AGY argosy minerals limited

Lithium Sector Analysis, page-3

  1. 433 Posts.
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    Everyone is talking about Cars and Trucks in the electric revolution, and you mentioned the stationary storage (grid connected batteries, etc).

    My list of markets include:

    Cars (taxis, rideshare, autonomous, private)

    Motorbikes
    * Harley Davidson producing electric bikes now, and recently bought another electric bike company

    Transport Trucks (corporate buyers, private buyers)
    * Tesla Semi, Thor Trucks, Nikola One, Daimler, Volvo, BYD
    * https://cleantechnica.com/2017/12/1...-duty-trucks-available-models-planned-models/

    Busses (often government/council buyers)
    * BYD, Volvo

    Mining Vehicles
    * https://www.treehugger.com/cars/wor...e-will-generate-more-electricity-it-uses.html

    Drones (manned + unmanned aircraft)
    * private, commercial delivery, commercial photography

    Aircraft
    * https://www.popularmechanics.com/flight/news/a28540/boeing-backed-electric-plane-fly-2020s/
    * https://www.theguardian.com/world/2...short-haul-flights-to-be-100-electric-by-2040

    Boats / Ships / Barges
    * Norway Electric Ferry (http://corvusenergy.com/marine-project/mf-ampere-ferry/)

    Trains
    * VivaRail (London) prototyping adding batteries to trains, to extend range between grid-connected trains without using fuels

    Stationary storage
    * Uninterruptable power supplies (computer/mobile/industrial industry)
    * Solar storage systems (large number of small scale private, tesla powerwall, nissan and alternatives)
    * Grid storage systems (Megawatt-Hour and larger storage size)

    Charging infrastructure (can often include batteries to offset peak consumption)
    * Tesla supercharger / megacharger, and alternatives
    * Norway Ferry on-shore charger (http://corvusenergy.com/marine-project/mf-ampere-ferry/)

    Hydrogen Fuel Cell vehicles
    * Often uses smaller fuel cells paired with smaller batteries to take advantage of battery power while range extending with Hydrogen
    * River Simple: https://www.riversimple.com/

    Snowmobiles, Jetskis ...

    Basically, anywhere there are fuel based motors I would expect to change to electric with the EV revolution.

    Some great youtube electric news channels:
    * Fully Charged: https://www.youtube.com/user/fullychargedshow
    * Transport Evolved: https://www.youtube.com/user/transportevolved

    When you think about it, the market is HUGE! Do you have any Lithium oversupply fears?
 
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