Katanga Mining Ltd Ord KATFF

EV on the Rise, China EV Gold Rush, Cost per kWH Reduction

[Kidlaw1]

https://seekingalpha.com/article/4231258-ev-company-news-month-december-2018

This article is an excellent summary, of what's going on in the EV world.  
Everything points to the sky for EV's and above.
The only thing that concerns me is that EV's charging seems to be different from company to company, there should be a global standard for recharging your vehicle just like using a gas pump.

• Year to date global electric car market share hits 2.0%, on track for 2m electric car sales in 2018. China November market share was a record breaking 6.3%.
• Forbes - "Envision Energy will produce batteries for $100 per kilowatt hour by 2020.....Lei predicts fossil-fuel cars will disappear "overnight" when EVs become cheaper."
• California mandates all new buses must be electric by 2029, 25% by 2023, 50% by 2026.
• Daimler thinks that by 2025 approximately 15 to 25 per cent of total sales will be covered by an electric variant.
• ChargePoint made a commitment at the Global Climate Action Summit in San Francisco in September to build charging spaces for up to 2.5 million electric cars globally.
• BMW and Porsche now have 450kW FastCharge with 100kms of range in 3 minutes.
• Teslarati - The latter half of 2019 could signal the beginning of Model 3 production in China. Tesla Model 3 completely crushing US luxury car competition.
• BYD opens electric bus plant in France.
• Volkswagen says it will develop its final generation of vehicles using combustion engine technology in 2026, and focus instead on electric cars. Volkswagen prepares for mass production of $23,000 electric vehicle.
• Audi announces €14 billion investment with focus on electric vehicles.
• Forbes - "GM must adapt or die: A lesson for U.S. automakers."
• Daimler-Mercedes - "Daimler will spend at least 20 billion euros in the coming years on the purchase of batteries. By 2022 there must be an electric variant of each of the approximately 130 types of cars wearing the Mercedez-Benz badge.
• Kia launches first electric vehicle (in China) with the KX3.
• CNBC - The future of the auto industry lies in car sharing, Chinese executives say.
• Waymo and autonomous vehicle rivals may take slower road to riches.

[Lech1988]

Yes I agree but (and not to be a downer) Cobalt will remain way oversupplied until 2025.  The KAT oppportunity in the short term remains the successful execution of the ramp up, and not price appreciation in the underlying metals which is unlikely.