Wednesday, December 16, 2009

Lithium and REE: WSJ - The Surge in Electric Cars TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, AVL.to, CCE.v, RES.v, QUC.v, HEV, AONE, NSANY

Fisker Karma Sunset

The main message from teaser above - Fisker Karma Sunset is that you can chose to be Electric and do not have to slow down. Electric cars are here, they are Cool and ready to go. In order to be Green and stay Cool you do not have to sacrifice on design, power or experience "Range Anxiety", in couple of years down the road you will have plenty to chose from and they are coming on the roads already now. WSJ is taking the story to the investment mainstream and next idea will be how to capitalise on this Trend.



Tesla S


WSJ:
The Surge in Electric Cars

Why should anyone buy an electric car? That's going to be a critical question for the auto industry—and the best answer may not be "Because they're green."
WSJ Editor Joseph B. White takes Tesla Motors' all-electric 2010 Roadster for a drive and finds it's a sporty "green" car that packs a punch.
The Obama administration is committing billions of your money to the proposition that electric cars can become a meaningful segment in the U.S. market over the next few years. Faith in the future of such vehicles—which run all or in part on electricity straight from the grid—has waxed and waned many times over the past century, ever since the earliest electric cars were run off the American road by cheaper, more-powerful, more-versatile gasoline-fueled cars.
We're in one of the waxing phases now, and a big reason why is Tesla Motors Inc.
Based in Silicon Valley, Tesla has been offering its all-electric Roadsters for nearly two years and is still the only company selling highway-capable electric vehicles to consumers in volume. That will likely change next year when Nissan Motor Co. launches the Leaf, which is a full-electric, moderately priced family car. Other electric-car offerings are in the wings, including a model from Ford Motor Co. and cars from other startups, such as Coda Automotive.

Nissan Leaf

Late in 2010, General Motors Co. plans to launch the Chevrolet Volt, a car the government-controlled auto maker is now promoting not as a "hybrid" but as an "electric vehicle with extended range capability." The Volt uses a small gasoline engine to recharge its batteries after the first 40 miles of all-electric travel.
Besides the Volt, there will be other partially electric cars hitting the market. Toyota Motor Corp. has said it will offer a "plug-in" version of its Prius hybrid by 2011. Owners will be able to recharge the car's batteries by plugging it into a wall socket or a recharging station, allowing it to go further on electric power alone. Conventional gas-electric hybrid cars use a combination of battery power and fossil fuels, which proponents say overcomes one of the big objections to all-electric vehicles: Namely, that if you run out of juice, you could be stranded.
Driving a Tesla Roadstar Sports model—which I did recently on an extended test drive—is like driving a plus-size go-kart. Some of the Tesla's basic underpinnings are adapted from a Lotus Elise sports car. The steering is stiff. The suspension is jittery on rough pavement. There's gobs of wind noise, and hitting a pothole causes the car's carbon-fiber composite body to shake, rattle and roll. But you can have enormous fun within the legal speed limit as you whoosh around unsuspecting Camry drivers, zapping from 40 to 60 miles per hour in two seconds while the startled victims eat your electric dust.
Tesla says it became profitable earlier this year, but it's being buoyed by a $465 million loan from the U.S. Department of Energy awarded to help develop a seven-passenger electric sedan. The company says it will be assembled in the U.S. and sell for about $49,900, after federal tax credits.

