Discover and read the best of Twitter Threads about #EV

Most recents (4)

#Dieselgate saved the German car industry and forced it to go electric. New Audi e-tron SUV for US market arrives shortly.…
Clearly, German auto brands need success in the US #EV market to achieve scale to bring down costs for their domestic sales goals. (Unless trumptariffs…)
Here’s Audi e-tron ad from the #Emmys sorta trolls Elon a tad
Read 3 tweets
Looking to #invest in the #Uranium space? 🌊🚢 For the average #investor the choices are limited in this tiny niche sector with only ~60 companies left standing, compared to over 500 during last #U3O8 Bull market. In this thread I will try to lay out some of your options... 🗂️
If you want lowest risk #investment in #uranium then best option is an unleveraged exchange-traded Fund that holds Physical #U3O8. ⚛️ In North America that's Uranium Participation (Canada: $U US: $URPTF) & in UK that's Yellow Cake PLC on London Stock Exchange (#AIM: $YCA) ✍🏼
If you prefer to invest in baskets of #uranium #stocks through ETF's for 1-trade in & out #U3O8 sector exposure, only 2 real choices. In North America, Global X Uranium ETF on #NYSE: $URA Indexed by Market Cap📊 In UK, Geiger Counter Ltd Fund on LSE: $GCL cherry-picked by PM's🍒
Read 13 tweets
A look at battery cost declines and why so many people thought there would never be an affordable #EV
When $TSLA launched the Model S this is what the cost decline for lithium-ion batteries looked like.

Analysts and forecasting agencies figured batteries were a mature technology and had reached a price floor.
But, for manufactured goods, cost decline forecasts shouldn't be time based or made by dragging forward historic declines. Wright's Law is relatively robust and states that for every cumulative doubling in production, there's a fixed percent cost decline
Read 4 tweets
Final presentation. Dan Hollingworth @eatechnology delves into electricity networks and the barriers and opportunities for EVs
Key areas to help the networks facilitate the #EV uptake.

1. Smart solutions.
2. Forecasting arrangements
3. Enabling investment in infrastructure
Dan finishes with the key takeaways for energy networks to consider to respond to EV growth.
Read 3 tweets

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