Member Info for antelope

I googles 'lithium ion battery cold weather reliability' and there were quite a few possible links...

This was the presentation I watched about a year ago.. https://www.youtube.com/watch?v=Kxryv2XrnqM&t=11s

I might choose a train from london to leeds, with an AEV at either end. Because the M1 could still be just as busy as now. A train is still more efficient, surely, than 400 AEVs.

Thanks for that. I'm sure I have seen this before, although that would confound the upload date stated here. I get his point of course, although I still maintain that as EVs are a replacement technology that replace a range of industries, as opposed to mobile phones for example, which were a new tech that embellished a single industry, their uptake is more complex and will be slower than stated here. After all, 'past performance is no guarantee of future performance' as they say. But I hope I'm wrong and he's right. After all, he's the expert. Might pick up on on points at 18.05, on maintenance and reliability. There are some doubts about EVs when it comes to freezing or very hot temperatures, and the related failure of batteries and other components under these conditions. But I'm sure it's a modest issue that will be resolved. It's a convincing presentation. Perhaps he's right. As a slight aside, that list he puts up at about 8 minutes (see here: https://www.screencast.com/t/wxMhsyrZ ) is interesting. From an investment perspective. It's hard to know how to cover them all. On the IoT/blockchain front, all I have is TERN, who own 53% of Device Authority - a security solution for IoT and BC. Robotics.. the best I can find is ABB although they're hardly going to multibag. Solar, I have Meyer Burger tech, who make the production lines for making panels. (I noticed he doesn't mention wind) I'm heavily over invested in batteries (Li and Co). ANd the rest, I can't find anything. Any ideas?

Quote "By 2030, within 10 years of regulatory approval of autonomous vehicles (AVs), 95% of U.S. passenger miles traveled will be served by on-demand autonomous electric vehicles owned by fleets, not individuals, in a new business model we call �transport-as-a-service� (TaaS)." This seems hugely exaggerated to me. In just 12 years, presumably about 95% of ICE vehicles, including all those SUVs being bought and on order right now, will be... what?.. scrapped? I can see that happening in Hicksville, Tennessee. An LA suburb perhaps.

Good article. Thanks. As someone with a keen interest in global issues, ranging from climate change and population/consumption driven resource usage to biodiversity loss, I find it pretty depressing though.

fyi http://www.scmp.com/business/companies/article/2132416/chinas-geely-takes-3pc-stake-daimler-eye-electric-car-venture I have shares in geely too :-) And https://www.mercedes-benz.com/en/mercedes-benz-energy/energy-storage-home-private-customers/

I was told by someone who claims to have spoken directly with someone senior at VW that the idea of making batteries at the skoda factory is very much on the table. But I don't take this seriously as I don't know the guy well. Anyway, like most things, it's possible. We just don't know. And anyway, there's that EVs-by-2020 angle. I agree with you that it would seem to make more sense to source batteries from specialist manufacturers (Toshiba is another one, who have developed a low cobalt anode). But there's also an argument for car maker ownership of supply chains where resources like Li will be tight. That's an incentive to make batteries and have deals with miners.

I think the merc (read Daimler) battery manufacturing project is an exercise in diversification. Cars are being commoditised. Even vacuum cleaner manufacturers can make them now. One reason I have shares in merc. And they are moving into the domestic energy storage space too. So, Merc could be a customer. And Geely, who own Volvo (see large Uber order for autonomous cars), have just taken a 5% stake in daimler because they want access to Daimler's battery tech, and a JV. Further evidence that Daimler are going to make batteries. But they're unlikely to be making them in the CR.

Anyway, even if skoda were to manufacture batteries, they're producing EVs from 2020. That's too soon for us. My point is that, whatever babis et al think might be desirable, the realities are that we will probably have to sell Li carb/hyd to customers in other countries for battery production. Which is absolutely fine and dandy. The 'keep it in the CR' aspect can only go as far as us processing the ore. Which we were going to do anyway.

It's conceivable that VW designates its Skoda factory as a battery manufacturing hub. But equally likely that they source batteries from a third party manufacturer.

They're also listing on the HK stock exchange. They also already have two JVs in place with International Lithium (ilc)

https://www.motor1.com/news/221745/skoda-ev-production-start-2020/ I can't imagine VW agreeing to source batteries from a different supplier just to keep Babis' idea about keeping the whole supply chain Li through to batteries - in the CR. They'll be sourcing batteries from wherever the rest of the VAG group source them. Which means our processed Li will have to be exported, and babis' vision is a pipe dream. Uness he's happy to see Skodas being built using foreign Li and batteries whilst continuing to rely on He3da as the CR battery manufacturer. But even they are build a factory in the US. And as far I'm aware, do not yet have any contracts to supply batteries to the big car manufacturers.

https://electrek.co/2018/01/29/mercedes-benz-electric-vehicle-production-global-battery-network/

https://electrek.co/2018/01/31/vw-electric-car-production-zwickau-factory/

Myst To quote you "Everything going on in the background, but know one will confirm until politics sorted." "confirm" You tell me. The CZ govt (babis, for his own aims) has spread the message that the existing MoU isn't after all, something that is tenable. Huner has been tasked with reviewing it, but in the heat and chaos of current CZ politics, it doesn't matter, as it's simply seen as uncertainty. Until there is an announcement that states that the nature of the relationship between EMH and the national governing framework within which EMH is operating is mutually acceptable to both EMH and the CZ govt, and that it ensures secure progress, then EMH is going to be treated with caution by the markets. We are are going to sit idle until we have news of this sort. Hard truth. Once it comes... and it will.. we'll soar. But the pain is that we don't know when it'll come.

Especially given that Huner has said a revised version had been submitted to EMH for their input.

Well how will it be confirmed other than by issuing another MoU?

Presumably what we're all waiting for is a re-issued MoU... yes?

They haven't announce the cobalt supplier (likely to be Norilsk imo) and EMH don't supply that...