The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
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A Closer Look at Suzuki's Automobile Operations in India
Chacko Jacob of LightStream Research, in his note, MSIL: Compacts to Lead Growth in 2H; Electric Cars to Align Maruti’s Future with India’s EV...
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EV Batteries Power Up Cobalt Small Caps Down Under
When it comes to stock themes it helps to have a simple story that makes sense to investors both experienced and new, and that’s why the nascent...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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What's the Secret Sauce in EV Production Forecasts
I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My...
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