Edison Lithium Corp
Commented by André Will-Laudien on April 3rd, 2024 | 07:25 CEST
Bitcoin and Stromer need the energy transition! BYD, Edison Lithium, Nikola - Is it time to buy low?
Despite recent declines in electric mobility, the development of traction batteries is breaking new ground. Sodium is under discussion to replace toxic lithium. The new technologies also mean that cobalt and nickel are no longer required. Former lithium companies are changing their business models, but the raw material will still be urgently needed for at least another decade. We are looking at a market that is about to change course. Where do the opportunities lie for agile investors?
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Commented by Fabian Lorenz on March 14th, 2024 | 06:30 CET
Aixtron, Standard Lithium, Edison Lithium: Up to 200% upside potential!
The Aixtron share is working on a comeback. The last few trading days have been positive, and an analyst commentary also gives hope that the crash is over. After all, the medium-term prospects of the plant engineering company are considered promising. Lithium also appears to be recovering. The long-term prospects for the sector are promising. In the case of Standard Lithium, support at USD 1 has held, and analysts see a price potential of more than 200%. At Edison Lithium, a spin-off is creating price fantasy. Will the IPO of the cobalt business bring about a turnaround? In its core business, the Company is focusing on the raw material for the next generation of batteries.
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Commented by Stefan Feulner on February 27th, 2024 | 07:15 CET
BYD, Edison Lithium, Nikola - Electromobility continues to advance
The German government's decision to stop the environmental bonus has caused a drastic decline in new registrations of electric cars in Germany. After almost 55,000 battery-powered vehicles in December, the number dropped to 22,500 in the first month of the year. According to ADAC, citing data from the Federal Motor Transport Authority, the percentage share of electric vehicles in total new registrations plummeted from 22.6% to 10.5%. By contrast, the situation outside Germany looks considerably more positive. Around 1,120,000 new registrations were registered in the US in 2023, representing a growth of 54%. China remains by far the largest market, with 6.66 million electric vehicles sold, and the growth curve continues to rise at 24%.
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Commented by Juliane Zielonka on February 2nd, 2024 | 07:15 CET
BYD, Edison Lithium, Siemens Energy - Which energy transition stocks are worth considering now
The global energy transition is being shaped by key players in electromobility and renewable energies. The Chinese car manufacturer BYD continues its expansion in Europe with a new production facility for passenger cars in Hungary. BYD also focuses on sodium-ion batteries as an alternative to lithium-ion batteries for budget and mid-range models. The junior explorer, Edison Lithium, plays a decisive role here in the procurement of raw materials for battery production. Edison Lithium can meet the demand for raw materials for sodium-ion batteries with flying colours and is using this strategic move to its advantage. Edison Lithium's sites are all located in Argentina, which is back on the geopolitical trading floor thanks to its new president, Javier Milei. Siemens Energy, on the other hand, posted solid quarterly results despite ongoing challenges at offshore wind turbine problem child Siemens Gamesa. The Company is increasingly breaking away from its former parent company, Siemens, and will appoint two high-calibre individuals to the Supervisory Board to drive the transformation further.
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Commented by André Will-Laudien on January 16th, 2024 | 07:15 CET
E-mobility boom 2024, when will the German vehicle market take off? BYD, Edison Lithium, VW, BMW
The last word in e-mobility has not yet been spoken. While BYD is leading the sales list worldwide, Tesla is struggling with important supplier parts and has had to halt production temporarily. German manufacturers have used the last two years to catch up on technical backlogs and are preparing to score points in the "electric world", too. Last year, buyers were offered a state environmental bonus on top, but this was cancelled before Christmas. Now, the market has to prove that it can survive with fewer subsidies. Where are the opportunities for investors?
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Commented by Armin Schulz on December 22nd, 2023 | 07:15 CET
Edison Lithium, Mercedes-Benz, Volkswagen - Electric car premium cancelled: What now?
While electric cars are gaining ground worldwide, the German federal government has decided to end the environmental bonus for electric vehicles. New applications are no longer possible, leading to uncertainty about the future of the e-car market in Germany. This puts the target of 15 million electric cars by 2030 in jeopardy. We will, therefore, look at two of the leading car manufacturers in Germany and analyze what impact this decision will have. We will also look at Edison Lithium, a company that can provide the critical raw materials for electric vehicles. The demand for lithium and cobalt will increase significantly in the coming years.
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Commented by André Will-Laudien on December 5th, 2023 | 06:30 CET
Next lithium boom in 2024? Freyr Battery, Edison Lithium, VW, Mercedes - Where are the 100% gainers?
The year 2024 promises to be highly interesting, that much is certain. The so-called electric boom has not yet taken place, and the falling lithium price of minus 80% in the current year speaks volumes. Of course, major investments such as a relatively expensive electric vehicle depend on the general situation and subsidies. However, neither of these contextual factors bode well. On the contrary, state subsidies are falling, and high inflation is weighing on private household budgets. So why not get the good old diesel through the MOT again? After all, continuing to drive an old vehicle is 100 times more sustainable than buying a new electric vehicle with rare and difficult-to-extract metals. While green thoughts are commendable, the costly construction of so-called gigafactories continues. On the stock market, the question arises: Who will ultimately emerge as the winner?
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Commented by Stefan Feulner on November 10th, 2023 | 09:00 CET
Screaming for a turnaround - Siemens Energy, Edison Lithium, Rock Tech Lithium
The future belongs to green energy to achieve climate neutrality by the middle of this century. Despite political support, hydrogen, wind and solar stocks have suffered significant losses in recent months. The raw materials required for this have also slumped due to the threat of a global recession and are now at a two-year low, as in the case of lithium. In the long term, demand for critical raw materials will likely rise sharply again, heralding a new upward trend.
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Commented by André Will-Laudien on October 26th, 2023 | 14:25 CEST
Lithium: The million-ton question! BASF, Standard Lithium, Edison Lithium, Varta - The Top List for 2024
Lithium-ion batteries are the most widely used battery type for electric vehicles and stationary energy storage. Estimates vary widely, but by 2025, we will need between 500,000 and 850,000 thousand tons of lithium, but in 2022 only 130,000 tons were produced. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. Four gigafactories are currently being built in Europe, and the demand seems enormous. Each auto manufacturer has its own sourcing strategy, but there is currently a problem on the supply side because not every raw material is easy to obtain. Lithium is one of the most essential raw material components of a battery, along with nickel, cobalt, graphite and copper. Prices across the battery segment are under pressure due to the approaching economic downturn. What should investors look out for now?
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