• Ernie Diaz

A Charge Is Gonna Come

To hear too many investors talk, you’d think the future of EV had narrowed down to Tesla, XPeng, and maybe Xiaomi, with global auto stalwarts the only counter-opposing force.

True, they’re not as narrow-minded as those who still condemn electric vehicles for their clumsy batteries, and lack of charging stations. To a historical ear, they sound like the codgers who compared autos unfavorably to horses, in that the latter was more easily replenished by ubiquitous grass.

Electric and autonomous is the near-future, to be manifested in no small part by dint of China’s annual work report. This year, the shibboleth “new energy vehicle” was swapped out for a new lexicon: “charging station”, “battery-swapping facilities”, and “battery recycling”. Such words speak to a commitment to match support of EV development with a fervor to provide the infrastructure in which electric autos can zip about unhindered by battery-range concerns.

“The new focus on EV infrastructure provides a world of opportunity, largely unrecognized by investors as of yet,” says Jimmie Jeremejev. “There’s still a huge charging gap, for instance, despite the installation of 112 thousand stations last December alone. “Very promising for still-unlisted provider StarCharge. Or look at battery maker CATL. They’re up over two hundred percent year-on-year, and by no means have the market cornered. Then there are other new businesses such as battery financing and leasing to consider. All very promising, with lots of upside for those with vision.”

21 views0 comments

Recent Posts

See All

Too Big to Bail

We'd like to bear witness against the notion that Chinese giants are simply propped up by their government when they stumble. Sure, China's central bank and regulatory bodies shut Anbang down a few ye

Schools & Regulations

First they came for the tech companies, and we did not speak, for cybersecurity and monopolies are a thing. Next they came for the listed education companies, and we did not speak, for anyone in China

Free Money

It's just the same as with your therapist: the more you open up, the harder it is to stop. Opening up the economy led to 9%= GDP growth for decades, a golden era of prosperity. Anyone grateful? Nope.