Podcasts about lucid group

  • 32PODCASTS
  • 42EPISODES
  • 19mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • Dec 21, 2024LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about lucid group

Latest podcast episodes about lucid group

The Weekly Option
Episode 354 Option trading podcast December 21, 2024

The Weekly Option

Play Episode Listen Later Dec 21, 2024 11:36


Option trading podcast Episode 354 December 21, 2024   Welcome to The Weekly Option, a weekly program that offers practical trades and discussion for beginners and professionals alike.   The topic of the week is gratitude.   In this week's show, we will cover the trades from last week on Lucid Group, the KraneShares CSI China… Continue reading Episode 354 Option trading podcast December 21, 2024

Kilowatt: A Podcast about Tesla
Lucid Q3 2024 Earnings Call

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Nov 16, 2024 42:51


Description:This episode focuses on Lucid Group's 3rd Quarter 2024 Earnings Call with CEO Peter Rawlinson and interim CFO Gagan Dhingra. We examine a 91% year-over-year increase in vehicle deliveries and discuss the impact of a $1.75 billion capital infusion on the upcoming Lucid Gravity launch. Rawlinson emphasizes production efficiency improvements and outlines recent software updates for advanced driver assistance features. We also highlight the Lucid Air's five-star safety rating and look ahead to potential mid-sized vehicle offerings in late 2026, underscoring Lucid's commitment to innovation and customer satisfaction in the electric vehicle market.Support the Show:PatreonAcast+Other Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle PlaylistNews:Lucid Motors Q3 2024 Earnings CallSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Chit Chat Money
Uber Acquisition Talks; Philip Morris Breakout; McDonald's Stock Plunge (UBER, PM, MCD, SBUX, AMZN)

Chit Chat Money

Play Episode Listen Later Oct 27, 2024 66:31


The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:27) Uber and Expedia Acquisition Rumors (06:21) Lyft's Financial Improvements (12:35) Micro Cap Investment Strategies (15:38) Philip Morris Earnings Review (18:33) McDonald's E. Coli Outbreak Discussion (21:40) Small Cap of the Week: ContextLogic (Wish) (38:27) Context Logic's Strategic Shift (46:02) Amazon's Employee Morale and Corporate Culture (53:02) Boeing's Financial Struggles and Future Outlook (58:37) Starbucks' Challenges and New Leadership (01:04:13) Lucid Group's Disappointing Projections and Tesla's Earnings Predictions ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks  Follow us on Twitter/X: ⁠https://twitter.com/chitchatstocks  Follow us on Substack: ⁠https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Kilowatt: A Podcast about Tesla
Lucid Motors Q2 2024 Earnings Call

Kilowatt: A Podcast about Tesla

Play Episode Listen Later Aug 16, 2024 33:26


Description:In this episode, we review Lucid Group's Q2 2024 earnings conference call with CEO Peter Rawlinson and interim CFO Gagan Dhingra. Key takeaways include a record 2,394 vehicle deliveries, marking a 21.7% quarter-over-quarter and 70.5% year-over-year increase, fueled by rising demand in North America. Rawlinson highlights advancements in production capacity aimed at 9,000 units by year-end and underscores significant brand awareness gains. We discuss the efficiency milestone of five miles per kilowatt-hour achieved by the Lucid Air Pure, as well as the first body shell rollout for the upcoming Lucid Gravity. Lucid's competitive technological advantages and the ongoing partnership with Aston Martin in electric vehicle development. Support the Show:PatreonAcast+New Podcast:Beyond the Post YouTubeBeyond the Post PodcastNews:Lucid's Q2 2024 Earnings CallSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

The Drill Down
Drill Down Earnings, Ep. 177: Lucid Group Q2 earnings essentials ($LCID)

The Drill Down

Play Episode Listen Later Aug 6, 2024 4:38


Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthion
Massive Sell-Off? Huge Headwinds, PLUS Unusual Options Activity | Next Week on the Trading Floor

Wealthion

Play Episode Listen Later May 20, 2024 22:08


Join Andrew Brill and Justin Nugent for a deep dive into this week's hottest stock picks and market trends with the experts from Market Rebellion. Find out why Nvidia's upcoming earnings could either send the stock soaring or crashing and what's really going on with meme stocks like GME and AMC. We'll also uncover the unusual options activity that reveals where the smart money is betting big. Plus, learn strategies to protect your wealth and seize opportunities in these unpredictable times. Don't miss this must-watch guide to staying ahead in the markets this week! Takeaways The CPI and PPI came out slightly lower, indicating that inflation is still present but starting to abate. Meme stock madness is back, with stocks like GME and AMC rallying due to social media influence. Following the smart money and unusual options activity can lead to successful trades. Nvidia is predicted to have solid earnings and may benefit from a potential stock split. Lucid Group is expected to decline as meme stock madness subsides. Target is anticipated to have positive earnings, following in the footsteps of Walmart.The S&P, Dow, and NASDAQ reached intraday highs, signaling a bullish market.The crossing of the eight and 21-day moving averages is seen as a bullish signal for the market. Wealthion and Market Rebellion offer resources and services to help investors make informed decisions.

Kilowatt: A Podcast about Tesla
Lucid Motors Q1 2024 Earnings Call

Kilowatt: A Podcast about Tesla

Play Episode Listen Later May 15, 2024 29:18


Description: Join us in this episode as we hear directly from Peter Rawlinson, the CEO and CTO of Lucid Group, during their first quarter 2024 earnings conference call. Peter Rawlinson covers forward-looking statements, financial performance projections, and key differentiators for Lucid, including their technology and partnership with the Saudi Public Investment Fund (PIF). The discussion delves into production and delivery numbers for Q1 2024, brand awareness efforts, and why consumers opt for Lucid Air over other electric vehicles. Insights on scaling, profitability, upcoming vehicle lineups, and strategic partnerships with the Saudi PIF are explored, providing a comprehensive view of Lucid's growth strategies and market positioning in the electric vehicle industry.Support the Show:PatreonAcast+New Podcast:Beyond the Post YouTubeBeyond the Post PodcastNews:Lucid Motors Q1 2024 Earnings CallSupport this show http://supporter.acast.com/kilowatt. Support the show at https://plus.acast.com/s/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

Alles auf Aktien
Meme-Aktien mit Shortsqueeze-Potenzial und Wende bei Novavax

Alles auf Aktien

Play Episode Listen Later May 15, 2024 15:06


In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über Powells Eingeständnis, dicke Gewinne in der zweiten Reihe und einen Underdog im Aufwind. Außerdem geht es um Delivery Hero, Nagarro, Deutsche Pfandbriefbank, Verbio, Eckert & Ziegler, Brenntag, Rheinmetall, Bayer, Idexx Laboratories, Global Foundries, Tesla, Gamestop, AMC Entertainment, Bed Bath & Beyond, Lucid Group, Infinera Corporation, MP Materials, Sunpower, Maxeon Solar, Plug Power, Beyond Meat, Hertz Global, Enovix, Ginkgo Bioworks, Biontech und Sanofi. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Drill Down
Drill Down Earnings, Ep. 101: Lucid Group Q1 earnings essentials ($LCID)

The Drill Down

Play Episode Listen Later May 7, 2024 6:05


Lucid Group ($LCID) Q1 earnings – will the company go broke? We hear from CEO Peter Rawlinson. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod #ElectricCar #Tesla #EV #SUV Learn more about your ad choices. Visit megaphone.fm/adchoices

Mercado Abierto
Análisis de Wall Street por Julián Coca

Mercado Abierto

Play Episode Listen Later May 6, 2024 9:42


Julián Coca, gestor del fondo Alinea Global, destaca las claves de los valores protagonistas: Berkshire Hathaway, Apple, Lucid Group y Exxon Mobile.

PSFK's PurpleList
PSFK Earnings Call Podcast: Aston Martin Lagonda Global Holdings - AML

PSFK's PurpleList

Play Episode Listen Later Mar 1, 2024 2:53


In the recent earnings call held on Wednesday, February 28th 2024, Aston Martin Lagonda Global Holdings highlighted their financial performance, product advancements, and alignment with consumer trends. During the call, the company's CEO, Lawrence Stroll, reported that the introduction of DB12 saw unparalleled success, stating, "DB12 got off to the greatest launch that we've ever had in our 111-year history with thousands of customer orders before anyone ever saw or touched the car." The success was attributed to the initial launch in the south of France before the Monaco Grand Prix. The company's performance can be traced back to its bolstered product portfolio, featuring new models including the DB12, Vantage, and DBS770 Ultimate. These models have reportedly refreshed the brand and contributed to increased sales. Stroll confirmed on the earnings call, the DB12 is now in full production. Aston Martin has recognized contemporary trends for personalized experiences by introducing its bespoke division, "Q by Aston Martin". This personalization options reported on the earnings call has helped drive options revenue and facilitated adaptation to individual customer demands. Increased brand visibility and consumer reception, due to marketing initiatives like participation in Formula One, were acknowledged in the earnings call as key components in attracting potential customers and boosting interest in the brand. Keeping abreast of consumer preferences towards plug-in hybrid electric vehicles (PHEV) and eventual transitioning to fully electric vehicles (BEV), Aston Martin confirmed investment plans in electric vehicle programs and partnerships. Acknowledged on the call, this includes a partnership with Lucid Group, aiming for positive cash flow generation by the second half of 2024 and targeting a range of electric sports cars and SUVs for their lineup by 2030. Looking to the future, Aston Martin has plans for product launches including a flagship sports car and a mid-engine hybrid supercar named Valhalla. Discussed in the earnings call, the company has plans to expand its ultra-luxury retail strategy, with potential new showrooms in locations such as Tokyo and London. In conclusion, the latest earnings call from Aston Martin presents a portrayal of a company that is performing well financially, demonstrating a commitment to product innovation, and acknowledging shifting consumer trends. While the company's product strategies, awareness of consumer shifts and investment in future-focused initiatives paint a positive picture, it is important to consider these within the context of the broader industry's challenges and uncertainties. AML Company info: https://finance.yahoo.com/quote/AML/profile For more PSFK research : www.psfk.com  This email has been published and shared for the purpose of business research and is not intended as investment advice.

36氪·8点1氪
酱香拿铁原料断货,将再向茅台采购飞天茅台酒

36氪·8点1氪

Play Episode Listen Later Sep 8, 2023 2:53


长安福特汽车有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划。自2024年1月1日起,召回2017年8月25日至2019年7月25日期间生产的部分蒙迪欧插电混动版汽车,共计5442辆。瑞幸咖啡发布通知,称酱香拿铁热度远超预期,目前原料供应不足,多数门店本周内陆续出现售罄。瑞幸已经向贵州茅台紧急采购新一批53度飞天茅台酒,并组织供应商紧急生产,预计10日起部分城市门店恢复供应,19日起全国门店陆续恢复供应。在2023 inclusion·外滩大会举行的《探索下一代安全智能》论坛上,世界权威国际产业组织“云安全联盟”(CSA)大中华区宣布成立“AI安全工作组”,中国电信、蚂蚁集团、华为、百度、字节跳动、西安电子科技大学、国家金融测评中心等30余家机构成为首批发起单位。据中国知网官微消息,为进一步健全作者服务体系,尊重作者意愿和选择,切实维护作者权益,中国知网面向海量作者搭建了集作者权益服务、学术社交服务和增值服务于一体的作者服务平台,现已发布试运行。谷歌在一篇博客文章中表示,将从11月中旬开始强制要求所有美国大选相关广告商在广告包含AI生成内容的情况下添加清晰醒目的披露信息。这项政策将适用于其所有平台上的图片、视频和音频内容。特斯拉CEO马斯克周三重申了管理其车队数据的难度。一位X用户发帖称,根据沃尔特·艾萨克森的马斯克传记摘录,特斯拉每天可以访问大约1600亿帧来自其车队的视频。这些视频用于训练其全自动驾驶软件。Lucid Group的一位高管表示,该公司正在探索在中国销售汽车,但尚未确定何时进入这个全球最大的电动汽车市场。

lucid group
EV News Daily - Electric Car Podcast
Briefly | 12 Jul 2023

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jul 12, 2023 4:16


It's EV News Briefly for Wednesday 12th  July. I'll be back as usual at 5pm UK time, that's Midday Eastern, for the full podcast.  Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here. Tesla Electric is expanding into the UK market to supply electricity to households with Tesla products. The plan involves storing cheap electricity and selling it back to the grid at higher prices, aiding the transition to 100% renewable energy. Luxury EV maker Lucid Group delivered fewer Air sedans than Wall Street estimates for Q2, amid concerns about demand. Despite having a backlog of reservations, Lucid only plans to produce 10,000 to 14,000 Airs in 2023. In June 2023, electric vehicles (EVs) made up a record 26.9% market share in France, up from 19.8% the previous year. The Tesla Model Y was the best-selling Battery Electric Vehicle (BEV) for the month. Audi's Hoonitron, an all-electric Quattro tribute, will be driven by nine-time Le Mans winner Tom Kristensen at the 2023 Festival of Speed. The car's power outperforms any of the Le Mans Prototype 1 (LMP1) cars Kristensen has raced. Ford is set to unveil a high-performance electric Mustang Mach-E at the 2023 Goodwood Festival of Speed. A teaser suggests an off-road adventure edition, complementing Ford's ongoing work on a high-performance electric F-150 Lightning pickup. Dacia plans to reinvent its fourth-generation Sandero as an affordable electric supermini by 2027 or 2028. The company is investigating cheaper battery chemistries to maintain affordability. Fiat UK experienced a surge in inquiries about the electric Fiat 500 following the introduction of a £3000 E-Grant to encourage EV adoption. The grant was launched after the UK government withdrew similar incentives a year ago. China's New Energy Vehicles (NEVs) sales increased by 44.1% year-on-year in H1 2023, reaching nearly 3.75 million units. NEV exports also grew, with a 160% year-on-year expansion. Volkswagen (VW) is experiencing decreased demand for their electric models in Europe, with production reportedly decreasing at their Emden plant. VW produced 97,000 units from January to May but sold only 73,000. Electric car sales in Germany for Volkswagen are below targets, with some battery-electric models seeing demand drop to zero. Subsidy cuts, high inflation, and competition from other manufacturers are contributing factors. The European Parliament has approved legislation to expand EV charging and hydrogen infrastructure across the EU. By 2026, charging stations for electric cars should be available every 60 kilometers along main routes. EU member states have approved comprehensive battery market regulation, promoting a circular economy for all types of batteries. The regulation requires mandatory declarations and labels related to battery components and recycled content. A study shows a 29.5% drop in used Electric Vehicle (EV) prices following months of rising prices. Factors contributing to the price drop include Tesla's aggressive pricing cuts and a rise in supply. Amazon has introduced more than 3,000 custom electric delivery vans across the U.S., aiming to have 100,000 such vehicles on the road by 2030. Amazon plans to invest over 1 billion euros over the next five years to decarbonize and electrify its European transportation network. Several electric vehicles now support 800-volt DC fast-charging for rapid charging with lighter, thinner cables. Among the manufacturers offering this technology are Audi, Porsche, GMC, Hyundai, and Kia, while Tesla's upcoming V4 Supercharging will offer 1,000-volt capability.

