Print the page
Increase font size
EV’s Accelerator

Posted November 19, 2021

Aaron Gentzler

By Aaron Gentzler

EV’s Accelerator

On Wednesday, President Biden visited GM’s EV plant in Detroit. One of his main talking points? How newly-signed infrastructure legislation will push the accelerator on the EV industry.

Biden even got behind the wheel of the electric version of an infamous gas guzzler, the Hummer…

hummer

Other presidential talking points, according to the White House: “how the bipartisan infrastructure law [signed Monday] creates a future made in America, builds electric vehicle charging stations across the country to make it easier to drive an electric vehicle, reduces emissions to fight the climate crisis, and creates good-paying, union jobs across the country.” (emphasis ours)

More on building out EV-charging infrastructure below…

Send your opinions to, TheRundownFeedback@StPaulResearch.com

Your Rundown for Friday, November 19, 2021...

EV Industry Gets Supercharged

“As we speak, transformers, charging stations and other infrastructure are being delivered all throughout the country,” says our science-and-technology investor Ray Blanco. This is an effort to resolve “one of the biggest hurdles to EV adoption.

“The allure of plugging in at home and waking up each morning to a fully fueled vehicle might work for 90% of the people 90% of the time, but it’s the less common scenario that keeps people from pulling the trigger: What if you need to take a trip a state or two over?

“Fully baked long-distance charging infrastructure is the final piece of the puzzle for many EV-curious car shoppers,” says Ray. “And I expect several electric charging networks will be winners from the electrification of the nation’s highway network.”

The solution is what Ray’s calling “Project I.C.S.” -- that is, Project Interstate Charging System. “Everyone from automakers to the feds is devoting substantial resources to Project I.C.S. over the next several years,” he says.

“And growth is happening rapidly,” he continues. Consider this: “Around 10% of new vehicles sold in the U.S. and Europe by 2025 will be electric. By 2030, it’ll be nearly one in three!” There’s even a new “Big Three,” representing a shift among automakers.

“Tesla, Rivian, and Lucid are all worth more than Ford and GM,” said an article at Fast Company on Wednesday. But EV makers are risky (for instance, Lucid has yet to turn a profit). Compare that with the potential of I.C.S. names providing an essential service… without which EV makers are stalled.

This week? Ray says the I.C.S. stocks he’s eyeing are all up… after Biden’s infrastructure spending bill earmarks $7.5 billion to EV-charging buildout. “And EV makers will be spending billions more,” Ray adds. So, there’s still plenty of legroom for investors

Market Rundown for Friday, Nov. 19, 2021

The S&P 500 has lost 0.20% to 4,690.

Oil continues to slide: down 3.4% to $76.30 for a barrel of WTI.

Gold’s up $2.10 per ounce to $1,862.80.

And Bitcoin is down $120 to $57,920.

Send your comments and questions to, TheRundownFeedback@StPaulResearch.com

Try to have a good weekend. We’ll touch base Monday.

For The Rundown,

Aaron Gentzler

Aaron Gentzler
Editor, The Rundown
TheRundownFeedback@StPaulResearch.com

$95-Billion Firm Rethinks Crypto

$95-Billion Firm Rethinks Crypto

Posted November 24, 2021

By Aaron Gentzler

If a private company valued at $95 billion is rethinking crypto… shouldn’t you?
SEC Rejects Bitcoin ETF

SEC Rejects Bitcoin ETF

Posted November 17, 2021

By Aaron Gentzler

Will 2022 be the year of the physical Bitcoin ETF? Or is that just a case of “wishful thinking”?
   Chipmaker, U.S.A.

Chipmaker, U.S.A.

Posted November 15, 2021

By Aaron Gentzler

One Colorado Springs semiconductor fab is ramping up production to capitalize on chip scarcity.
  The Most Wonderful Time of the Year?

The Most Wonderful Time of the Year?

Posted November 12, 2021

By Greg Guenthner

“Some of the premier names in the semiconductor industry have been surging as a result of price premiums and shortened supply,” says Ray Blanco.
Breaking GE

Breaking GE

Posted November 10, 2021

By Aaron Gentzler

Even without federal funding, semiconductor manufacturing is in flux… and returning stateside.
   A Chip Shortage Fix

A Chip Shortage Fix

Posted November 08, 2021

By Aaron Gentzler

Our chief technology expert Ray Blanco says: “Today, I want to dive into… a solution to the chip shortage.”