Friday, May 01, 2009

Lithium: Electric Cars and Mobility Operator - How it works in a "better place". TNR.v, SQM, GOOG, AAPL, RIMM, BYD, TTM, FCX, FXI, HUI, XAU,

It takes time and Energy to grow something good, but fertile ground and caring hands can do miracles - things can grow fast. For us it is always important that this growth will be sustainable and based on strong company and market fundamentals. We do not accept any quick GM fix, flavoured with pesticides and wonder fertilisers - only Organically grown things will be acceptable for us.
Our Next Big Thing is growing. Have International Lithium Corp and TNR Gold TNR.v found a better place for their dreams this week?

"Would you like 500 miles plan or pay as you go?" - it is not us on overdose of Lithium, but the future of Mobility Operator according to better place vision. Our Next Big Thing was always dependent on mass scale applications of affordable, safe and Range Anxiety Free electric cars. better place brings one of the solutions: concept similar to mobile operators. Do you you remember when last time you actually bought a mobile phone? Mobile communication really took off after your pricing plan accommodated actual payment for telecoms services and payment for mobile phone itself. Credit control is easy: no payment - you are switched off. Breakthrough happen, when suddenly mass consumer was able to start using mobile by paying 25USD for month without any first entrance Fee for mobile phone. Batteries now are one of the most expensive parts of the affordable Electric Car. This solution, when you can buy mobile plan with an electric car, could bring Mobility Revolution to your doorstep much faster then we are dreaming now. With claims from some auto start ups like Bee One , that a nice looking Electric Car in UK will be on the market with a price as low as 7000 pounds after rebates, this concept can have very fast penetration of the market particularly during Credit Crunch and with cost conscious consumers. We will monitor this development and are raising our Lithium alert: this market place can be developing faster then we have anticipated with this approach. Market will demand more Lithium for batteries and our Bull market observations are getting more confidence with this development. Our off-piste Lithium play TNR Gold TNR.v has received a warm welcome by the market again last week with announcement about further acquisitions of Lithium properties in Canada.
Recent Lithium Junior market write up can be found here.

"think Zero
Cars with zero emissions.
At Better Place, we know that if we are going to reduce transportation’s impact on our planet, this must be our goal.
Not just better gas mileage. Not just reduced emissions.
No emissions.
This goal is achievable, and we should accept nothing less. That’s why we’re incorporating time-tested lithium ion battery technologies into electric cars as part of our sustainable transportation network.
What about Hybrids? You can buy one today, and they are definitely an improvement over a standard internal combustion engine. But they still need oil. Not as much, but they still need it. They won’t break our addiction to oil, they’ll simply make it last longer.
And hydrogen fuel cells? All they produce is water vapor. But the technology to mass-produce them is years away, and we must begin the transition of our infrastructure now, with today’s technology.
Better Place already has the capability to build an all-electric car network. Together with our partners from around the world, including auto makers, battery manufacturers, energy companies and governments, we are making rapid progress. Israel has declared its commitment to be oil free by 2020. Denmark has reaffirmed its global environmental leadership by committing to a renewable energy-powered electric car network, presenting new market opportunities for its considerable stores of wind energy. Australia has made the commitment to reducing its carbon footprint by utilizing its robust renewable energy supply. The Bay Area will now be the electric vehicle capital of the U.S., delivering electric vehicle infrastructure to its citizens. And Hawaii With the announcement of the Hawaii Clean Energy Initiative in 2008 — moves forward with the goal to transform Hawaii’s economy from getting 95% of its energy from imported oil today to meeting the state’s energy needs from 70% clean energy by 2030. Twenty-five more countries around the world are already talking to Better Place about how they can be next.
We are on an accelerated path to something truly amazing: sustainable transportation and economic growth that actually benefits our planet, and leaves nothing behind ... except the addiction to oil."

"It’s simple. The car has evolved. Gas guzzlers have gone the way of the dinosaur - there’s a reason they call it “fossil fuel.” In their place we have electric versions of our favorite makes and models being developed by established car companies.
And the evolution of the car means the evolution of the entire transportation model. When we eliminate the dependence on oil, we eliminate the environmental and economic damage that came with it.
The good news is we’re evolving into something very familiar. The Better Place business model is one most of us already experience every day - with our mobile phones.
Think of it like this: we pay mobile providers for minute-by-minute access to cell towers connected together in cellular networks. Truth is, we pay comparatively little - or next to nothing - for the phones themselves. After all, what you’re really buying is air time, not a box with buttons.
The same model works for transportation. Just replace the phone with an electric car, replace the cell towers with battery recharge stations, and replace the cellular networks with an electric recharge grid. Now you’re buying miles, not minutes.
When you think of it in those terms, suddenly a seemingly revolutionary business model becomes something a lot more proven - and more than a little appealing.
Why pay for an addictive, expensive and harmful substance like oil when you can simply pay for transportation as a sustainable service? Why produce pollution when you can bring your emissions to zero and produce economic advantage as the only by-product? The proposition sells itself.
• Drivers pay to access a network of charging spots and conveniently located battery exchange stations powered by renewable energy.• Drivers pay for the miles they drive.• Cars are made much more affordable - even free in some markets - by the business model’s financial and environmental incentives to add drivers into the network.• Better Place operates the electric recharge grid that brings it all together.
This is transportation as a sustainable service, with drivers as subscribers, and Better Place as a true “mobility operator.”
Our reliance on oil pitted the economy and environment against each other. But in this new era of sustainable transportation, we bring the interests of people, auto makers, energy companies, governments and the planet, itself, back into balance.
It starts when we switch from the pump to the plug. It seems like such a small change, but it has such profound benefits when you think about it.
For Drivers
For drivers, it means living free from oil while still enjoying our cars:
• Powering our zero-emission cars with affordable, clean energy.• Experiencing transportation as a sustainable service we can subscribe to.• Reaping the benefits of a cleaner, healthier environment.
For The Automotive Industry
For the automotive industry, it means moving to sustainable profitability -
• Switching to a sustainable, long-term business model by retooling factories to meet the demands of today’s consumers.• Securing first mover advantage in the next 100 years of transportation.• Selling the only car our children will drive - the electric vehicle.
For Energy Companies
For energy companies, it means servicing a whole new market segment created by this sustainable transportation infrastructure:
• Reducing capital expenditures and improving profitability with better load balancing and distributed storage strategies.• Accelerating the transition to clean energy, serving a whole new breed of customer, and assuring environmental regulatory compliance.• Securing first mover advantage in a new and rapidly growing market - sustainable transportation as a service.
For The Nations Of The World
For the nations of the world, it means bringing the economy and environment into balance:
• Creating new opportunities for leadership in a new global economic mode.• Achieving environmental and economic objectives together.• Benefiting from new jobs created as we build this sustainable transportation infrastructure.
For The Planet Itself
For the planet itself, it means breaking an addiction to oil and accelerating climate recovery:
• Reducing greenhouse gas emissions by 40% from the conversion of electric cars alone.• Reducing emissions even further as the renewable energy industry flourishes.• Creating whole new industries that benefit the biosphere and bottom lines alike."

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