Batteries
Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST
Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus
Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!
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Commented by Armin Schulz on June 22nd, 2026 | 07:20 CEST
From a Canadian Mine to a German EV: Rock Tech Lithium, BASF, and Volkswagen are Reducing Dependence on China
Electric mobility continues to grow unabated, but the fuel of the future is becoming scarce. Demand for lithium is skyrocketing, while prices are once again heading toward record highs after a slump. European industry faces a critical test between dependence on China and the drive for autonomy. It is precisely in this gap that a window of opportunity opens for savvy investors. It is not the raw material alone that promises returns, but the intelligent integration of mining, refining, and production right on our doorstep. A strategic alliance between Canada and Germany could reshape the market. Three companies occupy the key stages of this value chain: Rock Tech Lithium, BASF, and Volkswagen.
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Commented by Stefan Feulner on June 22nd, 2026 | 06:50 CEST
Rheinmetall, HPQ Silicon, DroneShield: Tomorrow's Winners Take Shape at Eurosatory
Eurosatory in Paris is one of the world's most important defence and technology trade shows. It is not just a place to showcase new systems; it is also where strategic partnerships are forged that can determine future market share and contracts worth billions. With defence budgets on the rise, the focus is particularly on drone technology, drone defence, precision weapons, and AI-powered reconnaissance. Several companies used this year's trade show to expand their position in these high-growth markets of the future through groundbreaking collaborations.
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Commented by Stefan Feulner on June 19th, 2026 | 07:45 CEST
American Lithium, Rock Tech Lithium, Uranium Energy: Without These Raw Materials, the Energy Transition Comes to a Standstill
The global race for technological supremacy, energy security, and artificial intelligence (AI) is intensifying the battle for critical raw materials. Lithium is considered an indispensable component for batteries, electric mobility, and energy storage, while uranium is becoming increasingly important due to the boom in data centers and the global expansion of nuclear energy. Governments are promoting the development of independent supply chains, and investment in strategic raw material projects is growing rapidly. Companies that secure promising deposits early on, build processing capacity, or benefit from government support programs are of particular interest.
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Commented by Jens Castner on June 19th, 2026 | 07:40 CEST
CHIPS, WAFERS, AND BATTERIES: TSMC DOMINATES, SILTRONIC STRUGGLES, HPQ SILICON GOES ON THE OFFENSIVE
The global technology industry is facing its greatest test yet. The battle for supremacy in microchips and battery materials has long since taken on a highly explosive geopolitical dimension. While nearly the entire tech sector is dependent on the Taiwanese giant TSMC, the operational hurdles faced by the German wafer specialist Siltronic reveal just how vulnerable Western supply chains really are. But away from the billion-dollar conglomerates, a new generation of challengers is quietly emerging. A prime example is the Canadian cleantech company HPQ Silicon, which is preparing to tackle dependence on Asian raw material monopolies at the root through disruptive plasma technologies.
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Commented by Nico Popp on June 17th, 2026 | 06:40 CEST
The Direct Path to High-Purity Silicon: How HPQ Silicon Boosts Efficiency for Companies Like Wacker Chemie and Panasonic
Low-quality anode materials, high energy prices, and the Chinese monopoly on complex processes—the situation surrounding the supply of high-performance battery cells and their raw materials is forcing the industry to take action. To increase the energy density of next-generation electric vehicle batteries, the automotive industry needs to transition from conventional graphite anodes to high-purity silicon anode materials. Graphite systems are reaching their physical limits, while silicon compounds promise a theoretical charge capacity up to 10 times higher. However, since established multi-step synthesis processes are complex and expensive, the focus is shifting toward low-carbon, energy-efficient alternatives. We explain the background and introduce a solution.
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Commented by Fabian Lorenz on June 16th, 2026 | 08:05 CEST
BYD in Formula 1? Defence and drone ambitions at Daimler Truck, Mercedes, and HPQ Silicon
Watch out for BYD! Is the Chinese electric vehicle manufacturer spreading itself too thin? In its home market, the price war is causing profits to plummet. At the same time, the company is lagging behind its own goals in its European expansion. There are problems in Turkey, the fast-charging network will cost billions, and whether the rumoured entry into Formula 1 makes sense is open to debate. In that light, HPQ Silicon's expansion seems more logical. After the company's new battery generation already impressed in drone tests, it has now unveiled an entire drone propulsion system with partner Novacium at Eurosatory 2026 in Paris. Daimler Truck and Mercedes are now also eyeing the defence sector. Will drones soon be taking off from the roof of the G-Class?
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Commented by Nico Popp on June 15th, 2026 | 07:45 CEST
Lithium Makes a Comeback: Processing Is a Bottleneck for Mercedes-Benz and Siemens Energy – Rock Tech Lithium Breaks the Monopoly
With scarce raw material reserves in the West, a more restrictive trade policy, and China still holding a monopoly on raw material processing, the situation surrounding battery-grade raw materials calls for action. After the price of lithium hit a preliminary low in June 2025, "white gold" saw a robust recovery of around 180% by February 2026, reaching a high of USD 10.48 per pound. The real bottleneck, however, is not extraction, but the chemical refinement into high-purity lithium hydroxide monohydrate for battery applications. Since a comprehensive investigation by the US Department of Commerce now classifies lithium supply security as a matter of national security, the development of resilient domestic processing infrastructure has moved to the forefront of industry priorities. The German-Canadian company Rock Tech Lithium plays a crucial role.
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Commented by Carsten Mainitz on June 12th, 2026 | 08:15 CEST
Pay Attention! Something Is Brewing Here: Is HPQ Silicon Undervalued? Are Infineon and Siemens Energy Overvalued?
The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers are driving a rapid increase in electricity demand. At the same time, demand is growing for the materials, components, and infrastructure required to enable this development in the first place. The Canadian technology and development company HPQ Silicon focuses on innovative processes for the production of silicon, silica, and battery materials. The company recently reported its first commercialization successes as well as several significant strategic and technological milestones.
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Commented by Matthias Schomber on June 11th, 2026 | 08:00 CEST
Market Shock and Plunge for Ballard Power and ITM Power! Does HPQ Silicon Offer a Better Opportunity Following New Deals?
Stocks in the technology sector—and particularly those in the hydrogen industry—are currently experiencing wild swings. Even when there is positive news or a successful annual shareholder meeting, massive profit-taking often sends prices plummeting afterward. Prominent examples of this are the current developments at industry giants ITM Power and Ballard Power. Both have recently suffered steep price losses following their strong rallies. But while these two stocks are currently "suffering" under selling pressure, an exciting technology stock is positioning itself in the second tier. HPQ Silicon is drawing attention with new partnerships in Asia and at European defence trade shows. From a technical chart perspective, it is currently well supported on the downside by a horizontal support zone. Could HPQ perhaps even outperform Ballard and ITM in the coming weeks? We take a close look at the opportunities and developments of these three companies.
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