Connect with us

Energy & Critical Metals

Chinese EV Stocks: Why LI, NIO, XPEV Stocks Are On Watch Today

Chinese electric vehicle (EV) stocks were powering higher this morning after better-than-expected delivery numbers for the month of November.

Source:…

Published

on

This article was originally published by Investor Place

Chinese electric vehicle (EV) stocks were powering higher this morning after better-than-expected delivery numbers for the month of November.

Source: Shutterstock

Li Auto (NASDAQ:LI), Nio (NYSE:NIO) and Xpeng (NYSE:XPEV) were each up more than 3% in today’s pre-market session. This came after the November delivery numbers surprised on the upside, showing that demand is growing for electric vehicles in the world’s most populous country.

Investors should note that despite a strong start, some of these Chinese EV stocks have cooled off. In fact, as of this writing, XPEV stock is down 2%.

What Happened With Chinese EV Stocks

Chinese electric vehicle manufacturer Nio reported that it delivered 10,878 vehicles in November, up 105.6% year over year. The latest delivery numbers  include 2,683 ES8s, 4,713 ES6s and 3,482 EC6s. Cumulative deliveries for 2021 reached 80,940 vehicles, up 120.4%.

At the same time, Xpeng Motors announced that it delivered 15,613 EVs in November, up 270% year over year. That included 7,839 Xpeng P7s and 5,620 Xpeng G3s. Xpeng began mass deliveries of the P5 in October, and reported deliveries of 2,154 units in November.

And, Li Auto announced that it delivered 13,485 Li ONEs in November, up increase of 190.24% YOY. From January to November 2021, it delivered 76,404 units.

All of China’s electric vehicle makers report their delivery numbers on the first day of each month.

Why It Matters

In addition to demonstrating that demand for electric vehicles is picking up in China, the strong November delivery numbers show that Chinese EV manufacturers are managing to continue producing and delivering despite a global chip shortage.

Experts estimate that this shortage will cost the automotive industry $210 billion in lost revenue this year. The Chinese EV companies appear to be bucking the trend and managing to keep production at a brisk pace heading into year end. The latest delivery figures also show that many of China’s EV manufacturers are ramping up their production levels despite continued challenges posed by the Covid-19 pandemic.

Electric vehicle stocks have been outperforming the broader market since U.S.-based Rivian (NASDAQ:RIVN) held its highly anticipated initial public offering on Nov. 10.

What’s Next

As a group, Chinese EV stocks look poised to move higher today, which is good news for shareholders. The latest delivery figures show that EV makers in the nation of 1.4 billion people are maturing and ramping up production significantly from a year ago. This growth is exciting news for the industry and investors who want to gain exposure to the fast moving market for Chinese auto manufacturers.

On the date of publication, Joel Baglole did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

More From InvestorPlace

The post Chinese EV Stocks: Why LI, NIO, XPEV Stocks Are On Watch Today appeared first on InvestorPlace.

electric vehicle

Author: Joel Baglole

Base Metals

Lithium Market Jumps on Policies of Newly Elected Chilean Leader That Could Ultimately Cut Production Levels

The mid-December 2021 electoral victory of Gabriel Boric, a 35-year-old leftist candidate and former student protest leader, to Chile’s presidency
The…

The mid-December 2021 electoral victory of Gabriel Boric, a 35-year-old leftist candidate and former student protest leader, to Chile’s presidency seems to be boosting an already buoyant market for lithium. Lithium is a key component of the cathode in most electric vehicle (EV) batteries, and demand is expected to grow almost geometrically over the foreseeable future.

Chile produces more than 20% of the world’s lithium and contains just over half of the globe’s reserves. Most of these reserves are found in brine that flows beneath the country’s remote Atacama Desert.

Worldwide lithium mine production in 2020, in tonnes. Source: Statista.

Mr. Boric, who takes office on March 11, 2022, campaigned on a platform of overhauling the country’s market-oriented economic system. He also promised to expand the country’s social net, including narrowing the nation’s wide income gap between the rich and poor, and to implement pro-environment and pro-climate measures. This last issue tapped into many Chileans’ concerns about the social and environmental risks of lithium extraction.

To date, Chile’s incoming leader has not discussed his specific plans for the lithium industry, except to make what sounds like a scary, possibly supply-disrupting proposal: the potential creation of a national lithium company.  Currently, two companies, Albemarle Corporation (NYSE: ALB) and Sociedad Quimica y Minera de Chile S.A. (NYSE: SQM), produce lithium under contracts with the government.

There is a precedent for such a nationalization in Chile. Codelco, a state-owned copper mining company, was formed in 1976 from foreign-owned copper companies that were nationalized in 1971. The nationalization plan was implemented by Marxist ex-president Salvador Allende. Codelco is the largest copper-producing company in the world.