Market Maker
The Deal Room: Aston Martin strikes Lucid EV deal & SpaceX tender offer explained

Market Maker

Play Episode Listen Later Jun 28, 2023 38:32


Welcome back to The Deal Room, our mid-week show where we talk all things corporate finance.Up for discussion in this episode:- Elon Musk's SpaceX is offering to sell insider shares at a price that would raise the company's valuation to about $150bn. So what is a tender offer and why is space a growth area?- Aston Martin has struck a strategic supply agreement for high-performance EVs with U.S.-based Lucid Group. We unpick the deal rationale and what role the Saudi Public Investment Fund (PIF) has to play.- Goldman Sachs is set to lay off 125 managing directors in the third round of job cuts in less than a year. We discuss the cyclical nature of IBD.Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5rConnect with Anthony https://www.linkedin.com/in/anthonycheung10/Connect with Stephen https://www.linkedin.com/in/stephen-barnett-0b8b3337/ Hosted on Acast. See acast.com/privacy for more information.

The Daily Crunch – Spoken Edition
Aston Martin taps Lucid to help develop electric vehicles

The Daily Crunch – Spoken Edition

Play Episode Listen Later Jun 27, 2023 2:25


Lucid Group, the U.S. automaker that produces the luxury all-electric Air sedan, will supply Aston Martin with powertrain components for future electric vehicle models, the companies said Monday. 

Money Life with Chuck Jaffe
Baird's Fitterer: Take the Fed at its word, don't expect cuts

Money Life with Chuck Jaffe

Play Episode Listen Later Jun 26, 2023 59:58


Lyle Fitterer, senior portfolio manager at Baird, says investors should not jump the gun expecting rate cuts just because the Federal Reserve has paused its hiking cycle and some pundits think the next move could be down. Fitterer thinks the Fed will at least keep rates higher for longer, possibly hiking some more later this year, with the economy likely to slow down into a soft landing or mild recession. Greg McBride, chief financial analyst at BankRate.com discussed the site's recent survey showing that a majority of Americans are uncomfortable with their level of emergency savings, with fewer than half having saved three months worth of expenses to guard against job loss or other personal catastrophe. And David Trainer, president of New Constructs, reaffirms three recent Danger Zone picks -- Cava, Warby Parker and Lucid Group -- for very different reasons; CAVA had a big pop off its IPO, WRBY hit New Constructs' targets as a short but have enough room to run lower that Trainer is sticking with it as a downer, and Lucid recently hit a new low despite a big influx of cash that took it off the firm's list of Zombie stocks but only forestalled the trouble that Trainer feels lies ahead.

Mercado Abierto
Aston Martin y Lucid Group se disparan tras su acuerdo, ¿qué esperar ahora?

Mercado Abierto

Play Episode Listen Later Jun 26, 2023 1:41


Lo explican Pablo García, director de Divacons Alphavalue y Ricardo González, gestor de GPM y autor de "El Código de Wall Street". 

Proactive - Interviews for investors
FTSE 100 hits three-month lows - Market Report

Proactive - Interviews for investors

Play Episode Listen Later Jun 26, 2023 1:18


Good morning from London, where the FTSE 100 has hit three-month lows after an unsettling weekend over in Russia and some negative news from right here in the UK as well. BAE systems, Ocado and Barclays are the biggest fallers so far this morning, and cinema chain Cineworld has laid out plans to enter administration in a last-ditch bid for survival after filing for bankruptcy in back in September. Some more positives noises from Aston Martin who have unveiled a collaboration with US-listed Lucid Group, which will see the pair join forces to create ‘ultra-luxury' electric vehicles. Primark owner Associated British Foods also showed optimism this morning as it lifted guidance for the year after reporting a 16% jump in third-quarter sales. Elsewhere, prospective UK-based battery maker British Volt faced another hit, after Australian tax police raided the offices of the company's rescuer over the weekend. And in small caps, Creo Medical shares jumped as the company reported the first use of its speedboat tech for an upper gastrointestinal procedure in Europe. #ProactiveInvestors #FTSE100 #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

The Vox Markets Podcast
1500: Taking Stock on 26/06/23: Hold your nerve, Cineworld restructuring the sequel plus #PREM, #DVRG & #GGP

The Vox Markets Podcast

Play Episode Listen Later Jun 26, 2023 8:09


WELCOME TO TAKING STOCK, IT'S A ROUND UP OF TODAY'S BUSINESS NEWS & INVESTMENT VIEWS. INDICES FTSE 100 7,425  -0.5% (down 6 days in a row) 12 MONTH HIGH: 8,014 - 16/02/2023 12 MONTH LOW: 6,826 - 13/10/2022 FTSE 250 FTSE 250 17,966 -0.54% 12 MONTH HIGH: 20,614 - 01/02/23 12 MONTH LOW: 16,611 - 12/10/2022 FTSE AIM All-Share 764 -0.37% LAST TIME IT WAS THIS LEVEL WAS 22ND APRIL 2020 12 MONTH HIGH: 934 - 15/08/2022 12 MONTH LOW: 764 - 26/06/2023 3 Top Business Stories 1. The UK Prime Minister has urged homeowners and borrowers to "hold their nerve" over rising interest rates aimed at bringing down stubborn inflation. Rishi Sunak told Sunday with Laura Kuenssberg: "I want people to be reassured that we've got to hold our nerve, stick to the plan and we will get through this." This week the Bank of England raised interest rates to a 15-year high of 5%. (Click here to read more) 2. Struggling cinema chain Cineworld has said its screens will remain open despite the company planning to file for administration in the UK. The move is part of a restructuring plan for the world's second-largest cinema chain that will see its shares being suspended. The company filed for bankruptcy protection in the US last year as it struggled with debts of $5bn. But the firm said it was still business as usual for its cinemas. (Click here to read more) 3. The prospect of a new battery factory in Northumberland has suffered a setback after the buyer of Britishvolt was raided by Australian police. Investigators went to the offices of Scale Facilitation and SaniteX, owned by Australian entrepreneur David Collard over alleged tax fraud. Recharge Industries, a subsidiary of Scale Facilitation, bought Britishvolt this year after it collapsed. (Click here to read more) WINNERS & LOSERS WINNERS 1. Wildcat Petroleum #WCAT - MOU signed re Funding Wildcat has entered into a Memorandum of Understanding (MOU) with a third party that has expressed an interest to carry out due diligence on deals that Wildcat can source from Sudan. This third party will then decide whether or not to invest directly into a deal up to an amount of US$25 million. 2. IOG PLC #IOG - Successful Blythe H2 Intervention Rupert Newall, CEO, commented: "We have successfully completed the wireline intervention at Blythe H2 well, which has now flowed at a maximum stabilised rate around 42 mmscf/d, slightly above our original 30-40 mmscf/d guidance. Production will now be managed up from 20 mmscf/d towards the maximum rate to further dewater the pipeline. The team has worked very well to identify the issue and remediate it safely and efficiently. The significant improvement in our operating team performance is also demonstrated by Blythe operating efficiency increasing from 59% in 2022 to 93% over 1H23 to date. 3. Aston Martin Lagonda #AML - Aston Martin Lagonda and Lucid Group, Inc. to enter in to strategic supply agreement to create industry-leading ultra-luxury high performance electric vehicles Under the terms of the proposed agreement, Aston Martin would issue 28,352,273 new ordinary shares to Lucid and make phased cash payments to Lucid, with the aggregate value of shares issued and cash payments totalling approximately $232m (£182m) Lucid Group would become a c. 3.7% shareholder in Aston Martin Lagonda Global Holdings plc LOSERS 1. Microsaic Systems #MSYS - DeepVerge: debtor update As announced on 18 April 2023, approximately £1.4 million of overdue trade receivables were owed by DeepVerge to the Company on that date. Following further receipt of payments and Microsaic equipment from DeepVerge, this amount has further reduced to approximately £1.35 million as at 31 May 2023. The Directors believe that, after a slower start to the year, the Company's growth plans and sales pipeline prospects offer a cautiously optimistic outlook. In the event of no further reduction in the debtor balance owed to the Company by Deepverge, which seems likely given their announcement made today, Microsaic will need to raise further working capital during Q3, 2023. 2. Premier African Minerals #PREM - Offtake and Prepayment Agreement Update Premier African Minerals provides a further update on the progress of the revision of the Offtake and Prepayment Agreement entered into between Premier and Canmax Technologies. Whilst Canmax and Premier continue to engage no amendment has been signed to date, nor will an amendment containing certain of the terms now currently proposed by Canmax, be acceptable to Premier. And a formal state of Force Majeure is now in effect. (Click here to read the RNS) 3. Cineworld Group #CINE - Chapter 11 Update The Proposed Restructuring, will involve the release of approximately $4.53 billion of the Group's funded indebtedness, the execution of a rights offering to raise gross proceeds of $800 million and the provision of $1.46 billion in new debt financing. Given the level of existing debt that is expected to be released under the Plan, the Proposed Restructuring does not provide for any recovery for holders of Cineworld's existing equity interests. Most Read RNS's 1. Premier African Minerals #PREM - Offtake and Prepayment Agreement Update 2. Deepverge #DVRG - Sale or closure of subsidiaries; share suspension The Company has been seeking to sell one or more of the principal business units with the aim of raising sufficient funds to enable the remainder of the Group to continue to trade. Despite receiving indicative offers for both the Labskin (including Skin Trust Club and Rinocloud) and Modern Water businesses, in the Board's opinion none of these offers appears likely to reach a successful conclusion on a timely basis. The Board's current expectation is that this process will result in the sale, closure or administration of all Group subsidiaries. 3. Greatland Gold #GGP - Drilling commences at Paterson South Project § Drilling has commenced at the Stingray target which is an underexplored magnetic anomaly within the Budjidowns tenement § Drilling will commence shortly at the Decka target which is a combined magnetic and conductive anomaly within Proterozoic sediments, similar to Havieron § Both targets are modelled within 250m of surface, making them shallower than Havieron

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 1-Jun

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jun 1, 2023 4:27


US futures are indicating a slightly higher open. European equity markets have opened with gains, following mixed Asian markets. Latest Fed commentary offers support for June pause, sending market-implied odds of a hike sharply lower. Markets now pricing out dovish pivot in 2023. Markets also taking positive hints from debt ceiling bill and China Caixin PMI.Companies Mentioned: Google, Lucid Group, American Airlines, JetBlue Airways

The Rate Guy
Banking Crisis or Risk Mismanagement Crisis?

