Tag Archives: Electric Vehicles

China’s EV Surge: A Tipping Point With Global Economic Ramifications

Five Key Facts: China’s electric vehicle market is approaching a structural threshold that international economists and portfolio managers should be watching closely. BYD Executive VP Stella Li recently told CNBC that China’s EV penetration could “very quickly” approach 80% of … Continue reading

Posted in Uncategorized | Tagged , , , , | Leave a comment

Nonlinear Thinking: The New Breakevens

With crude oil now officially back over $100 it’s our sense that markets will begin an intense focus on electric vehicles (EV).     Rather than TIPS, the new breakeven obsession will be at what price of gasoline does an electric vehicle … Continue reading

Posted in Clean Tech, Crude Oil, Electric Vehicles, Nonlinear Thinking | Tagged , , | Leave a comment

Nonlinear Thinking: Volt’s Battery Capacity Could Double

That’s what were talking about! A break through in battery technology will really change the world as we know it.   MIT’s  Technology Review reports the next generation of the Chevrolet Volt and other battery-powered cars are looking at electrode materials … Continue reading

Posted in Black Swan Watch, Clean Tech, Economics, Electric Vehicles, Rare Earth Elements, Video | Tagged , , | Leave a comment