GM Volt

For now, Tesla's sole product is the $109,000 sticker-price Tesla Roadster, or $101,500 after federal tax credits. The Roadster Sport edition costs an extra $19,500. Some states offer additional consumer tax breaks for buying an electric car, topping out as much as $42,000 in Colorado. Still, the Tesla Roadster Sport is a product for an elite few.
The Leaf and the Volt are expected to be more moderately priced. Nissan says the Leaf will cost "in the range of other typical family sedans." The Volt is expected to carry a price tag somewhere in the $40,000 range—which makes this Chevy comparable on a price basis to a luxury car such as a BMW 3 Series sedan. In the world of electric cars, that's "affordable."
The Leaf and the Volt have so far been promoted mainly as environmentally correct, advanced-technology vehicles. The Volt has become a symbol of GM's effort at corporate revival following its bankruptcy earlier this year. The Leaf is a product of Nissan CEO Carlos Ghosn's determination to show that Nissan can be a clean-car-technology leader, driving out of rival Toyota Motor's shadow. In promoting the Leaf, Nissan has focused on the fact that it is a "zero emission" vehicle—a traditional environmental pitch.
The Tesla approach incorporates all the green jargon. But there's more. The 2010 Tesla Roadster Sport takes the original Tesla's high-performance drive system to the next level. The regular 2010 Roadster claims a 0-60 time of 3.9 seconds; the Sport will get to 60 mph 0.2 seconds faster. It also offers other refinements from the previous model. You get fast-looking forged wheels, a retro-modern push-button transmission with a "valet" mode that caps the car's top speed, preventing a parking attendant from rat-racing your baby while you are playing golf. (Some of you will know it as the "Ferris Bueller" switch.)
Oh yes, and there's now a glove box in the dashboard. It's very tiny. You could fit a pair of gloves in there.
Interior space in the Tesla Roadster Sport is adequate—if your frame of reference is a race car. I am of average weight and height, which is to say I'm a bit short and I could lose a few pounds. My driving partner was a colleague who could play Abe Lincoln if he grew a beard and bought a top hat. He fit in the car. Barely. I had plenty of headroom, but I would have to lose an inch or two of personal width to feel really comfortable.
These concerns became irrelevant when we got out on the 395 freeway in downtown Washington and hit the gas pedal—pardon me, the power pedal—to get around a slowpoke. I was used to driving a turbo-charged car that delivered a lot of boost in the 30-to-50 mph speed band. The Tesla put my Subaru WRX to shame.
Tari Cash, Tesla's Washington-area sales representative, says she has taken orders for 27 Roadsters. Some of the buyers are environmentally conscious. Most, she says, are car enthusiasts who want the New Thing.

The revelation of driving the Tesla is that electric cars make really fun toys. The Tesla uses electric motors and software instead of pistons and displacement to generate its super-torquey, race-car performance. But behind the wheel, you don't miss the gasoline.
Fast acceleration and big helpings of torque are characteristics of electric motors, which deliver all their pulling power right away. "Tesla proves electric cars are going to be a blast to drive," says IHS Global Insight analyst Aaron Bragman, who calls the Chevy Volt "a rocket ship." But he says it's important to temper the current enthusiasm for electric cars. Widespread adoption still confronts big obstacles, such as the lack of public recharging stations, the still-limited range compared with gasoline or diesel vehicles, and the cost. These issues could take another decade to resolve.
Still, promoting electric vehicles as hot rods could be the key to making "alternative" cars mainstream. For 30 years or more, environmentalists have called on us to eschew excess, slow down and leave a smaller footprint. Many Americans pay lip service to this ideal, but most don't choose to live it.
The Tesla turns the frugal environmentalist aesthetic on its head. Sure, it doesn't burn petroleum, and if plugged into a wind turbine or a nuclear plant, it would be a very low-carbon machine. But anyone who buys one will get the most satisfaction from smoking someone's doors off. The Tesla's message is that "green" technology can appeal to the id, not just the superego."

Tuesday, December 15, 2009

TNR Gold: "Imminent Breakout - It doesn't take a master chart technician to see that" TNR.v, CZX.v, MAI.to, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, F

"Imminent breakout
It doesn't take a master chart technician to see that TNR is completing a multi-month pennant consolidation. We are only days from a breakout of the trading range. Gird your loins, gentlemen."



