A point that may be worth discussing is the ratio of BEV's to PHEV's in 2021 and beyond, as more BEV's equates to larger batteries, thus more demand for battery metals.
Focusing on China and EU sales in 2020, the ratio in China so far this year is 80% BEV's, while in the EU from my readings, the ratio is ~50/50. My understanding of the CO2 regulations in the EU will not favor PHEV's from 1 Jan 2021, meaning OEM's would need to sell 1.5 PHEV's to 1 BEV in order to comply. While there is nothing stopping the legacy OEM's from selling more PHEV's, that being the case, a larger % of overall (all vehicle) sales would need to have a plug.
Anyways, the OEM's will do what's best for them. While ICE vehicles are dead, will it take a few more years to kill off the PHEV's.
A point that may be worth discussing is the ratio of BEV's to...
-
- There are more pages in this discussion • 1,961 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add PLS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.95 |
Change
0.060(2.08%) |
Mkt cap ! $8.883B | |||
| Open | High | Low | Value | Volume |
| $2.91 | $2.95 | $2.80 | $37.16M | 12.90M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 145182 | $2.93 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.95 | 119681 | 14 |
View Market Depth
| Last trade - 16.10pm 04/11/2024 (20 minute delay) ? |
| PLS (ASX) Chart |