply and battery recycling segments being worth further consideration.
In spite of the fanfare stirred by Tesla, one should avoid the EV assemblage and manufacturing segment for its poor economics now and in the future.
An understanding of the current state and future direction of the Li-ion battery technology may shed guiding light on which raw material suppliers offer the best prospect.
“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.” — Ian E. Wilson
1. Introduction
That the electric vehicle, aka, EV, is the future of personal automobile technology seems to be a foregone conclusion by now. EVs, e.g., in the U.S., have grown at a 32% CAGR over the past four years (see here). It is predicted by IEA that the EV stock may reach 9-20 million by 2020 and 40-70 million by 2055. Because the pace of technology adoption is quickening (Fig. 1), it is not completely outlandish to assume that the adoption of EV will happen in the lifetime of our generation. The year of 2017 may end up in history as the inflection point for automobile electrification. Evy Hambro, the manager of BlackRock World Mining Fund, went further by saying:
“The biggest theme over the next 10 or 15 years of investing is going to be getting right the transition away from the combustion vehicle towards EVs.”
page 1 / 8 | Next »
https://seekingalpha.com/article/4111150-mone...chain-part
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