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2021 Stock Market

usedcarguy said:
If I were to bet on EV's, I would be betting on suppliers, not manufacturers. Building an automobile is an incredibly difficult and capital intensive task. Technical advantages are expensive to come by and very short lived. History is littered with a plethora of failed car companies. Tesla has had a huge head start and an endless supply of cash and still has never made a dime building cars. Now think about all of it's competitors, especially the lesser capitalized ones. There are countless other places to put one's money that would have a higher risk/reward ratio.
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Agree, instead of looking at manufacturers, look at the battery supply makers, charging products, mining of products for the batteries. Stuff that's way more cyclical makes more sense to me and we all could probably agree there isn't an endless supply of lithium out there. They're going to keep having to progress with different products for batteries for future supply and demand.
 
  • Agree
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4theCYcle said:
Agree, instead of looking at manufacturers, look at the battery supply makers, charging products, mining of products for the batteries. Stuff that's way more cyclical makes more sense to me and we all could probably agree there isn't an endless supply of lithium out there. They're going to keep having to progress with different products for batteries for future supply and demand.
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https://www.volkswagenag.com/en/new...lobal reserves are,and Argentina (6,200 tons).

The total global reserves are estimated at 14 million tons. This corresponds to 165 times the production volume in 2018. Where is the most lithium mined? With 51,000 tons, Australia was by far the most important supplier of lithium in 2018 – ahead of Chile (16,000 tons), China (8,000 tons) and Argentina (6,200 tons).
 
4theCYcle said:
Agree, instead of looking at manufacturers, look at the battery supply makers, charging products, mining of products for the batteries. Stuff that's way more cyclical makes more sense to me and we all could probably agree there isn't an endless supply of lithium out there. They're going to keep having to progress with different products for batteries for future supply and demand.
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PLUG was one I got in on super super early. I think they specialize in the batteries for huge earth hauling vehicles, like the ones you see at big mines. Sold out awhile ago and now I wish I would have played them super long.
 
usedcarguy said:
If I were to bet on EV's, I would be betting on suppliers, not manufacturers. Building an automobile is an incredibly difficult and capital intensive task. Technical advantages are expensive to come by and very short lived. History is littered with a plethora of failed car companies. Tesla has had a huge head start and an endless supply of cash and still has never made a dime building cars. Now think about all of it's competitors, especially the lesser capitalized ones. There are countless other places to put one's money that would have a higher risk/reward ratio.
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That's what I have been doing with SpaceX since it doesn't trade publicly.
 
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Gunnerclone said:
The towing capacity and performance of electric vehicles is insane.
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They are. Unfortunately, that comes at a cost of required battery capacity and range...both of which magnify the biggest downfalls of EVs. IDK what the battery capacity is on these F150's, but if they're building them to tow and haul, they are going to require either long and/or frequent charge times, or massive charging capacity.
 
usedcarguy said:
They are. Unfortunately, that comes at a cost of required battery capacity and range...both of which magnify the biggest downfalls of EVs. IDK what the battery capacity is on these F150's, but if they're building them to tow and haul, they are going to require either long and/or frequent charge times, or massive charging capacity.
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I’m thinking Windows that act as solar charging panels or something like that. Maybe some kind of dynamo system that can run all of the other parts of the vehicle that would allow for weight savings and thus extra range.
 
cyfan92 said:
Only in America can you increase the money supply by what?? 40% give or take and our fearless leaders can say we need more spending

fred.stlouisfed.org

M2

View data of a measure of the U.S. money supply that includes all components of M1 plus several less-liquid assets.
fred.stlouisfed.org
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It'll be fine nothing bad will happen.
 
- "Dating back to her days as Federal Reserve chair, Yellen has long called the nation’s fiscal path “unsustainable,” but has advocated more spending at a time when interest rates are low and the economic recovery remains incomplete "

We are **cked either way
 
4theCYcle said:
Agree, instead of looking at manufacturers, look at the battery supply makers, charging products, mining of products for the batteries. Stuff that's way more cyclical makes more sense to me and we all could probably agree there isn't an endless supply of lithium out there. They're going to keep having to progress with different products for batteries for future supply and demand.
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I agree to a point as that is the avenue that I was going to pursue. One problem that I came up with while thinking about investing in the Lithium world is the assumption that lithium is the answer. Sure, it's the battery tech we today but there are certainly issues with it. I've read about advancements on aluminum based batteries that can charge much quicker, cycle more often, and don't have the impact/fire concerns that Li batteries do (for example). The real long term solution is something we likely can't even imagine. Think some sort of solar glass/panel system exponentially more efficient than what we have today that is able to draw Hydrogen from the air and power a motor off of that. Hell, maybe we just need to discover our own astrophage!?
 
  • Agree
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Gunnerclone said:
I’m thinking Windows that act as solar charging panels or something like that. Maybe some kind of dynamo system that can run all of the other parts of the vehicle that would allow for weight savings and thus extra range.
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The power density of solar isn't very good, especially this far north. You'd likely need a 40' trailer of solar panels. lol
 
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