The Rate Guy

Play Episode Listen Later Apr 3, 2023 30:08


On this episode of The Rate Guy Podcast we lay out our current take on the Fed's situation, discuss the widespread layoffs and the upcoming jobs report.    For graphs referenced check out our Newsletter  ZipRecruiter conducted a survey of recently laid off workers (https://www.ziprecruiter.com/blog/survey-of-recently-laid-off-workers/).  Here's a list of some publicly announced layoffs (https://mondo.com/insights/mass-layoffs-in-2022-whats-next-for-employees/) - Roku layoffs: 6% of workforce laid off (March, 2023) - Lucid Group layoffs: 18% of workforce laid off (March, 2023) - Meta layoffs: 13% of workforce laid off (March, 2023) - Twitter layoffs: 10% of workforce laid off (February, 2023) - Twillo layoffs: 17% of workforce laid off (February, 2023) - Roomba layoffs: 7% of workforce laid off (February, 2023) - Disney layoffs: 3% of workforce laid off (February, 2023) - Zoom layoffs: 15% of workforce laid off (February, 2023) - Dell layoffs: 5% of workforce laid off (February, 2023) - HubSpot layoffs: 7% of workforce laid off (February, 2023) - PayPal layoffs: 7% of workforce laid off (February, 2023) - IBM layoffs: 1.5% of workforce laid off (January, 2023) - Gemini layoffs: 10% of workforce laid off (January, 2023) - Yankee Candle layoffs: 13% of office workers laid off (January, 2023) - Spotify layoffs: 6% of workforce laid off (January, 2023) - Google (Alphabet) layoffs: 6% of workforce laid off (January, 2023) - Microsoft layoffs: 4-5% of workforce laid off (January, 2023) - Amazon layoffs: 1-2% of workforce laid off (January, 2023) - Carta layoffs: 10% of workforce laid off (January, 2023) - Coinbase layoffs: 20% of workforce laid off (January, 2023) - DirecTV layoffs: 5-6% of workforce laid off (January, 2023) - Salesforce layoffs: 10% of workforce laid off (January, 2023) - Vimeo layoffs: 11% of workforce laid off (January, 2023) - Goldman Sachs layoffs: 8% of workforce laid off (January, 2023) - Stitch Fix layoffs: 20% of workforce laid off (January, 2023)  

Investing for Beginners Community with Johnny Encinias
Ep. 29 - lucid group inc (LCID), New battery, better range and horsepower, Elon Musk is in trouble,

Investing for Beginners Community with Johnny Encinias

Play Episode Listen Later Mar 8, 2023 9:47


lucid group inc (LCID), New battery, better range and horsepower, Elon Musk is in trouble, Welcome to the Investing For Beginners Community. Today I talk about how lucid group inc (LCID), New battery, better range and horsepower, Elon Musk is in trouble, I also show you how to invest in the stock market for beginners. I know how frustrating it can be when first starting to pick your stocks. That is exactly why I am here to help guide you and do the hard stock analysis for you. So sit back and enjoy this great stock technical analysis stock review. ➥➥➥ SUBSCRIBE FOR MORE VIDEOS ➥➥➥ Never miss a daily video about Stocks. Subscribe ⇢ https://www.youtube.com/channel/UC9i6Gl0iBo14xXgXx0uEDoQ?sub_confirmation=1 Check out our Blog and website! www.investingforbeginnerscommunity.com Check out my Facebook page! https://www.facebook.com/Investingforbeginners1 Or my Facebook group! https://www.facebook.com/groups/1996655633898457 My Favorite books to recommend to new investors! Atomic Habits: https://amzn.to/3MEICMT Your money or your life https://amzn.to/38YRr35 How to Win Friends and Influence People https://amzn.to/2XUXH5R Think and grow rich https://amzn.to/3qzY6qw Awaken the giant within https://amzn.to/3sG4Kxp The Book on Rental Property Investing https://amzn.to/3sBnTAq Try Audible FREE for 30 days and Get Two Free Audiobooks https://amzn.to/39HU08Q My equipment: laptop: https://amzn.to/39T5CGc my phone: https://amzn.to/3qwtGW6 my camera: https://amzn.to/35XHykC Gopro hero 7 Black: https://amzn.to/3iyonD0 TubeBuddy - https://www.tubebuddy.com/ENC450 DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for support. Disclaimer: Trading generally is not appropriate or suitable for everyone with limited resources and limited investment or trading experience and low risk tolerance. Any opinions, chats, messages, news, research, analyses, prices, or other information contained in this post is provided as general market information for educational and entertainment purposes only, and do not constitute investment advice. I will not accept liability for any loss or damage, including without limitation any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

Cambiare tutto con le azioni ETF investimenti risparmio finanza personale business soldi economia
28/12/2022 ANTOFAGASTA PRUDENTIAL ANGLO AMERICAN ALPHABET TESLA NIO LUCID GROUP RIVIAN APPLE JOUNCE THERPTCS GILEAD SCIENCES PALO

Cambiare tutto con le azioni ETF investimenti risparmio finanza personale business soldi economia

Play Episode Listen Later Dec 28, 2022 7:32


Investi come me:https://www.patreon.com/cambiaretuttoIl sito: https://www.swingtradingitalia.comIl gruppo:https://www.facebook.com/groups/244662280228532/Il mio profilo:https://www.facebook.com/cambiare.tutto.56mail:cambiaretuttocambiaresubito@gmail.comNB: In nessun modo il mio contenuto audio e/o video vuole essere una sollecitazione all'acquisto o vendita.

The 966
Todd Albert Nims, traction on green hydrogen, a $1 trillion economy and much more in the second annual The 966 'Christmas Spectacular'

The 966

Play Episode Listen Later Dec 23, 2022 124:18


Episode 59! Merry Christmas and happy holidays to our subscribers and listeners who celebrate. The 966 hosts kick off the second annual "Christmas spectacular" with a discussion of green hydrogen and news that Germany may be on of Saudi Arabia's first big customers, and a discussion of Saudi Arabia as a $1 trillion (!) economy. Then the hosts welcome Todd Albert Nims, a key player in the Kingdom's blossoming film and entertainment scene and co-producer of the film 'Born a King.' Then, the hosts finish up with Yallah! 6 top storylines in Saudi Arabia this week to cap off an excellent first year. The 966 thanks all who listen and watch our program - a growing number of you - and are appreciative of the support and all comments we receive.The hosts discuss Richard's one big thing: Saudi Arabia as a $1 Trillion economy, a development which has been years in the making but was pushed forward in part by Russia's war in Ukraine. Saudi Arabia's economy is growing at an impressive clip, and will be the fastest growing economy in the G20 in 2022.Lucien's one big thing is green hydrogen. Saudi Arabia saw traction in two ways this week, first, in a potentially large buyer in Germany, and second, in the agreement to secure financing for the work to produce ammonia for export at Neom. Air Products, along with Neom and ACWA Power, entered into a deal in July 2020 to produce ammonia at Neom for export. The three companies are betting big that Europe would be one of the largest importers of green ammonia. The three industrial heavyweights created the Neom Green Hydrogen Company (NGHC), NEOM's NGHC announced yesterday that it had inked facility agreements with local, regional, and international banks and Saudi Arabia's SIDF to finance the construction of the plant.The 966 welcomes Todd Albert Nims. Mr. Nims, born in Saudi Arabia, is a leader in the Kingdom's film industry. He co-produced the major feature film Born a King, shot in London and Saudi Arabia which broke box office records for the Gulf.  He held the Film Producer position at the Kingdom of Saudi Arabia's state-of-the-art hub for inspiring creativity and global culture, Ithra, for six years where he established the Kingdom's first cinema and assisted in launching the first Saudi Film Days (saudifilmdays.com) program to provide funding and development to Saudi filmmakers while screening their films in Hollywood. Mr. Nims owns an entertainment company based in Riyadh with several scripts and projects in development and a creative consultancy business based in the USA. He also sits as chairman of the Arts, Culture & Entertainment Committee for the American Chamber of Commerce in KSA.Yallah! 6 Top Storylines this week...Per Bloomberg: Saudi Arabia's gross domestic product expanded an annual 8.8% in the third quarter, keeping the oil-rich kingdom on track to be the fastest-growing among the Group of 20 economies this year. The final figure was slightly higher than a preliminary estimate of 8.6% due to further expansion in the non-oil economy, data from the General Authority for Statistics showed Sunday. All sectors displayed positive annual growth.Saudi Arabia has previously said it anticipates full-year economic growth of 8.5%, as well as its first budget surplus in nearly a decade.***  According to Reuters, Saudi Arabian Oil Company (Aramco) and TotalEnergies will join forces to build a new petrochemicals complex in Saudi Arabia, the French energy group said on Thursday. The project involves investment of about $11 billion, of which $4 billion will be funded through equity by Aramco (62.5%) and TotalEnergies (37.5%), the statement said. — Per CNBC, Electric vehicle maker Lucid Group said Monday that it has completed a planned $1.5 billion equity offering. The company first announced the offering in November, when it reported its third-quarter results. Lucid raised the majority of that cash, about $915 million, via a private sale of nearly 86 million shares to an affiliate of its largest investor, Saudi Arabia's Public Investment Fund. The remaining $600 million was raised via a traditional secondary stock offering, in which Lucid sold an additional 56 million shares.— Saudi's Water and Electricity Holding Company (Badeel) and energy company ACWA Power have signed power purchase agreements to develop the largest solar energy plant in the Middle East, Reuters reports. The 2,060 megawatt solar facility will be built in Al-Shuaibah, in the Makkah province, and is expected to become operational by the fourth quarter of 2025. —- According to a report in MEMO, Saudi Arabia plans 2km high 'megascraper' – Saudi Arabia is planning to build a 2,000 metre high tower in the capital Riyadh. If the plans go ahead, it will be the tallest building in the world, eclipsing the UAE's Burj Khalifa in Dubai which stands at 828 metres high. The estimated cost is around $5 billion according to a report by Middle East business intelligence (MEED). A design competition is currently underway with a participation fee of $1 million, the report said, citing sources close to the contest who also disclosed that several of the world's leading architecture firms have already been invited to take part. --- Eurofruit reports that “Indonesia is the main focus of the latest marketing drive for Saudi dates, along with Morocco, France, the UK and the US, as the Kingdom aims to be the first choice for date consumers globally.” According to Abdullah Al-Yahya, marketing department manager at the National Centre for Palms and Dates (NCPD), Saudi Arabia alone produces more than 400 kinds of dates. “There are more than 400 kinds of dates in Saudi Arabia, but we are focusing on a dozen or so. We are trying to educate people on the different kinds available, how tasty, how juicy, how healthy they are. We are focusing on organic dates as a super fruit and a healthy fruit.”Happy new year!

The 7investing Podcast
Understanding Short Selling with ORTEX's Evan Niu

The 7investing Podcast

Play Episode Listen Later Jun 23, 2022 28:23


The recent market volatility has led several investors to consider other options. One alternative approach that's gaining attention is 'short selling', where investors bet against individual stocks or even broader market indices. Short sellers are taking the opposite side of the coin, financially benefitting when stocks or indices decline in value. 7investing's approach is and always will be long-term, buy-and-hold investing. But even so, we think there's value in understanding what short selling means and how it takes place. Are there specific signs that companies show which tend to attract the attention of short-sellers? Are there specific risks that short-selling entails that investors should be aware of? How do short sellers actually set up their trades and make money? And are there pockets of the market that tend to attract a significant amount of attention from those who are selling short? To help us answer those questions, we've brought in an expert. Evan Niu is a financial analyst with ORTEX, which is a financial analytics platform for investors. One of the key metrics that Evan and ORTEX reports is a company's short interest, which is often quite difficult to calculate or to find publicly. In an exclusive interview with 7investing CEO Simon Erickson, Evan describes what it means when investors 'go short' a stock. He defines technical terminology such as short interest and free float and explains what happens during a short squeeze. Evan and Simon discuss how several of these metrics could be useful for investors, even those interested in establishing long-term positions. In the final segment, Evan and Simon dig in to the electric vehicle industry. Due to its capital-intensive nature and its fast pace of innovation, there are several EV companies who carry a high short interest. The two take a closer look specifically at Tesla, Lucid Group, Nikola, and Fisker and discuss whether there are opportunities in this space for investors. Investors who are interested in ORTEX can register for a free account with limited data access here: https://app.ortex.com/register Publicly-traded companies mentioned in this interview include Fisker, Lucid Group, Nikola Corporation, and Tesla. 7investing's advisors or its guests may have positions in the companies mentioned. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

EV News Daily - Electric Car Podcast
27 May | Ford starts customer deliveries of the F-150 Lightning

