The DIJA is closing in on its all-time high. Of course, the fact that the market is still climbing, albeit with small steps, is a clarion call for the hilltop screamers. Yet and still, ignore those folks and stick with the economic and market fundamentals. No matter how the doomsayers describe this fact – companies are making money – it is reality and it is fundamental to the market going forward.
- Intel Corp has set up a business division aimed at making money out of a new technology wave that can link up a host of electronic devices.
I wish they would refine this already. My “host of electronic devices” needs a more comprehensive linking. Oh sure, there are apps, programs, and devices available, but that means I have to take the time to figure it all out. Currently keeping my five computers networked requires some effort. Nevertheless, linking easily is coming and Intel wants in.
- Automotive Industry Data (AID) said sales of electric cars in Western Europe for the first nine months of 2013 rose a spectacular 34.3 per cent, to a not very impressive but all-time high total of 23,876 and a market share of 0.27 per cent.
Numbers can be deceiving, as seen in the above creative take on electric car sales in Europe. On its face, a 34% rise is quite breathtaking; yet, a market share of less than 1% is not so grand. However, if the “rule of seven” works here, it would mean that in seven years, the 24,000 (give or take) would double three times, which would then mean some 200,000 electric cars would be cruising the roads of Europe. Still, even that number is not huge compared to the number of gas-powered vehicles on the road today in Europe. The question is: Will the number of electric cars on the road in Europe increase sequentially or exponentially.
- LONDON – 28 May, 2013 – The electric vehicle (EV) charging industry in Europe is in the midst of transformation, with the focus on ramping up EV charging infrastructure for the rapidly expanding EV market. Significant growth is on the cards as participants from various verticals such as industrial automation, utilities, parking operators and infrastructure operators enter the fray.
The above is the key to the answer. If you build, they will come, or so I have heard. Me thinks this is a market to look into, if you believe electric cars are a part of the energy transformation going on in today’s changing world and that “verticals” will play a role in the EV industry. If you don’t, consider the thinking of the analyst below.
- According to one analyst, over-priced and range-eccentric electric cars might never have their day in the sun because they will be overtaken by fuel cells and hydrogen power.
Fuel cell/electric hybrids (FCEV) are real, but they suffer from the same problem as electric cars do – minimal range and lack of “refueling” infrastructure.
- With a chart-topping EPA-certified 61 mpg equivalent (60-mile per Kg), Honda’s FCX Clarity FCEV is capable of traveling up to 240 miles before refueling. When you do need fuel, it’s easy and safe to get it at one of the designated hydrogen refueling stations in your area.
So, look for a hydrogen refueling station coming to your neighborhood soon. A quick search on the US Department of Energy website showed me that there are seven within a three-mile radius of my house. Not bad for a start.
- With increased natural gas production, there comes the demand for an increase in natural gas infrastructure. Services such as natural gas gathering and compression, treating, transportation, and storage are all needed with an increase in natural gas production.
Recently, I wrote about companies supporting fracking (verticals), as natural gas production (NGP) is on the rise here in the US and elsewhere. I named a couple of names to look into, but as we can see above, the opportunities are not just in fracking with NGP. Here are a couple more companies to peek into.
- MarkWest Energy (MWE) has an extensive gathering and treating footprint. The Kinder Morgan (KMI/KMP/EPB) family owns a large network of interstate natural gas transportation pipelines that could benefit from increased production.
And, yet, there is more, much more out there to consider about the future of the market. I would ask: If things are hanging on a thread out there, why are rather large companies investing in the wireless technologies of today?
- Huawei Technologies Co will invest at least $600 million in 5G research over the next four years, the Chinese telecommunications equipment manufacturer said.
Well, folks, stay with me because I am just getting started. It is time to find opportunity and grab it, if you are serious about playing the market game.
Trade in the day; Invest in your life …
