I have my DD. Stellantis, Arrival, Ford, Volkswagen are going to improve next 5y. Batteries and related to mining bottleneck. Russia mining is down not in 5-10y will return to market decent input, Greenland will be the next big Eldorado. Vale and Rio Tinto will outplay BHP but the best position is from the unknown Bluejay…which partnered with KoBold and Rio Tinto and has the license for the future world biggest deposits rare materials in…Greenland…yes…the place Trump tried to buy because someone told him (secret services, Pentagon) that that’s the place for the next world mineral extraction center. Critical for batteries. Lithium will rule the motor transports, meanwhile iron ore will get fundamental for the storage batteries. Graphene still in the very early stages of semiconductors and…any inputs?
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In the short term, cobalt and nickel are the problem. In the long term, battery companies will find a way to eliminate or at least significantly reduce them.
Lithium is very abundant, so that’s not a problem. The problem for now and the mid term is a lack of working mines.
Don’t confuse car companies with battery cell manufacturers. Track the cell manufacturers, not the car companies. If the cell manufacturers have a product that’s right for the market then they’ll be able to sell them to whoever….
Solid state batteries are worth looking at, phosphorus would be my play. It’s also a chemical used in some it the current generation batteries. Not sure how it’s sourced or in what form.
Edit: Look at copper as well. That’s got a better then average chance of turning into a critical shortage
>I don’t really know anything about that stuff, sorry.
Lithium is not going to remain important for ev’s
Lithium ion batteries aren’t sustainable; they’re explosive, and their service life vs expense is poor. Mining it is very environmentally bad.
It’s a stepping stone tech. Graphene is where it’s gunna be at unless we go to something like hydrogen fuel cells
Great DD…
And graphene is the miracle anode of the future over the past 50 years…
Arrival XD
Bitch please, this is worst POS I ever invested. They can’t deliver a single promise and their micro-factory idea will likely flop. But I guess they will improve as the current state of affairs is 0 vehicles delivered up to date, not hard to improve from there