BatteryMetals
Commented by Fabian Lorenz on November 6th, 2025 | 07:00 CET
Does Germany have a drone problem? Hensoldt, TKMS, Helsing, and NEO Battery Materials!
Drone alerts at German and European airports! At the same time, criticism of Germany's defense policy is growing louder. Is the federal government investing too much in tanks and other heavy equipment and too little in drones and counter-drone systems? This opinion is shared not only by the head of Germany's new drone star, Helsing, but also by several other experts. The situation is quite different in the rest of the world, where demand for drones is rising significantly. NEO Battery Materials is also benefiting from this trend. The Company recently secured an existing factory in South Korea for the production of high-performance batteries, and the first million-dollar orders are already in place. And what is TKMS doing? Its share price has slipped in recent days. Could large orders bring new momentum?
Read
Commented by Nico Popp on November 3rd, 2025 | 07:10 CET
Trade war over? Not at all! Here is what's happening now with Graphano Energy, Porsche, and Volkswagen
The US and China have agreed to a kind of truce in their trade conflict. China's export restrictions on metals, which were only announced in October, have been lifted. In return, China will purchase agricultural products from the US, and the agreement will be renegotiated in a year's time. What US President Donald Trump is selling as a major victory is, at best, a temporary ceasefire. The past few weeks have shown that the preliminary agreement will change little for Western industrial companies: they have gained time and must make good use of it.
Read
Commented by Armin Schulz on October 29th, 2025 | 07:20 CET
Get in now: How DroneShield, NEO Battery Materials, and Hensoldt are benefiting from exploding defense budgets
The drone revolution is fundamentally changing warfare and driving defense spending to unprecedented heights. This technological turning point is opening up unique investment opportunities. Analysts are already talking about a supercycle in this area. Those who invest now in the key technologies of tomorrow can benefit from this structural megatrend. Three specialized companies that embody this opportunity are in the spotlight: DroneShield, NEO Battery Materials, and Hensoldt.
Read
Commented by Fabian Lorenz on October 28th, 2025 | 07:35 CET
DroneShield, TKMS, NEO Battery Materials! MULTIPLIERS AND NEW DISCOVERIES!
Drones, robotics, and defense are currently fueling a rush on stocks like DroneShield and TKMS. NEO Battery Materials is still a hidden gem. The Company develops advanced batteries that last longer and charge faster – ideal for drones, robots, and electric vehicles. Early orders show that commercialization has begun. When will NEO shares react? DroneShield recently impressed with a revenue increase of over 1,000%. Soon, the really big orders could be secured. TKMS, meanwhile, celebrated a successful stock market debut. Now the focus is on the Company's development. Will the next major order come from India?
Read
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.
Read
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.
Read
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.
Read
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?
Read
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.
Read
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.
Read