The Impending Boom, page-364

Hi ozblue,

I agree with what you are putting forward, and as per your previous post, battery size is a key factor, I think early Nissan leaf batt size was 21, we are now talking 55 -60 gererally, but 110 for higher performance vehicles. Then you have buses, trucks, e-bikes, etc, etc.

From a range enxiety perspective, I think is was UBS that conducted a survey on average distance travelled per work day, and numbers came in at approx 80 miles (128 km). Thus, most current batts would more that cope with that, either recharging at work or at home overnight.

I guess another consideration, is maybe less uptake in EV's if autonomous ride sharing kicks in evetually, thus less individual owenership for city and urban dwellers.

From oil price perspective, if prices get above $100 pb on higher demand (due as you say, lack of investment), that could bode well for EV's, solar, everthing rechargable from cost diffentiation perspective.

However, if oil pushes to that $100 level, watch the cost of everthing rise, thus leading to high inflation followed by higher interest rates, which would not be good for the global markets, including vehicle sales of any type. If you look back at prior market events, those events happen in high oil price and thus inflation/interest rate environments.

I can see a major demand pull as I look forward, and thus bullish on the whole thematic. Future demand across the whole supply chain is anyones guess, I say suprise on the upside, but lots of moving parts that can change that momentum before you know it.