The market leader DHL now has more than 25,000 electric vans on the road, which is a good 40 percent. This affects the last leg of the journey to the recipient’s household. This saves CO2. DHL’s competitors are eagerly following suit. GLS, for example, has 650 electric vehicles and expects to have 900 by the end of the year. Hermes claims to have around 720 electric vehicles and wants to serve around 80 inner-city areas purely electrically by the end of 2025. The electromobility market is growing, as is consumer acceptance. There are several scenarios as to how high the global penetration of e-vehicles will be by around 2040. Some assume 63 percent, others up to 86 percent. According to estimates, around 14 million new e-cars will be added to the roads worldwide this year, an increase of around 35% compared to the previous year. So much for the IEA (International Energy Agency) forecasts. In 2022, 14% of newly registered vehicles were electric. A share of 18 percent is expected for 2023.
Goldman Sachs is forecasting falling battery costs and higher sales figures for the production of electric cars, which will also reduce production costs. This will make e-car prices more competitive, which should lead to more growth in the e-mobility market. Battery metals such as lithium, cobalt and nickel should therefore remain among the most sought-after raw materials for a long time to come.
The Canada Nickel Company – https://www.commodity-tv.com/ondemand/companies/profil/canada-nickel-company-inc/ -, for example, owns the raw materials cobalt and nickel at the Crawford project in Canada.
Lithium is the focus of Targa Exploration – https://www.commodity-tv.com/ondemand/companies/profil/targa-exploration-corp/ – in Quebec, Saskatchewan, Manitoba and Ontario.
Current company information and press releases from Canada Nickel Company (- https://www.resource-capital.ch/en/companies/canada-nickel-company-inc/ -).
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