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Lithium Future Lithium-ion cells contain three major parts: 1 Anodes2 Electrolytes 3 Cathodes As we described earlier in our battery section, there are companies constantly searching for breakthroughs and efficiency in battery chemistry. Materials from nickel, to cobalt, to aluminum, and manganese can all be used in cathodes. The UN estimates total cathode mining will jump from $7 billion in 2018 to $58.8 billion 2024. Yet a key theme of this report has been most electric vehicle predictions are underestimating the coming impacts of the industry. As production and interest in the space grows, that will create a virtuous cycle that drives down battery costs and makes EVs cheaper than gas-powered cars, which will create even more demand. Resources are a notoriously difficult industry to inve

Strategy 1 The Next Massive Chip Industry There’s a major threat rippling across the entire auto- motive industry: There just aren’t enough chips to go around. Both General Motors and Ford have warned that a shortage of computer chips to take billions away from their bottom line this year. "Today, electronics account for ?0? the cost of a new car. Increasingly, investing in the automotive industry means investing in chip companies." And as cars rapidly evolve to become “computers on wheels” with not only powerful computers to power self-driving but also dozens of microprocessors to monitor functions across an entire automobile, this trend shows no signs of decelerating. Yet not every chip company has made inroads into the auto industry. So as self-driving spurs massive invest- ment into in

Strategy 1 The Battery Inflection Point At the beginning of the last decade, electric vehicles were limited for a key reason: the batteries were too expensive! The average cost for batteries was about $1,000 per kWh. To put that in perspective, the base level Model 3 Tesla announced in 2017 had a 50 kWh battery. Meaning at 2010 battery prices, the car would have had $50,000 in battery costs alone! When you look at the numbers, it becomes clear why Elon Musk started with a roadster and luxury car: Those were the only segments where electric cars could com- pete while battery production costs were driven down. Today, the battery situation is much different. Last year, a Chinese company broke the $100 per kWh barrier. "With battery costs falling 90? in little more than a decade, this is setti

Strategy 1 The Rise of China NIO (NYSE:NIO) Market Cap:58Bil (Comparison)One of the — if not the — biggest trends of 2020 was the incredible share price gains of electric vehicle compa- nies. Tesla [NASDAQ: TSLA] rose 743%, while Chinese upstart Nio [NYSE: NIO] saw even higher gains, returning 1,112% in just a single year. What’s behind the optimism? Researcher IHS now believes electric vehicle sales will rise by 52% com- pounded across the coming years, hitting a total of 12.2 million cars by 2025. Xpeng (NYSE:XPEV) Market Cap: 21Bil (Recommendation Price 28$)(The best claim to being the Tesla of China)Xpeng was founded in 2015 but has rapidly put itself in position to lead China’s EV revolution. The company produces the three best-selling SUVs in China, with a focus on its technology, wh

The Future of CarsThe shift toward electric vehicles is accelerating. In 2020, sales of gas-powered cars fell 15% while EV sales rose 33%. Some estimates believe electric car sales could grow at an 82% CAGR through 2025, making EVs one of the fastest-growing markets in the world. Strategies we’ll discuss: Ɋ The rise of China: China’s EV market is more than 2.5× the size of the U.S. We analyze our top EV company in this massive market. Ɋ Next-generation transport opportunities: While today Models 3s are taking over roads, the next wave could be electric buses, semis, even planes. Ɋ Robo-taxis and the rise of self-driving: The ultimate prize in the next decade could be building out a fleet of on-demand robo-taxis. Batteries The price to produce batteries has dropped 90% s

Key Takeaways:Cloudflare is a global cloud computing platform that can helps businesses become more secure, more speedy, and more reliable. Cloudflare generate revernue via pay-as-you-go channels as well as subscription and constractual offering, meeting customers on their term.Launched three year ago, cloudflare workers isnow one of the largest and most widely usededge computing platforms in the world.Today, Over 15% of Global internet request goes through Cloudflare with intellgent global network spans more than 200 cities in over 100 countries.Cloudflare’s business is on the rise. Key component layer as new development for edge computing on 5G and IoT increase the important pf secure reliable edge networks.