Just-In-Time InventoryStrategy Will Influence The Winner Of Electric Car/Truck Wars With Materials Such As Batteries And Chips Out-Playing Demand; Solar In-tegrated Roofing Corp.’s (OTC PINK: SIRC) PLEMCo., Subsidiary Is Bullish On ‘Sweet Spot’ Winner — EV Charging Station Market

The electric car/truck market share wars will be influenced largely by supply chain components, such as batteries and computer chips, as Toyota Motors (NYSE: TM) in 2021 for the first time sold more units in the US than General Motors (NYSE: GM). When arch-rivals Ford’s (NYSE: F) electric ‘Lightning’ version of the best-selling F-150 gas powered truck takes on GM’s electric Silverado truck, it will be a supply chain battle between batteries, chips and other components. Meanwhile, Solar Integrated Roofing Corp.’s (OTC PINK: SIRC) PLEMCo., subsidiary is betting on the ultimate ‘sweet spot’ winner — the EV charging station market.

stockmarketpress.com features specialized coverage of related stocks in the solar, roofing, EV charging stations and battery charging energy industry such as Solar Integrated Roofing Corp. (OTC PINK: SIRC), Sunrun, Inc. (NASDAQ: RUN), Blink Charging Co. (NASDAQ: BLNK), Tesla, Inc. (NASDAQ: TSLA), GM (NYSE: GM), ChargePoint (NYSE: CHPT), EVgo (NASDAQ: EVGO), SolarEdge Technologies, Inc. (NASDAQ: SEDG), First Solar, Inc. (NASDAQ: FSLR), SunPower (NASDAQ: SPWR), Gibraltar Industries, Inc. (NASDAQ: ROCK), Spartan Acquisition Corp. II (NYSE: SPRQ). and Canadian Solar Inc. (NASDAQ: CSIQ).

Just-In-Time Inventory Strategy Will Influence The Winner Of Electric Car/Truck Wars With Materials Such As Batteries And Chips Out-Playing Demand; Solar Integrated Roofing Corp.’s (OTC PINK: SIRC) PLEMCo., Subsidiary Is Bullish On ‘Sweet Spot’ Winner — EV Charging Station Market

Usually when OEM car/truck companies go to market share war, designs and price points win. This time, its the company that has the most efficient supply chain that will probably win. We’re talking batteries, chips and other components. Burned by offshore suppliers, domestic OEM electric car/truck makers are building their own battery plants, partnering with chip suppliers — some, like Tesla (NASDAQ: TSLA) — are going to the primary source of lithium-ion batteries by acquiring actual mines.

Toyota for the first time sold 2.3 million vehicle units in 2021, beating GM’s 2.2 million delivered vehicles. This was a battle of available supply, and Toyota (NYSE: TM) had more available chips on hand than General Motors (NYSE: GM).

Japan perhaps unwittingly taught the West and its OEM car companies the saving and efficiency of the just-in-time (JIT) inventory strategy. When batteries and chips became short, JIT make GM, Ford and a host of others vulnerable. Determined no to let that happen again, U.S. automakers are now investing in their own direct factories to make components readily available.

As Ford (NYSE: F) ‘150 ‘Lightning’ Vs. General Motors (NYSE: GM) Silverado is the initial EV war, both are building support factories and even looking into owning actual mines. JIT is taking back seat to larger inventories of components to fill higher sales deliveries.

As EV OEM car makers do battle, Solar Integrated Roofing Corp.’s (OTC PINK: SIRC) PLEMCo., subsidiary wins either way. It is eyeing big opportunities in EV Charging Stations in the near future.

Coastal elites may have thought they would have the electric EV market all to themselves — even mid-class OEM maker Toyota agreed. All were wrong as the opening salvo market share battle is in the bluest of blue-collar markets: middle  state-loved pickup trucks.

Mary Barra, CEO of General Motors (NYSE: GM) unveiled her company’s Silverado at this week’s CES Show in Las Vegas. Addressing an audience there virtually, Barra says, “Make no mistake — this is a movement.”

The real war in electrics cars and trucks will be won in the back room, where the parts are. A doctor recently complained that he waited months for delivery of a fully-loaded BMW. The car speaks to him and addresses him by name, but the seats only operate short of chips. So the car is sophisticated in its JIT engineering from Germany, but the seats are from the stone age — and only shift back and forth manually.

Welcome to chip shortages and the failures of JIT inventorying.

As the electric car/truck war are won initially by supply chain superiority, EV Charging Station installers, like SIRC’s PLEMCo., win no matter which OEM company wins the race for market share. All electric players will need EV Charging Station networks to compete. So PLEMCo. wins, regardless.

