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  1. Self-Driving Mass Transit Arrives on American Streets. In Ohio, robot shuttles are leading the way to modern city transit. via

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  2. 3. velj

    Current statements of German carmakers vs still show touch of arrogance. I.e. CEO Zipse: "If Tesla succeeds to build a gigafactory in Germany in less than 2 years, WE all here make fundamental mistakes." - Well, that's exactly possible! Maybe we will learn a lot.

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    3. velj

    Tesla (TSLA) jumps to new high over $700 - up 75% this year by

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  4. 3. velj

    Key topic this week in German economic mags - 'attack' on German car industry with Gigafactory - but, is it an attack? Germany too slow. Let's see what gets done when he employs qualified German staff. Hope it pushes productivity.

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  5. 2. velj

    A strong and correct statement of boss Diess: " The time of conventional car makers is over. The future of VW lies in the digital technology group." is far ahead in terms of software, data base, app business, data collection. Speed is key now.

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  6. 31. sij

    It seems that is making big steps forward to reach the 1.000 km range for all of its models. Starting with the new battery generation for Models S and X this year. Model 3 to follow. Musk keeps the competitors busy;

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  7. 29. sij

    Not only the German car makers are under enormous pressure - also the big German car suppliers - to buy in $3.3B deal, creating a new giant for and electric powertrains.

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  8. 29. sij

    I repeat myself - industry decision on electric cars is done deal - no matter that German engineers try to push politicians to - Energy efficiency is key. Eventually the consumer will decide. Look at drivers = decision made!

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    28. sij

    “Tokyo now keeps 60-day supplies of vital materials such as , , and . The trade ministry will revise regulations for the state-owned in order to raise stockpiles to undisclosed levels”

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  10. 28. sij

    iPod co-inventor Tony Fadell is backing a battery company that says it’s found a way to store more energy using silicon scrap waste. are high-tech! via

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  11. 27. sij

    Sustainability of extraction will be key in the future. Demand for metals s hugely growing, and requirements for production conditions as well.

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  12. 25. sij

    German car industry still justs starts realizing the shortages of quality cells. Very late is far ahead with own production and own know-how! Lots of cell factories announced for Europe, but only few are non-Asian owned.

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  13. 24. sij

    Old electric car batteries may help cut the costs of storing power - the so-called 2nd life of electric car batteries! via

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    23. sij

    A timely reminder: not all lithium ion battery cells can be used in EVs. There will be shortages of Tier One cells along the way Mercedes EV output target slashed by battery shortage: Manager Magazin

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  15. 23. sij

    This is a very interesting news in a market that is poised for strong growth. Not only the necessary investments in are missing, now also existing producers reduce volumes due to current low prices, waiting for margins to increase.

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  16. 22. sij

    Another example of the huge upcoming (and unmet) demand for - India: The Sleeping E-Car Giant.

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  17. 21. sij

    A big nation for E-Mobility. I just published a commentary on India's future with electric cars. No own resources and huge demand.

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  18. 20. sij

    A very interesting study of my former colleagues at on distribution of electric cars over the next years. BCG expects that will grow even faster than expected. These cars will seize a third of the market by 2025 and 51% by 2030.

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  19. 17. sij

    Basic summary of issues around supply/demand, but superficial. It is needed to show the real challenges - find quality projects, get extraction/processing done, acquire know-how. Many just claim to build mines and plants but have no experience!

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  20. 17. sij

    It seems that is accelerating its access to know-how transfer. A very clever move. A cooperation with alone seems a high risk as the Swedish company is not producing cells yet!

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