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Recycling Batteries will be a Big Focus in the Energy TransitionThose of us following the markets in 2022 have tended to hear certain words again and again: Supply chains Energy shortage Inflation Renewable energy metals We need energy. We want to transition from significant emissions of greenhouse gases towards more sustainable, climate-neutral sources of energy. It is difficult to foresee the demand for batteries dropping at any point in the near future. But, there is a problem. Redwood Materials, a company that is focusing on battery recycling, articulates it very clearly in the title of Figure 1 and then in their infographic. The COVID-19 pandemic laid bare the fact that many things have built towards highly globalised supply chains. Batteries are a critical example, and securing supply is a topic that many regions are thinking about today. A circular economy? Intuitively, recycling battery metals makes a lot of sense. Instead of constantly sourcing more raw nickel, cobalt, lithium etc., it would be more efficient to make use of the existing stock of metals already in use in various physical products. The map in Figure 1 also makes another important point—the specific metals used in the manufacture of batteries are not evenly dispersed across the globe. Certain countries and regions have copious amounts, while others don’t have any. It may be the case that we are early, and this is sometimes an issue in thematic equity investing. The concept and idea might be clear but getting the timing of the possible take-off can be tricky. It is simple to picture the idea of electric vehicles (EVs) ending their useful lives and heading to the scrap yard, like any other vehicle. However, we are still early in terms of EV adoption, so we don’t have EVs at scale heading to the scrap yard at the end of their usable lives. That day will come, but not immediately. This is important to understand, in that it tells us that the materials being recycled are not expected to be the actual batteries that were used for multiple years in an EV. Rather, the inputs into recycling will likely be scrap material from the increasing number of gigafactories coming online. This scrap could account for 78% of the pool of recyclable materials in 20251. It is then estimated that in the mid 2030’s, end-of-life batteries will supersede scrap materials from factories, but extracting the valuable lithium, cobalt, nickel and other metals from existing end-of-life batteries will be a more involved process than processing scrap metals from factories2. Geopolitics may offer a natural push towards recycling firms In 2022, when one is trying to analyse the possible forward path of the relationship between certain countries (for example, US vs China) it is very difficult to know what might happen. China is the major processor of some of the most important battery metals (see Figure 2), which will likely be a major source of tension for Western countries. Based on what we can see today, we have to imagine that Western countries would prefer a greater independence of supply away from a dependence on China if that can be a reasonable possibility. Conclusion: recent activities show companies making moves on this front Ascend Elements is a start-up that is aiming to be an emerging centre of battery production in the Southeastern US. Jaguar Land Rover and SK Group have contributed, along with other investors, to put $300 million into the firm. It is seeking to commercialise an efficient method, termed ‘hydro-to-cathode’, to turn used lithium-ion batteries into new components. As of the recent funding, Ascend Elements is valued at $500 million3. The Inflation Reduction Act is also notable, in that it focuses on defining how much battery material is coming from domestic production. ‘Domestic’ in this context means ‘inside the US.’ This creates an immediate incentive for recycling players to ramp up their production and operations in the US, as it would then connect electric-car tax credits for consumers back to batteries that are at least majority-sourced from inside the US4. The primary risk in the space appears to be whether the recyclers can effectively achieve a scale of their operations to bring down unit costs and allow for strong financial performance before waves and waves of existing EV batteries start getting retired. Even if batteries from laptops and smartphones are recycled, it may not be enough material to scale operations and allow the companies to progress towards profitability5. WisdomTree believes in the importance of the global energy transition, of which battery recycling is certainly a part that can grow over time. Diversification across the supply chain may mitigate the risk of being a bit early to certain parts of the picture.
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by aneekaguptaWTE
$LTHM: EV adoption + inelastic supply...I think $LTHM offers tremendous long term upside here from a fundamental POV, as well as technical. I have a LEAPS position going, aiming to capture the upside in the chart. I suggest you keep some long term exposure to it via shares or calls (riskier, Jan 2024 calls should be fine). Miners will have a tough time ramping up lithium mining to meet EV makers demand, as more and more battery factories are being built. This has tremendous potential to boost lithium demand while supply remains capped. Much higher lithium prices will ensue until supply can increase (not likely, and there's no economical way to replace the current extraction methods yet). Best of luck, Ivan Labrie.
