Lithium the key weighing EV earning

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Lithium the key weighing EV earning

welsonwoon
2022-03-26

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

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

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

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Donkie
·2022-03-27
为什么通货膨胀会对零售市场有利？
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- welsonwoonReplying towelsonwoon:
  与锂类似，如果它们上涨10%，零售价格上涨5%，你认为哪一种受益更大？
  2022-03-27
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- welsonwoon:
  通常供应商上涨1美元/公斤，他们将上涨0.50美元或更多每PKT。这是一个糟糕的周期，但在零售世界里是真的。
  2022-03-27
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glitzy
·2022-03-26
Consumer do not like infation. The expensive comodity is unberable.
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fizzzi
·2022-03-26
Lithium is a vital object of EV cars. The rise of price do benifit the legacy automaker.
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HaroldAnderson
·2022-03-26
The open of tesla manufacture factory in berlin is definitly a good news for Tesla.
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wubbie
·2022-03-26
The crude oil has risen a lot since the Ukraine war.
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snappyz
·2022-03-26
Pre-order market may be hammered by the rise in the supply chain.
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Boonie77
·2022-03-28
ok
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Metafable
·2022-03-27
👍
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By adjusting the selling price but that's only applicable to new order. How much will it hurt them?<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a></body></html>","htmlText":"<html><head></head><body>Quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand. War has added more uncertainty into the supply of the lithium. On the other hand, what's more the oil price has create opportunities to EV. While Tesla Germany factories has official started production, but will the current situation affected their production schedule? As the war continue, inflation benefit the retail market, but not the pre-order market. 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The rise of price do benifit the legacy automaker.","html":"Lithium is a vital object of EV cars. The rise of price do benifit the legacy automaker.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":100965540,"commentId":"100965540","gmtCreate":1648296902325,"gmtModify":1663245763179,"authorId":9000000000000138,"author":{"id":9000000000000138,"idStr":"9000000000000138","authorId":9000000000000138,"name":"HaroldAnderson","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9010129058,"objectIdStr":"9010129058","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"The open of tesla manufacture factory in berlin is definitly a good news for Tesla.","text":"The open of tesla manufacture factory in berlin is definitly a good news for Tesla.","html":"The open of tesla manufacture factory in berlin is definitly a good news for Tesla.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":100965538,"commentId":"100965538","gmtCreate":1648296858173,"gmtModify":1663245762835,"authorId":9000000000000143,"author":{"id":9000000000000143,"idStr":"9000000000000143","authorId":9000000000000143,"name":"wubbie","avatar":"https://static.tigerbbs.com/e8949243b5b991e5aaeac1e019f51299","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9010129058,"objectIdStr":"9010129058","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"The crude oil has risen a lot since the Ukraine war.","text":"The crude oil has risen a lot since the Ukraine war.","html":"The crude oil has risen a lot since the Ukraine war.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":100965536,"commentId":"100965536","gmtCreate":1648296823842,"gmtModify":1663245764241,"authorId":9000000000000348,"author":{"id":9000000000000348,"idStr":"9000000000000348","authorId":9000000000000348,"name":"snappyz","avatar":"https://static.tigerbbs.com/b23d39a63f8d64cf1d316831eaf2fec0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9010129058,"objectIdStr":"9010129058","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Pre-order market may be hammered by the rise in the supply chain.","text":"Pre-order market may be hammered by the rise in the supply chain.","html":"Pre-order market may be hammered by the rise in the supply chain.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":100982741,"commentId":"100982741","gmtCreate":1648431639501,"gmtModify":1663245841638,"authorId":3572597880341989,"author":{"id":3572597880341989,"idStr":"3572597880341989","authorId":3572597880341989,"name":"Boonie77","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9010129058,"objectIdStr":"9010129058","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"ok","text":"ok","html":"ok","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":100969466,"commentId":"100969466","gmtCreate":1648340630067,"gmtModify":1663245781036,"authorId":3562215357278988,"author":{"id":3562215357278988,"idStr":"3562215357278988","authorId":3562215357278988,"name":"Metafable","avatar":"https://static.tigerbbs.com/6d68124d87f8b42b04df17a1df9d8fed","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9010129058,"objectIdStr":"9010129058","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"👍","text":"👍","html":"👍","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}