The marketing war in electric trucks between Ford (NYSE: F) and General Motors (NYSE: GM) is a winner for PLEMCo no matter which company wins.

Tesla (NASDAQ: TSLA) may hold the lead now with 56% worldwide market share in EV Charging Stations, but TSLA’s stations are proprietary to Tesla only.

That means the rest of the OEM electric car and truck market is wide open to all comers, for installers such as SIRC’s PLEMco. Offering fast chargers to the rest of the electric OEM brands besides Tesla is a big opportunity.

Can SIRC’s PLEMCo. cash in?

One reason it may is its high ground in government-sponsored contracts. PLEMCo., specializes in government-financed work in other areas, such as lighting. It is already busy handling RFPs for EV Charging Station contracts, according to SIRC executives.

As we get closer to the federal government issuing actual work assignment contracts for the building of a national network of EV Charging Stations, PLEMCo. may be a major player. Just-In-Time Inventory Strategy Will Influence The Winner Of Electric Car/Truck Wars With Materials Such As Batteries And Chips Out-Playing Demand; Solar Integrated Roofing Corp.’s (OTC PINK: SIRC) PLEMCo., Subsidiary Is Bullish On ‘Sweet Spot’ Winner — EV Charging Station Market.

Parent SIRC is already an applicant for some $100 million in government grants to build more EV Charging Stations. Chairman and CEO David Massey says he is still awaiting word on those applications.

Investors like what see in the electric car/truck market. They flocked to the IPO of Rivian (NASDAQ: RIVN). It has a market cap of some $91 billion today, despite only delivering a handful of cars to date. It closed after hours last evening at $86.25, bouncing back after an earlier top this week when news of the departure of it COO emerged.

Tesla (NASDAQ: TSLA) stunned and excited the relatively new electric car industry when it reported Q3 record earnings of $1.6 billion and sales of $13.8 billion. How about its now-reported 87% surge in EV car deliveries last year. Consumers waited some 10 months for the company’s electric cars as it reached production of 936,000 units. Competitors and Wall Street investors noticed.

Analysts who missed the Tesla (NASDAQ: TSLA) IPO and subsequent run-up, were determined not to miss Rivian’s (NASDAQ: RIVN) launch, market insiders say.

Rivian’s (NASDAQ: RIVN) staged a successful $70 billion IPO late last year, and is now selling its RIT electric pickup truck. Wall Street investors noticed. Just-In-Time Inventory Strategy Will Influence The Winner Of Electric Car/Truck Wars With Materials Such As Batteries And Chips Out-Playing Demand; Solar Integrated Roofing Corp.’s (OTC PINK: SIRC) PLEMCo., Subsidiary Is Bullish On ‘Sweet Spot’ Winner — EV Charging Station Market.

All of this activity on the OEM electric vehicle front is also stimulating the market for EV Charging Stations. SIRC doesn’t make electric cars or trucks, but it can seize market share of the EV Charging Station market. SIRC does not have to partner with an OEM brand to win in the electric car wars. It can make a name for itself in the solar and EV Charging Station spaces.

At just 4% of the U.S. new car population,  electric vehicles are still in their infancy. It remains a wide-open field for car makers a well as EV Charging Station installers.

Tesla may be the most visible electric car company to most consumers, but Wall Street investors know better. They are betting on the Rivian IPO, startups like Foxconn, and the move by General Motors (NYS: GM) and Ford (NYSE: F) into all-electric cars and trucks in the near future.

Electric car sales in the U.S. more than doubled in the 1st half of 2021with Ford (NYSE: F), General Motors (NYSE: GM) and foreign OEM makers, such as Mercedes-Benz, Volkswagen and BMW AG, setting aggressive, self-imposed deadlines of 2030 for all-electric model lines.

If President Biden is to hit his goal of a government-owned fleet of 500,000 electric vehicles — and hit 2030 carbon pollutant-reduction goals — he will need EV Charging Stations. That’s great news for installers like SIRC and its PLEMCo. subsidiary.

Just-In-Time Inventory Strategy Will Influence The Winner Of Electric Car/Truck Wars With Materials Such As Batteries And Chips Out-Playing Demand; Solar Integrated Roofing Corp.’s (OTC PINK: SIRC) PLEMCo., Subsidiary Is Bullish On ‘Sweet Spot’ Winner — EV Charging Station Market

To learn more about SIRC at https://www.solarintegratedroofing.com/corporate-governance/leadership/.

Source: Stock Market Press

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