Interesting people are coming into TNR Gold TNR.v camp now. Gabriel Gray is a long standing shareholder of Minera Andes MAI.to and writes frequently on Gold, economics and investing in junior mining sector. His observations are always very insightful and provide guidance to a lot of shareholders seeking for a sober attitude to life and sound analyses of unfolding economic situation.
Our Macro View on Micro Caps lined up his Technical observations with fundamental picture in Gold and Lithium sector, where juniors are due to finish the consolidation stage.
Please do not forget, that nothing should be taken on this blog as an investment advise and/or solicitation to buy or sell any particular stock.

Electric Cars: Danish prince drives Electric Fisker to Copenhagen TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, RES.v, AVL.to, CCE.v, QUC.v,

This is our Ultimate Electric Car marketing tool in action, this time with HRH Frederik.
"This is what we call the "Cool Factor", it is above and below. It is bold, streamlined and ready to take off. It is your statement about your values. It is not Cheap in any sense and it is a way to go, at least for us - this is what we would like to have on a drive way. Did we mention that it is Electric Hard Hybrid with lithium-ion battery? We did, hundred times already - Electric cars are not Vacuum Cleaners with wheels any more. They are piece of art and coming in numbers. Karma Fisker is an ultimate marketing tool for Electric Revolution to happen. Money in Lithium and REE will be made with EV's mass market saturated with Nissans, Renaults, BYDs and Revas. Mass market wild fire will be started by Cars like Karma."


New Car Net:
Danish prince drives Fisker to Copenhagen

The Crown Prince of Denmark is on his way to the COP15 UN Climate Conference events in Copenhagen driving a Fisker Karma plug-in hybrid car.
The prototype saloon, developed by American automaker Fisker Automotive, can travel 50 miles emission-free on a single charge of its Lithium-ion battery.The Karma can travel an additional 250 miles on a range extending generator turned by an efficient four cylinder petrol engine. Economy is 2.4L/100km and emissions of just 83g/km CO2 - better than today's best hybrids. Still, the Karma can reach 62mph in about 6 seconds and exceed 125mph.HRH Prince Frederik is due to arrive in the Fisker Karma at the Hopenhagen event at Raadhuspladsen around 4pm."

Monday, December 14, 2009

Expert: Lithium Ion Batteries Will Help Hybrids More Than Electric Cars TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, AVL.to, CCE.v, QUC.v, F


We have a different view on the market perspective for full Electric Cars BEV, Plug-In Hybrids PHEV and Hybrids HEV, but here we have an important confirmation from a very conservative angle on development of EVs' market, that battery technology is migrating into Lithium-ion space even in Hybrid sector.
HybridCars:




It’s commonly reported that lithium ion batteries will usher in a new era of electric cars and plug-in hybrids. Not exactly, says John German, the engineer who literally wrote (or at least edited) the book about hybrid cars for the Society of Automotive Engineers. After 11 years at Honda, German now serves as a senior fellow for the International Council for Clean Transportation. In an interview with HybridCars.com, German said the next wave of lithium ion batteries will not significantly reduce the cost of electric cars, but they could make conventional hybrids ubiquitous.
In German’s view, the chief benefit of new lithium ion batteries is their greatly enhanced power capabilities—the rate at which energy can go in and out of the battery. “But they don’t store any more energy than the current lithium ion batteries do,” said German, “What we are looking at is a battery which is perfect for conventional hybrids.”
HybridCars.com: Why will the new breed of lithium ion batteries be a bigger benefit to conventional hybrids rather than plug-in hybrids and electric cars?
German: The next generation of lithium ion batteries will reduce the cost of the battery pack for conventional hybrids, but they’re not going to reduce the cost of the battery pack for plug-in hybrids and electric vehicles. In effect, these batteries will increase the cost differential between conventional hybrids and plug-in hybrids. That’s why they’re not going to create a plug-in hybrid market, because they’re actually going to make it harder for plug-in hybrids to compete with conventional hybrids.
Walk me through the energy and power requirements for the two different categories of vehicles.
For plug-in hybrids and electric vehicles, it’s all about the range. You need a certain amount of energy to drive a certain distance [before needing to recharge]. That’s independent of the battery chemistry. If the new lithium ion chemistry doesn’t store any more energy than your old lithium ion chemistry, then you need just as much battery to drive that distance.
And with conventional hybrids, you don’t need nearly as much energy.
The battery packs in all existing hybrids, up until the new BMW ActiveHybrid 7, are oversized. The reason they’re oversized is that with nickel metal hydride [the technology used in today’s hybrids], you’re limited in how fast you can take energy in and out of a battery without causing significant deterioration. So these batteries are not sized for the energy [storage] requirements. They are sized for the power requirements, so they can deliver enough power without significant deterioration. As a consequence, they hold a lot more energy than they really need to.
With the new high-power lithium ion batteries, they can cut them down to their actual energy requirements and still get all the power they need.
So, with the new lithium ion batteries, the difference in cost between conventional hybrids and gas-powered vehicles could come in line?
In another 10 to 15 years, we should be at the point where the mainstream customer, the average customer, will accept the cost of a hybrid system.
Meaning, maybe a couple of hundred dollars more than a conventional car?
Well, $1,000 to $1,500 more. There’s enough benefit for mainstream customers to accept it.
How rapid will the transition from nickel metal hydride to lithium ion batteries be for conventional hybrids?
It’s a function of sales volume. The current generation of lithium ion batteries is not any cheaper than nickel metal hydride. And they’re not proven. With a lot of the lithium ion chemistries, just sitting and doing nothing in hot weather will degrade the battery pack. The batteries will not last as long in Phoenix as Minneapolis. There’s risk with durability and reliability.
In lower volume applications, new hybrids just coming out, carmakers know they’re not going to be able to capture larger market share right away. So they’re going to be lithium ion batteries starting tomorrow [See Mercedes S400 Hybrid and BMW ActiveHybrid 7]. You don’t have a large volume, so your risk is minimized and you’ve gained experience. It’s going to be cheaper in the long run, and you want to gain experience. So, you’ll see very few new hybrids using nickel metal hydride.
The problem is with high volume existing hybrids. When you’re selling hundreds of thousands of Priuses globally every year, if you encounter something wrong with the lithium ion battery pack, your exposure is enormous. The high volume hybrid applications are going to go to lithium ion last. But even the high volume ones will get there by 2015 or so.
What’s your feeling about the cost per kilowatt-hour of lithium ion batteries? What are they now and where do they need to be?
I thought they were $1,000 per kilowatt-hour, but I’m hearing that it may be more like $700. It’s hard to determine the long-term price potential. They shouldn’t have much trouble getting down to about $320 per kilowatt-hour. It’s going to take a while, but with higher volumes and better production methods, $320 is achievable in the 2018 to 2020 time frame.
The real question is how low can you drive it. I’ve seen some people suggest that the lowest could be $250 to maybe $175.
At $250, doesn’t mean that plug-in cars become affordable?
No. At $250 per kilowatt-hour, the pay back is roughly similar to the hybrid vehicles of about five years ago. So there’s your market, about 3 percent.
If lithium ion batteries bring the plug-in market to 2 or 3 percent, where will conventional hybrids go?
I’ll stick my neck out and say that by sometime around 2025 or 2030, conventional hybrids will be over 70 percent of the market.
And a fairly steady ramp up from now until then?
Yes. It will be a curve. Something like a doubling of hybrid sales every three to five years. There’s no doubt in my mind that by 2030 that hybrids will be in more than half the vehicles sold in the US. I would be astounded if they weren’t. By 2020, I would say we’d be somewhere in the 10 - 15 percent range.
And President Obama’s goal for 1 million plug-in hybrids by 2015?
Not a chance."

