Elon Musk disrupts auto-making industry again and will make a lot of boardrooms unhappy next week. Electric car lithium technology is the game changer for our mobility, it is not just about our ability to Dump The Pump, it is about the totally different business model. As you know, all auto-makers are making money on the car maintenance and spare parts. Now this part of the industry will be under to cost scrutiny as well.
Lithium Batteries Gigafactory: Why Morgan Stanley Is Betting That Tesla Will Kill Your Power Company
"Morgan Stanley is very vocal about the coming disruption to trillion dollar industries. Cheaper lithium batteries will enable not only mass market for electric cars, but the distributed power generation. Wind and solar power can be used with the existing grid. Every household potentially becomes the power plant and you can use this power for your own electric car.
China is the leading wind and solar power generation country in the world now and moving fast to secure the supply for strategic commodities for this green economy: Lithium and REE. Read more."
"I would like to share with you the very interesting summary from Seeking Apha on this subject. It confirms my personal observations of the investment and M&A trends in our Lithium industry today. I will share with you few quotes and links which will help you to understand International Lithium strategy and, what is very important, how our strategic partner Ganfeng Lithium sees this megatrends from the ground of the world's biggest auto market in the world in China. Read more"