Rodney Hooper

@RodneyHooper13

Research and advisory (Lithium & other EV battery metals). Co-host of !

Cape Town
Vrijeme pridruživanja: veljača 2018.

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  1. Prikvačeni tweet
    11. svi 2019.

    Is demand real? sees 10,000 orders in less than 24 hours. Now imagine what demand would be like with 300+ models to choose from across all OEM's. It all starts next year - where will all the batteries come from?

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  2. proslijedio/la je Tweet

    BMW raises electric car components capacity at Bavarian plant

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  3. prije 24 sata

    German plug-in sales are exceeding expectations. Jan 2020 - & taking a 6.5% market share. BEV + 61% y-o-y and PHEVs +307%.European EV demand is undeniable. Tesla gains traction as German sales fall 7% in January via

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  4. 6. velj

    First France & Norway & now the UK sales off to flying start. 5.9% market share, up +145% y-o-y. This before new model launches & the benefit in kind (BIK) tax reduction in April 2020 for EVs from 16% to 0% - key for fleet sales. Could plug-in EV mkt share be >10% post April?

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  5. proslijedio/la je Tweet
    6. velj

    and I had the privilege of podcasting with KISSam Luke last May - a reassuring 2019 highlight at what proved to be an bottom, but still very challenging year. We wish him a long, happy & healthy post retirement. 🤘☮️❤️🙏🐂

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  6. proslijedio/la je Tweet
    5. velj

    Huge news for us all at ! Chile's Central Environmental Committee has today given its approval for our lithium brine project to proceed. Construction anticipated to start by end of Q3 2020.

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    5. velj

    Congrats on this hugely important milestone for in 🇨🇱: THE most advanced, immediate, full funding S. American story to watch in 1H 2020. Time to catch up to rallying peers... Not advice. DYOR

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  8. proslijedio/la je Tweet
    4. velj

    Bold, welcome step to end sales of cars with engines by 2035 And clarity: only zero-emission tailpipe cars by 2035, no “selfcharging” or “plugin” UK gov must now make it happen: By mandating carmakers to sell more zero-emission cars every year

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  9. proslijedio/la je Tweet
    3. velj

    to be 's supplier for the next 2 years. Tesla is not obliged to buy CATL batteries, the company reveals. The document did not reveal if CATL will provide cylindrical or prismatic battery. Estimates showed, Model 3 using supply chain can lower price by 27%-34%.

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  10. proslijedio/la je Tweet
    3. velj

    *NEW -ion Bull Issue LIV* Hail to the ! ads prevalent As we transition to Roaring 20’s Lithium 3.0 investors big & small must parse through prolific & not unbiased narratives...

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  11. proslijedio/la je Tweet
    3. velj

    Here we go. 2020 will be a big year for EVs in Europe.

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  12. proslijedio/la je Tweet
    1. velj

    leading manufacturer, Ronbay Tech, 2019 net profit estimated at¥80 -¥120 M, -43.63%-62.42% YoY as one of company's major clients unable to pay for goods received, Ronbay says. The company holds >50% of the NMC811 market in the country.

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  13. proslijedio/la je Tweet
    30. sij

    Los Angeles won't buy ICE garbage trucks by 2022, full fleet electric by 2035

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  14. 29. sij

    Piedmont Lithium Limited Congrats to Keith Phillips, Patrick H. Brindle & team on further success with 's phase 4 drilling results. The North Carolina TSB continues to be a gift that keeps on giving. is well on track to reach o…

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  15. 29. sij

    CEO's largest concern is that people will have long wait times for their vehicles "because there's such a long queue".

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  16. 29. sij

    on track to start producing its R1T pickup truck in Dec 20, SUV to follow in Feb 21. Battery pack sizes of 135 & 180kWh. Their plant in Normal IL will also manufacture delivery vans for Amazon. The plants annual capacity is forecasted at 264,000 vehicles in 2024.

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  17. proslijedio/la je Tweet
    27. sij

    Q. What is your plan B if you miss a 95g/km EU CO2 target? Diess: There is no plan B, if we have to pay the fines it will cost us about €400m per 1g/km over the target

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  18. proslijedio/la je Tweet
    27. sij

    The Spanish🇪🇸 government wants 5 million electric vehicles🚗 on the country’s roads by 2030. Here's the tax reforms📊 needed to make that happen (available in Spanish too!😇)

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  19. proslijedio/la je Tweet

    Chile's Codelco seeks approvals to explore for at Maricunga

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  20. 23. sij

    Downstream customers want diversification of chemical supply ex-China. AUS is not the answer given high input costs & taxes unless prices rise. Mt Holland now joins & Kwinana phase 2. Lower opex cost jurisdictions like North Carolina & brines/DLE will be first

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  21. 23. sij

    Galaxy Resources Pilbara Minerals Limited Altura Mining Limited Albemarle Corporation Galaxy has decided to idle its Mt Cattlin mine in WA until around late Feb/mid-March. Considering the limited size of the mine resource, 65,000 d…

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