Monthly Report - Automotive - May 2024

Source: TD Ward Automotive

Here is a bit more color:

1. Lithium supply and prices - https://ca.finance.yahoo.com/news/arcadium-lithium-altm-share-prices-080625663.html "Arcadium Lithium plc (NYSE:ALTM) is not on our list of 31 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge fund portfolios held Arcadium Lithium plc (NYSE:ALTM) at the end of the first quarter which was 0 in the previous quarter. Arcadium Lithium ium plc (NYSE:ALTM) had a strong start to the year, with a first quarter adjusted EBITDA of $109 million, revenue of $261 and adjusted earnings of $0.06 per diluted share. While we acknowledge the potential of Arcadium Lithium plc (NYSE:ALTM) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
2. China and EV - https://www.semafor.com/article/06/04/2024/europe-china-electric-vehicles-byd-imports or https://ca.news.yahoo.com/small-well-built-chinese-ev-055434766.html 比亚迪 or https://www.ciphernews.com/articles/us-europe-struggle-to-keep-up-with-chinas-ev-growth/
3. Rise of Hybrid - https://www.carexpert.com.au/car-news/vfacts-may-2024-hybrid-and-ev-sales-drive-another-record-month
4. Adoption of EV - https://www.kxnet.com/news/top-stories/ap-top-headlines/ap-many-americans-still-shying-away-from-evs-despite-biden-push-ap-norc-epic-poll-finds/
5. Investments / Plug-in station - https://www.utilitydive.com/news/ev-charging-network-expansion-1-3-billion-us-funding-biden-administration/717784/
6. Environmental / Lithium - https://www.bisinfotech.com/impact-of-lithium-ion-batteries-on-the-environment/
7. Lithium production is fragmented - https://www.statista.com/statistics/606799/distribution-of-world-lithiuim-mineral-production-by-producer/ SQM or Albemarle Corporation or Allkem Limited, now Rio Tinto or Arcadium Lithium
8. Lithium supply - https://www.bloomberg.com/news/articles/2024-06-03/china-s-cngr-looks-to-snap-up-more-lithium-projects-in-argentina
9. Pivoting on Hybrid - https://ca.sports.yahoo.com/finance/news/2025-toyota-camry-car-going-193112110.html Toyota Motor Corporation
10. Tesla - https://finimize.com/content/tesla-faces-investor-skepticism-amid-shifting-market-dynamics

Paul Young CPA CGA

Paul is a former IBM Customer Success Manager that has deployed over 300 data and AI solutions across industry and geographies for the past 8 years. Paul is a Financial Planning, Analysis, and Reporting SME working with data including integration of macro and micro indicators as part of the integrated business planning and reporting cycle.

[email protected]

?

Seeking employment - https://www.dhirubhai.net/posts/paul-young-055632b_hi-all-linked-in-followers-and-contacts-activity-7199365291288506369-qGVf?utm_source=share&utm_medium=member_desktop

?

Blog?—?How to select the best ESG solution for your /Organization?—? https://www.dhirubhai.net/pulse/how-select-right-environmental-social-governance-solution-paul-young-83mzc/

?

Blog - AI, Caramba -? Productivity and Job Impacts - https://www.dhirubhai.net/pulse/ai-caramba-productivity-job-impacts-paul-young-jblec/

Blog – Monthly Report – Ontario – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-ontario-may-2024-paul-young-lrobc/

Blog – Monthly Report – City of Hamilton – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-hamilton-ontario-may-2024-paul-young-vquzc

?

Blog – Monthly Report – United States – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-united-states-may-2024-paul-young-axyfc

?

Blog – Monthly Report – United States – Manufacturing – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-united-states-shipments-order-may-2024-paul-young-yd6nc/?published=t

?

Blog – CSM Model Review - https://www.dhirubhai.net/posts/paul-young-055632b_activity-7195758426025545729-8_Z0?utm_source=share&utm_medium=member_desktop

Blog – Monthly Report – City of Hamilton – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-hamilton-ontario-may-2024-paul-young-vquzc

?

Blog – Analysis and Commentary – Canada – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-canada-may-2024-paul-young-qacbc/

https://www.dhirubhai.net/pulse/fiscal-management-cycle-australia-april-2024-paul-young-stpjc/

Courses?—? https://www.dhirubhai.net/posts/paul-young-055632b_activity-7163302861974519809-ryf3?utm_source=share&utm_medium=member_desktop

?

Blog – Stock Market – Canada – WE May 10 2024 - https://www.dhirubhai.net/pulse/stock-market-canada-we-may-10-2024-paul-young-czk9c/

?

Stock – USA - https://www.dhirubhai.net/pulse/stock-market-we-may-10-2024-united-states-paul-young-gmrec/

?

?

Blog – ESG – Emergency Preparedness – Flood Mitigation – Sea Isle NJ – Change Class - https://www.dhirubhai.net/posts/paul-young-055632b_this-new-jersey-beach-city-went-from-worst-activity-7173041402417799168-cBEJ?utm_source=share&utm_medium=member_desktop

?

