BYD
Commented by Armin Schulz on October 30th, 2026 | 05:42 CET
BYD, Globex Mining, Rio Tinto – Humanoid Robots Set to Fuel Demand for Raw Materials
A humanoid robot consists of more than just software. This is illustrated by a design patent the Chinese patent office published on October 9 for a BYD robot. Two arms, two legs and movable fingers need motors, batteries and cables, which means plenty of metal. If the automaker moves into series production, it could further boost demand for metals such as copper and lithium. The Chinese group is not alone in this, as Tesla, Hyundai, Xiaomi and others are also working on it. This development also benefits raw materials companies, from mining groups to royalty companies with broad portfolios. Today we take a closer look at BYD, Globex Mining and Rio Tinto.
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Commented by Armin Schulz on October 16th, 2026 | 05:20 CEST
Power Metallic Mines, Siemens Energy and BYD: The Export Boom in Electric Vehicles Drives Demand for Copper and Electricity
A single Chinese automaker sold 180,700 new energy vehicles overseas in September. That accounts for about 39% of its sales, more than double the figure from a year earlier. Behind this growth lies a substantial demand for raw materials, including copper and nickel for batteries and electric motors, as well as platinum-group metals for catalytic converters in hybrid vehicles. Electricity is also essential to charge all these vehicles. This illustrates what supply chains must look like to keep electric vehicles running. This plays right into the hands of raw material producers and electricity generators. Today, we take a closer look at Power Metallic Mines, Siemens Energy and BYD.
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