Umicore

Beleggen in aandelen beurs Brussel, BEL 20, lokale fondsen, etc.
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FF2170
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Re: Umicore

Berichtdoor FF2170 » 07 Mei 2018 15:49

S Curves

S Curves.png
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Re: Umicore

Berichtdoor FF2170 » 07 Mei 2018 15:50

Too much battery capacity? at least 500 GWh by 2022, and probably more

Nomura battery capacities.png


source:
https://cleantechnica.com/2018/05/06/to ... i-c-e-age/
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Re: Umicore

Berichtdoor FF2170 » 07 Mei 2018 18:25

An in-depth report on electric buses by BNEF (60 pages)

https://c40-production-images.s3.amazon ... 1523363881

e-bus chart.png


Many other nice pictures in the report, such as this one:

Battery chemistries.png
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Re: Umicore

Berichtdoor alles kan beter » 09 Mei 2018 06:31

be the reason someone smiles today. or the reason they drink. whatever works

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Re: Umicore

Berichtdoor FF2170 » 09 Mei 2018 07:23

Looks like Stephan Csoma has been with Umicore a very long time.

https://www.linkedin.com/in/stephan-csoma-4932276/

Exercising his stock options. Management selling has no meaning.

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Re: Umicore

Berichtdoor FF2170 » 09 Mei 2018 16:23

A new AAA survey finds 20% of Americans say their next vehicle will be an electric car.

That's up from 15% in 2017, the first time that AAA asked the question.

https://www.usatoday.com/story/money/ca ... 586987002/

My guess is 12 months from now the same survey will say 30% and then 40% in 2020.

Because of its long range, and attractive TCO figures, I see a lot of Chevy Bolts on the road now and many more Model 3s as well now that Tesla is making about 3,000 units per week.

Many owners of the Model 3 feel this way about their cars:

https://medium.com/@elanf/on-the-tesla- ... 5acabd8ff5

Currently we are still reading Model 3 has build quality issues but I suspect those bugs will mostly be gone within six months.

By summer 2019 Tesla will crank out 10,000 units per week if the demand is there. At the rate of half million units per year.

When the Model Y comes out it could do 1 million units per year.

Going forward, in the SF bay area, people will literally laugh at you if you bought a new mid-range ICE MB BMW Audi Lexus over the Model 3 (and Y).

I suspect ICE will die quicker than analysts project. I can see it with my own eyes here in the SF Bay Area in additional to all the data we now see on the internet. And data and news flow shows the electric ramp in China is even more intense.

I am sure affordable long-range pure electric cars will come to Belgium soon starting with the Model 3.

So far GM's Mary Barra refuses to sell the Chevy Bolt in Europe but that will change.

Legacy automakers hate electric cars because they can't make money selling electric and they can't make money servicing electric. EVs will kill jobs I agree, Hyundai labor union head said "electric cars are evil"

https://electrek.co/2018/03/27/electric ... nion-head/

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Re: Umicore

Berichtdoor FF2170 » 09 Mei 2018 18:35

CATL = Contemporary Amperex Technology Co.

CATL had 29% of Chinese battery market in 2017. Second was BYD at 16%.

CATL was able to lower prices of its batteries by more than 30% in 2017.

(from $324/kWh to $222/kWh; 1 USD = 6.36 CNY. But GM said LG Chem's cells to GM was $145/kWh, so maybe $222 is at pack level? or of entire industry?)

CATL battery sales in 2017 grew from 6.8 GWh to 11.8 GWh, increase of 73% y/y.

article:
https://www.bloomberg.com/view/articles ... s-on-trade

For a company of this size that is about to go public CATL's website is terrible:

http://www.catlbattery.com/en/

I still can't find their English IPO prospectus online.

I think this is their prospectus in Chinese filed sometime in 2017:

http://www.csrc.gov.cn/zjhpublic/G00306 ... 650675.pdf

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Re: Umicore

Berichtdoor FF2170 » 09 Mei 2018 22:14

FF2170 schreef:Too much battery capacity? at least 500 GWh by 2022, and probably more

Nomura battery capacities.png

source:
https://cleantechnica.com/2018/05/06/to ... i-c-e-age/


Nomura battery capacities.png


Looks like above data is already obsolete.

Benchmark’s @sdmoores calls LG Chem’s expansion plan “incredible” as the lithium ion battery major expands from 10GWh to 60GWh in a 2 year period:

https://twitter.com/benchmarkmin/status ... 7070028800
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Re: Umicore

Berichtdoor FF2170 » 10 Mei 2018 01:07

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Re: Umicore

Berichtdoor FF2170 » 10 Mei 2018 16:23

Interesting chart showing powertrain mix in UK since the diesel scandal ...

Rest of western Europe might be similar?

UK powertrain mix.png


source:
https://twitter.com/eyaven/status/993960250586882050
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