Lithium the key weighing EV earning

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Lithium the key weighing EV earning

welsonwoon
2022-03-26

Quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand.

War has added more uncertainty into the supply of the lithium. On the other hand, what's more the oil price has create opportunities to EV. While Tesla Germany factories has official started production, but will the current situation affected their production schedule? As the war continue, inflation benefit the retail market, but not the pre-order market. If most of the EV manufacturer not only the largest manufacturer have so much backlog order to be clear, will this affected their profit margin? By adjusting the selling price but that's only applicable to new order. How much will it hurt them?

$NIO Inc.(NIO)$$Tesla Motors(TSLA)$$XPeng Inc.(XPEV)$

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Donkie
·2022-03-27
Why will inflation benefit the retail market?
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- welsonwoonReplying towelsonwoon:
  Similar to the lithium if they rise 10% and the retail price rise 5% which one do you think benefit more?
  2022-03-27
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- welsonwoon:
  usually supplier rise $1/kg they will rise $0.50 or more per pkt. So is a bad cycle but kinda true in the retail world.
  2022-03-27
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glitzy
·2022-03-26
Consumer do not like infation. The expensive comodity is unberable.
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fizzzi
·2022-03-26
Lithium is a vital object of EV cars. The rise of price do benifit the legacy automaker.
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HaroldAnderson
·2022-03-26
The open of tesla manufacture factory in berlin is definitly a good news for Tesla.
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wubbie
·2022-03-26
The crude oil has risen a lot since the Ukraine war.
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snappyz
·2022-03-26
Pre-order market may be hammered by the rise in the supply chain.
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Boonie77
·2022-03-28
ok
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Metafable
·2022-03-27
👍
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By adjusting the selling price but that's only applicable to new order. How much will it hurt them?<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a></body></html>","htmlText":"<html><head></head><body>Quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand. War has added more uncertainty into the supply of the lithium. On the other hand, what's more the oil price has create opportunities to EV. While Tesla Germany factories has official started production, but will the current situation affected their production schedule? As the war continue, inflation benefit the retail market, but not the pre-order market. If most of the EV manufacturer not only the largest manufacturer have so much backlog order to be clear, will this affected their profit margin? By adjusting the selling price but that's only applicable to new order. How much will it hurt them?<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a></body></html>","text":"Quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand. War has added more uncertainty into the supply of the lithium. On the other hand, what's more the oil price has create opportunities to EV. While Tesla Germany factories has official started production, but will the current situation affected their production schedule? 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