GENERAL MOTORS DL-_01
Commented by Nico Popp on October 23rd, 2025 | 07:30 CEST
Battery metals before the hype? Battery clusters are emerging in Québec: Northern Graphite, Graphano Energy, and General Motors
Graphite is a crucial material for battery anodes. Natural graphite, in particular, is in high demand and scores with its unique properties. As China tightens export restrictions on raw materials and focuses on supplying finished batteries, Western automakers like General Motors are growing increasingly concerned about supply security. At the same time, innovation is needed to remain competitive against low-cost Chinese producers. Currently, there is only one operating graphite mine in all of Canada, despite the material's strategic importance. We explain the background and introduce a potential beneficiary that has so far flown under the radar of many investors.
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Commented by Stefan Feulner on May 21st, 2024 | 07:00 CEST
Lynas, Almonty Industries, General Motors - Is the trade war escalating, and what is Tesla doing?
The stock markets continue their record-breaking run. The Dow Jones Industrial has climbed to the 40,000-point mark for the first time in its history, and the DAX is also on the verge of breaking through the 19,000-point barrier. So far, so good, one might say. However, something is brewing in the background with regard to the trade war between the US and China, which could put enormous pressure on company margins in the future. As a result, critical commodities, in particular, are likely to be on the verge of a strong upward impulse.
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