Electric Vehicles ("EVs")
Posted: Fri Jan 12, 2018 10:24 am
I am keen on power storage technology, not just for EVs. For those of you that think EVs will drive down the demand for oil, read this.
https://www.bloomberg.com/graphics/2018 ... atechanged
The number of EVs on the road will continue to grow. There is no debate about it. However, the number of ICVs (internal combustion vehicles) will grow at about 20X the rate of EVs, at least for the next few years. EV growth will be limited by the supply of cobalt, lithium and graphite. There are not enough known supplies to meet some of the wild predictions of EV growth.
That said, the market for power storage (rechargeable batteries of all sizes) is HUGE. < This will be our topic at our luncheons on January 15 in Houston and January 16 in Dallas.
Nemaska Lithium and Nouveau Monde Graphite will be presenting at each luncheon.
https://www.bloomberg.com/graphics/2018 ... atechanged
The number of EVs on the road will continue to grow. There is no debate about it. However, the number of ICVs (internal combustion vehicles) will grow at about 20X the rate of EVs, at least for the next few years. EV growth will be limited by the supply of cobalt, lithium and graphite. There are not enough known supplies to meet some of the wild predictions of EV growth.
That said, the market for power storage (rechargeable batteries of all sizes) is HUGE. < This will be our topic at our luncheons on January 15 in Houston and January 16 in Dallas.
Nemaska Lithium and Nouveau Monde Graphite will be presenting at each luncheon.