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2023-05-22

Petrol oil will have run out by 2035 part of the world. It is not a strategic but a survival plan.

全球锂业喜迎能源巨头入场！埃森克美孚亲自“挖矿” 押注电动汽车未来

2022-03-04

If I were Rivian, I would deliver despite negative profit. On one hand a signed contract means credit, the other old customers are the best adv. if theproduct are quality enough

”特斯拉杀手“宣布涨价后，预订用户纷纷取消订单

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href=\"https://wallstreetcn.com/articles/3689336\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fdd6f504d4c5e0ac489c679890033ccc","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","BK4570":"地缘局势概念股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","SG9999002521.SGD":"United Global Resources A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1150488218.USD":"First Eagle Amundi Income Builder AU2-MD USD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) 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Energy公司手中购买了阿肯色州南部Smackover储层12万英亩土地的开采权，计划在那里生产锂。报道指出，阿肯色州的储层可能含有400万吨碳酸锂当量，足以为5000万辆电动汽车提供动力，埃克森美孚可能在未来几个月开始在该地区进行钻探。石油需求下降的“经典对冲”汽车电动化的转变引发了一场锁定锂和其他电池制造核心材料供应的竞赛，吸引众多巨头入场，其中埃克森美孚走到了前列。锂生产预计将使埃克森美孚的投资组合更为多元化，并使其接触到一个快速增长的新市场。从石油转向锂，埃克森美孚称在技术方面占据优势。锂和石油业高管表示，从盐水中提取锂涉及钻探、管道和液体加工，油气公司长期以来在这些开采过程中积累了大量专业知识，使他们非常适合转型生产这一矿物。投资银行Raymond James分析师Pavel Molchanov对此表示：电动车在未来几十年内将成为主导的前景为石油和天然气公司提供了强大的动力，使其参与到锂业务中。这是对石油需求下降前景的“经典对冲”。此外，埃克森美孚去年曾预测，轻型汽车对内燃机燃料的需求可能会在2025年达到峰值，而到2050年，电动汽车、混合动力汽车和燃料电池驱动的汽车可能会增长到新车销量的50%以上。该公司还预计，到2040年，全球电动汽车数量可能从2017年的300万辆增加到4.2亿辆。特斯拉得州锂精炼厂破土动工不只是埃森克美孚，特斯拉也在美国得克萨斯州修建锂冶炼厂，前不久，马斯克就为得州的锂精炼厂举行了破土动工仪式。马斯克所提到的跟现在的主流做法有很大不同，而对于自家的锂精炼技术，特斯拉电池原材料和回收负责人特纳在奠基仪式上做了简要的讲述，特斯拉的锂精炼技术将使能源消耗减少20%，消耗的化学药剂成本会低60%，所以总成本也会低30%，同时精炼过程所产生的副产品也是无害的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":632888716,"gmtCreate":1646354108719,"gmtModify":1646354108719,"author":{"id":"4091765180368730","authorId":"4091765180368730","name":"huniu","avatar":"https://static.tigerbbs.com/a7bd81ae7ef7b8cea1ed9926cc218723","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091765180368730","idStr":"4091765180368730"},"themes":[],"htmlText":"If I were Rivian, I would deliver despite negative&nbsp;profit. On one hand a signed&nbsp;contract means credit, the other old&nbsp;customers are the best adv. if theproduct are quality enough","listText":"If I were Rivian, I would deliver despite negative&nbsp;profit. On one hand a signed&nbsp;contract means credit, the other old&nbsp;customers are the best adv. if theproduct are quality enough","text":"If I were Rivian, I would deliver despite negative profit. On one hand a signed contract means credit, the other old customers are the best adv. if theproduct are quality enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632888716","repostId":"1101023228","repostType":2,"repost":{"id":"1101023228","pubTimestamp":1646302335,"share":"https://www.laohu8.com/m/news/1101023228?lang=&edition=full","pubTime":"2022-03-03 18:12","market":"us","language":"zh","title":"”特斯拉杀手“宣布涨价后，预订用户纷纷取消订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1101023228","media":"新浪科技","summary":"Rivian旗下一些车型涨价幅度超过12000美元，有些甚至达到2万美元。","content":"<html><head></head><body><p>北京时间3月3日下午消息，据报道，一项民意调查显示，在美国电动汽车初创公司Rivian大幅提高产品价格后，买家正以“令人震惊”的速度取消预订。</p><p>Rivian昨日宣布，旗下电动汽车产品将大幅涨价，一些配置的车型涨价幅度超过12000美元，有些甚至达到2万美元。更糟糕的是，此次涨价同样适用于几年前就已经预订的买家，这让他们非常不满。</p><p>一些买家在论坛和社交媒体上表示，他们将取消订单，要么是不想支付更高的价格，要么是因为觉得自己被欺骗。一项民意调查显示，取消预订的比例很高。</p><p>在3000多名受访者中，大多数人取消了他们的订单，还有一部分人尚未做出决定。Rivian去年年底曾透露，有超过7万人预订了R1T电动皮卡车和R1S电动SUV。</p><p>对于此次涨价，Rivian给出的理由是：通货膨胀和材料成本上涨。但许多沮丧的预订者表示，如果真是这样，那么价格上涨的幅度会很少，而且会循序渐进。因此，许多人怀疑，涨价的真正原因是：在提高产量的同时，Rivian无法获得最够高的利润率，因此将成本转嫁给客户。</p><p>有业内人士称，对预订用户涨价确实令人沮丧，但这可能是Rivian生存的唯一途径。