EV及原材料股票投资构想

思路：
电车行业已经以不可阻止的步伐到来，不论美国那个党执政或者世界格局的变化.

风险：
电池原始材料的供需和加工绝大部分被中国垄断，因为市场和环境污染的成本等原因. 这隐藏了很大的地缘政治危机，如果社会不稳，会带来很大的变数. 但可能给北美的一些公司带来大的机会（北美/欧洲自己的供应链建设）.

投资方式：
电池原材料股的投资方式：个人认为是立足未来5到10年的长期投资（不是阶段性，也不是周期）；应该采用一篮子买进方式3到5年的持有.

所谓一篮子，是集中北美的15到20个矿股. 比如每个投资$2000, 总共是3万到4万；每个投资$5000, 总共是7万5到10万.

From BL

FACT SHEET: The Biden-⁠Harris Electric Vehicle Charging Action Plan
DECEMBER 13, 2021

1, The Bipartisan Infrastructure Law makes the most transformative investment in electric vehicle charging in U.S. history that will put us on the path to a convenient and equitable network of 500,000 chargers and make EVs accessible to all Americas for both local and long-distance trips.

The current network of over 100,000 public chargers operates with different plug types, payment options, data availability, and hardware hookups.

2, The Bipartisan Infrastructure Law includes $5 billion in formula funding for states with a goal to build a national charging network. 10% is set-aside each year for the Secretary to provide grants to States to help fill gaps in the network. The Law also provides $2.5 billion for communities and corridors through a competitive grant program that will support innovative approaches and ensure that charger deployment meets Administration priorities such as supporting rural charging, improving local air quality and increasing EV charging access in disadvantaged communities.

3, The DOE Loan Programs Office (LPO) published new guidance and a fact sheet for the approximately $17 billion in loan authority in the Advanced Technology Vehicles Manufacturing Loan Program (ATVM) to support the domestic battery supply chain.

4, $3 billion in competitive grants for battery minerals and refined materials aimed at accelerating the development of the North American battery supply chain.

5, An additional $3 billion for competitive grants aimed at building, retooling, or expanding manufacturing of batteries and battery components (such as cathodes, anodes, and electrolytes), and to establish recycling facilities in the United States.

https://www.whitehouse.gov/briefing-room/statements-releases/2021/12/13/fact-sheet-the-biden-harris-electric-vehicle-charging-action-plan/

Galp and Northvolt establish joint venture ‘Aurora’ to develop a lithium conversion facility
Joint venture Aurora to develop Europe’s largest, most sustainable lithium plant in Portugal and strengthen Europe’s position within the battery value chain.

https://northvolt.com/articles/galp-and-northvolt-aurora/