ROCK TECH LITHIUM
Commented by Stefan Feulner on January 13th, 2023 | 12:14 CET
Auxico Resources, Rheinmetall, Rock Tech Lithium - Important news
Fears of a global recession are still pervasive, and commodity prices are at moderate levels after the sell-off of recent months. In contrast, the price of lithium remains high. The reason is the continued strong demand from the electric car industry. However, the existing supply of lithium resources is scarce. The primary beneficiaries of this shortage, in addition to existing producers, are exploration companies that have already secured attractive properties. A similar phenomenon is occurring now with the critical commodity of rare earth metals.
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Commented by Armin Schulz on December 19th, 2022 | 13:54 CET
Power Nickel, Rock Tech Lithium, BYD - Race to secure critical raw materials
Since the major car manufacturers decided to equip their cars with electric drives, the demand for certain raw materials has skyrocketed. The result has been a sharp rise in prices. Some of the most important raw materials needed for the production of electric cars include lithium, cobalt and nickel. At the G20 summit in Bali, Indonesia, the world's largest nickel producer proposed to the Canadians that they set up an organization similar to OPEC for nickel. Such moves are a sign that the battle for key EV commodities is growing. So today, we look at one nickel and one lithium company and see how the battery and electric car maker BYD is positioning itself.
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Commented by Stefan Feulner on November 30th, 2022 | 12:01 CET
Profit now from the energy transition - Rock Tech Lithium, Power Nickel, Shell
In the past, the internal combustion engine was at the center of the automotive industry, but this is now to change as quickly as possible in order to achieve the specified climate targets. Electrification is the magic word. However, there are high hurdles to overcome in implementing this. For example, it is still not certain whether the battery metals required for this, such as lithium, cobalt, copper and nickel, are available in sufficient quantities. Demand for the critical metals already exceeds supply. The beneficiaries are undoubtedly the producers of the scarce goods.
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Commented by Nico Popp on November 9th, 2022 | 10:07 CET
The second Rock Tech Lithium? This is how Mercedes-Benz profits! Jack of all trades Infinity Stone Ventures
Anyone who has followed analysts' reports on lithium over the past few years knew that the price of this critical raw material for batteries was about to rise exponentially, reminiscent of the gloomiest forecasts of the pandemic - only extremely positively. Putting the actual price curve next to it shows that lithium has shot up almost vertically in recent years and has already reached the level of the 2030 forecasts. Using three stocks as examples, we outline what this means and how investors can take advantage of this market anomaly.
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Commented by Stefan Feulner on November 2nd, 2022 | 10:24 CET
BYD, Infinity Stone Ventures, Rock Tech Lithium - Profiteers of the energy transition
Electromobility plays a central role in achieving the ambitious goal of climate neutrality by 2050. Despite current production difficulties in the automotive industry due to the ongoing chip shortage, global supply chain problems and the effects of the war in Ukraine, demand for battery-powered vehicles continues unabated worldwide, as can be seen from the sales figures of electric car manufacturers. However, there is a problem here: the critical raw material lithium is already becoming scarce for the production of electric batteries. As a result, the already high prices are likely to rise further in the long term - to the advantage of the lithium producers.
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Commented by Mario Hose on October 24th, 2022 | 10:45 CEST
Rock Tech Lithium, TubeSolar, JinkoSolar - Breakthroughs in green innovation
The European Commission plans to reduce CO2 emissions by at least 55% by 2030 compared to 1990. This ambitious target for the current decade should lead to steady progress on the EU's path to climate neutrality by 2050. The key to achieving the climate turnaround is to increase the share of renewables in the overall energy mix. This should contribute at least 32% in around 8 years. But what sounds simple in theory is all the more difficult to implement in practice. That is because, in addition to raw materials that are already in short supply, there is a lack of open space for solar energy. Nevertheless, young companies, in particular, are achieving breakthroughs through innovation, which should be reflected in increased company values in the future.
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Commented by Armin Schulz on October 12th, 2022 | 13:58 CEST
BYD, Infinity Stone Ventures, Rock Tech Lithium - Electromobility with rapid growth ahead
The IEA (International Energy Agency) has recently issued forecasts for the growth of electromobility up to 2030. While only about 10% of all vehicles were electric in 2021, this figure is expected to rise to at least 60% by 2030. That would significantly reduce emissions, but the energy transition requires raw materials from copper to cobalt to lithium, which is essential for the production of batteries for e-cars. S&P Global has calculated that even if all existing lithium projects were to go into production, there would still be a supply deficit of 220,000 to 2 million tons in 2030. Reason enough to take a closer look at three companies based on the sector.
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Commented by Stefan Feulner on October 6th, 2022 | 11:43 CEST
Nordex, Cardiol Therapeutics, Rock Tech Lithium - Great opportunities in bombed-out stocks
The market correction of recent months due to geopolitical conflicts, fears of recession, and rising interest rates have taken their toll. While the broad market indices such as the DAX with 23% or the NASDAQ 100 technology index with 30% slipped into the red zone year-to-date, growth and financially intensive stocks, in particular, have suffered losses of over 70% in some cases. Despite corporate successes, the stocks have been sold off and are trading below their cash levels in some cases. In the long term, these are outstanding entry opportunities for patient investors.
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Commented by Stefan Feulner on September 21st, 2022 | 13:41 CEST
Rock Tech Lithium, Edison Lithium, Albemarle, Allkem - Defying the recession
Fears of a global recession continue to grow, with prices for commodities such as copper, lumber, cotton and even grains correcting sharply. In contrast, the lithium price continues to hold at a high level after the explosive rise at the beginning of the year. The reason for this is the continued strong demand from the electric car industry. In China alone, sales of electric cars amounted to 3.2 million units last year, and 5 million vehicles are expected to be delivered this year. In contrast, the existing supply of lithium resources is scarce. In addition to existing producers, the primary beneficiaries of this shortage are the exploration companies, which have already been able to secure attractive properties.
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Commented by Armin Schulz on September 7th, 2022 | 10:58 CEST
Edison Lithium, Rock Tech Lithium, BYD - Shares of the entire lithium value chain
Since all car companies have entered the e-mobility market, the demand for batteries for electric vehicles has skyrocketed. An all-out battle has broken out for the components needed for this, which is reflected above all in the price of lithium. While the price was around USD 5,000 per ton at the end of 2020, it was most recently quotes around USD 73,000. Experts even consider further price increases up to USD 100,000 possible because demand is significantly higher than supply. The German Federal Institute for Geosciences and Natural Resources also comes to this conclusion. The lithium market promises to remain exciting in the coming years. Therefore, today we look at three companies along the value chain.
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