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You are here: Home / Research / Alternate Energy
  • Electric Vehicles, Tesla, ARK Research, Parity Point

    2022: The Year Electric Vehicles Leave Gas Cars in the Dust

    October 17, 2016 | by Sam Korus, ARK Analyst | Industrial
    Mentioned Companies: BMW, DDAIF, F, FCAU, GM, GYUAF, LGCLF, NSANY, PCRFY, POAHF, SSNLF, TSLA, VOW

    UPDATE: This article has been updated as of October 17, 2016. The automotive industry is approaching a profound inflection point: by 2022 the demand for electric vehicles1 (EVs) will begin to outpace that for gasoline powered cars. As the cost of lithium-ion cells falls faster than most analysts have anticipated and the cost to manufacture traditional […]

  • battery technology, tesla, free fall

    Tesla’s Battery Technology Powers its Moat – “Faster Than Falling.”

    October 27, 2015 | by Sam Korus, ARK Analyst | Industrial
    Mentioned Companies: GM, TSLA

    Tesla’s improvements in its battery technology demonstrate the durability of its competitive lead even amidst new electric vehicle announcements from major manufacturers. The goal of ARK’s thematic research and investing is to assess the true signifiers of future value—often overlooked, ignored or misinterpreted—as companies seed disruptive innovation into the marketplace. On this basis, ARK believes […]

  • Residential Energy Storage, Tesla, battery, energy storage, powerwall, home energy, cost, ark, ark invest, ARKQ, industrial innovation, arkindu

    Tesla’s Residential Energy Storage: Uneconomic and Premature

    May 27, 2015 | by David Conway, ARK Analyst | Industrial
    Mentioned Companies: ENOC

    In April, Tesla announced its Powerwall, an energy-system for homes and offices. Barring a change in business model, however, residential energy storage is unlikely to contribute meaningfully to Tesla’s revenue. Theoretically, if deployed at scale, Tesla’s Powerwall could save the US economy $26 billion annually. Charging at night and distributing power during the day, the […]

  • gasoline prices, chevy volt, niassan leaf, telsa, TSLA, battery, energy storage, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Will the Drop in Gasoline Prices Lower the Demand for Electric Vehicles?

    February 25, 2015 | by Tasha Keeney, ARK Analyst | Industrial
    Mentioned Companies: GM, NSANY, TSLA

    Oil prices have declined roughly 50% in the past eight months, calling into question the future demand for electric vehicles (EVs). In fact, SUV and truck sales have increased to 53% of total US vehicle sales during the past six months (as shown below), hitting their highest share in a decade. Longer term, however, as […]

  • fuel cell, energy storage, lithium-ion battery, battery, tesla, toyota, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management, andrew margrave, industrial innovation, arkindu, arkg

    UPDATE: Mirai vs. Tesla: Toyota’s Challenge with Fuel Cells

    November 18, 2014 | by David Conway, ARK Analyst | Industrial
    Mentioned Companies: F, GM, NSANY, TM, TSLA

    UPDATE November 18, 2014: This post has been updated by ARK Thematic Analyst David Conway from its original form published on September 2, 2014 by ARK Thematic Analyst Intern Andrew Margrave. When the new Toyota  Mirai goes on sale in 2015, those who have access to a hydrogen fueling station will be able to purchase […]

  • tesla battery, telsa, TSLA, battery, energy storage, lithium-ion battery, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Tesla Battery System Costs Will Drop 40% by 2020

    November 14, 2014 | by David Conway, ARK Analyst | Industrial
    Mentioned Companies: GM, NSANY, PCRFY, TSLA

    Tesla claims that the economies of scale associated with its Gigafactory will drive the cost of lithium-ion tesla battery pack systems down more than 30% by 2017. Contrary to conventional wisdom, the decline extends well beyond the battery itself: the breakthroughs will be in the system costs of the battery pack. Battery prices have been […]

  • telsa, TSLA, battery, energy storage, lithium-ion battery, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Electric Vehicle Sales Better Than the Toyota Prius

    October 10, 2014 | by Andrew Margrave, Research Intern | Industrial
    Mentioned Companies: BMW, DDAIF, GM, NSANY, TM, TSLA

    With the exception of Tesla , have electric vehicle sales disappointed as is commonly perceived? The answer is no. Compared to one of the most successful vehicle models of all time, the Toyota  Prius, three electric vehicle models are ahead of trend. Though now commonplace, when the Prius first launched in 1997, it sold just […]

  • EV market, EV market tesla, EV market research

    EV Market: Tesla Has Lots of Room to Run

    September 18, 2014 | by David Conway, ARK Analyst | Industrial
    Mentioned Companies: TSLA

    Today Tesla’s  electric vehicles (EV) barely register as a percent of the luxury car market, let alone the overall car market. Because growth in the EV market has barely begun, Tesla has lots of room to run, especially if it increases market share. We predict that the EV market will grow rapidly as technological advances […]

  • electric bus, electric vehicles, evs, public transportation, ark, ark investment management, investment management, investing, ETFs, arkq, arkindu, ark industrial innovation,

    Electric Bus Sales Could Soar

    September 17, 2014 | by David Conway, ARK Analyst | Industrial
    Mentioned Companies: BYDDF, TSLA

    While electric cars seem to be generating quite a bit of excitement these days, investors may be surprised to learn that the transition to electric buses is happening even faster. Estimates call for plug-in hybrid and electric (H&E) bus sales to be more than 42,000 by 2020, achieving 15.4% market penetration, much higher than the […]

  • Range Anxiety, telsa, TSLA, battery, energy storage, lithium-ion battery, charging station, electric vehicle, EVs, alternative energy, arkq, arkindu, industrial innovation, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Range anxiety: Is It Too Soon to Buy a Tesla?

    July 21, 2014 | by Tasha Keeney, ARK Analyst | Industrial
    Mentioned Companies: AVAV, BAMXY, GM, NSANY, TSLA

    Range anxiety —the concern that an electric vehicle (EV) will become stranded because it has run out of electricity—is becoming a non-issue. With today’s infrastructure, the map below should instill “range confidence” in any consumer considering an electric vehicle (EV). The main issue with today’s charging infrastructure is not the number of chargers. The problem […]

  • solar roads, industrial innovation, arkindu, arkq, alternative energy, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management

    Are Solar Roadways the Future? Only At a Very Steep Price

    May 27, 2014 | by David Conway, ARK Analyst | Industrial

    People get excited by solar energy. The Solar Roadways Project, funded on crowdsouring site Indiegogo, claims all the roads in the US could be turned into power generating infrastructure, and has created a working prototype. The estimated 13 trillion kWh of power 1 generated from these panels could improve road safety, illuminate roads at night […]

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