Batteries
Commented by Nico Popp on October 28th, 2025 | 07:05 CET
Antimony remains scarce and in demand: EnerSys, Aurubis, Antimony Resources
Antimony is a semi-metal with a silvery sheen, primarily used in lead-acid batteries, flame retardants, electronics, and military technology. In recent months, China has severely restricted its antimony exports. According to estimates, China produced around 60% of the world's antimony in 2024, followed by Tajikistan. China's dominance is heightening supply fears: as Reuters reported in June this year, US battery manufacturers are already referring to a "national emergency." This is reason enough to take a closer look at the supply chain in the West and examine the role of Antimony Resources, which recently attracted attention in the stock market.
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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 Nico Popp on October 23rd, 2025 | 07:20 CEST
Next DRONE BOOST ahead: NEO Battery Materials, Kratos Defense, AeroVironment
Drones have become indispensable in modern warfare. That much is now clear. NATO and EU countries are therefore pooling considerable resources for unmanned systems: this year, NATO allies decided to increase defense spending to a total of 5% of economic output. Germany alone announced that it would invest EUR 10 billion in drones of all kinds in the coming years. These massive investments underscore that there is no way around drones. To ensure the supply of high-performance drones, battery technology is increasingly coming into focus. China dominates this field and has recently restricted military exports. The up-and-coming Canadian company NEO Battery Materials is closing the gap.
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Commented by Nico Popp on October 23rd, 2025 | 07:10 CEST
This raw materials latecomer scores with quality: Power Metallic Mines, Albemarle, Ford
Stagnation looms! After the Dutch government replaced the Chinese CEO at chip manufacturer Nexperia, chip deliveries from China to the EU have come to a halt - production stoppages are now a real threat. The supply of critical raw materials is also anything but secure today. China is tightening the reins not only on semiconductors and rare earths. Beyond strict export controls or outright bans, industry insiders report that a multitude of bureaucratic hurdles are making day-to-day operations increasingly difficult. We take a look at how Western mining and industrial companies are adapting to this new environment and explain why Power Metallic Mines has recently moved into the spotlight for many investors.
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Commented by André Will-Laudien on October 22nd, 2025 | 06:55 CEST
NEO Battery Materials – Batteries as the key to technological sovereignty
The situation sounds challenging! The global energy transition and the rise of autonomous systems are driving demand for high-performance batteries to historic highs. However, the dependence of Western industries on Chinese supply chains remains a geopolitical risk factor of the first order. In this tense environment, NEO Battery Materials Ltd. (NBM) is positioning itself as North America's hope for the development of cost-efficient, silicon-enhanced lithium-ion batteries. One of the newcomer's great strengths is its combination of modern and efficient materials science, cell architecture, and process optimization into an integrated solution. The focus is on establishing an independent value chain in North America. Time is of the essence, and the barrier to entry is high! Why are investors and producers lining up now?
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Commented by Stefan Feulner on October 21st, 2025 | 07:05 CEST
NEO Battery Materials is igniting the battery revolution in the West!
Drones, robotics, and e-mobility increasingly demand batteries with greater range, faster charging times, and lower costs. At the same time, the security of Chinese supply chains is deteriorating. This is precisely where NEO Battery Materials comes into play. With its silicon anodes (NBMSiDE®), the Company promises up to 70% higher energy density at over 60% lower production costs, while simultaneously establishing a Western supply chain suitable for defense applications. Recent orders and purchase agreements indicate that commercialization is now gaining strong momentum.
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Commented by Armin Schulz on October 15th, 2025 | 07:00 CEST
Volkswagen in a tight spot: Why European Lithium and Standard Lithium are now the more valuable players
The global electric vehicle revolution is facing its biggest test yet. China's looming export restrictions on critical battery raw materials threaten to destabilize Western manufacturers' supply chains from 2025 and increase production costs. But it is precisely these geopolitical tensions that are catapulting independent lithium producers into the spotlight. While established giants are fighting for their security of supply, agile players are benefiting from this power vacuum. The strategic maneuvers of Volkswagen, European Lithium, and Standard Lithium reveal who the real winners of this upheaval will be.
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Commented by Armin Schulz on October 14th, 2025 | 07:25 CEST
China closes the door – NEO Battery Materials opens a window to profits in the drone market
From November 2025, China will tighten export controls. The export of high-performance batteries and related materials will become significantly more difficult. This political decision is turning the global supply chain for electric mobility and high-tech upside down. While established players outside China struggle, a small Canadian company is catapulting itself into a unique position. NEO Battery Materials has positioned itself in the right place at precisely the right time. For investors, this creates a rare opportunity to profit from a geopolitical turning point.
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Commented by Fabian Lorenz on October 13th, 2025 | 07:30 CEST
Drone boom and multiplication: Following DroneShield, RENK, and Standard Lithium, NEO Battery Materials shares are taking off!
Missed out on the multiplication of shares such as DroneShield, RENK, and Standard Lithium? Investors can still get in early with NEO Battery Materials. The Company is benefiting from the drone boom and the raw materials conflict between the US and China. NEO Battery Materials has developed advanced battery technology. The first manufacturer of drone batteries has already placed an order. In the future, the Company also plans to offer complete batteries itself. To save time in commercialization, a factory has been leased. This will allow for rapidly increasing sales and profits. The tariff and raw materials conflict between the US and China is likely to give NEO an additional boost. When will the stock take off?
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Commented by Fabian Lorenz on October 13th, 2025 | 07:05 CEST
Winners in the tariff war: Almonty Industries, MP Materials, Bayer
Stock market turmoil on Friday: Donald Trump once again threatens to wield the tariff club. This came in response to China's announcement to tighten export controls on rare earths. Yet, there are also winners in the raw materials battle between the two superpowers. In recent months, the US government has invested in companies such as MP Materials, focusing so far on rare earths and lithium. Will tungsten be next? This critical metal has not been mined in the US for a long time, and Almonty would be the logical partner to change that. Notably, while US stocks lost ground, in some cases heavily, on Friday, Almonty shares recovered significantly from their intraday lows.
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