eResearch

2023-12-27 Manganese Industry Report - Video

VIDEO: Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increases

December 27, 2023 Chris Thompson

In this short video, Chris Thompson of eResearch discusses the manganese market, highlighting its essential use in steel production and the burgeoning demand from the EV battery sector. The report categorizes 23 manganese-focused companies from explorers to producers and spotlights Elcora Advanced Materials’ (TSXV: ERA) mining projects in Morocco. We explore how this critical metal is set to face supply challenges amidst soaring demand. Learn why manganese companies are attracting investment interest and how companies like Elcora are strategically positioning themselves in this rapidly evolving market. Download our full 31-page report to uncover the dynamic future of manganese. [more]

NEW INDUSTRY REPORT – Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increases

December 19, 2023 Chris Thompson

We have written a 31-page Industry Report on “Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increase – Your Guide to Understanding and Investing in Manganese Companies”. This comprehensive report delves into the burgeoning manganese market, spotlighting its critical role in steel production and the rapidly growing electric vehicle (EV) battery sector. With nearly 90% of global manganese used in steelmaking and a surge in demand from the EV industry, a potential supply deficit looms as early as 2024. The report examines key drivers of demand, including infrastructure projects and green economy commitments, alongside major manganese mines and producers. The report spotlights Elcora Advanced Materials (TSXV: ERA) with high-grade manganese projects in Morocco. [more]

Magna to Buy Driver-Assist Software Supplier Veoneer for $3.8B

July 23, 2021 Israel Pinheiro

Magna acquires Veoneer for $3.8 billion in cash. The combination of the two businesses and the addition of relevant engineering and software expertise, reinforce its portfolio and industry position. [more]

Crypto Update – Bitcoin tops $1T, New Bitcoin ETFs, and Tesla to Accept Bitcoin

March 18, 2021 Michael Lacasse

Bitcoin’s value has doubled in 2021, reaching a market capitalization of more than$1 trillion. New Bitcoin ETFs have emerged and are now worth over $1B with firms, such as Tesla, buying bitcoin stockpiles in preparation for use as payment. [more]

Electric Vehicle Market Showed Quarterly Decrease in Sales Growth While Manufacturers Continue to Develop and Launch New Models

January 26, 2021 Jay Yi

The EV market is experiencing high activity as more EV-focused companies list publicly, expand product offerings, and create partnerships. However, EV sales growth has significantly declined in the past year. [more]

Xpeng Motors, the Third Chinese EV Manufacturer to IPO on a U.S. Stock Exchange, Surges 52% in Stock Price

August 28, 2020 Jay Yi

Xpeng Motors, a China-based EV manufacturer, increased its U.S. IPO by more than 33% to $1.5 billion, providing a valuation of approximately $11 billion. This IPO is the third major U.S. listing made by a Chinese EV company in the past two years. [more]

Tesla’s Quarterly Call – EVs, Self-Driving, Insurance, Solar, and a Call Out to Nickel Miners – the call had it all

July 25, 2020 Chris Thompson

Revenue for Tesla was US$6.0B in Q2, up 1% Q/Q but down 5% Y/Year. During the earnings’ call, Elon Musk announced that the next Tesla factory will be built near Austin, Texas and asked any mining companies to mine more nickel and that “Tesla will give you a giant contract for a long period of time.” [more]

Amazon-backed Electric Vehicle Manufacturer Rivian Announces $2.5B Investment

July 16, 2020 Jay Yi

Last week, Rivian, a private electric vehicle manufacturer backed by Amazon, announced a US$2.5 billion capital raise, aimed at ensuring the production launch in 2021 of its electric truck and SUV line, competing against Ford, General Motors, Nikola, Tesla, and Lordstown Motor. [more]

Tesla Becomes Most Valuable Auto Company in the World after Impressive Deliveries and Rollout of Tesla Energy’s Autobidder Platform

July 6, 2020 Jay Yi

Last week, Tesla, the global leader in the EV industry, surpassed Toyota as the world’s largest car manufacturer by market capitalization, reaching a value of over US$250 billion after reporting impressive deliveries for Q2/2020. In the past week, Tesla’s stock price continued to surge by over 20% to US$1,372 per share. [more]

How Covid-19 is Affecting Shareholder Activism: Management and Boards are the Targets, but the Worst is Yet to Come

July 3, 2020 Caitlin Cheadle

Recent low stock prices enabled activist investors to quietly buy up shares, leaving many companies vulnerable to becoming the target of shareholder activism in the future. Hugo Boss, easyJet, Tesla and Uber have all been under pressure from shareholders this year. [more]