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28. October 2021 | 12:52 CET

Nordex, Standard Lithium, Central African Gold: Raw materials for the energy transition

  • Commodities
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The energy turnaround is supposed to save the climate and significantly reduce the consumption of fossil fuels. But what is often overlooked: In practice, this means that demand for other raw materials is rising massively. In the EU alone, demand for cobalt is expected to increase more than tenfold by 2030. Copper and lithium are also in hot demand. Nordex, for example, needs rare earths for the production of wind turbines. Standard Lithium benefits from the exploding demand for batteries and Central African Gold's raw materials are included in practically every future technology.

time to read: 2 minutes by Fabian Lorenz

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

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Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

About the author

Central African Gold: Cobalt demand about to increase tenfold?

The numbers are impressive: The annual demand for cobalt is expected to increase more than tenfold to 34 tons by 2030 - in the EU alone and for the production of electric car batteries alone (source: Statista). The Democratic Republic of Congo accounts for 59% of global cobalt production. China accounts for 7% of the global output, and Canada for 6%. Cobalt is a transition metal that is mainly extracted as a by-product from nickel and copper ores. For Central African Gold, cobalt is the main product. Therefore, the stock should react soon.

The Canadian explorer focuses on promising copper, cobalt and nickel projects in the Democratic Republic of Congo. These are not only to be developed but also subsequently operated. The Company benefits from an experienced local management team led by CEO Yves Kabongo. The Company owns a total of six mineral concessions with a total area of 176 sq km. Of interest to ESG investors: the areas also include forests and farmland. In the case of the King Luba properties, Central African owns 100% of the concessions. In addition, there is an option to participate in the state-controlled Musefu Gold Project. This project has historical grades of 2.5m at 28.4 g/t gold and 11m at 8.1 g/t gold. Thus, the Company is not dependent on the development of one commodity but is well diversified. To be able to advance the development consistently, Central African carried out a financing round in September.

Standard Lithium: Strong market and takeover fantasy

Similar to Cobalt, demand is expected to grow strongly in the coming years. According to a study by consulting firm Roskill, lithium is likely to remain in short supply until 2031. The main reason is the use of lithium-ion (Li-ion) batteries in automobiles and energy storage applications (ESS). To counter the increasing supply deficit, lithium production would have to scale up significantly. In addition, new production sources would be required. Therefore, prices must continue to rise, if only to incentivize investment in research and exploration. Lithium stocks such as Orocobre, Livent and Standard Lithium should benefit from this. In addition to the fundamental reasons, takeover fantasy also plays a role in Standard Lithium. Speculation persists that a group like Albemarle or even one of the large battery manufacturers will make a takeover bid - sooner rather than later.

Nordex suffers

Nordex is suffering from high raw material prices and problems with global supply chains. The share of the German supplier of wind turbines has started a countermovement in recent days and is attempting to break out of the downward trend. A report from RWE comes at the right time. The energy giant has commissioned the wind farm Les Pierrots in France with a capacity of 26.4 MW. Around EUR 33 million was invested. The eleven turbines are type N117 2400 TS98 from Nordex. Although it is not a current order, it brings Nordex positive PR. Jefferies has also recently expressed a positive view. The investment bank analysts recommend Nordex stock as a buy with a target price of EUR 25. Nordex was able to present a solid order situation in the Q3 report.

It is becoming increasingly clear that the energy transition is leading to massive distortions in the commodity markets. Standard Lithium is benefiting from this. If positive exploration data continues to be published by Central African Gold, it should only be a matter of time before the share reacts. Nordex will likely continue to have a hard time, even though wind energy is fundamental to the energy transition.


Fabian Lorenz

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

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.

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  • Commodities

On November 5, it seemed gold had finally broken out of its established triangle in the chart. However, since November 19, the bears have retaken the helm for the time being. Investors, who have otherwise relied on gold for inflation and other hedges, are still reacting hesitantly. One reason is the expansion of the money supply, which is displacing people's fear. Nearly all central banks see inflation as temporary. Another reason is the cryptocurrencies, which are also used as capital protection and thus represent competition. If interest rates rise, that would be a bad sign for gold. If inflation remains, global gold demand could increase, with demand from India and China already picking up. The newly formed uptrend in gold is only broken below USD 1,721.1 on a daily basis, so we currently expect gold prices to rise. We, therefore, analyze three gold companies.


17. November 2021 | 12:40 CET | by André Will-Laudien

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  • Commodities

According to the active suggestions of many climate protectionists, we are all best off riding bicycles. Because the climate measures, in particular the CO2 taxes, will soon make movement with fossil fuels impossible. In October, the E10 fuel price reached the EUR 2.00 mark at some filling stations. As a result, 80% of the gasoline price target formulated by the Greens in the 1990s of 5 D-Marks has been achieved. Calculated on the oil price, a liter of refined fuel would only cost about EUR 0.60; the rest is made up of duties and taxes, as is well known. Interestingly, in the Federal Audit Office records, it is precisely the political climate protection protagonists who stand out with an impressive number of car trips and air miles. It seems that only some people are supposed to restrict themselves, while other more privileged groups enjoy a free ride. Is this the future of individual mobility?


01. November 2021 | 10:29 CET | by Nico Popp

Shell, Sierra Grande Minerals, K+S: 4.1% inflation - here is how investors counteract it

  • Commodities

Inflation in the eurozone climbed to a new record in October - at 4.1%, one can confidently speak of inflation. At the same time, the European Central Bank (ECB) continues to adopt a wait-and-see approach. Although the markets are pricing in an interest rate hike in the eurozone, analysts and the ECB believe these expectations are premature. Given the stuttering economic recovery, it might make sense from the central bank's point of view to delay the exit from the ultra-loose monetary policy a little longer - with all the risks.