Toyota to Sell Plug-In Hybrid with Lithium-ion battery in 2011 TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, AVL.to, RES.v, CCE.v, QUC.v, F


Now we have Toyota in our Lithium camp and it is very important for our Macro View on Micro Caps:
"It is a very important news for our Lithium Demand model. Plug-In Hybrid above is promised in 2010 with Lithium-ion battery, now Toyota announces that new bigger Prius will be with lithium-ion battery in late 2010. Our discussions at Frankfurt Motor Show 2009 now officially confirmed: that all advanced Hybrids and all BEV are using lithium batteries. Salman Partners have recently put an investment Metals Morning Note where they pronounced "Lithium comeback"




The New York Times:








By HIROKO TABUCHI
Published: December 14, 2009
Toyota Motor said Monday that it planned a widespread release of its plug-in hybrid car in 2011 as the company scrambled to gain the upper hand in an increasingly crowded battle over next-generation “green” technology.
Kimimasa Mayama/Bloomberg News
Takeshi Uchiyamada, vice president of Toyota, demonstrated how to charge the battery of the Prius plug-in hybrid in Tokyo on Monday.

Toyota, the world’s largest automaker, dominates the current generation of gas-electric hybrid vehicles, but it has refrained from rushing lower-emission cars like the plug-in hybrid to market. Instead, Toyota has focused on plans to introduce regular hybrid technology to all its models by 2020.
But Toyota’s rivals are surging ahead. General Motors plans to build as many as 60,000 Chevrolet Volt plug-in hybrids a year, starting in late 2010. Other automakers, including Ford and Volkswagen, have announced their own plug-in models, and Nissan plans to mass-produce a fully electric car in 2010.
Toyota is now increasing its pace. “Several tens of thousands” of the plug-in version of its Prius hybrid will go on sale in 2011, the automaker said Monday. A small number of the plug-in models will be available for lease later this month as planned, but those will be limited to government and corporate clients in the United States, Europe and Japan.
Takeshi Uchiyamada, Toyota’s executive vice president, said in Tokyo that the company was waiting until 2011 to begin sales so it could hear feedback from users during the leasing period. The plug-ins would carry an “affordable” price tag, he said, without giving an estimate. Prices for a regular Prius hybrid with no plug-in function start at $22,400 in the United States.
The plug-in Prius would be the first from Toyota to use the powerful lithium-ion battery already used by many of its rivals. The car travels 23.4 kilometers, or 14.5 miles, as an electric vehicle on a single charge before a regular gas-electric hybrid system kicks in. It gets an overall mileage of 57 kilometers a liter, or 134 miles per gallon — exceeding the Prius’s 38 kilometers a liter, according to Toyota.
The plug-in Prius would charge in about 100 minutes and halve the running cost of traveling 30 kilometers in comparison with a regular Prius if recharged at night, when electricity costs are often lower, Toyota said.
The automaker says it also plans to sell a pure electric “urban commuter” vehicle in 2012 that would run on lithium-ion batteries.
But Toyota is not a vocal advocate of cars powered primarily by batteries — partly because it first wants to reap the full benefits of its heavy investment in its hybrid technology. Regular hybrid systems are still the company’s main green technology, Toyota executives stress.
Executives point to a number of constraints for electric vehicles: short range and feeble horsepower, lack of infrastructure like recharging stations, long charging times and the burden the cars could place on the electric grid. All-electric vehicles, in particular, are suitable only for short city runs, they say.
“We have been working on developing efficient powertrains to be able to use oil as efficiently as possible,” Mr. Uchiyamada told the Associated Press on Monday. “Many hurdles remain for alternative fuels.”
Industry experts are split on just how quickly the auto industry will shift to regular hybrids and plug-ins — and ultimately to zero-emissions vehicles like pure electric or even fuel cell-powered cars. Much will depend on the price of oil, as well as emissions standards set by governments, they say.
The uncertainty over the future mix of technologies is forcing carmakers to hedge their bets with various kinds of technology. That means that, for the time being, manufacturers could “struggle to achieve the required scale economies to cover high up-front investment costs,” Clive Wiggins, an auto analyst for Macquarie Bank based in Tokyo, said in a recent note.
Heavy development costs could weigh on the bottom line of automakers already dealing with the fallout of the global economic crisis. Toyota predicts a loss of ¥200 billion, or $2.26 billion, for the fiscal year ending in March, following a record ¥437 billion loss last year.
Mr. Wiggins said he was “cautious on the infrastructure constraints and costs involved” with plug-ins and electric vehicles. Eco-friendly vehicles could log sales of 11.2 million units in 2020, or 12 percent of total auto sales, from 0.8 million in 2009, with the majority of those sales coming from regular hybrids, he predicted.
Others predict that plug-ins and electric vehicles will be “game-changers” that will allow rivals or even newcomers to leapfrog the industry leaders like Toyota.
The Nissan chief executives, Carlos Ghosn, has said that pure electric cars will make up at least 10 percent of global demand by 2020, assuming oil costs more than $70 a barrel.
To address some constraints on its electric vehicle, the company is readying a lithium-ion battery that will power a car for 300 kilometers on a single charge, about twice the distance currently possible, Japan’s largest business daily, The Nikkei, reported last month, without identifying its source.
With a technological leap of that magnitude, and with rising concerns over global warming, consumers could rapidly shift from gasoline cars and hybrids to zero-emissions technology, said Hiroshi Shimizu, an environmental studies professor at Keio University in Tokyo and an electric car advocate.
’“When the market decides on what technology will be dominant,” Mr. Shimizu said, “carmakers better be ready, or ready to fall out of the race.”