EV News Daily - Electric Car Podcast

Play Episode Listen Later May 27, 2022 14:10


Show #1480 Well…Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, your trusted source of EV information. It's Friday 27th May, my last day of hosting the show while Martyn's on holidays. I'm Blake Boland, and I've gone through every EV story today so that you don't have to! Ford starts customer deliveries of the F-150 Lightning electric pickup truck - Ford announced that it started production of the electric pickup truck last month, and they have since made their way to dealerships across the US. Some were delivered to fleet customers, but now we learned that the automaker started deliveries to its retail customers as well.  - Ford quickly accumulated 200,000 reservations for the electric pickup and realized that the demand was much higher than anticipated. The company quickly ramped up its production and is now planning for an annual production rate of 150,000 units by the end of next year. This year, production is expected to be limited to about 40,000 units. - While this is not much compared to overall F-150 production, it is good to jump-start electric pickup trucks in the US. Next year, the Silverado Electric, Tesla Cybertruck, and more are expected to contribute to the electric pickup truck revolution in the US Original Source : Ford starts customer deliveries of the F-150 Lightning electric pickup truck - Electrek Tesla delivers Megapacks to new Bitcoin mining facility - Tesla has delivered four Megapacks to a giant new Bitcoin mining facility in Texas that is going to be the first to be powered by the automaker's solar and batteries. - Last month, the project was announced as a partnership between Tesla, Blockstream, and Jack Dorsey's Blocks (formerly Square). - The idea is to build a new 30 Petahashes per second open-source Bitcoin mining facility powered by a 3.8 MW solar farm and 12 MWh Megapack system provided by Tesla. - Tesla's involvement in the project is also interesting within the context of the company adopting the cryptocurrency in its own business. - Early in 2021, Tesla invested $1.5 billion in Bitcoin. Shortly after, the automaker started accepting the cryptocurrency as payment on new vehicles. Original Source : Tesla delivers Megapacks to new Bitcoin mining facility - Electrek SAIC-GM-Wuling to assemble its mini EVs in Indonesia - SAIC-GM-Wuling is exporting its popular mini electric vehicles, but unlike other car companies that export vehicles directly, the company is shipping parts overseas and assembling the vehicles. - On May 24, SAIC-GM-Wuling exported its first batch of new energy vehicle (NEV) parts overseas on a rail liner, - SAIC-GM-Wuling is aiming for annual sales of 1 million NEVs by 2023, it said in early March. - As of April, total sales of SAIC-GM-Wuling's GSEV models topped 850,000 units, the company said today. Original Source : SAIC-GM-Wuling to assemble its mini EVs in Indonesia - CnEVPost Electric bike charging stations installed on the West Coast Electric Highway - The West Coast Electric Highway in the US, which sees electric car charging stations dotting the route from the Canadian border in the north to the Mexican border in the south, is getting a new type of EV charging station as well. Now you'll be able to charge up your electric bike along the way too, at least in the Oregon section. - That's because the Oregon Department of Transportation (ODOT) has announced that it has taken the initiative to outfit all 44 of the electric car charting stations along the Electric Highway in its states with extra 110V plugs. Original Source : Electric bike charging stations installed along West Coast Electric Highway (electrek.co) NIO to boost presence in Norway with new NIO Houses and swap stations - NIO's second NIO House in Norway is expected to open in the third quarter, one year after the opening of NIO's first showroom in the country. - "NIO is a premium car brand and will create a premium user experience. We are pleased to have found premises that reflect this in Strandgata 15 and are convinced that the users will be rejuvenated," says Marius Hayler, CEO of NIO Norway. - NIO also plans to open two additional showrooms in Norway in the fourth quarter. - In addition to additional NIO Houses in Norway, NIO will also build two new battery swap stations in Bergen and a battery swap station in Vestby, according to the Norwegian version of the NIO app. - NIO announced plans last year to build battery swap stations in five Norwegian cities, with the goal of having 20 facilities in Norway by the end of 2022. Original Source : NIO to boost presence in Norway with new NIO Houses and swap stations - CnEVPost Tesla moves to expand Gigafactory Berlin on new 250-acre land - Tesla has started to officially move to expand Gigafactory Berlin on a new 250-acre lot with the submission of the construction plan to the municipality. - The automaker has just started production at the factory, and it is still having issues ramping things up, but that's not stopping the company from already expanding the plant. - Now local paper RBB reports that the expansion has officially started this week with the submission of the expansion application with the municipality. Original Source : Tesla moves to expand Gigafactory Berlin on new 250-acre land - Electrek LiDAR developer Luminar Technologies Hires Ex Apple, Tesla and Nvidia Execs - Tech companies like Apple, Nvidia and Tesla in Silicon Valley often poach top talent from competitors, as the region has always been a highly competitive environment for companies to make a name for themselves. - Among the new top talent joining Luminar are Taner Ozcelik, the founder of Nvidia's growing automotive hardware business. Ozcelik will serve as Luminar's executive vice president and general manager to oversee lidar product development, R&D, program management, and Luminar's semiconductor subsidiaries.  - Over the past decade, Ozcelik scaled Nvidia's automotive business into a multi-hundred million dollar revenue business. Luminar also provides the long-range lidar for NVIDIA's DRIVE Hyperion autonomous vehicle platform that's also being used by Lucid Group for the Air sedan.  - Also joining Luminar is CJ Moore, who served for seven years as director of Tesla's Autopilot software before leaving the electric car company to join computer giant Apple Inc as director of autonomous systems for its secretive Apple Car project. Moore will lead Luminar's software program and contribute to its vision for next-generation safety and autonomy. Original Source : LiDAR developer Luminar Technologies Hires Ex Apple, Tesla and Nvidia Execs as it Prepares for Growth - FutureCar.com - via @FutureCar_Media “Tally ho!” First all-electric Mokes roll off production line in UK - The recent revival of the iconic beach buggy the Mini Moke, under the stewardship of British company Moke International, has taken an electric turn for the European summer, with the first full-speed petrol-free models now rolling off the production line. - Originally designed by the same man behind the Mini, Sir Alec Issigonis, the lightweight utility named after a slang term for a donkey has been “reimagined” as a fully electric vehicle, offering enhanced performance, zero noise and – according to Moke – a range of around 120-140km. - The starting price for the electric Moke is £29,150 (just under $A52,000), which the website notes is before on road coasts and/or local incentives. - According to the website, the battery's range is 144km (which is more than is specified in the press release), with a charging time of around four hours, subject to WLTP testing. Top speed is 100km/h. Original Source : "Tally ho!" First all-electric Mokes roll off production line in UK (thedriven.io) Mercedes Formula E team unveils high-tech electric bike collection - The Mercedes-EQ Formula E Team has this week launched a collection of high-performance electric bicycles that the company hopes will stand out as some of the most sophisticated e-bikes on the market. - The team launched on Wednesday four new e-bike models – the Formula E, Silver Arrows, Silver Arrows Sport, and the new high performance Championship Edition. - The bikes also incorporate Constant Variable Transmission (CVT) as standard across all but the Championship Edition model, which is a single speed. CVT eliminates the need for manual shifting between gears, with gear changes happening seamlessly as needed, ensuring riders never find themselves in the wrong gear halfway up a hill. - The cheapest of the four bikes – the $US3,450 ($A4,900) Formula E Team e-bike – boasts 80Nm of torque, 25% more than a standard e-bike. - All the bikes come with a carbon belt drive that is said to be maintenance free for 32,000 kilometres and a digital dashboard integrated into the handlebar – including speedometer, battery indicator, range – a security system with a password activated security immobiliser, and even mobile phone charging. Original Source: Mercedes Formula E team unveils high-tech electric bike collection (thedriven.io) QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What's your dream driveway?  But there are some rules: 2 or 3 vehicles, budget is $150,000 USD or equivalent wherever you are.  Email your answers to Martyn: hello@evnewsdaily.com For the week that's in it…catch me on Twitter @evlifeireland It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ OCTOPUS ELECTRIC JUICE - MAKING PUBLIC CHARGING SIMPLE WITH ONE CARD, ONE MAP AND ONE APP MILLBROOKCOTTAGES.CO.UK – 5* LUXURY COTTAGES IN DEVON, JUMP IN THE HOT TUB WHILST YOUR EV CHARGES

EV News Daily - Electric Car Podcast
11 May 2022 | Lucid Confirm European Launch Date

EV News Daily - Electric Car Podcast

Play Episode Listen Later May 11, 2022 27:20


Show #1463 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, you trusted source of EV information. It's Wednesday 11th May, it's Martyn Lee here and I go through every EV story so you don't have to. ➤ BMW SEES 30% DROP IN BATTERY PRICES TO TAKE ON TESLA  - BMW AG will switch to the next generation of lower-cost batteries for its new electric-vehicle platform from 2025 as carmakers battle rising prices for raw materials. - The change will deliver a 30% drop in costs, according to people familiar with the plans. - The new round cells will be manufactured by BMW's existing partners, the people said, declining to be named discussing internal deliberations. - Last year, carmakers paid an average of $118 for each kilowatt hour of a pure electric vehicle battery pack, according to BloombergNEF - The energy density of the new BMW cells will be higher than Tesla's round cells by at least a low double-digit percentage, the people said, without giving further specifics. Original Source : https://www.bloomberg.com/news/articles/2022-05-10/bmw-sees-30-drop-in-battery-prices-to-take-on-tesla ➤ STELLANTIS CEO CARLOS TAVARES WARNS ABOUT FUTURE ELECTRIC VEHICLE BATTERY SHORTAGE  - The CEO of Jeep maker Stellantis NV on Tuesday joined the chorus of voices in the auto industry warning about a future shortage of electric-vehicle batteries without more production in Europe and the United States, potentially risking the transatlantic automaker's EV commitments. - "We can anticipate that we will have around 2025, 2026, a short supply of batteries," Carlos Tavares said remotely during the Financial Times' Future of the Car summit. "And if there is no short supply of batteries, then there will be a significant dependence of the Western world vis-à-vis Asia." - As a part of its plans to invest $35.5 billion in electrification and software by 2025, Stellantis has announced battery plants in France, Germany and Italy to support European vehicle production and another in Windsor, Ontario, for North America. A second in the United States is expected to be announced in the coming weeks. It plans to have 400 gigawatt hours of total capacity on the two continents by 2030. Original Source : https://eu.detroitnews.com/story/business/autos/chrysler/2022/05/10/stellantis-ceo-carlos-tavares-electric-vehicle-battery-shortage-reliance-asia/9713645002 ➤ EV MAKER LUCID TO LAUNCH LUXURY SEDANS IN EUROPE IN LATE 2022  - Lucid Group plans to launch luxury sedans in Europe later this year, as the Tesla rival aims to expand its footprint outside the United States amid strong global demand for electric vehicles. - The company will launch its Lucid Air Dream Edition P and R sedans in limited numbers for customers in Germany, Netherlands, Switzerland and Norway in late 2022, it said in a statement on Tuesday. - Lucid added it would price its Air Dream Edition P/R at about 218,000 euros ($230,208.00) in Germany. - Lucid said on Tuesday it also plans to open its first European retail location in Munich on May 13, adding it aims to open additional studio and service center locations in Europe this year. Original Source : https://www.reuters.com/business/autos-transportation/ev-maker-lucid-launch-luxury-sedans-europe-late-2022-2022-05-10/ ➤ VOLKSWAGEN AERO B SPIED AS A SWOOPY TESLA MODEL 3 COMPETITOR  - Volkswagen's electric vehicle push has already spawned a crossover and a van, but their latest offering is clearly aimed at the car crowd. - Tentatively dubbed the Aero B, the model was previewed by the ID. Vizzion and ID. Vizzion Space concepts. - The automaker hasn't said much about the model but, in 2020, Volkswagen Passenger Cars CEO Ralf Brandstätter confirmed production would begin at their Emden plant in 2023. At the time, he described it as a “new, powerful electric model that will attract a lot of attention around the world.” - Specifications remain a secret, but the ID. Vizzion Space concept featured an 82 kWh battery pack and a rear-mounted electric motor developing 275 hp (205 kW / 279 PS) and 406 lb-ft (550 Nm) of torque. This setup gave the model a range of up to 590 kilometers in the WLTP cycle and 300 miles in the EPA cycle. Original Source : https://www.carscoops.com/2022/05/volkswagen-aero-b-spied-as-a-swoopy-tesla-model-3-competitor/ ➤ GM FILES TO PATENT EV ASSISTED TOWING CONCEPT  - GM has filed a patent application for an electrically-assisted flatbed trailer that would offset the reduction in range when towing for battery-electric trucks. - The system includes a powered trailer with at least one small electric propulsion unit, which “enhances launch of the BEV and provides an acceleration assist,” to the vehicle. A communication link between the trailer and vehicle would ensure the trailer's electric-assist powertrain would work in unison with the vehicle to optimize range and performance. The trailer would have its own separate battery pack, so in theory, this design would offset some of the range reduction EV drivers experience when towing. - The patent application also describes a dual-motor version of the trailer with opposing electric motors, which would be able to spin each of the trailer's wheels at different speeds when turning, resulting in a tighter turning radius and greater maneuverability Original Source : https://gmauthority.com/blog/2022/05/gm-files-to-patent-ev-assisted-towing-concept/ ➤ FREIGHTLINER UNVEILS NEW ELECTRIC ECASCADIA  - A fully battery electric eCascadia made its debut in 2018 as a proof of concept before swiftly being handed off to demonstration fleets with almost 50 trucking customers running real freight in the real world. To-date, Freightliner electric trucks have logged well over one million miles in day-to-day operations, pulling real loads and making real drops. - Rakesh Aneja, vice president and chief of eMobility at Daimler Truck North America, said the rigorous testing and development cycle resulted in a production-ready model, which was unveiled Monday at the ACT Expo in Long Beach, California, featuring multiple battery and drive axle options and a typical range of 230 miles, depending on vehicle configuration. - The Detroit ePowertrain offers three battery options for a range of sizes and average, zero-to-full charging times starting with 194 kWh (one and a half to three hours), 291 kWh (two to four hours), and 438 kWh (two to six hours). Regenerative braking helps maximize range and across the pilots, the average energy recuperation ratio was 20%-25%, with some drivers achieving even up to 30%. Original Source : https://www.ccjdigital.com/alternative-power/article/15291805/freightliner-unveils-new-electric-ecascadia ➤ MADE-IN-GERMANY TESLA MODEL Y PROVES SURPRISINGLY FUN IN THE NURBURGRING    Original Source : https://www.teslarati.com/tesla-model-y-germany-nurburgring-fun-video/ ➤ PANASONIC WEIGHS BUILDING NEW U.S. BATTERY PLANT FOR TESLA Original Source : https://asia.nikkei.com/Business/Automobiles/Panasonic-weighs-building-new-U.S.-battery-plant-for-Tesla ➤ SEE PLUG-IN ELECTRIC CAR ADOPTION MAP FOR ALL US STATES IN 2021  Original Source : https://insideevs.com/news/584760/plugin-electric-car-adoption-map-us-2021/ ➤ WA STATE BUDGET TO INCLUDE $3,500 REBATES FOR ELECTRIC VEHICLES, BUT THERE'S A DOWNSIDE  Original Source : https://www.abc.net.au/news/2022-05-10/electric-vehicle-tax-and-rebates-announced-by-wa-government/101051936 ➤ FREEWIRE TECHNOLOGIES UNVEILS ITS MOST POWERFUL AND FLEXIBLE EV CHARGER YET  Original Source : https://www.businesswire.com/news/home/20220510005153/en ➤ SHELL RECHARGE TITLE SPONSORSHIP OF BERLIN E-PRIX  Original Source : https://www.automobilsport.com/race-categories--24,237463,Shell-Recharge-highlights-e-mobility-ambition-via-title-sponsorship-of-Berlin-e-Prix,news.htm ➤ CATL TO UNVEIL QINLIN BATTERY – 13% MORE POWER THAN TESLA 4680  Original Source : https://twitter.com/nbdpress/status/1523878074139308032?s=12&t=3T3DNXaOQpK0rmg6Zi-vVQ ➤ CUPRA AND VWFS LAUNCH SUBSCRIPTION SERVICE FOR ALL-ELECTRIC BORN  Original Source : https://www.cupraofficial.co.uk/cupra-finance/overview/subscription.html ➤ RALEIGH UNVEILS ITS NEW CENTROS WITH THE PROMISE OF 130 MILES ON A SINGLE CHARGE  Original Source : https://www.cyclingweekly.com/products/raleigh-unveils-its-new-centros-with-the-promise-of-130-miles-on-a-single-charge QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What would you like to see improved in EV charge station design? Email me any feedback to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ OCTOPUS ELECTRIC JUICE - MAKING PUBLIC CHARGING SIMPLE WITH ONE CARD, ONE MAP AND ONE APP MILLBROOKCOTTAGES.CO.UK – 5* LUXURY COTTAGES IN DEVON, JUMP IN THE HOT TUB WHILST YOUR EV CHARGES

TechCrunch Startups – Spoken Edition
Lucid is raising prices on its luxury Air EV by as much as 13%

TechCrunch Startups – Spoken Edition

Play Episode Listen Later May 9, 2022 6:11


Lucid Group is the latest automaker to up the price of its electric vehicles. The company announced Thursday alongside its first-quarter earnings report that it was raising prices of the variants of its luxury Air sedan, beginning June 1.

