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Electric Vehicles, the Investment Ecosystem
Nopoo
post Posted: Today, 03:00 PM
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Good news for EV sector in China, should help with the global economy and environment.

NEWS - $IDEX - China Extends New Energy Vehicle Purchase Subsidies and Purchase Tax Exemption Policy for Two Years




https://investors.ideanomics.com/2020-03-31...y-for-Two-Years







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Nopoo
 
nipper
post Posted: Mar 27 2020, 04:36 PM
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The uncertain future for China's electric car makers
https://www.bbc.com/news/business-51711019

QUOTE
Over the last three years the number of Chinese electric vehicle manufacturers has tripled, with more than 400 registered nationwide. But that breakneck expansion alarmed the government. Last year it decided to put the brakes on by withdrawing approximately half of its financial incentives for buyers. A slump in sales quickly followed, in the last quarter of 2019 sales for electric vehicles plummeted.

Now the coronavirus has supplied a second punch.

Manufacturers have been forced to halt production lines and close dealerships in a bid to stop the spread of virus. Overall auto sales in plunged 79% in February compared with the same month in 2019, according to figures from the China Association of Automobile Manufacturers. Sales of new energy vehicles (NEVs) fell for the eighth month in a row.


QUOTE
"Chinese auto and battery technology is still not world-class. CATL and BYD are strong battery makers, but they are still somewhat behind technologically from their South Korean and Japanese counterparts. And Chinese automakers are still second-class producers even in their own country and they have barely any sales outside China,"





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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
Nopoo
post Posted: Mar 14 2020, 03:34 PM
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Nasdaq:IDEX - Ideanomics Announces $250 Million USD Worth of Electric Vehicle Orders



https://investors.ideanomics.com/2020-03-12...om-Zhitong-3000




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Nopoo
 
nipper
post Posted: Feb 20 2020, 10:57 PM
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Battery Configs:
Tesla’s China surprise big blow for cobalt, nickel price bulls
https://www.mining.com/teslas-china-surpris...el-price-bulls/

QUOTE
...the world’s largest electric carmaker is shifting some production of its most popular model away from batteries that contain nickel and cobalt.

In a surprise move, China’s top battery manufacturer CATL will supply Tesla with lithium iron phosphate (LFP) batteries for its Model 3 production at its newly built $2 billion factory outside Shanghai.

The Model 3 is Tesla’s most popular, and the US-made version uses the company’s nickel-cobalt-aluminum (NCA) cathode chemistry. Most other automakers favour nickel-cobalt-manganese (NCM) cathode chemistries.

LFP batteries are cheaper than batteries using NCA and NCM chemistries but lack the energy density, reducing driving range. LFP batteries power almost the entire electric bus fleet in China and are popular for smaller city runabout vehicles where range is not an issue,...




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 6 2020, 10:10 AM
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In Reply To: mullokintyre's post @ Feb 6 2020, 09:54 AM

Yes, agree. My son's now in my house (long story), he's asked if panels can go on the roof specifically for charging his bike batteries.

Sure, I said, just get the ACT govt to let you cut down the neighbour's gum tree that overshadows us.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
mullokintyre
post Posted: Feb 6 2020, 09:54 AM
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In Reply To: nipper's post @ Feb 6 2020, 09:31 AM

At least they say its going to be planned.
Before they roll out of large numbers of electric vehicles, they have to sort out the charging problems first,
Scalability is the big issue, as our distribution networks were never designed for fastcharging of batteries on a macro scale.
If ever there was a primary use for localised solar or wind generators, electric charging stations have got to be the primary goal.
Short run DC generation and charging rather than running massive inverters to convert AC to DC for charging.
The high current draw required to charge vehicles will put a big strain on AC networks.
Households should not be allowed to run EV chargers unless they have solar rooftop systems with battery backup storage would be a good start.
Mick



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sent from my Olivetti Typewriter.
 

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birnam
post Posted: Feb 6 2020, 09:52 AM
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In Reply To: nipper's post @ Feb 6 2020, 08:56 AM

Yeah, electric cars are the future. Where they're getting the electrons from to power them is still to be explained. At roughly 4kW of electricity needed for each litre of fuel displaced that's an awful lot of solar panels, wind or gas turbines, transmission lines and storage to fill the need.

 
nipper
post Posted: Feb 6 2020, 09:31 AM
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In Reply To: nipper's post @ Feb 6 2020, 08:56 AM

QUOTE
Federal Energy and Emissions Reduction Minister Angus Taylor said as part of a $3.5 billion climate solutions package, the government was developing a National Electric Vehicle Strategy, to be finalised by the middle of the year.

He said the strategy would ensure a "planned and managed transition" to the new vehicle technology so that Australians who "choose to adopt new technologies are supported in doing so".


https://www.smh.com.au/politics/federal/sha...202-p53wx3.html
big numbers locally (lol)
QUOTE
Electric Vehicle Council show 6718 electric cars, including hybrid plug-ins, were sold nationwide last year, up from 2216 in 2018.





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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 6 2020, 09:31 AM
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In Reply To: mullokintyre's post @ Feb 6 2020, 09:19 AM

that's a job for the UN, mick



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
mullokintyre
post Posted: Feb 6 2020, 09:19 AM
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In Reply To: nipper's post @ Feb 6 2020, 08:56 AM

Did he happen to mention China, India and USA in that speech?
Between them they account for 50% of the CO2 emitted.
Mick



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sent from my Olivetti Typewriter.
 
 


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