LLong
by IvanLabrie
6
IDEX | EV Penny Stock | OversoldIdeanomics, Inc., through its subsidiaries, develops zero emission mobility solutions for the off-highway and on-highway commercial vehicle markets in Asia and the United States. The company's Ideanomics Mobility business unit focuses on the commercial adoption of electric vehicles (EV) by commercial fleet operators. This business unit provides solutions for the procurement, financing, charging, and energy management needs for the fleet operators of commercial EVs; and zero emission mobility solutions, such as the provision of commercial electric vans, trucks, buses, electric tractors, and two-wheeled transportation, supporting by the provision of energy services and infrastructure for the EV market comprising charging systems, energy storage, and energy generation, including hydrogen and solar, and associated data and management applications. It also offers high-power inductive charging solutions for medium and heavy-duty EVs; manufactures and distributes electric powered tractors; manufactures and sells hydrogen fuel cells and power electronics for electric, hydrogen, and hybrid powered vehicles; manufactures and sells electric motorcycles and the FIM Enel MotoE World Cup; sells EV bikes, scooters, and batteries under the Treeletrik brand; and sells ride hailing vehicles, electric vans, trucks, buses, and EV batteries. The company's Ideanomics Capital business unit provides fintech services, which focuses on the enhancement of efficiency, transparency, and profitability for the financial services industry. This business unit offers solutions for the real estate transactions, including title and escrow, residential and commercial title insurance, and closing and settlement services, as well as specialized offerings for the mortgage process industry; and acts as the Financial Industry Regulatory Authority-registered broker dealer that operates a funding platform. Ideanomics, Inc. was incorporated in 2004 and is headquartered in New York, New York.
ILong
by DivergenceSeeker
$USOIL bullish? bad for stocks? 👁‍🗨*This is not financial advice, so trade at your own risks* *My team digs deep and finds stocks that are expected to perform well based off multiple confluences* *Experienced traders understand the uphill battle in timing the market, so instead my team focuses mainly on risk management* Higher crude prices next week could resurge interest rate hikes and more hawkish talks from the feds. Probability of the dollar breaking its current macro uptrend is very low. !! This chart analysis is for reference purposes only !! If you want to see more, please like and follow us @SimplyShowMeTheMoney
TVC:USOILLong
by SimplyShowMeTheMoney
Tesla - Recession poised to weigh on TSLA stock for longerThe next day after its earnings release for Q3 2022, shares of Tesla fell 6.65% by the closing bell. This move came despite record-breaking revenue being reported by the company, but one, which missed analysts' estimates. The company's report stated that the operating margin reached 17.2% and free cash flow exceeded 8.9 bn. U.S. dollars for the past 12 months. In addition to that, the company said it would continue to focus on increasing production and development of its current projects. In the third quarter, Tesla produced over 365,000 vehicles and delivered over 343,000 of them, putting these figures substantially higher than those for previous quarters. Overall, the earnings report was solid. But that does not change the fact a recession is underway, and the stock is down approximately 50% from its all-time-high value. While that looks like a bargain to the past, we do not think so. In our opinion, the increasing cost of electricity (or even its unavailability in some countries because of the energy crisis) will pose a short-term obstacle to selling more cars for Tesla in Europe. Furthermore, with people's declining savings, we expect consumers' willingness to buy vehicles to fall dramatically in the next year. Indeed, we think this will pose another substantial challenge for the company in 2023. Because of that, we believe now is not the time to buy this stock; instead, we will stay on the sidelines and wait. Our views are based on a combination of fundamental and technical factors. Illustration 1.01 The picture above shows the Tesla stock deep in the bear market territory, down approximately 50% from its all-time-high value. Technical analysis - daily time frame MACD is bearish but flattening. RSI and Stochastic are bearish. DM+ and DM- are bearish as well. Overall, the daily time frame is bearish. Illustration 1.02 The image above displays the daily chart of Tesla stock. It also shows simple support/resistance levels. We will monitor the price and its ability to hold above/below the immediate support; if the price fails to hold above it, it will be bearish. Technical analysis - weekly time frame RSI, MACD, Stochastic, DM+, and DM- are all bearish. Overall, the weekly time frame is bearish. Please feel free to express your ideas and thoughts in the comment section. DISCLAIMER: This analysis is not intended to encourage any buying or selling of any particular securities. Furthermore, it should not be a basis for taking any trade action by an individual investor. Therefore, your own due diligence is highly advised before entering a trade.
NASDAQ:TSLAShort
by Tradersweekly
24
NKLA | Time to Load | OversoldNikola Corporation operates as a technology innovator and integrator that works to develop energy and transportation solutions. It operates through two business units, Truck and Energy. The Truck business unit develops and commercializes battery hydrogen-electric and battery-electric semi-trucks to the trucking sector. The Energy business unit develops and constructs a network of hydrogen fueling stations; and offers BEV charging solutions for its FCEV and BEV customers, as well as other third-party customers. The company also assembles, integrates, and commissions its vehicles in collaboration with its business partners and suppliers. Nikola Corporation is headquartered in Phoenix, Arizona.