The Market Marauder Show
Episode 173: EV Market Moves

The Market Marauder Show

Play Episode Listen Later May 3, 2022 8:12


General Motors now has about 140,000 reservations for the upcoming electric version of its Chevrolet Silverado pickup, CEO Mary Barra said during GM's first-quarter earnings presentation from the company. Amazon invested in electric vehicle maker Rivian in 2019 as part of a plan to go green. During the first quarter, it saw nothing but red. In its earnings report on Thursday, Amazon took a $7.6 billion loss on its stake in Rivian. Shares of the EV manufacturer plummeted by more than 50% in the first three months of 2022, reversing course from the fourth quarter, when the company held its stock market debut and saw its value skyrocket. Lucid Group an American EV manufacturer announced an agreement with the Government of Saudi Arabia, under which the Government will purchase up to 100,000 vehicles over a ten-year period, with an initial commitment to purchase 50,000 vehicles and an option to purchase up to an additional 50,000 vehicles over the same period.

EV News Daily - Electric Car Podcast
1451: Ford F-150 Lightning REAL Specs Are Better Than Promised

EV News Daily - Electric Car Podcast

Play Episode Listen Later Apr 30, 2022 22:49


Show #1451 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily, you trusted source of EV information. It's Saturday 30th April, it's Martyn Lee here and I go through every EV story so you don't have to. THE FORD F-150 LIGHTNING ELECTRIC TRUCK HAS MORE POWER THAN WE THOUGHT! - Ford just announced that the power and payload ratings it had specified for the Lightning pickup are wrong. Luckily, they're "wrong" in the right direction—meaning the final horsepower and payload figures for the F-150 Lightning area actually better than expected. - originally was quoted as offering 426 hp with the standard-range pack and 563 with the juicier extended-range setup. Ford now says the standard-range model packs 452 hp, up 26 hp from Ford's "targeted" number, and the extended-range version doles out a mighty 580 hp, up 17 hp - it makes the standard-range Lightning the most powerful F-150 pickup ever - Ford also says the F-150 Lightning's payload figures have been revised upward, though less impressively so than the horsepower numbers. Certain, unspecified versions of the Lightning can "now haul an extra 235 pounds," per Ford, lifting the maximum one of the electric trucks can carry to 2,235 pounds. · Original Source : https://www.motortrend.com/news/2022-f-150-lightning-revised-power-payload-ratings/ FORD'S NEXT-GEN ELECTRIC TRUCK WILL HAVE ACTIVE AERO, MORE RANGE - Ford launched the F-150 Lightning earlier this week, and company CEO Jim Farley hinted at what is to come next. He let slip that the company's Tennessee manufacturing facility would produce a different type of F-Series pickup when production started there in a few years. - he did speak with Laycee from the Miss GoElectric YouTube Channel, who revealed on the latest InsideEVs.com podcast episode (34:44 mark) that the new pickup would have a radical design that some could find controversial. - Farley told her that the new electric pickup would feature active and deployable aero similar to a semi-truck, with the design focusing on maximizing efficiency. - The new truck would allegedly cost about $7,000 more than the F-150 Lightning and offer about 100 miles more of range. That means the Ford could offer 400-plus miles (643-plus kilometers). The current F-150 Lightning can deliver up to 320 miles (514 km). Ford has spent the last two years developing this new truck. - Ford will produce the new pickup at its manufacturing complex in Tennessee. - Blue Oval City, will produce the next generation of electric F-Series trucks and batteries. The site will have three gigafactories. The complex will see operations begin in 2025, so it could be a bit before we see this new pickup. Original Source : https://www.motor1.com/news/582926/ford-next-electric-truck-aero-range/ LUCID CEO MADE OVER $260 MILLION IN PERFORMANCE-BASED AWARDS IN 2021 - Lucid Group CEO Peter Rawlinson earned more than $260 million in performance-based awards last year - In March 2021, Lucid Group's board awarded Rawlinson about 13.8 million time-based units of stock that vest over four years beginning at the end of 2021, plus 16 million performance-based stock units. - The entire award was valued by the company at a whopping $556 million, according to a filing on April 28. Rawlinson's $263 million payday is one of the largest compensation packages paid to any executive in 2021. - The company's market value remained high enough over a six-month period for Rawlinson to collect four of the five tranches of performance-based units, according to the filing. - Lucid Group recently said it needed more cash to fund its plans, which include a second factory in Saudi Arabia, expected to open in 2025. The company raised $2 billion in convertible debt in December, but Bloomberg Intelligence forecasts that the startup may have to sell more stock to raise the necessary funds. Original Source : https://insideevs.com/news/583003/lucid-ceo-made-over-260-million-usd-performance-based-awards-2021/ SHELL AWARDS ANOTHER CHARGING INFRASTRUCTURE FRAMEWORK CONTRACT TO ABB - ABB has signed a new global framework agreement with Shell to supply its complete portfolio of AC and DC charging stations. The products range from the AC wallbox for homes, businesses and retail to the Terra 360 HPC charging point. - Shell reportedly intends to operate 500,000 charging points worldwide by 2025. By 2030, this number is to increase to 2.5 million. To achieve this, the oil company needs one thing above all: lots of charging points. Original Source : https://www.electrive.com/2022/04/29/shell-awards-another-charging-infrastructure-framework-contract-to-abb/ - Shell does not provide any further details on this in the strategy, so it is unclear which markets they will cover with how many charge points. Going by past activities, Shell has been active in several markets, reaching across Europe and even Canada. Recent acquisitions or attempts include NEw Motion and Ubitricity and Shell is a partner of Ionity. Original Source : https://www.electrive.com/2021/02/12/shell-to-install-half-a-million-charge-points-by-2025/ BIG OIL WANTS A PIECE OF THE ELECTRIC VEHICLE PIE - The likes of Shell, TotalEnergies, ExxonMobil, Equinor, and BP are all backing EV projects as they expand their portfolios to include non-traditional energy sectors. - In Europe, Shell has been just one of the oil majors to expand its EV charging network over the last year. Shell's subsidiary, ubitricity – standing for ubiquitous electricity – is using innovative technologies to enhance access to EV charging stations by powering cars across cities through lamp posts. Shell's public charging network, Shell Recharge, expects to have over 500,000 charging points globally by 2025, establishing locations across supermarkets, street-charging points, and EV hubs. - Shell is also leading by example by establishing an EV charging hub in London, replacing its petrol and diesel pumps with ultra-rapid 175kW charge points - Last year, Equinor also announced a $130-million investment in Solid Power, a U.S. firm developing all-solid-state batteries (ASSBs) for electric vehicles. The BMW Group and Ford have also partnered with Solid Power to acquire ASSBs for their new EV models. Equinor believes the development of ASSBs could provide lower-cost EV batteries to the market. - This April, BP sent EV stock soaring with the announcement of a multi-year contract with Tritium. Tritium will provide almost 1,000 chargers for the U.K., Australian, and New Zealand markets. Original Source : https://oilprice.com/Energy/Energy-General/Big-Oil-Wants-A-Piece-Of-The-Electric-Vehicle-Pie.html BYD IS CLOSER TO 1 TWH THAN TESLA: CAPACITY ALREADY SURPASSED 500 GWH - In April 2020, Elon Musk suggested Tesla plants would not be named Gigafactories anymore. They would be called Terafactories, implying they would deliver more than 1 TWh in battery packs. With the 4680 cell delays, BYD is closer to achieving 1 TWh than Tesla. - Bridget McCarthy mapped all the cell plants BYD currently has and concluded it has an amazing installed capacity above 500 GWh. To be more precise, we're talking about 522 GWh, which is not counting a huge battery factory planned for Europe and some other plants – such as Huangpi, in Wuhan – that still have not disclosed how many cells they will be able to manufacture. - Tesla planned to make 100 GWh at Giga Nevada but would be delivering around 30 GWh. Most of its cars now need suppliers such as LG Energy Solution and CATL, which provides Tesla with LFP cells. - The list provided by the financial analyst at Snow Capital is impressive. Original Source : https://www.autoevolution.com/news/byd-is-closer-to-1-twh-than-tesla-capacity-already-surpassed-500-gwh-187738.html Bridget McCarthy on Twitter: “In less than a week, 12 different business units within BYD completely shifted to mask production. In just five weeks, BYD went from producing zero masks, to being the WORLD'S LARGEST SURGICAL MASK PRODUCER. By May, BYD was producing over 50M masks per day. - In a matter of days, BYD's designers drew more than 400 renderings of mask machines, the electronics group prepared the necessary parts, & 3,000 engineers from 13 business divisions started building. A week later, BYD was producing masks to be sent around the world. - The teams (i.e. battery business unit vs. logistics department) competed to have the highest daily mask output. BYD yanked battery engineers from the then-top-secret Blade battery project to oversee mask production, one of whom continually topped the “dragon and tiger list”. Original Source : https://twitter.com/bridgemccarthy_/status/1359613174958407680 SERBIA INKS $200 MLN DEAL WITH STELLANTIS TO PRODUCE ELECTRIC CARS Original Source : https://www.reuters.com/business/autos-transportation/serbia-inks-200-mln-deal-with-stellantis-produce-electric-cars-2022-04-28/ CHEAPER TESLA MOBILE CONNECTOR NOW LISTED IN VEHICLE CONFIGURATOR Original Source : https://insideevs.com/news/583024/cheaper-testa-mobile-connector-now-listed-vehicle-configurator/ JOE MANCHIN CALLS EV TAX CREDITS “LUDICROUS” IN SENATE HEARING Original Source : https://arstechnica.com/cars/2022/04/west-virginas-manchin-stands-in-way-of-ludicrous-ev-tax-credits/ HOW NEW ENERGY VEHICLES FIND THEIR MARKET IN RURAL CHINA Original Source : https://news.cgtn.com/news/2022-04-30/How-new-energy-vehicles-find-their-market-in-rural-China-19E67ADnaww/index.html VW, BMW, MERCEDES SEEK ALTERNATIVES TO GAS AND OIL AMID THREAT OF RUSSIAN EMBARGO Original Source : https://europe.autonews.com/automakers/vw-bmw-mercedes-seek-alternatives-gas-and-oil-amid-threat-russian-embargo QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What cables should or shouldn't  come with a new or used EV? Email me any feedback to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And  if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ OCTOPUS ELECTRIC JUICE - MAKING PUBLIC CHARGING SIMPLE WITH ONE CARD, ONE MAP AND ONE APP

IEN Radio
Lucid Unveils Most Powerful EV on the Planet

IEN Radio

Play Episode Listen Later Apr 21, 2022 2:27


Newark, California-based Lucid Group burst onto the electric vehicle scene with their Air model, which touts an industry-leading 520-mile range. You might also remember the company commencing manufacturing last spring at their recently completed 500-acre production facility in Casa Grande, Arizona.This time Lucid is turning heads with the most powerful electric vehicle available in North America - their Air Grand Touring Performance. Not to be confused with the Lucid Air Grand Touring vehicle, the Performance model will offer 1,050 horsepower in going 0 to 60 in 2.6 seconds, and hitting a top speed of 168 mph.The vehicle will feature one of Lucid's proprietary electric motors at each axle and despite the added power, will still offer an EPA-estimated driving range of 446 miles. While this is less than the Air, it's still ahead of the nearest competitor for the range title, as Tesla's dual motor Model S offers a range of between 375 and 405 miles on a single charge.And I'd be remiss if I didn't mention that the Model S Plaid does own the title of quickest EV on the planet, as it sacrifices range for a sub 2-second 0 to 60 time and top speed of 200 mph.

Stock Watch
Stock Picks - Lucid Group Inc & KAP Industrial

Stock Watch

Play Episode Listen Later Feb 17, 2022 2:15


Zwelakhe Mnguni from Benguela Global Fund Managers chose Lucid Group Inc as his stock pick of the day and Dale Hutcheson from ABSA Asset management chose KAP Industrial

Stock Watch
Stock Picks - Lucid Group & Disney

Stock Watch

Play Episode Listen Later Jan 27, 2022 3:32


Zwelakhe Mnguni from Benguela Global Fund Managers chose Lucid Group as his stock pick of the day and Independent Analyst Jimmy Moyaha chose Disney

Market Talk: What’s up today? | Swissquote
Rivian gets strong bank ratings!

Market Talk: What’s up today? | Swissquote

Play Episode Listen Later Dec 7, 2021 10:34


Bank ratings flow in as it's the end of the quiet period for Rivian and they look rather… strong! Tesla, Lucid Group and Donald Trump's DWAC under pressure of SEC news. Overall, equities, especially the reopening stocks, benefit from encouraging news that the omicron symptoms are rather ‘mild' and that the People's Bank of China loosens its purse's strings to provide support to the Chinese economy, but the upcoming US inflation is a threat to the market mood. Alibaba rallied, gold is steady below the $1800 mark and Bitcoin advances past the $51K mark. Bitcoin is a high-risk asset, however, there is clear evidence that Bitcoin is paving its way to the traditional finance, and that institutional investors are increasingly on board. It still doesn't make it a hedge against inflation, nor a safe haven, but it makes it a stronger alternative investment vehicle where we could see the size of one-off drops reduce over time.