Sunday, December 13, 2009

Gold, Lithium, REE and Twelve Trillion in Debt - Macro View on Micro Caps. TNR.v, CZX.v, BVG.v, SGC.v, RMK.v, AMM.to, ASM.v, MAX.v, RVM.to, KTN.v,

Our Gold Bull market is intact after recent short term Sell signal and will consolidate before next Leg Up. Retest of 1000 USD/oz break out level is possible, but do not bet on it.


This is the Treasury Bubble Burst we were writing about from last year.

This is the world's largest Lithium producer SQM with only part of its revenue from the Lithium.

CS. Debt of the United States has surpassed Twelve Trillion a few days ago - it is time to put a few lines about destiny of US Dollar, Gold and pockets of Growth. This debt, which is so dangerously close to be a 100% of GDP is a small shadow of U.S. total obligations which could be as high as 114 Trillion dollars.
Recently we gave a Signal:
"We promised to give you an update on Gold Big Picture. First of all we will refer to the Chart above and will tell you that we see a Sell signal short term in the making."


Gold is in a healthy correction now: our Sell signal is confirmed. Things are not rising parabolically, if it is not the last phase of the Gold Bull. We do not think so and now it is time to buy and accumulate positions again. Gold could retest strong support of previous consolidation pattern at around 1000 USD/oz to throw you the number, but do not trade it if you do not have to.
Jim Puplava is talking this week about Gold doubling from here and Mr Gold Corp - Rob McEwen still throws his 5000 figure and makes a Junior Gold mining index. We are in agreement that it is time to rotate into Junior mining sector. After this consolidation, once investment public will realise that Gold will stay above 1000 USD/oz and it was not a final blip, money will go into Juniors, which still lack as a sector previous excitement of Bull Legs Up. Silver moves will be more dramatic, as usual, with double drivers of Inflation and Commodity High Tech Recovery play.
Economy is not rosy at all, but it is our ticket to the Growth. There is always Bull market somewhere. Debts could be only inflated away, do not bet on the Green Fellow - that this counter rally is for real. Orderly decline for Us Dollar is the name of the game.
Gold recent top coincided with Chinese calling for a Gold Bubble - they will be the buyers and keep it above 1000 USD/oz in a few months from now. Central banks become a Buyers in the Gold market with China, India and Russia now increasing positions. It will be the new driver.
For US Dollar to sustain any meaningful rally now means a strict monetary policy and rising rates to curb coming inflation. With elections in 2010, Job picture and real state of economy - it is not possible. We do not expect now Crash in stock markets either - system will not survive another Stress Test like last year, financial system is still insolvent as U.S. itself - if all obligations will be called now - they will never be met. Economy will be in this quazy living state for years to come unless there will be a default as Mark Faber tells us or shock from mortgage mess and derivative losses will be inflated away, taxed and absorbed by the system, as we think. We will live during Kondratieff Winter and will be waiting for the Spring. Any thought about Double Dip will be met with sound of printing press and Quantitative Easing full scale. Stimulus package was in the total amount close to 1.2 Trillion (Jim Puplava) and now Obama talks if not about Second stimulus package, but about Jobs Creation Program.