Hints of an impending less friendly climate toward lithium extraction are already evident. On January 4, 2022, a group of left-of-center lawmakers filed an objection with a Santiago appeals court to a bid request put forth by the current administration to expand lithium production in the country. Winning bidders would receive 20+ year lithium extraction contracts. On January 7, the court rejected the lawmakers’ objections, saying the time allowed for appealing the bid process had expired.

In addition, on January 5, a centrist Chilean party introduced a bill in Chile’s legislature that would prevent a sitting president from soliciting new mining contract bids in the final 90 days of his/her term. As noted above, President Pinera’s term expires March 10, 2022.  

Lithium markets seem well aware of future potential production issues in the rich production region of Chile. Lithium prices, already up 160% since the end of July 2021 based on future EV-based lithium demand, have soared more than 25% since just the December 19, 2021 election of the new Chilean president and show no signs of slowing.

Lithium carbonate price, in Chinese yuan per tonne. Source: Trading Economics.

Information for this briefing was found via Edgar and the companies mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

The post Lithium Market Jumps on Policies of Newly Elected Chilean Leader That Could Ultimately Cut Production Levels appeared first on the deep dive.



Author: Jim McFadden

Continue Reading

Energy & Critical Metals

Bismuth Oxide Market Size Growth Analysis Report 2021: Industry Size, Market Demand and Forthcoming Development, Current Trends, Top Companies Research Forecast to 2028

Get Sample Report   Purchase Complete Report Now Global Bismuth Oxide Market research is an intelligence report with meticulous efforts undertaken to…

Global Bismuth Oxide Market research is an intelligence report with meticulous efforts undertaken to study the right and valuable information. The data which has been looked upon is done considering both, the existing top players and the upcoming competitors. Business strategies of the key players and the new entering market industries are studied in detail. Well explained SWOT analysis, revenue share and contact information are shared in this report analysis. It also provides market information in terms of development and its capacities. 

MR Accuracy Reports crafted the report, titled Global Bismuth Oxide Market 2021 is a methodical research study based on the Bismuth Oxide Market , analyzing the competitive framework of the industry in the world. Using efficient analytical tools such as SWOT analysis and Porter’s five forces analysis, the report provides a comprehensive assessment of the Bismuth Oxide Market . Our big research team were able to captured all-important chapters in the final report as they have been striving towards it.

Download Free PDF Sample Report with Complete TOC and Figures & Graphs (with covid 19 Impact Analysis): https://www.mraccuracyreports.com/report-sample/488095

According to MRA, the Global Bismuth Oxide Market is estimated to reach xxx million USD in 2021 and projected to grow at the CAGR of xx% during the 2022-2027. The report analyses the global Bismuth Oxide market, the market size and growth, as well as the major market participants.

The analysis includes market size, upstream situation, market segmentation, market segmentation, price & cost and industry environment. In addition, the report outlines the factors driving industry growth and the description of market channels.The report begins from overview of industrial chain structure, and describes the upstream. Besides, the report analyses market size and forecast in different geographies, type and end-use segment, in addition, the report introduces market competition overview among the major companies and companies profiles, besides, market price and channel features are covered in the report.

Key Regions

Asia Pacific

North America

Europe

South America

Middle East & Africa

Key Companies

5N Plus

Shepherd Chemical

Clark Manufacturing

Hunan Jinwang

Xianyang Yuehua

Sichuan Shunda

Shudu Nanomaterials

Beijing Easpring

Henan Maiteer

Key Product Type

Wet Process

Pyrometallurgical Process

Market by Application

Electronic Industry

Glass Industry

Chemical Industry

Others

Main Aspects covered in the Report

Overview of the Bismuth Oxide market including production, consumption, status & forecast and market growth

2017-2021 historical data and 2022-2027 market forecast

Geographical analysis including major countries

Overview the product type market including development

Overview the end-user market including development

Get Exclusive Discount on this report: https://www.mraccuracyreports.com/check-discount/488095

Key questions answered in the report include:

  • What will be the market size and the growth rate by the end of the forecast period?
  • What are the key Global Bismuth Oxide Market trends impacting the growth of the market?
  • What are the potential growth opportunities and threats faced by the leading competitors in the market?
  • What are the key outcomes of Porter’s five forces analysis and the SWOT analysis of the key players functioning in the Global Bismuth Oxide Market?
  • This report gives all the information regarding industry Overview, analysis and revenue of this market.
  • What are the market opportunities and threats faced by the vendors in the Global Bismuth Oxide Market?

