• disruptive innovation research, oil peak, peak oil research, electric vehicle, ark invest, innovation research

    Will Global Oil Demand Peak Before 2020?

    by | Industrial
    Mentioned Companies: BMW, BP, NSANY, TSLA

    If current trends in the advancement of electric vehicle (EV) drivetrains and autonomous technology continue, oil demand could peak before the end of the decade. ARK’s research indicates that battery system costs will drop significantly, driving EV demand to levels that far exceed policymakers’ expectations. In addition, Uber-like autonomous taxi services will lower the price of […]

  • SQM Lithium Mine

    The Abundance of Lithium

    by | Industrial
    Mentioned Companies: ALB, BP, FMC, ORE, SQM

    Despite speculation to the contrary, lithium resource constraints are unlikely to short circuit accelerating electric vehicle (EV) sales. ARK believes global lithium reserves[1] will continue to grow even as lithium production rises to meet EV demand. Lithium mining companies with low-cost resources stand to benefit as new higher cost supply comes on line. During the […]