BatteryMetals
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 Tarik Dede on June 16th, 2026 | 08:00 CEST
Electric Vehicle Sales Are Booming: Taking a Closer Look at Albemarle, Rock Tech Lithium and BYD
The electric vehicle market is booming and may have received an additional boost from the conflict in the Persian Gulf. However, the global picture remains mixed. The strongest growth is taking place in the world's largest automotive market: China. There, the electrification rate has now surpassed the 50% threshold. More than one in two newly registered vehicles in the country is a plug-in. EV growth of 10-15% is forecast for this year. Germany, the world's third-largest automotive market, has also returned to a dynamic growth path following a weak 2024. Sales figures for 2025 stood at more than half a million electric vehicles. If plug-in hybrids are included, total sales exceed 800,000 units, representing an increase of over 40%. The United States, the world's second-largest automotive market, remains the exception, showing weaker development, largely due to political headwinds from Washington. The share of newly sold electric vehicles in the overall market there is estimated at just 7%-8%. Globally, however, battery-powered vehicles remain on the fast track to success, accounting for roughly 25% of the market. In addition, a new sales record was reached in 2025, with more than 20 million electric vehicles sold worldwide, up 20% year over year. This momentum is reason enough to take another look at attractive stocks in the sector. Today, we examine the shares of Albemarle, Rock Tech Lithium, and BYD.
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Commented by Nico Popp on May 21st, 2026 | 07:30 CEST
Battery Raw Materials Urgently Needed: Ford and BMW Under Pressure – Analysts Praise Power Metallic Mines
Declining ore grades in established mines, increasing geopolitical tensions, including conflicts and challenging regulatory requirements, are putting the supply of critical battery raw materials under strain, creating significant challenges for the automotive industry. While demand for lithium, nickel, and cobalt continues to rise sharply as electrification progresses, the mining sector is facing a structural productivity crisis. According to analyses by the Organization for Economic Cooperation and Development (OECD), mining productivity has halved since the late 1990s. As a result, automakers on both sides of the Atlantic are being forced to strengthen supply chain resilience through direct partnerships and strategic investments in emerging resource projects. The Canadian mining company Power Metallic Mines is positioning itself as a potential key partner in this evolving landscape.
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Commented by Armin Schulz on April 9th, 2026 | 07:35 CEST
A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
The global energy transition has a quiet but powerful driver: the battery. No longer merely a storage device, it has become the strategic core of mobility, defense, and grid stability. By 2026, geopolitical tensions surrounding raw materials are intensifying, while innovations such as solid-state and sodium-ion cells are reshaping the technological landscape. Those who act decisively now can secure a competitive edge in an industry expected to grow to over USD 630 billion by 2035. However, not all players will benefit equally—success will depend on execution strength, material innovation, and the ability to scale quickly. These are precisely the qualities embodied by Rheinmetall, NEO Battery Materials, and BYD.
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Commented by Fabian Lorenz on April 8th, 2026 | 07:25 CEST
ENTRY OPPORTUNITY in the Drone Sector? NEO Battery Materials Tests in a Military Border Zone
An intriguing entry opportunity is currently emerging in the drone sector with NEO Battery Materials. Amid recent market volatility, shares of this specialist in batteries for drones, robotics, and electric mobility have declined by more than 20%. At the same time, geopolitical conflicts, most recently in the Middle East, continue to highlight the growing strategic importance of drones. NEO's batteries, manufactured in South Korea, have demonstrated in practical tests the potential to significantly extend flight time by up to 100%, while also offering faster charging capabilities. In a recent interview, the company outlined the technological advantages behind these improvements. There is also notable operational progress: NEO is collaborating with the South Korean military to further develop its products, and this is happening at what is arguably one of the world's most critical borders. It can really only be a matter of time before the stock takes off again.
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Commented by Stefan Feulner on April 7th, 2026 | 07:00 CEST
Snap, NEO Battery, Saab – Something Big Is Brewing Here
The recent correction in one of the most exciting markets of the future is opening up new opportunities for forward-thinking investors. While many stocks have come under pressure, the structural growth drivers remain intact: rising demand for high-performance batteries, rapidly growing drone and robotics markets, and geopolitically driven investments in secure supply chains. Technologies centered on silicon anodes, in particular, could deliver the next leap in efficiency. Those who think countercyclically now could benefit disproportionately from the next upward move.
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Commented by Mario Hose on April 2nd, 2026 | 07:20 CEST
Defense Sector Insider Picks: BYD, DroneShield, NEO Battery
The tech world is undergoing a rapid transformation, driven in part by AI and global conflicts, that goes far beyond simple software solutions. It is about physical power, energy, and the defense of assets in an unstable geopolitical landscape. While BYD is conquering the roads with electric mobility, DroneShield is securing airspace against threats. In the shadow of these industry giants, a development is emerging that could transform the very heart of both worlds. We are talking about a new battery technology being developed in South Korea. NEO Battery Materials is poised to push the boundaries of what is possible. In this report, we examine how these three players will shape the energy and security market in 2026, and why one of them, in particular, is attracting the military's attention right now.
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Commented by Mario Hose on April 1st, 2026 | 07:30 CEST
From Turnaround to Modular Technology: SGL Carbon, IBU-tec, and NEO Battery Materials Under the Microscope
Anodes and cathodes, graphite, silicon, and iron phosphate: Anyone looking to profit on the stock market from megatrends like electric mobility or the booming drone and defense sectors will find specialized materials suppliers to be an exciting alternative to battery manufacturers and automotive groups. Three companies from this segment are the focus of our comparison: the Canadian-South Korean startup NEO Battery Materials, the East German specialty chemicals company IBU-tec, and the established materials group SGL Carbon. All three address the backbone of modern energy storage in very different ways.
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Commented by André Will-Laudien on March 30th, 2026 | 08:25 CEST
NEO Battery Materials Charging Ahead – The New Performance Standard for the Energy of the Future
While the Iran conflict in the Middle East is unsettling the global economy, a much deeper shift in the balance of power is taking place on the global commodities market. The rivalry between the US and China, long marked by trade and technology wars, is now extending to energy supply and battery production. Beijing is restricting not only the export of rare earths but also the export of high-performance battery cells, forcing Western industries to reorganize their supply chains. The situation is particularly critical for batteries used in defense and drone technology, which are considered security-critical infrastructure. The general public's thinking is simple: with the constant rise in the cost of fossil fuels, the world faces a choice - accept expensive mobility or pursue self-sufficient development of renewable solutions! In this context, the Canadian-South Korean company NEO Battery Materials is making a strategic statement of technological independence.
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Commented by Nico Popp on March 26th, 2026 | 07:00 CET
What Makes NEO Battery Materials Unique – Drone Defense and Technological Sovereignty: Competing with DroneShield and Amprius
The German Armed Forces are ramping up investments in drone technology, while Ukraine is supporting Middle Eastern countries in strengthening their drone defense capabilities. Small, highly mobile interceptor drones are increasingly becoming the system of choice. At the core of these platforms are batteries, which determine range, climb rate, and payload—and are therefore mission-critical for successful interception. However, supply chains reveal a structural vulnerability: China currently dominates around 80% of global battery production and its critical precursors. This is where the Canadian-South Korean company NEO Battery Materials comes into play. The company is developing high-performance silicon anodes independent of Chinese supply chains and is collaborating with industrial partners such as Taesung and Korea Zinc to scale production. We outline the advantages this solution offers over competitors like Amprius Technologies and explore why vertical integration is crucial and why NEO's batteries can enhance the performance of existing drone systems without requiring major redesigns.
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