Electric Cars

Will the Marcellus Save Elon Tesla?

Will the Marcellus Save Elon Tesla?

This article covers one of my favorite news items from the last month. A new significant source of lithium has been discovered. The source is in the U.S., and the lithium is easily recoverable. The rub is that the new lithium source is closely tied to hydrocarbon energy production. Here is a quote and graphic […]

Japan Revving Up for the EV Race

Japan Revving Up for the EV Race

Japanese automakers, such as Honda Motor (HMC) and Toyota Motor Corporation (TM), have long been seen as laggards in move toward electric vehicles (EVs). But now, both companies are revving up for the EV race. In fact, Honda has emerged as a star performer in this year’s Japanese stock market rally, as investors cheer its […]

An EV Boom ‘Picks and Shovels’ Play

An EV Boom ‘Picks and Shovels’ Play

The global electric vehicle market is projected to grow from just $287 billion in 2021 to a massive $1.31 trillion in 2028, forecasts Sustainalytics, a leading independent ESG and corporate governance research and analytics firm. That nearly one-and-a-third trillion-dollar market is an opportunity few investors will want to miss. However, many investors looking to hitch […]

This Lithium Stock Is Up 120% and Could Run Higher

This Lithium Stock Is Up 120% and Could Run Higher

By now, everyone has heard how the shortage of semiconductors has constrained production from automakers. Well, move over semiconductors, now the lack of lithium supply threatens to hold back the entire electric vehicle (EV) revolution. And just months ago lithium carbonate prices high all-time highs. Some prices for the key metals used in batteries for […]

Trade of the Week: NKLA

Trade of the Week: NKLA

Electric vehicle stocks haven’t been nearly as active as they were during the heart of the Covid crisis. However, Nikoka (NKLA) options traded over 200,000 contracts on a busy day last week, which is 4x the regular amount. In this case, it appears that a large institutional position was either rolled to July or closed […]

Time to Buy on Weakness in Lithium Stocks

Time to Buy on Weakness in Lithium Stocks

Investors may want to buy weakness in lithium stocks, like Albemarle (ALB). Sure, Goldman Sachs said it expects for lithium prices to fall about 10% this year. Then, by next year, the firm believes lithium could fall about 73%. But that’s not going to happen. The world wants to put millions of electric vehicles on […]

Dec 14, 2019 San Jose / CA / USA - NIO ES8 electric SUV displayed in front of NIO headquarters; NIO is a Chinese automobile manufacturer specializing in developing electric autonomous vehicles

Electric Vehicle Stocks Like NIO Poised to Take Off

Just look at Nio (NIO), an electric vehicle stock, which just reported strong deliveries. In fact, for May 2022, the company delivered 7,024 vehicles, of which 5,317 were premium smart electric SUVs, including 746 ES8s, 2,936 ES6s and 1,635 EC6s. Nio also sold 1,707 ET7s, its flagship premium smart electric sedan. Nio’s cumulative deliveries as […]

Russia Sanctions Mean Hidden Opportunities for Metals

Russia Sanctions Mean Hidden Opportunities for Metals

Russia’s invasion of Ukraine and the resultant sanctions against Russia are creating many profitable opportunities for investors. However, many of these opportunities have been passing by unnoticed because they occur in a sector that Wall Street routinely ignores: commodities. A major piece of news on March 21 has led to one of these under-the-radar opportunities: […]

One Intriguing Way To Trade The “Tesla of China”

One Intriguing Way To Trade The “Tesla of China”

Nio (NIO) is often considered the Tesla of China.  The electric car maker does have $5 billion in sales, which differentiates it from many other new electric vehicle makers whose sales are light. One very interesting block trade from last week was a massive covered call trade on NIO.  The trader purchased 750,000 shares of […]