?

Blog – Retail Sector and Consumer Spending – United States – April 2024 - https://www.dhirubhai.net/pulse/retail-sales-consumer-spending-april-2024-united-states-paul-young-gv9ee/

?

?

Courses?—? https://www.dhirubhai.net/posts/paul-young-055632b_activity-7163302861974519809-ryf3?utm_source=share&utm_medium=member_desktop

?

Blog – Stock Market – Canada – WE May 10 2024 - https://www.dhirubhai.net/pulse/stock-market-canada-we-may-10-2024-paul-young-czk9c/

?

Stock – USA - https://www.dhirubhai.net/pulse/stock-market-we-may-10-2024-united-states-paul-young-gmrec/

?

Blog – Australia Stock Market - https://www.dhirubhai.net/posts/paul-young-055632b_the-spasx-200-closed-274-points-higher-activity-7194661938516176896-t-t7?utm_source=share&utm_medium=member_desktop

?

Innovation - https://medium.com/@paulyoung_81567/why-has-canada-failed-support-innovation-2d1178ef62f7

?

?

?Paul Young CPA CGA

Paul is a former IBM Customer Success Manager that has deployed over 300 data and AI solutions across industry and geographies for the past 8 years. Paul is a Financial Planning, Analysis, and Reporting SME working with data including integration of macro and micro indicators as part of the integrated business planning and reporting cycle.

[email protected]

?

Seeking employment - https://www.dhirubhai.net/posts/paul-young-055632b_hi-all-linked-in-followers-and-contacts-activity-7199365291288506369-qGVf?utm_source=share&utm_medium=member_desktop

?

Blog?—?How to select the best ESG solution for your /Organization?—? https://www.dhirubhai.net/pulse/how-select-right-environmental-social-governance-solution-paul-young-83mzc/

?

Blog - AI, Caramba -? Productivity and Job Impacts - https://www.dhirubhai.net/pulse/ai-caramba-productivity-job-impacts-paul-young-jblec/

Blog – Monthly Report – Ontario – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-ontario-may-2024-paul-young-lrobc/

Blog – Monthly Report – City of Hamilton – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-hamilton-ontario-may-2024-paul-young-vquzc

?

Blog – Monthly Report – United States – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-united-states-may-2024-paul-young-axyfc

?

Blog – Monthly Report – United States – Manufacturing – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-united-states-shipments-order-may-2024-paul-young-yd6nc/?published=t

?

Blog – CSM Model Review - https://www.dhirubhai.net/posts/paul-young-055632b_activity-7195758426025545729-8_Z0?utm_source=share&utm_medium=member_desktop

Blog – Monthly Report – City of Hamilton – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-hamilton-ontario-may-2024-paul-young-vquzc

?

Blog – Analysis and Commentary – Canada – May 2024 - https://www.dhirubhai.net/pulse/monthly-report-canada-may-2024-paul-young-qacbc/

https://www.dhirubhai.net/pulse/fiscal-management-cycle-australia-april-2024-paul-young-stpjc/

Courses?—? https://www.dhirubhai.net/posts/paul-young-055632b_activity-7163302861974519809-ryf3?utm_source=share&utm_medium=member_desktop

?

Blog – Stock Market – Canada – WE May 10 2024 - https://www.dhirubhai.net/pulse/stock-market-canada-we-may-10-2024-paul-young-czk9c/

?

Stock – USA - https://www.dhirubhai.net/pulse/stock-market-we-may-10-2024-united-states-paul-young-gmrec/

?

?

Blog – ESG – Emergency Preparedness – Flood Mitigation – Sea Isle NJ – Change Class - https://www.dhirubhai.net/posts/paul-young-055632b_this-new-jersey-beach-city-went-from-worst-activity-7173041402417799168-cBEJ?utm_source=share&utm_medium=member_desktop

?

?

Blog – Retail Sector and Consumer Spending – United States – April 2024 - https://www.dhirubhai.net/pulse/retail-sales-consumer-spending-april-2024-united-states-paul-young-gv9ee/

?

?

Courses?—? https://www.dhirubhai.net/posts/paul-young-055632b_activity-7163302861974519809-ryf3?utm_source=share&utm_medium=member_desktop

?

Blog – Stock Market – Canada – WE May 10 2024 - https://www.dhirubhai.net/pulse/stock-market-canada-we-may-10-2024-paul-young-czk9c/

?

Stock – USA - https://www.dhirubhai.net/pulse/stock-market-we-may-10-2024-united-states-paul-young-gmrec/

?

Blog – Australia Stock Market - https://www.dhirubhai.net/posts/paul-young-055632b_the-spasx-200-closed-274-points-higher-activity-7194661938516176896-t-t7?utm_source=share&utm_medium=member_desktop

?

Innovation - https://medium.com/@paulyoung_81567/why-has-canada-failed-support-innovation-2d1178ef62f7

?

?

?

?

?

?

?

?

?