Ethical & Sustainable Investing News to Profit By!
PODCAST: Best 2021 Renewable Energy Stocks. And More.

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Dec 3, 2021 21:19


Best 2021 Renewable Energy Stocks. And More. Includes SunPower, Enphase Energy, Lucid Group, First Solar, Inc., mCloud Technologies, Janus Henderson Global Technology and Innovation Fund Class A, Calvert Equity Fund Class A, Parnassus Mid Cap Growth Fund - Investor, and New Alternatives Fund Class A. The reviews are by top analysts at Zacks, fool.com, others PODCAST: Best 2021 Renewable Energy Stocks. And More. Transcript & Links, Episode 72, December 3, 2021 Hello, Ron Robins here. Welcome to podcast episode 72 published on December 3, titled “Best 2021 Renewable Energy Stocks. And More” — and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts. Now, just a reminder. I do not evaluate any of the stocks or funds mentioned in this podcast. Furthermore, if you're concerned about the ESG and sustainability ratings of any stock or fund included in this podcast, check your broker's online site for such information. If your broker doesn't have this information, signup for free with Morningstar and you can gain access to company and fund ESG-sustainability ratings. Please note, I receive no compensation from Morningstar or anyone else covered in these podcasts. Also, if any terms are unfamiliar to you, simply Google them. ------------------------------------------------------------- 1. Best 2021 Renewable Energy Stocks. And More I'm beginning this podcast with three great analysts who I feature regularly. They are Travis Hoium, Howard Smith, And Daniel Foelber and they've posted an article titled 3 Renewable Energy Stocks We're Thankful for in 2021. It appears on fool.com. Here are their picks followed by brief quotes on them. “1) Travis Hoium likes SunPower (NASDAQ: SPWR) The last few years have been a wild ride for SunPower. The company sold off its utility-scale solar business, spun off its solar panel manufacturing business, and is in the process of finding a buyer or other alternative for its commercial solar business. What's left is the residential solar installation business that's become one of the most valuable parts of the solar energy market. And… it's treated investors very well.  I'm thankful that SunPower found a path to success on the market and can now focus on becoming a growth stock. The company has built the infrastructure to sell, design, install, and finance residential solar projects at scale, which is what the market is rewarding today. And it made a great deal in selling its inverter business to Enphase Energy for stock that ultimately saved the company.  2) Howard Smith recommends Enphase Energy (NASDAQ: ENPH) I first heard of Enphase Energy seven years ago… and I wish I had bought Enphase stock more than 2,000% ago… Enphase recently released the eighth-generation microinverter system. The IQ8 is an all-in-one system that the company says is ‘capable of forming a microgrid during a power outage using only sunlight, providing backup power even without a battery…' Enphase recently launched its battery storage system in Belgium and has also just expanded into Brazil and Italy… Enphase just announced plans to acquire ClipperCreek, an electric vehicle (EV) charging solutions company… The move into the EV sector also gives Enphase a path ‘to enable bi-directional charging capability for vehicle-to-home and vehicle-to-grid applications.'  3) Daniel Foelber picks Lucid Group (NASDAQ: LCID) From its pre-merger stint with Churchill Capital IV, to its merger in July, to reaching deliveries in late October, Lucid has given investors a wild, volatile, and quite often stressful experience in 2021. But so far this year, Lucid is the best-performing automaker in the world -- giving investors who have stayed the course a fourfold return.  In just a year, Lucid has transformed itself from an unproven company to a company with some of the best technology in the entire electric vehicle (EV) industry. The short-term outlook looks impressive. Its balance sheet is rich with cash, its manufacturing plant has enough capacity to meet 2022 demand, reservations are now over 17,000, and it is on track to build 20 sales and service centers throughout the U.S. and Canada before year-end.  The medium-term outlook looks excellent as well. In 2022, the company expects to be producing four versions of the Lucid Air sedan at price points ranging from $77,400 to $169,000. It's also further growing its manufacturing capacity to 50,000 units by 2022 so it can handle production of the Air and Gravity SUV in 2023… Over the last three months, share prices of Lucid have dipped as low as $16.12 per share and as high as $57.44 a share… despite the volatility, long-term investors hope that Lucid's growth story is maybe only in the first or second inning.” End quotes. ------------------------------------------------------------- 2. Best 2021 Renewable Energy Stocks. And More Continuing on the energy theme is this article titled Bet Big on These 2 Alternative Energy Stocks by Emma Duncan. It appeared on schaefferresearch.com. SunPower is again recommended. Here are some of her comments. “While the list of electric vehicle stocks is ever growing, alternative energy stocks have been around a little longer and thus can be seen as slightly more stable at the moment. For example, two note-worthy names worth exploring are First Solar, Inc. (NASDAQ: FSLR) and SunPower Corporation (NASDAQ: SPWR)… What's more, both of these alternative energy disruptors showed up on a list of stocks that are now flashing a historic bull signal… SunPower Corporation SunPower stock has added 20% in 2021, with its recent round of lower highs finding a leg of support at both the 360-day moving average and the round $20 level. Meanwhile, First Solar stock has added just over 9% this calendar year, and has seen a trendline of support near $103 in the last few weeks. SunPower stock has pulled back to its 40-day moving average, after spending a significant period of time above it. According to data from Schaeffer's Senior Quantitative Analyst Rocky White, a notable seven similar signals have occurred during the past three years. The security saw a positive one-month return 71% of the time, averaging a 6.4% gain. Last seen at $30.45, a similar move would put SunPower above $32 -- just below its six-month highs. First Solar, Inc. For First Solar stock, the equity recently pulled back to its 80-day moving average, after spending a significant period of time above it. Per White, five similar signals have occurred during the past three years. First Solar enjoyed a positive one-month return in 80% of those cases, averaging an impressive 9.8% gain. From its current perch of $106.65, a similar move would put the security back above the $117 level, within a chip-shot of its 10-year peak… Both stocks also look ripe for a fresh round of bullish attention too. Of the 14 and 11 analysts following First Solar and Sunpower, respectively, seven and 10 carry tepid ‘hold' or worse recommendations. In simpler terms, this leaves ample room for upgrades, should these trendlines prove to be historical springboards. Short interest has been building on SunPower stock, too… At the equity's average pace of daily trading, it would take shorts the better part of a week to buy back their bearish bets. First Solar and SunPower options also look affordable from an options standpoint… options players are pricing in relatively low volatility expectations at the moment.” End quotes. ------------------------------------------------------------- 3. Best 2021 Renewable Energy Stocks. And More Now, this is interesting. Kate Birch pens an article titled Deloitte: Top 10 fastest-growing tech companies in Canada. However, only one is a public company and it, fortunately, has ESG credentials. Its name is mCloud Technologies. Here's what she says about it. Quote. “Not only is Nasdaq-listed mCloud Technologies (NASDAQ: MCLD) ranked 10th in Canada (57th America-wide) on the latest Fast 500 list (and) having experienced growth of 3,003%, but it has further been named number two on Deloitte's Clean Technology Fast 50 in Canada. Founded in Calgary in 2010, mCloud has become a leading provider of AI-powered asset management and ESG solutions. Focused on unlocking the untapped potential of energy intensive assets with AI and analytics, curving energy waste and maximising energy production, mCloud has a global presence and offices worldwide, boasting more than 100 blue-chip customers and over 62,000 assets connected in thousands of locations worldwide.” End quote. ------------------------------------------------------------- 4. Best 2021 Renewable Energy Stocks. And More And finally, Zacks Equity Research has produced this research titled 4 Funds to Buy as Sustainable Investing Hits Record High. Here are the US funds they like followed by some of their research comments. Quote. “We handpicked four sustainable investment-based mutual funds. All these funds carry a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy). In addition, the minimum initial investment for these funds is within $5,000… 1) Janus Henderson Global Technology and Innovation Fund Class A JATAX Aims for long-term capital growth. The fund invests the majority of net assets in securities of companies benefiting from advances or improvements in technology. This Sector-Tech product has a history of positive total returns for more than 10 years. Specifically, (this fund's) returns are 34.9% and 30.3% over the past three and five-year periods, respectively. To see how this fund performed compared to its category… please click here. Janus Henderson Global Technology and Innovation Fund Class A has a Zacks Mutual Fund Rank of 1 and an annual expense ratio of 0.99% compared with the category average of 1.05%. 2) Calvert Equity Fund Class A CSIEX Aims for growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund invests the majority of assets in common stocks of companies that rank among the top 1,000 U.S.-listed companies. This Zacks Large Cap Growth product has a history of positive total returns for more than 10 years. Specifically, Calvert Equity Fund Class A has a three and five-year returns of 26.1% and 22.9%, respectively. To see how this fund performed compared to its category… please click here. Calvert Equity Fund Class A has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.94% compared to the category average of 0.99%. 3) Parnassus Mid Cap Growth Fund - Investor PARNX Aims for capital appreciation. The fund invests the majority of assets in mid-sized growth companies. This Zacks Sector – Large Cap Value has a history of positive total returns for more than 10 years. Specifically, Parnassus Mid Cap Growth Fund - Investor has returned 20.2% and 16.4% for the three and five-year periods, respectively. To see how this fund performed compared to its category… please click here. Parnassus Mid Cap Growth Fund - Investor has a Zacks Mutual Fund Rank #2 and an annual expense ratio of 0.83%, below the category average of 1.09%. 4) New Alternatives Fund Class A NALFX Aims for long-term capital growth with income as its secondary objective. It primarily invests in common stocks of companies and even in other equity securities, such as real-estate investment trusts and American Depository Receipts. This Zacks sector – Other product has a history of positive total returns for more than 10 years. Specifically, (it) has… three and five-year returns of 32.4% and 19.9%, respectively. To see how this fund performed compared to its category… please click here. New Alternatives Fund Class A has a Zacks Mutual Fund Rank #2 and an annual expense ratio of 0.96% compared to the category average of 1.26%.” End quotes. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Best 2021 Renewable Energy Stocks. And More.“ To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Talk to you next on December 17. Bye for now. © 2021 Ron Robins, Investing for the Soul.

Investing with IBD
EP 141: Jon Najarian: Managing Volatile Stocks With Options

Investing with IBD

Play Episode Listen Later Dec 2, 2021 47:55


Jon Najarian, co-founder of Market Rebellion, talks about using options to setup low risk / high return trades in an increasingly volatile market. Whether it's using a stock repair strategy on a damaged position like PayPal (PYPL) or multi-leg strategies, there are plenty of profit opportunities still out there. He also walks through a few stocks with long-term potential like Albemarle (ALB), Lucid Group, and Nvidia (NVDA). For the video version, show notes and charts, visit investors.com/podcast.

The Market Marauder Show

Pfizer on Tuesday submitted its application to the Food and Drug Administration for emergency authorization of its Covid-19 treatment pill, saying it reduces hospitalization and death by 89% when administered with a common HIV drug. If authorized by the FDA, the pill could help revolutionize the fight against Covid by allowing high-risk people infected with the virus to take an oral antiviral drug at home instead of going to the hospital. Such a treatment could help reduce the strain that has been put on hospital systems during the pandemic. The pill, known as Paxlovid, blocks the activity of an enzyme the virus needs to replicate. Paxlovid is used in combination with a low dose of ritonavir, an HIV drug, to slow the patient's metabolism, allowing the drug to remain active in the body at a higher concentration for a longer period to combat the virus. As the cost of groceries and household goods rises, Walmart CEO Doug McMillon said the big-box retailer will lean into its longtime strategy: undercutting rivals on price. Lucid Group's market value blew past Ford Motor on Tuesday to $89.9 billion following a 24% runup in the EV start-up's stock price after executives told investors that reservations for its first vehicles had jumped and that its production plans for 2022 were still on track. Peloton shares were rising Tuesday even after the company announced it was planning to raise $1.07 billion through a new stock offering that values its shares at a discount to their current trading price. The offering of 23.9 million shares at $46 each comes just a few weeks after Peloton said it had no reason to raise additional funds. In its announcement Tuesday, the connected fitness equipment maker said the proceeds would be used for general corporate purposes, including the construction or expansion of facilities, acquisitions, and investments in new products and technologies.

Don't Call It Small...Business
Ep 53 Checking In and Catching Up

Don't Call It Small...Business

Play Episode Listen Later Nov 18, 2021 21:23


After a long absence, we return with Episode 53 "Checking In & Catching Up", starting with relevant quotes from Alan Watts and Kate Douglas Wiggin. Then, knowing you have wondered where in the world we have been, Natasha shared a little background about her and our absence, and she gives a sneak peek into the remaining 7 episodes of the year.The episode continues by highlighting the highs and lows of the force in the middle of the US supply chain, warehouses. We celebrated Lucid Group's recent announcements for 2022 e-vehicle reservations and shared the latest eyebrow-raising headlines about Costco, Tik Tok, and Robinhood. Just to stir things up a bit, we made time for some non-business reflection on the growing toxicity that is plaguing the minds of everyday folks!You have to listen in and hear for yourself!SHOW INFORMATION:Company: Foreman & Associates, LLCWebsite: ForemanLLC.comIG: @ForemanLLCFB: @ForemanAndAssociatesTwitter: @ForemanLLCPodcast Twitter: @ItAintSmall YouTube: user/ForemanAssociatesHOST: Natasha L. Foreman, CEO of Foreman & Associates, LLCWebsite: NatashaForeman.com IG: @NatashaLForemanFB: @NatashaLForemanTwitter: @NatashaLForemanLinkedIn: @NatashaLForemanTheme Song: “Higher Up” by Shane IversCopyright 2021. Foreman & Associates, LLC. All Rights Reserved.

Memos by Daggerfinn | The #1 Employer Branding Podcast
What Does The Rivian IPO Mean For The EV Company's Employer Brand?