It is not us: political life is cynical - voters in their majority do not travel to Paris for a weekend and do not hold Gold, be it in physical form or in shares of Majors or Juniors. They will not notice, or complain for that matter, that price of French croissant with morning coffee doubled in US Dollar terms, but they will be not happy with closing schools, lost jobs or refused medical care. They will not be happy with oil above 100 USD/barrel and will freeze to death during Kondratieff Winter with oil above 200 USD/barrel as some analysts are suggesting.
Here we should talk about one Macro Event, which will be crucial for all our Micro Caps, we are writing here about: Burst of the Treasury Bubble. Governments, Institutions and people are holding them now exactly for the wrong reason: To Be Safe. It was important last year, when everybody moved into Treasuries for safety to eliminate Agency problem with collapsing banks, now when all governments back stop banking system Elvis moment for Treasuries is gone.
According to Jim Puplava next year U.S. Treasury will have to roll out 2 Trillion dollars of debt in maturity and finance another estimated 2 Trillion dollars of budget deficit in 2010. When more and more paper is coming into the market, prices are going down. Puru Saxena talks with Jim Puplava this week about FED buying 82-85% of all newly issued treasuries - we do not know, but will not be surprised. Once Treasury market Bubble will start bursting, where all these money will go?
Inflation is a function of printing press, credit expansion. Higher prices will come as a result of created money chasing the same amount of goods. Here is our Gold and Silver play as a store of value.
If these liquidity flood will find its ways into one tiny, but very important sector with Trend starting factors in place we will have our Elvis moment there. It will be pockets of Growth and magic word here is "Low Base". Growth from this place is Explosive by definition. We call it Next Big Thing - Bull market, when "Cool Factor" is multiplied by "Big If".

Tiny sector is Lithium and REE, Trend is Electric Cars and "Low Base" - there is no mass market for them yet, but they are ready and going into production (picture gallery Cool Electric Cars). We will throw few words and couple of figures to get you started:
Words: China, Oil, Jobs (for that unhappy guy at the pump with oil over 100 bucks)
Figures: 2.4 billion cars in the future - UN estimation, from today's 600 million, 12 cent is the cost of mile on gas vs 2.5 cent for Electric Car, 80 percent of Americans do not travel more then 40 miles per day.


We have promised you: Gold, Lithium, REE and Twelve Trillion in Debt - Macro View on Micro Caps - we are almost there.
Just a few more numbers to get you focus Macro into Micro:

114,000,000,000,000 Total US Governmet Obligations
265,040,000,000 Microsoft Market Cap
208,230,000,000 Walmart Market Cap

Electric cars: Oil's Going To $225 By 2012, Says Analyst TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, AVL.to, RES.v, CCE.v, QUC.v, SQM, FMC, ROC, HEV, AONE


We will not bet on this particular prediction, but now you can get the feeling: why guys like Fedex are voting for Electrification and, by the way, electric cars are here already (picture gallery).