NASDAQ:NKLALong
by DivergenceSeeker
2
#NNOMF_NANO $NANO will the share price go up?#NanoOneMaterials has signed some great deals this year: #RioTinto #EuroManganese #JohnsonMatthey I'm curious if the share price will take some positive action in this years last quater? After touching a 2 years low in May it did a good run till August. Since than the share price was cooling down and tries the next run to the resistance at about CAD 3,3x If the price can sustainably brake through that resistance again, it could become a nice run. Specially if more positive news will arrive! But first it has to defeat the support at about CAD 2,57 No financial advice - just my opinion.
TSX:NANOLong
by sincereDiamond56156
TESLA - $TSLA - Head & Shoulder - Distribution almost OVER!!!!!When great trees fall, rocks on distant hills shudder, lions hunker down in tall grasses, and even elephants lumber after safety. Soon Tesla will move from the head & shoulder -- down to its KNEES and that is when we will execute our entry for a long hold. Sorry Elon, your Ponzi gig is up, you can't produce because you don't have materials and the ones that exist are over priced just like your vehicles. Your stuck boo, your in a corner, stalemate, king cannot MOVE! I presented this head & shoulder pattern on $TSLA back in July, before the Right Shoulder was complete and now we are on to the final stages. I see a bounce occurring before heading lower. On Monday - US holiday - we should expect lower volume and usually that means a sell off. This view is on a weekly timeframe. I believe Tesla will wick below the neckline as it has in the past and then squeeze up and fill the GAP to $262.47 (1st target). If the S&P500 shows strength mid October, prior to OPEX options expiry date, Tesla may keep trekking up the the second target which is in the $290 range before breaking the neckline. Head and shoulder criteria: 1. Buying volume is diminishing and showed most strength on the left shoulder. 2. The head is much higher then the left shoulder. 3. The neckline fits the description of a proper head and shoulder pattern. GOOODLUCK TRADERS!
NASDAQ:TSLAShort
by ChaldeaCode
1
KPITTECH is in retracement after Channel breakoutNSE:KPITTECH midcap broke out channel pattern on 2022-09-22 and is in retracement at channel resistance turned as support. Pros: Strong fundamentals and financials. Consistent revenue and profit growth. -ve net debt. Consistent dividend yield. Cons: Continuous reduction in FII and DII holding. High PE ratio. Price above Intrinsic value. Entry : Enter if price goes above recent high of 684 with strict SL. Key note : Always follow proper risk management to avoid losing capital from false breakouts as this is common. Caution : This is a knowledge sharing analysis, not a call. Profits are not made from following ideas, but by following Risk Management .
NSE:KPITTECH
by samplespaz
XPEV | Triple Divergences| Great EntryXPeng Inc. designs, develops, manufactures, and markets smart electric vehicles in the People's Republic of China. It offers SUVs under the G3 and G3i names; four-door sports sedans under the P7 name; and family sedans under the P5 name. The company also provides sales contracts, maintenance, super charging, vehicle leasing, insurance agency, ride-hailing, technical support, automotive loan referral and auto financing, music subscription, and other services. XPeng Inc. was founded in 2015 and is headquartered in Guangzhou, the People's Republic of China. I still use dollar cost averaging as a way to minimize risk and guarantee a good return. Patience is required in this process. Dollar-cost averaging is the practice of systematically investing equal amounts of money at regular intervals, regardless of the price of a security. Dollar-cost averaging can reduce the overall impact of price volatility and lower the average cost per share. By buying regularly in up and down markets, investors buy more shares at lower prices and fewer shares at higher prices. Dollar-cost averaging aims to prevent a poorly timed lump sum investment at a potentially higher price. Beginning and long-time investors can both benefit from dollar-cost averaging. Not financial advice. Always do your research!
NYSE:XPEVLong
by DivergenceSeeker
4
TATAELXSI is near support line of channel patternNSE:TATAELXSI large cap IT stock is near the support of channel pattern formed since 2021-04-01 Pros: Consistent increase in Revenue and Profit Zero net debt, very low debt to asset ratio Consistent dividend payer Cons: Trading at very high PE ratio. Short term : For short term gains, buy at channel bounce around 8700 and above and exit at 20% gains. Long term : Since the channel is formed for 1.5 years, higher gains can be obtained in long term by accumulating more at lower levels. Buy around 8200 and more at lower levels. Exit can be near the resistance reversal or after breakout (if any). This can nearly provide 50% for full up move. Key note : Always follow proper risk management to avoid losing capital from false breakouts as this is common. Caution : This is a knowledge sharing analysis, not a call. Profits are not made from following ideas, but by following Risk Management .
NSE:TATAELXSI
by samplespaz