If you have any special requirements, please let us know and we will offer you the report as you want

You can buy the complete report @ https://www.mraccuracyreports.com/checkout/488095

About Us:

MR Accuracy Reports’ well-researched inputs that encompass domains ranging from IT to healthcare enable our prized clients to capitalize upon key growth opportunities and shield against credible threats prevalent in the market in the current scenario and those expected in the near future. Our research reports arm our clients with macro-level insights across various key global regions that equip them with a broader perspective to align their strategies to capitalize on lucrative growth opportunities in the market.

Contact Us:
MR Accuracy Reports,
USA: +1 804 500 1224
UK: +44 741841 3666
ASIA: +91 747888728100
Email: [email protected]   
Website: https://www.mraccuracyreports.com

Continue Reading

Energy & Critical Metals

Bismuth Octoate Market 2021- Industry Analysis by Trend, Size, Share, Competition, Growth, Dynamic Analysis and Development Suggestions, COVID-19 Impact, Forecast till 2028

Get Sample Report   Purchase Complete Report Now Global Bismuth Octoate Market research is an intelligence report with meticulous efforts undertaken to…

Global Bismuth Octoate Market research is an intelligence report with meticulous efforts undertaken to study the right and valuable information. The data which has been looked upon is done considering both, the existing top players and the upcoming competitors. Business strategies of the key players and the new entering market industries are studied in detail. Well explained SWOT analysis, revenue share and contact information are shared in this report analysis. It also provides market information in terms of development and its capacities. 

MR Accuracy Reports crafted the report, titled Global Bismuth Octoate Market 2021 is a methodical research study based on the Bismuth Octoate Market , analyzing the competitive framework of the industry in the world. Using efficient analytical tools such as SWOT analysis and Porter’s five forces analysis, the report provides a comprehensive assessment of the Bismuth Octoate Market . Our big research team were able to captured all-important chapters in the final report as they have been striving towards it.

Download Free PDF Sample Report with Complete TOC and Figures & Graphs (with covid 19 Impact Analysis): https://www.mraccuracyreports.com/report-sample/488096

According to MRA, the Global Bismuth Octoate Market is estimated to reach xxx million USD in 2021 and projected to grow at the CAGR of xx% during the 2022-2027. The report analyses the global Bismuth Octoate market, the market size and growth, as well as the major market participants.

The analysis includes market size, upstream situation, market segmentation, market segmentation, price & cost and industry environment. In addition, the report outlines the factors driving industry growth and the description of market channels.The report begins from overview of industrial chain structure, and describes the upstream. Besides, the report analyses market size and forecast in different geographies, type and end-use segment, in addition, the report introduces market competition overview among the major companies and companies profiles, besides, market price and channel features are covered in the report.

Key Regions

Asia Pacific

North America

Europe

South America

Middle East & Africa

Key Companies

Bismuth

Triveni Interchem

Hangzhou Right Chemical

Troy Corporation

The Shepherd Chemical Company

Rubber Chemicals

Key Product Type

Laboratory Grade

Chemical Grade

Market by Application

Dye

Spices

Lubricant

Preservative

Fungicide

Main Aspects covered in the Report

Overview of the Bismuth Octoate market including production, consumption, status & forecast and market growth

2017-2021 historical data and 2022-2027 market forecast

Geographical analysis including major countries

Overview the product type market including development

Overview the end-user market including development

Get Exclusive Discount on this report: https://www.mraccuracyreports.com/check-discount/488096

Key questions answered in the report include:

  • What will be the market size and the growth rate by the end of the forecast period?
  • What are the key Global Bismuth Octoate Market trends impacting the growth of the market?
  • What are the potential growth opportunities and threats faced by the leading competitors in the market?
  • What are the key outcomes of Porter’s five forces analysis and the SWOT analysis of the key players functioning in the Global Bismuth Octoate Market?
  • This report gives all the information regarding industry Overview, analysis and revenue of this market.
  • What are the market opportunities and threats faced by the vendors in the Global Bismuth Octoate Market?

If you have any special requirements, please let us know and we will offer you the report as you want

You can buy the complete report @ https://www.mraccuracyreports.com/checkout/488096

About Us:

MR Accuracy Reports’ well-researched inputs that encompass domains ranging from IT to healthcare enable our prized clients to capitalize upon key growth opportunities and shield against credible threats prevalent in the market in the current scenario and those expected in the near future. Our research reports arm our clients with macro-level insights across various key global regions that equip them with a broader perspective to align their strategies to capitalize on lucrative growth opportunities in the market.

Contact Us:
MR Accuracy Reports,
USA: +1 804 500 1224
UK: +44 741841 3666
ASIA: +91 747888728100
Email: [email protected]   
Website: https://www.mraccuracyreports.com

Continue Reading

Trending