I have followed this closely for 3-5 years for stock market $$ reasons.
The given fact is that electric EVs are 5-7x more efficient in energy /
blended cost terms for users in short/medium terms, globally.
The trend for 5-7 years is electric cars gaining about 100% in terms of
sales volume every 18 months.
With mostly nissan leaf, and chinese subsidy econoboxes, until tsla got
big around 2016.
There will be == zero EV cars from big companies apart from tesla with
major large-volume mass market offerings for about 3-6 years. Ex china.
Until about 2021-2023 there is zero probabaility of any meaningful
production of cobalt for auto use, globally, in more than 2M / yr
marginal quantity ex 2017.
Tsla will make near 1M, +, via panasonic owned mines and refineries.
China made 500k in 2017, growing 100% / 18 months.
Nissan (leaf) made some batteries.
No-one else all together is even relevant.
On 18/04/2018 22:23, Kev captainyoung@gmail.com [electricboats] wrote:
>
> Many car companies are coming out with electric cars in the next 2-3
> years. The price will drop, battery tech will get better, and fossil
> fuel cars will lose market share rapidly.
>
--
-hanermo (cnc designs)
Posted by: Hannu Venermo <gcode.fi@gmail.com>
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