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2021-10-22

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For Lucid Motors To Win Mass Market, It All Comes Down to the Batteries<blockquote>Lucid Motors要赢得大众市场，一切都取决于电池</blockquote>

Lucid's profit projections depend on its getting steady battery suppliers and those suppliers gettin

For Lucid Motors To Win Mass Market, It All Comes Down to the Batteries<blockquote>Lucid Motors要赢得大众市场，一切都取决于电池</blockquote>

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The electric car race seems very complicated. It’s not. ForLucid Motors(...</p><p><blockquote><div>Lucid的利润预测取决于其获得稳定的电池供应商以及这些供应商获得稳定的锂供应。电动汽车竞赛似乎非常复杂。不是的。用于透明电机（...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/10/for-lucid-motors-to-win-mass-market-it-all-comes-down-to-the-batteries/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/for-lucid-motors-to-win-mass-market-it-all-comes-down-to-the-batteries/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>For Lucid Motors To Win Mass Market, It All Comes Down to the Batteries<blockquote>Lucid Motors要赢得大众市场，一切都取决于电池</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFor Lucid Motors To Win Mass Market, It All Comes Down to the Batteries<blockquote>Lucid Motors要赢得大众市场，一切都取决于电池</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-10-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Lucid's profit projections depend on its getting steady battery suppliers and those suppliers getting steady lithium supplies.  The electric car race seems very complicated. It’s not. ForLucid Motors(...</p><p><blockquote><div>Lucid的利润预测取决于其获得稳定的电池供应商以及这些供应商获得稳定的锂供应。电动汽车竞赛似乎非常复杂。不是的。用于透明电机（...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/10/for-lucid-motors-to-win-mass-market-it-all-comes-down-to-the-batteries/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/10/for-lucid-motors-to-win-mass-market-it-all-comes-down-to-the-batteries/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/10/for-lucid-motors-to-win-mass-market-it-all-comes-down-to-the-batteries/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://investorplace.com/2021/10/for-lucid-motors-to-win-mass-market-it-all-comes-down-to-the-batteries/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185280681","content_text":"Lucid's profit projections depend on its getting steady battery suppliers and those suppliers getting steady lithium supplies.\n\nThe electric car race seems very complicated. It’s not. ForLucid Motors(NASDAQ:LCID) and its competitors, it’s all about the batteries.\nLucid CEO Peter Rawlinson, a formerTesla(NASDAQ:TSLA) executive,knows a lot about batteries.Thanks to his Saudi investors, he’s about to win a contract forthe largest battery storage system in the world.\nThe question is whether he can make them. Lithium is already inshort supply.Prices for lithium carbonate, a key ingredient in modern batteries, are atrecord highs.\nDesigning great batteries, and having the supplies with which to make them, is the key to winning the mass market. Batteries are key to eliminating “some of the biggest barriers to entry for consumers: range, recharging times, charging infrastructure, cost,”National Geographic’sCraig Welch reported. Lucid claims its EVs will exceed a range of 500 miles per charge.\nThe Scaling Problem\nNow that Lucid is starting to make itsluxury Lucid Air sedan, and gettinggreat reviews, it must scale that production.\nThis won’t be easy. Elon Muskwears the scars of scaling. I warned about this backin 2018. Musk heeded the warnings, solved the problems, and rode Tesla to glory.\nIn theory, electric cars are very simple. Electric motors have one moving part, which is attached to the driveshaft. Gas-powered cars have hundreds of parts. Most of an electric’s moving partscan be hidden in the wheel wells.\nIn practice, scaling is not so simple. You don’t get anywhere without scaled production of batteries. Musk realized this. Hisbattery “Gigafactory”in Nevada is the key to his whole operation.\nIt’s the Batteries, Stupid\nLucid is depending onLG Chemfor its batteries. If the Korean companycan deliver, Lucid can meet its ambitious 2023 production target of nearly 1,000 cars per week.\nBut that’s not going to be easy. LG Chem is already supplying other car makers.General Motors(NYSE:GM) blames LG Chem for a$1 billion recall of its Chevy Bolt.Shares of LG Chem lost a quarter of their value in August after problems were found attwo of its Asian plants.The shares have since recovered just half the losses.\nThose with gray in their hair remember the Democrats’ 1992 slogan, “It’s the economy, stupid.” With electric cars, it’s thebatteries, stupid. Rawlinson is glossing over what could be a major problem.\nThe GM problem was fixed in September. But a shortage of batteries could be a bigger problem for car makersthan the chip shortage.\nMeanwhile, Lucid Air stock is up 21% since the start of September, mainly on the strength of its reviews. None of thefive catalystsour Samuel O’Brient found recently for the stock’s rise involve proof of battery production and supply.\nYet battery production bottlenecks are now seen asthe key roadblockto electric vehicle production. It’s not the assembly lines, not the design, not the orders. It’s whetherthere are going to be enough batteriesto supply this demand. My InvestorPlacecolleagueTezcan Gecgil has a piece today that offers an investment strategyonQuantumScape(NASDAQ:QS), which is working on developing energy-dense solid-state batteries with high driving range and fast charging times.\nPay attention to recent moves by Tesla to use iron-based batteries for its models. Lithium-iron-phosphate (LFP) batteries use an older, cheaper battery chemistry and are popular in China.TechCrunch reported on Oct. 21.“One major reason why LFP batteries are not seen much outside of China relates to a series of key LFP patents, which have allowed the country to dominate the LFP market,” wroteAria Alamalhodaei,“But those patents will soon be expiring, and it seems that Tesla has its eye on that timeframe.” That could enable Musk’s battery manufacturing to be done nearer to its car assembly lines.\nThe Bottom Line\nThere’s a certain “yadda yadda” in the positive chatter about Lucid Motors. They’re skipping over the key point.\nThe key point is the battery. Lucid islined up alongside every other car makerin seeking batteries to power its assembly lines. Many are going with the same supplier, LG Chem, which has had difficulties, and whose stock is down as a result.\nIf you believe in Lucid, look toward the December spin-off of its battery supplier asLG Energy Solutions.Or dial up your broker and buySigma Lithium(NASDAQ:SGML). That’s a Canadian lithium supplier whose stock has quadrupled this year. Sigma claims it can supply LG Energy’s needs forat least six yearsfrom a plant in Brazil.\nIf Sigma can execute on that contract, Lucid should be fine. Just remember. Battery supplies are the gating factor to its growth.","news_type":1,"symbols_score_info":{"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":1413,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}