Hey Stevo, I wrote a few years ago that the UK has dedicated parking for EV vehicles, since then I have been to France and Norway (this being the most progressed EV place I have seen). Most European countries have a higher population density than Aus and NZ so EV's make sense with increased pollution emission restrictions. My brother in law has driven the EV Jag, I mean its not cheap but sounds great and he says it flies.
Another thing I read was Tesla battery day, I will post the excerpt below as its interesting.
The final element to Sean’s thoughts on Tesla’s pseudo “Master Plan, Part Trois” is that he thinks Tesla will announce that it has greater control of the early-stage supply chain. This would include the extraction of raw materials and the processing of them — especially lithium, nickel, and cobalt. Sean also covers the projected shortages around some of these, includinglithium.
One of the last things Sean talks about is that RK Equity thinks that Tesla could buy Lithium Americas due to existing Tesla ties. The company’sThacker Passis the largest known lithium resource in the USA. It could make sense for Tesla to have control over the extraction and production of raw materials on the North American continent. He also touches on Trump and the trade war with China.
Now Thacker pass is the other side of the State to our little tenement over there, but it starts to make you think about consolidation and supply of Li. And just for a final; He thinks that this coming Tesla Battery Day will be a roadmap for what is in the future for Tesla’s strategic plans. The first thing Sean predicts is that Tesla will announce that it has broken the $100/kWh price at the cell level. He also thinks that they might announce that they are increasing volume production to more than 1 terawatt-hour (TWh). His views but I am sure he is more informed than a lot of us.
AGY Price at posting:
6.6¢ Sentiment: Buy Disclosure: Held
