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John Jeffrey
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Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)


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07. January 2021 | 09:50 CET

JinkoSolar, Defense Metals, BYD - demand boom leads to catastrophe!

  • Rare Earth Elements
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The sales figures for all major electric car manufacturers for the full year 2020 are on the table. 100% more e-cars were sold compared to the same period last year. But even more significant for the future is that vehicles with electric motors have overtaken pure combustion engines in new deliveries. The disruptive replacement is in full swing. However, shortages are emerging in the raw materials needed for the production of batteries and motors.

time to read: 2 minutes by Stefan Feulner



Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author

Shortage of raw materials

In addition to lithium, which is needed for the production of batteries, there is also an enormous surplus of demand for other raw materials. This demand will become much more acute in the coming years. Permanent magnets for electric motors are produced based on rare earth metals. In ten years, the experts at Adamas Intelligence predict that demand for rare earth oxides for use in magnets will rise from USD 2.98 billion to USD 15.65 billion. The analysts at Adamas Intelligence see by far the most significant demand primarily for rare earth magnets such as neodymium, praseodymium, dysprosium and terbium. Even more severe is the short-term view of three to five years. The demand for rare earths is growing so enormously that the already insufficient production capacities will not be enough by far. It is a must to make significant investments in the mining industry to saturate demand to some extent.

China's superiority

The People's Republic of China has a virtual monopoly with 80% of rare earth metals production. Politicians are desperately looking for alternatives in Europe or North America. Defense Metals, a mineral explorer, is at the top of the list. Founded in 2016, the Company focuses on acquiring mineral deposits that contain metals and elements used in the production of renewable energy technologies, such as rare earth magnets. Research is underway at the Wicheeda project in the province of British Columbia. The Company says mineral resources are 4.9 million tons at an average grade of 3.02% LREO (light rare earth metals) and inferred mineral resources of 12.1 million tons at an average grade of 2.90% LREO.

Cash boost and the share price jumps

At the end of December, the Company announced that it would receive approximately CAD 632,000 from the exercise of 3.157 million warrants. These funds will be used to strengthen working capital and, in particular, to complete the preliminary economic assessment (PEA) of the project. The stock market is slowly recognizing the extreme demand for rare earth metals. Defense Metals shares have almost doubled to CAD 0.30 in the past four weeks and are close to their 2018 all-time high, but the stock market value is currently just under EUR 10 million. Given the further increase in demand due to the electric car boom, there is still significant room for improvement.

"Build your dreams" continues

The importance of the procurement of lithium and rare earth metals is shown by the delivery figures for BYD for December. The Chinese Company sold a total of 56,322 vehicles in the last month of fiscal year 2020. In the previous month, the figure was 53,943 units. Compared to December 2019, this represents a significant increase of over 13,000 units. Crucially, however, the report showed that for the first time in the Company's history, more NEVs were sold than internal combustion vehicles.

Less growth than competitors

Indeed, BYD is still well ahead of competitors such as NIO or Xpeng in terms of delivery figures. However, sales of electric cars were lower in percentage terms than those of its main Chinese competitors compared to the previous month. Although the share started the day almost 3% down, it managed to get back into the black over the course of the day.

New record

The Chinese photovoltaic producer JinkoSolar was able to break its world record. An efficiency of 24.9% was achieved for a large, n-type, TOPCon, monocrystalline solar cell. According to the Company, the monocrystalline solar cell was manufactured on a high-quality, low-defect CZ mono-Si substrate. Earlier this year, when the cell still had an efficiency of 24.2%, JinkoSolar said the cell was based on the HOT design and featured tunnel oxide passivated contact technology.


Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

Related comments:

30. November 2020 | 13:00 CET | by Stefan Feulner

Defense Metals, TUI, Everfuel - these are the new stars!

  • Rare Earth Elements

Electromobility is the future. The sales figures of Tesla and HAN are rising exorbitantly month after month. Currently, orders for the latest models can only be met slowly. The demand for the materials needed to build the new types of batteries is even more serious. There is a threat of severe excess demand and sharply rising prices - from which one can profit on the stock exchange.


11. November 2020 | 14:15 CET | by Nico Popp

Tesla, Defense Metals, HelloFresh: Who makes a 468% return?

  • Rare Earth Elements

When Tesla advertised its electric sports car around 10 years ago and let journalists drive the chic little vehicle around Germany, the Company was a highly speculative affair. The electric pioneers now have various vehicles on offer and are market leaders in their field. But that does not stop the share from making huge profits: The Tesla share climbed by almost 470% within the past twelve months.


09. November 2020 | 10:50 CET | by Stefan Feulner

BioNTech, Defense Metals, Bayer: Earn money countercyclically

  • Rare Earth Elements

It is complete. After a tense struggle and four days of counting votes, Joe Biden is declared the 46th President of the United States of America. So the Twitter tirades of the defeated Donald Trump should be history. The traces Trump left behind during his four-year reign, however, are likely to keep the government busy for some time to come. Some things, such as the withdrawal from the climate agreement, can be quickly repaired. Biden will carefully weigh up what is "in" and what is "out" on different points of the "America First" program imposed by the predecessor.