SAI


Oil's Going To $225 By 2012, Says Analyst



Canada's LeaderPost has an excellent article about the coming oil price surge and the need for uber-aggressive efficiency projects.
LeaderPost.com:
Chinese consumers are buying more than a million cars a month -- and in India when the US$2,500 Nano went on sale, more than 200,000 were ordered in the first two weeks. Adding millions of cars a month to roads will inevitably drive up oil prices.
Jeff Rubin, the former chief economist for CIBC World Markets, predicts that the price of oil will rise to US$225 a barrel by 2012. For readers who dismiss Rubin, think about this:We are in the midst of the biggest recession since the Great Depression and oil has already risen above US$80 a barrel. In 2003, few pundits would have thought US$80 oil was possible. (And Rubin's past predictions have proven deadly accurate: In 2006, he predicted oil would hit US$150 a barrel in 2008.)"

Saturday, December 12, 2009

Electric Cars are Cool and They are Ready to Go TNR.v, CZX.v, WLC.v, LI.v, RM.v, CLQ.v, SQM, FMC, ROC, AVL.to, RES.v, CCE.v, QUC.v, HEV, AONE, VLNC,

Obama just loves all Electric and stays Cool himself, could we also stop to be cynical and truly endorse the "Feel Good Investment Play" for real?
Regarding Electric Cars - They are Cool and Ready to Go.


Fisker Karma


We have put together here all known to us at the moment EVs and Hard Hybrids announced by automakers, we excluded all Soft Hybrids known to us.


We will adjust our Lithium Demand model accordingly.


We have put Chinese Electric Cars together as it is still difficult to verify the information.

Fisker Karma



Fisker Karma Sunset



Fisker Karma





Fisker Karma Sunset

Tesla S


Tesla S



Tesla S



Tesla Roadster



Docking XD



Audi e-Tron


Blue Maruti EV



BMW Hybrid

BMW Hybrid



BMW Hybrid X6



BMW EV



BMW Mini EV



Cadillac Converj



Citroen Revolte




Citroen C1



Detroit Electric



Coda Electric



Subaru EV



FIAT e500 Beach Buggy




FIAT EV



FIAT e500 EV




FIAT Palio Weekend Electrico



Ford Focus EV



GM Volt



Honda EV



Honda P-NUT





Huyndai Metro


Huyndai Hybrid


Hyundai i10



Mitsubishi i-MiEV



Mitsubishi i-MiEV Sport



Jaguar Hybrid



KIA Hybrid



Maya 300 Electrovaya



Mercedes Blue Zero



Nissan Nuvu



Nissan Land Glider



Nissan Cube EV



Nissan EV



Nissan Leaf



Opel Aptera



Tata Indica EV



Peugeot BB1



Peugeot Ion



Pinifarina Bollore Blue Car



Pinifarina Nido



Renault Fluence



Renault Zoe


Renault Zoe



Renault Kangoo



Renault Kangoo



Renault Twizzy


Renault Samsung EMX



REVA NXR




REVA NXG


Roewe 750 Hybrid


SA Joule



SAAB Electric 9-5



Skydeck Hybrid


Smart EV


Ssangiong


Subaru Hybrid


Subaru R1E


Subaru G4E


Th!nk.

Toyota EV

Toyota Prius Plug-In


Trabant EV

Volkswagen E-Up

Volvo C30 BEV

Porcshe EV



Chinese Electric Cars

Pihsiang factory



BYD E6


BYD E6


BYD F3DM


Chery S18


BAIC ET


BAIC Foton


Brilliance EV




Dongfeng I-Car


Dongfeng Shuaike



Geely LC-E


EuropeStar EV



Geely IG


Geely EV2



Great Wall Kula


Great Wall Oula




Haime EMP EV


Haima Me EV




Saibao EV




Zotye EV