electricvehicles
As the world moves towards the electrification of the transportation sector, demand for oil will be replaced by demand for electricity. How Much Oil Do Electric Vehicles Save?A standard combustion engine passenger vehicle in the U.S. uses about 11 barrels of oil equivalent (BOE) per year. A motorcycle uses 1, a Class 8 truck about 24, and a bus uses more than 258 BOEs per year. When these vehicles become electrified, the oil their combustion engine counterparts would have used is no longer needed, displacing oil demand with electricity. Since 2015, two and three-wheeled vehicles, such as moped...
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Global demand for electric vehicles (EVs) has continued to grow on the back of wider macroeconomic problems. While this is good news for automakers in the businesses, and investors throwing their cash at these companies, some manufacturers in China are having a hard time posting positive profits. Despite these EV automakers seeing increased demand from consumers in both China, and abroad, and delivering more vehicles than in the last few years, some companies have yet to be profitable since their inception. While some EV manufacturers, such as BYD have seen improvements in their bottom line ov...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. The Labor Department reported that the PPI declined -0.5% in March and rose 2.7% in the past 12 months (down from a 4.9% annual pace in February). This was the largest monthly drop in the PPI in almost three years (since April 2020) and the annual rate is now running at the slowest pace in over two years (since January 2021). Wholesale energy prices plunged -6.4% in February, while wholesale food prices rose 0.6%. Q1 2023 hedge fund letters, conferences and more Excluding food, energy and trade margi...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. This is a big week for economic news, namely the Consumer Price Index (PPI), the Producer Price Index (PPI) and Retail Sales. The big thing associated with the CPI is that we want to see the real estate component, namely, Owners’ Equivalent Rent, finally moderate due to falling home prices and a soft rental market. The PPI contracted in February, so we want to see if that trend continues in March, plus it would help if wholesale service prices moderated. Q1 2023 hedge fund letters, conferences and mo...
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I couldn’t believe what I saw at the Mercedes dealership… 5% is the magic number… The simplest way to profit from the EV boom… Walking Into A Mercedes Dealership1. I walked into a Mercedes shop in New Orleans the other day and was shocked… All I saw were electric vehicles (EVs). Rows and rows of them. I had to walk all the way to the back of the store to check out the “old school” gas-powered models. Q4 2022 hedge fund letters, conferences and more My estimate is seven out of 10 cars in the shop were electric. And the way the trend is going, it won’t be long before gas cars are considered “cla...
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Across the automotive industry, legacy car makers and manufacturers are charging up their performance and electrifying their vehicle line-ups as they gear momentum for the mainstream endorsement of electric vehicles (EVs) and battery-electric vehicles (BEVs) across growing consumer markets. Q4 2022 hedge fund letters, conferences and more To speed things up, governments and automakers have set out energetic goals over the next several years. Across several markets, including the United States, Europe, and China, EV adoption has seen steady growth over the last several years, as new sustainable...
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In his podcast addressing the markets today, Louis Navellier offered the following commentary. The Doves Are Outnumbering The HawksThe Federal Open Market Committee (FOMC) minutes were released on Wednesday and revealed that the vast majority of FOMC voting members favored a 0.25% key interest rate increase and a few FOMC members would have agreed to a 0.5% increase. Although Cleveland Fed President Loretta Mester and St. Louis Fed President James Bullard have been outspoken and calling for larger interest rate hike, neither vote on the FOMC. Q4 2022 hedge fund letters, conferences and more Th...
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The EV market continues to develop, not just in sales but in technology. A critical technology aspect for EVs is the thermal management of the various components to keep everything operating at the optimal temperature. Active cooling with water-glycol type coolants is the dominant thermal management strategy for the battery, but what about the other components in the drivetrain, specifically the motors and power electronics? These components are also critical to EV operation and have their own thermal requirements. Q4 2022 hedge fund letters, conferences and more While the optimal operating te...
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It’s set to be yet another banner year for the electric vehicle (EV) and battery-powered electric vehicle (BEV) industry, with global automakers and EV startups all competing to take their place at the top, as electric vehicles enter the mainstream consumer marketplace. Both Europe and the United Kingdom also experienced an increase in EV registrations throughout 2022. In Europe, almost 211,000 new passenger plug-in cars were registered in October 2022, a 14% year-over-year increase. Over in the UK, the country currently has more than 660,000 battery-operated cars on their roads, with another ...
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U.S. Senators passed the Inflation Reduction Act, a bill that aims to fight climate change, reduce drug prices, and raise some corporate taxes. One piece of that bill would provide tax credits to consumers who purchase electric vehicles. Requirements In The BillLawmakers have received a lot of flak from that bill because the conditions could mean EVs from many companies are not eligible for the tax credit. However, consumers who are set on buying an electric vehicle may still be able to reap benefits when buying their vehicles from several companies. Q2 2022 hedge fund letters, conferences and...
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