Memos by Daggerfinn | The #1 Employer Branding Podcast

Play Episode Listen Later Nov 11, 2021 4:10


Electric Pickup Truck Maker Rivian went public today in a spectacular IPO that values the company at a much higher market cap than some of its much-hyped competitors, including Lucid Group and NIO. Interestingly, Rivian's IPO has motivated an uptick in interest in jobs at the company, which is a testament to how attractive it is to work in the EV space today.To learn more about Daggerfinn's employer branding and growth strategies practice, visit us at https://daggerfinn.com.

Midas Podcast
Piyasa Turu #23 / Tesla'ya iki yeni rakip: Lucid Group ve Rivian Automotive!

Midas Podcast

Play Episode Listen Later Nov 2, 2021 5:26


Midas ile Piyasa Turu başlıyor! 2 Kasım Salı günkü bölümümüzde; günü değer kaybıyla kapatan Apple, Microsoft, Amazon ve Google, Body Armour'ı 5,6 milyar dolara satın alan Coca-Cola, yeni Tesla olarak görülen Rivian Automotive ve gündeme dair diğer haberler var.  Piyasa Turu'nda bahsi geçen haberleri okumak isterseniz, getmidas.com/midasin-kulaklari adresindeki Piyasa Öncesi bültenimize ve diğer haberlerimize göz atabilirsiniz. Twitter: https://twitter.com/getmidas Instagram: https://www.instagram.com/get_midas/

1號課堂
【丁學文的財經世界】EP50 | 美國債務上限鬥爭,引發全球金融震盪 / 福特汽車宣佈,將與南韓電池生產商SK創新共同投資114億美元,打造電動車電池工廠。

1號課堂

Play Episode Listen Later Oct 5, 2021 15:12


一週財經聚焦 一、9月27日,參議院共和黨議員阻止了民主黨提出的一項既要為美國政府提供運作資金,又要提高國家舉債上限的提案。在距離政府資金耗盡僅剩幾天之際,這個局面意味著,關於財政問題的政治較量逐漸升級,全球金融市場一下子陷入了恐慌情緒,怎麼解讀? 國際媒體相關報導 ●Financial Times倫敦金融時報:〈Treasury bill market jolted as US debt ceiling fight drags on〉(隨著美國債務上限鬥爭的拖延,美國國債市場正在震盪) ●USA Today今日美國:〈Why does the federal debt limit matter? Here's what America's debt actually looks like〉(為什麼聯邦債務限額很重要?因為這就是美國債務的實際情況) ●REUTERS路透社:〈U.S. default would cause 'irreparable' harm, Yellen warns again〉(葉倫再次警告:美國違約將造成「無法彌補」的傷害) 分析解讀 其實,10年期美債殖利率本來就已經衝上3個月高點,外加美國聯邦參議院的這項避免政府「關門」、提高舉債上限的預算案,竟遭共和黨拒絕,一下子導致金融市場震盪。28日美股3大指數收黑,拖累29日台股大跌325.98點,失守半年線和「萬七」關卡。 美國財政部長葉倫(Janet Yellen)已公開示警,若國會無法取得共識,在10月18日前提高舉債上限,屆時聯邦政府手頭資金將用罄,恐導致美國發生史上首次債務違約,引發經濟衰退與金融危機等「災難性後果」(catastrophic consequences)。 針對葉倫的說法,我想透過5個Q&A,讓大家瞭解美國政府債務違約危機,以及可能對經濟情勢、金融市場造成的衝擊。 1. 何謂舉債上限? 舉債上限(debt ceiling),亦稱「債務限額」(debt limit),是美國財政部為了支付各式「帳單」,被允許借貸的金額。 換言之,在光靠稅收不足以因應政府支出的情況下,美國政府可透過借錢的方式,支付包括社會福利、醫療保障、軍人工資,以及國債等諸多「帳單」,藉以維持國家運作。 據估算,目前美國國債現在已攀升至28.8兆美元以上,超過現行規範的28.4兆美元上限,這也是財政部希望提高舉債上限的原因。 2. 共和黨為什麼不支持提高舉債上限? 共和黨認為,總統拜登所屬的民主黨,通過包括新冠肺炎疫情紓困、規模達3.5兆美元的社會安全網與氣候政策預算案,使美國處於「失控的支出狂潮」(out-of-control spending spree),恐導致國家債務持續膨脹。 共和黨強調,政府債務已超過國內生產毛額(GDP),在此情況下,民主黨政府應削減支出,而非提高舉債上限,繼續亂花錢。 3. 如果不提高舉債上限,會發生什麼事? 若此狀況成真,美國將發生史上首次債務違約,結果難料,可能就如同葉倫投書《華爾街日報》所寫的,「會造成廣泛的經濟災難(widespread economic catastrophe)」。 4. 若美國政府債務違約,會對經濟造成哪些影響? 假如美國政府債務違約,將使數百萬的美國人無法獲得社會保障、醫療保險等福利,聯邦政府恐發不出軍人、公務員薪資。 根據穆迪分析(Moody's Analytics)報告推估,若美國政府發生債務違約,勢必會造成GDP下滑,失去約600萬個工作機會,失業率將急劇攀升。 5. 假如美國政府債務違約,會對股市帶來多大衝擊? 穆迪分析首席經濟學家贊迪(Mark Zandi)研判,美國政府債務違約,將對疫後初萌芽的經濟情勢帶來災難性打擊,金融市場自然難逃影響,「在拋售最嚴重的情況下,股市恐崩跌近3分之1。」 若情況真如贊迪預估,屆時將有高達15兆美元的家庭財富瞬間被抹除,且在舉債上限問題解決、恢復支付國債前,美債殖利率、抵押貸款利率,以及消費者、企業借貸利率,都會攀升。即使問題解決,利率也難回到先前水準,因為美國國債,已不再是無風險資產。 贊迪預期,若舉債上限僵局延續到11月,財政部將被迫刪減政府支出,藉以抵銷約2000億美元的現金赤字,按年化計算,規模相當於10%以上的GDP,可謂毀滅性的經濟衝擊。 債務限額,規定了美國最多可以借多少錢來支付政府的賬單,這其中也囊括了從社會福利項目到軍隊的工資。根據美國財政部的數據,自1960年以來,該限額已經被提高、暫停或者推遲了78次,其中29次是在民主黨政府時期,49次是在共和黨政府時期。 這非常有趣。 中國房產帝國「恆大集團」日前爆發債務危機,眾所周知,恆大之所以爆發財務危機,就是因為高槓桿經營、借錢太多。 恆大的經營理念,與當今美國政府,多少有些相似。 自柯林頓總統執政之後,美國財政赤字不斷走高;新冠疫情更是讓政府開支陡然增加,只能靠發行更多的國債,解決赤字問題。 高槓桿負債經營一向如此,債務暴雷前,外表永遠是光鮮;恆大「昨天」的狀況,與「今天」的美國何其相似;恆大的「今天」,也有可能成為美國的「明天」。 誠然,美國政府這一次,也可以如同過去無數次的做法,在期限截止之前共和黨讓步,讓美債再次突破上限。依靠美國強大的政治、軍事與經濟地位,讓全球投資者願意繼續借錢。正所謂小國無節制發國債,只會徒增國內通貨膨脹;美國發國債,流動性會被全球吸收。 不過借錢是有上限的。美國的上限,今天雖然暫時還看不到,但別忘記上述恆大的案例,誰能想到這間風光一時的企業,會面臨今日之困局。當再有新冠這樣的「黑天鵝」或其他「灰犀牛」事件到來,可能會發生你我都不願看到的情況。希望恆大前車之鑑,不要是美國的明天。 大部分華盛頓的觀察家認為,兩黨其實都不希望出現國家違約的情況,認為他們會以某種方式達成協議,而這很可能是在最後一刻。 這種情況以前也發生過,但並非沒有代價。2011年在共和黨人阻止提高債務限額後,直到距離美債違約僅剩幾天時間,共和黨終於讓步,因為他們擔心若繼續對峙,會讓中國坐收漁翁之利。 兩黨政策中心的經濟政策主管阿卡巴斯(Shai Akabas)警告稱,「這樣下去後果不堪設想,隨著我們不斷出現這種險象環生的情況,要求改變世界儲備貨幣的呼聲會越來越高。這不利於美元,但可能有利於人民幣。」 二、9月27日,福特汽車公司(Ford Motor Company)宣佈將與南韓電池生產商SK創新(SK Innovation Co Ltd)攜手投資114億美元,打造電動車電池工廠。這項消息帶動福特股價在盤後走高。 國際媒體相關報導 ●Bloomberg彭博新聞網:〈Another Big EV Battery Fantasy, Another Letdown for investors〉(另一個大型電動汽車電池幻想,投資人的另一個失望) ●CNBC:〈Ford CEO Farley says automaker's stock has 'tremendous upside' even after doubling in his first year〉(福特CEO表示,即使在第一年翻倍之後,汽車製造商的股票仍有「巨大的上漲空間」) ●The Wall Street Journal華爾街日報:〈EV Battery Investments Are Getting More Political〉(電動汽車電池投資越來越政治化) 分析解讀 9月30日,福特營運長Lisa Drake說明,預計到2030年時,福特在美國市場會有40%比例 (約150萬輛)車輛產品轉向電動車發展,而在全球市場則預期增加至50%,藉此擴大電動化發展目標。 福特接著宣佈,將在美國田納西州啟動藍瓦城 (Blue Oval City)計畫,將以超過56億美元,建造6平方英哩 (約1554平方公尺)的巨型電動車生產園區,不僅成為福特有史以來最大製造投資,更是福特計畫以114億美元擴大發展的其中一個項目。 同時,藍瓦城計畫也是福特與南韓電池供應商SK Innovation合作項目之一。在藍瓦城計畫以垂直整合形式運作中,更包含福特與SK Innovation共同建造的BlueOvalSK電池產線,藉此生產對應福特與林肯品牌電動車使用電池。 除了在藍瓦城之外,福特也計畫在美國肯塔基州與SK Innovation合作兩座電池工廠,分別將在2025及2026年投入運作。若加上藍瓦城計畫,約可在美國境內創造11000個工作機會。 回到整體的電動車市場,大家可能不知道,今年全球電動車(EV)銷售量可望達到預期的500萬輛,在晶片供應持續吃緊的狀況下,這也會帶來對半導體元件的更高需求。 有鑑於電池動力車輛的晶片內容加倍,市場研究機構IDTechEx預測,車輛電氣化趨勢,會在2021年帶來每輛車額外增加74美元的半導體需求。 面臨晶片缺貨的窘境,電動車業者的財報則是喜憂參半。福特(Ford)不久前宣佈將在電動車與電池生產上投入114億美元資金;而該公司於4月時曾表示,因為晶片供應鏈中斷,今年汽車銷售量會減少110萬輛。 日本車廠豐田(Toyota)在疫情爆發初期,強化了供應鏈渡過難關,之後儘管試圖從混合動力車輛轉向全電動車款,仍然減少了汽車產量。 於此同時,電動車領導業者特斯拉(Tesla)則聲稱,已經在很大程度上解決了晶片缺貨的問題,因此今年也計畫增加電動車產能。 也有越來越多的新興電動車廠鎖定利基市場,從中國的小型「城市車」,到豪華房車與休旅車(SUV)。小型城市車的數量規模有加大趨勢,因此也可能加劇目前晶片短缺的問題。 在這些新興電動車廠中,美國業者Lucid Group不久前宣佈,其位於亞歷桑納州的「先進量產工廠」將生產Lucid Air房車。該公司號稱已經取得超過1萬3,000張訂單,預計在10月就開始出貨。 電動車的競爭,看起來日趨白熱化。 這些車廠因應供應鏈變化挑戰的案例,讓市場研究機構預測電動車未來將會持續成長。DTechEx指出,Ford認為2021年第二季晶片供應鏈中斷的狀況已經「觸底」。不過也有市場分析師指出,2022年晶片短缺情況是否會逐步改善,主要得看居家辦公應用領域的晶片需求是否減少,而非晶圓代工業者是否增加產能。 雖然部分專家依然看好特斯拉,預估其目標價為每股3000美元,但券商TD Ameritrade首席市場策略家基納漢(JJ Kinahan)卻指出,近期部分投資人已開始賣出特斯拉股票。基納漢說:「他們賣股有幾個原因,第一是因為特斯拉重回700美元之上,大家逢高賣出;第二個原因,則與特斯拉在電動車領域面對愈來愈多競爭有關。儘管通用等新對手的電動車之路並非一帆風順,但競爭愈來愈激烈,也造成部分投資人擔憂。」 基納漢說:「去年競爭明顯白熱化,我們的客戶通常賣掉特斯拉後,會換股操作福特和通用。」今年福特和通用股價分別上漲48%和18%,特斯拉則大約是7%。 基納漢也表示:「福特和通用都還沒證明可以在電動車領域與特斯拉分庭抗禮,目前特斯拉優越的電池技術與製造能力,還是有護城河。但我想我們客戶真正期待的,是福特和通用能持續改善策略,隨著時間過去大幅增加競爭力。」 KPMG安侯建業日前發布了一項報告,工業產業主持會計師張字信表示,過去一個世紀以來,石油驅動內燃機(ICE),這樣的單一燃料動力組合,主導了全球汽車工業體系。然而,在全球環保意識抬頭趨勢下,電動車產業逆勢成長,許多先進國家陸續提出燃油車輛退場時間表,先行啟動的國家為挪威與荷蘭,他們宣佈將於2025年禁止銷售燃油新車。在此政策推動之下,將有利電動車的發展,預估未來十年,全球電動車銷量將速度增長。 根據本次調查報告內容,KPMG特別彙整四大重點,「後燃油車時代,汽車產業的下一步」,供汽車產業參考。 1. 10億美元以上的融資,證明電動車方興未艾 雖然我們仍然不知道電池支援的電動汽車(BEV)什麼時候會達到轉捩點,並受到廣大消費者的青睞,但隨著拜登的基礎建設計畫,以及特斯拉的生產銷量和利潤看來,證明汽車產業此起彼落的投資,超過10億美元的開發電動車項目,正在蓄勢待發。 2. 汽車產業不轉型就淘汰 分析師預估,2030年電動車的普及率,將從24%提升到40%,讓傳統車廠備感壓力。如果2030年電動車市佔率達到30%,屆時全球每年將近4,000萬輛燃油車將產能過剩,相當於200家組裝工廠的產量。傳統車廠若不能夠適當地轉型,很可能將面臨倒閉。 3. 多元動力加速研發,以滿足不同需求 目前車廠正面臨轉型的關鍵時期,將捨棄燃油車,主攻電動車。未來將不僅只有電動車,而是會有多種燃料/動力組合,包括內燃機混合車及氫電混和車等,將會是百花齊放的局面,以滿足不同市場的需求。 4. 電動樁、智慧電網的佈局將成為發展關鍵 電動車的佈局,不僅僅是生產製造,要讓電動車普及,充電樁是最關鍵角色。即使在像美國這樣富裕的國家,電動車的基礎設施也尚未完全到位,除了電動樁的建立,電力的供給也存在著不確定性。 全球近40億人們生活在電動車基礎設施不完善的國家,即使在富裕經濟體下,電網也很微弱,許多國家尚未做好電動汽車普及化的準備。台灣也應該去思考城市如何普及電動樁?電動樁是否該成為買房新標配?以及老舊住宅如何透過法令與設計設置充電樁……等問題。 全球汽車產業因新冠肺炎疫情,遇上前所未有的衝擊,並加速了電動車的發展,傳統汽車大廠若無法順利轉型,將面臨倒閉或被收購。十年後,汽車產業將面臨全面的「結構性變化」,汽車產業的排名順序可能會大洗牌,未來幾年將是汽車產業關鍵時刻。新的競爭者拓展其市佔率,舊秩序可能會被打亂而價值鏈將被打破,供應鏈也將重新配置,企業將需要重新調整其業務組合,發展新的商業模式,才能帶動產業變革。 《經濟學人》總評 這期的經濟學人雜誌,我要推薦的是英國版本。在英國版本的封面設計上,經濟學人以一個勘著英國國徽,自高空墜地的火箭筒,諷刺著今非昔比的倫敦金融城。上面兩排字體,黑字寫的是「From Big Bang to a whimper」(從金融大改革到一個獨自低鳴);小紅字寫的則是「The state of London's stock market」(倫敦股票市場的現況)。 Big Bang,意指金融大改革,或「金融大爆炸」。金融大改革是指英國在1986年由柴契爾政府領導的倫敦金融業政策變革。該變革旨在大幅度減少監管。改革後,外國財團被允許購買英國上市企業,倫敦金融城投資銀行和經紀公司的構成和所有權,發生了翻天覆地的變化。金融城引入更國際化管理作風,使用電腦和電話等電子交易方式,取代了過去傳統的面對面談價,使競爭激烈程度劇增。 在英國版本的封面故事裡,探討的是倫敦股市的糟糕狀態。 2006年時,在倫敦上市的企業全體市值還佔全球股票市場的10.4%,但今天,這個份額只剩下了3.6%。倫敦落後的情況,甚至遠遠不如那些原來就處於落後群體的股票市場。同時期,它在歐洲股票市場總市值中的份額,也從36%下降到了22%。FTSE 100指數中,只有不到2%的價值是來自科技企業,而美國的S&P 500指數中,則有著近40%來自科技公司。 股票市場是任何聲稱自己是金融中心的一個重要組成部分,上市企業對上市地區的金融活動,以及迎合這些活動的會計和法律服務,都會產生影響。金融服務業一直是英國最成功的產業之一,更貢獻了高達6%的GDP和約10%的英國稅收。 倫敦股市迫切需要一個拯救方案,經濟學人提出了一些建議,包括改革公司治理規則、減少上市的繁文縟節、改革資產管理公司發展,以及鼓勵新創企業上市等等。 我個人覺得,英國的經驗非常值得台灣參考,因為台灣的金融市場也是動作太慢! Powered by Firstory Hosting