而且，即使大多数预订者取消了订单，可能仍会有约1万人愿意购买，这应该足以让Rivian进行量产，并逐渐降低成本。最终，Rivian有可能在2023年至2024年推出价格更低的R1T和R1S，从而接触到更广泛的客户。</p><p>Rivian被誉为“特斯拉杀手”，成立于2009 年，并在当年获得了额亚马逊的初期投资。当时，Rivian的估值仅为10亿美元至20亿美元。此后，亚马逊又连续投资了Rivian的多轮融资。</p></body></html>","source":"lsy1635144614083","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n”特斯拉杀手“宣布涨价后，预订用户纷纷取消订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 18:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2022-03-03/doc-imcwipih6425622.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间3月3日下午消息，据报道，一项民意调查显示，在美国电动汽车初创公司Rivian大幅提高产品价格后，买家正以“令人震惊”的速度取消预订。Rivian昨日宣布，旗下电动汽车产品将大幅涨价，一些配置的车型涨价幅度超过12000美元，有些甚至达到2万美元。更糟糕的是，此次涨价同样适用于几年前就已经预订的买家，这让他们非常不满。一些买家在论坛和社交媒体上表示，他们将取消订单，要么是不想支付更高的价格...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-03-03/doc-imcwipih6425622.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d8ba54faa1a9d08aed79d6e8240d1f","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://finance.sina.com.cn/tech/2022-03-03/doc-imcwipih6425622.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101023228","content_text":"北京时间3月3日下午消息，据报道，一项民意调查显示，在美国电动汽车初创公司Rivian大幅提高产品价格后，买家正以“令人震惊”的速度取消预订。Rivian昨日宣布，旗下电动汽车产品将大幅涨价，一些配置的车型涨价幅度超过12000美元，有些甚至达到2万美元。更糟糕的是，此次涨价同样适用于几年前就已经预订的买家，这让他们非常不满。一些买家在论坛和社交媒体上表示，他们将取消订单，要么是不想支付更高的价格，要么是因为觉得自己被欺骗。一项民意调查显示，取消预订的比例很高。在3000多名受访者中，大多数人取消了他们的订单，还有一部分人尚未做出决定。Rivian去年年底曾透露，有超过7万人预订了R1T电动皮卡车和R1S电动SUV。对于此次涨价，Rivian给出的理由是：通货膨胀和材料成本上涨。但许多沮丧的预订者表示，如果真是这样，那么价格上涨的幅度会很少，而且会循序渐进。因此，许多人怀疑，涨价的真正原因是：在提高产量的同时，Rivian无法获得最够高的利润率，因此将成本转嫁给客户。有业内人士称，对预订用户涨价确实令人沮丧，但这可能是Rivian生存的唯一途径。而且，即使大多数预订者取消了订单，可能仍会有约1万人愿意购买，这应该足以让Rivian进行量产，并逐渐降低成本。最终，Rivian有可能在2023年至2024年推出价格更低的R1T和R1S，从而接触到更广泛的客户。Rivian被誉为“特斯拉杀手”，成立于2009 年，并在当年获得了额亚马逊的初期投资。当时，Rivian的估值仅为10亿美元至20亿美元。此后，亚马逊又连续投资了Rivian的多轮融资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":652588453,"gmtCreate":1684755728973,"gmtModify":1684755814035,"author":{"id":"4091765180368730","authorId":"4091765180368730","name":"huniu","avatar":"https://static.tigerbbs.com/a7bd81ae7ef7b8cea1ed9926cc218723","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091765180368730","idStr":"4091765180368730"},"themes":[],"htmlText":"Petrol oil will have run out by 2035 part of the world. It is not a&nbsp;strategic but a&nbsp;survival plan.","listText":"Petrol oil will have run out by 2035 part of the world. It is not a&nbsp;strategic but a&nbsp;survival plan.","text":"Petrol oil will have run out by 2035 part of the world. It is not a strategic but a survival plan.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652588453","repostId":"2337221640","repostType":2,"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":632888716,"gmtCreate":1646354108719,"gmtModify":1646354108719,"author":{"id":"4091765180368730","authorId":"4091765180368730","name":"huniu","avatar":"https://static.tigerbbs.com/a7bd81ae7ef7b8cea1ed9926cc218723","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091765180368730","idStr":"4091765180368730"},"themes":[],"htmlText":"If I were Rivian, I would deliver despite negative&nbsp;profit. On one hand a signed&nbsp;contract means credit, the other old&nbsp;customers are the best adv. if theproduct are quality enough","listText":"If I were Rivian, I would deliver despite negative&nbsp;profit. On one hand a signed&nbsp;contract means credit, the other old&nbsp;customers are the best adv. if theproduct are quality enough","text":"If I were Rivian, I would deliver despite negative profit. On one hand a signed contract means credit, the other old customers are the best adv. if theproduct are quality enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632888716","repostId":"1101023228","repostType":2,"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}