EV News Daily - Electric Car Podcast
1220: VW Chief Diess: “The benchmark is Tesla” | 23 Sep 2021

EV News Daily - Electric Car Podcast

Play Episode Listen Later Sep 23, 2021 26:27


Show #1220 If you get any value from this podcast please consider supporting my work on Patreon. Plus all Patreon supporters get their own unique ad-free podcast feed. Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Thursday 23rd September. It's Martyn Lee here and I go through every EV story so you don't have to. Thank you to MYEV.com for helping make this show, they've built the first marketplace specifically for Electric Vehicles. It's a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too. Saturday Special – listen this weekend for Ian Johnston from Osprey Charging talking about the future of fueling up, and the innovative load-sharing solutions he's bringing to the UK. VW EV PRODUCTION IN ZWICKAU NEAR CAPACITY A graph published by VW shows the production output of their Zwickau plant has been rising since the start of 2021. The MEB-based cars are all electric such as the ID.3. But a total of 6 models from various VW brands will be made there, such as the ID.5 which hasn't stated production yet. The production capacity is 330,000 EVs per year from this one facility, about 20% of VW's 1.5million EVs they are on track to make every year by 2025.  Now we see the daily run rate hitting 1,200. When it gets to 1,500 that's capacity for a 5 day week with some weeks for shutdown every year. So the chip shortage hasn't affected the MEB cars out of Zwickau. It will definitely be affecting VW ICE cars tho so that suggests they are willing to sacrifice ICE to make EVs, to hit CO2 targets in order to avoid fines, and also we know the MEB-based cars are profitable too. HERBERT DIESS: "THE MAIN BENCHMARK IS TESLA" Herbert Diess appeared on a German podcast yesterday morning called The Pioneer Morning Briefing. For my German listeners, this is what he had to say about the speed Tesla works at, and yes I'll try to translate after this clip. Something like: "The true benchmark is really Tesla, the speed yes, with the same suppliers Tesla manages to do product development with the same suppliers in half the time which is much more aggressive. They can of course take a lot more risk than we can." But what about Cybertruck, long overdue Semi Truck, the Roadaster 2?  It doesn't feel VW wants to be more like Tesla because that kind of -ship-it-now-and-fix-it-later style is not the German way, but there's definitely capital to be gained by saying 'hey look at what these guys are doing, we need to change'. It helps his political battle to push through reform at VW. Read more: https://twitter.com/gaborsteingart/status/1440544348404211714 Read more: https://www.thepioneer.de/originals/steingarts-morning-briefing/podcasts/klimawandel-laesst-sich-nicht-mit-der-marktwirtschaft-alleine-stoppen LUCID REGISTERS 10,000 VINS "It appears that Lucid Group has already registered approximately 10,000 Vehicle Identification Numbers (VINs), around 10K reservations for the Lucid Air EV. It's important to remember that each road-legal car has its own VIN, which is a string of 17 characters containing the vehicle's unique identifier. This advancement is a critical one in the long process of bringing the much-anticipated Air EV to market. " reports Finbold.com: "Lucid will open the doors of its Advanced Manufacturing Plant (AMP-1) in Casa Grande to the media, financial community, policymakers, and a select group of customers.  The series of events for the week of September 27th, 2021, will see a small group of guests have the opportunity to observe manufacturing methods for Lucid Air and learn more about Lucid's revolutionary EV technology from Lucid's top engineers." Along with the 520 miles of EPA range, Lucid appear to be ticking all the boxes to be close to those first deliveries. Read more: https://finbold.com/8-billion-flows-into-lcid-in-a-week-as-lucid-registers-10000-vins/ LOTUS' NEW 872-HP EV PLATFORM "The upcoming two-seat electric sports car will be based on the Lightweight Electric Vehicle Architecture, which is designed to fit different chassis with up to three configurations" writes Hazel Southwell for The Drive: "what's going in the mid-engine slot is the battery, essentially occupying the back seat of the two-seater with the motor-generator unit tucked up against the rear axle where it delivers the power and also recovers it under regenerative braking. There's a 64.4kWh battery pack option in the truly lightweight option or you can go up to 99.6kWh for the dual-motor, maximum horsepower edition. There's also a configuration for a four-seater car, where the battery is packed into the base of the chassis as it is in skateboard-style platforms." evo magazine adds: "Both layouts have their inherent pros and cons thanks to where the mass sits within the chassis, but whereas you might think models fitted with a stacked battery pack might be at a disadvantage thanks to a higher centre of gravity, many engineers continue to struggle with developing ride and handling packages that deal with the physics associated with a driver being sat directly above, not in the midst of so much weight. The stacked batteries will also allow lotus engineers to mount the seat much lower than in a car, again mimicking the weight distribution of traditional IC cars." Read more: https://www.thedrive.com/news/42470/lotus-new-872-hp-ev-platform-can-stack-batteries-in-a-mid-engine-config Read more: https://www.evo.co.uk/lotus/204204/lotus-reveals-new-insight-into-its-electric-sports-car-platform VW ID.4 EARNS IIHS TOP SAFETY PICK+ AWARD " After completing crash testing, the Insurance Institute for Highway Safety has bestowed the electric VW with the Top Safety Pick+, the IIHS's highest safety award." says Autoblog: "These ratings are nearly identical to fellow Top Safety Pick+ award-winner the Volvo XC40 Recharge as well as the Tesla Model 3, with both having all their headlights rated Good. The Ford Mustang Mach-E is only rated a Top Safety Pick (no +) due to the Select and California Route 1 trims' headlights being rated "Marginal."" Read more: https://www.autoblog.com/2021/09/21/2021-vw-id4-iihs-top-safety-pick-rating/ AUDI Q4 E-TRON EV IS CHEAPER THAN A Q5 " The 2022 Q4 e-tron will start at $44,995, which is less than the gas-powered Q5 crossover and only a few thousand dollars more than its downmarket sibling, the VW ID.4." says Car and Driver: "The more powerful Q4 50 e-tron starts at $50,995 and adds all-wheel drive courtesy of an additional front electric motor that increases total power output to 295 horsepower. Audi has only shared range estimates for the 50 models so far, which sits at 241 miles according to the EPA. We anticipate the 40 model will achieve a slightly higher range number, as the ID.4's AWD configuration takes a slight range hit compared with its RWD counterpart." Read more: https://www.caranddriver.com/news/a37676884/2022-audi-q4-e-tron-ev-price/ MERCEDES-BENZ EQS US PRICING REVEALED "US pricing for the 2022 Mercedes-Benz EQS, the automaker's flagship luxury sedan, has been confirmed, and it's unexpectedly good news if you're in the market for something other than a Tesla. Headed to US dealerships in fall 2021, the new EQS will start from $102,310 (plus destination), Mercedes confirmed today." according to Slashgear: " Eligible buyers may be able to get the $7,500 federal tax incentive for EVs, however, and any state and local incentives and rebates they could qualify for. The 2022 EQS 580 4MATIC Sedan, meanwhile, will start at $119,110 (plus destination). That adds a second electric motor for all-wheel drive. There'll be three trims on offer, starting with Premium, then rising to Exclusive, and then finally Pinnacle. All three will be offered on both the EQS 450+ and EQS 580 4MATIC versions of the car." Also included 2 years of Electrify America charging. Read more: https://www.slashgear.com/2022-mercedes-benz-eqs-us-pricing-revealed-should-tesla-be-worried-21691787/ RENAULT BEGINS RETOOLING DOUAI PLANT FOR ELECTRIC MÉGANE "Preparations are underway at the Renault plant in Douai for series production of the Mégane E-Tech Electric, due out in the first half of 2022. Renault Group says it is investing more than €550 million in the production facilities there and in improved workplace ergonomics." says electrive.com: "The first step in this transformation has now been the conversion of an assembly line that can now produce numerous models from various vehicle classes, including the Mégane E-Tech Electric. A central component of the site's electromobility strategy is the on-site battery production and assembly that was officially announced in the summer. This is based on a partnership between the Renault Group and Envision AESC. Renault officially speaks of a planned “Gigafactory” with a capacity of 9 GWh by 2024 and 43 GWh by 2030 (of which Renault intends to purchase 24 GWh)." Read more: https://www.electrive.com/2021/09/22/renault-begins-retooling-douai-plant-for-bev-production/ GM REVEALS THREE NEW MOTORS THAT WILL POWER ITS FUTURE EVS Read more: https://insideevs.com/news/534639/gm-ultium-new-electric-motors WULING MINI EV TO GET A MAJOR UPGRADE Read more: https://carnewschina.com/2021/09/14/wuling-hongguang-mini-ev-long-range-game-boy-edition/ KEN BLOCK SIGNS WITH AUDI Read more: https://www.roadandtrack.com/news/a37678953/ken-block-signs-with-audi/ GM WORKS ‘AROUND THE CLOCK' TO ENSURE ITS NEW HUMMER EV DOESN'T INHERIT DEFECTS THAT CAUSED CHEVY BOLT FIRES Read more: https://www.cnbc.com/2021/09/21/chevy-bolt-fires-gm-works-to-ensure-its-new-hummer-ev-avoids-battery-defects.html ELECTRIC VOLKSWAGEN ABT E-TRANSPORTER JOINS MOBILE SERVICE CLINIC FLEET Read more: https://www.vwpress.co.uk/en-gb/releases/4616 CITROEN AMI COMES TO UK Read more: https://www.citroen.co.uk/models/future-models/ami.html QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM Either how long have you waited, OR, how long would you wait, to have an electric vehicle once you've decided to purchase? Email me your thoughts and I'll read them out on Sunday – hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And  if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/