BatteryMetals
Commented by Carsten Mainitz on January 5th, 2026 | 07:15 CET
Short-Term Politics, Long-Term Megatrends: Investing in NEO Battery Materials, RENK, and TKMS for 2026!
Following the spectacular arrest of Venezuelan President Maduro by US special forces, the international financial markets are entering a new phase of geopolitical uncertainty with direct and indirect effects on commodity markets and strategic supply chains. Washington's military action in the capital, Caracas, and the subsequent transfer of Maduro to New York have triggered sharp international criticism and raised urgent questions under international law. Despite these challenges, the megatrends of sustainable mobility and energy storage will continue. At the same time, defense industry players remain among the winners. Canadian company NEO Battery Materials is active across all these fields and represents a high-opportunity investment.
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Commented by Nico Popp on January 5th, 2026 | 07:05 CET
The Syrah Resources effect: Why Graphano Energy provides the blueprint for Volkswagen's graphite strategy
Graphite is the often-overlooked heavyweight of electromobility. While the world largely focuses on lithium and cobalt, the anode of a lithium-ion battery consists predominantly of graphite by weight. China controls this market almost entirely, which poses massive problems for Western automakers. With its groundbreaking deal with Tesla, Syrah Resources has proven that building a Western supply chain is not only possible but vital for OEMs. Despite current challenges, this development serves as a blueprint for the entire sector. As Volkswagen aggressively searches for raw materials in Canada through its subsidiary PowerCo, Graphano Energy is positioning itself through its activities in Québec as a logical beneficiary of this new geopolitical reality.
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Commented by Armin Schulz on January 2nd, 2026 | 07:30 CET
China's battery brake: Why Fortune 500 companies from the US and Asia are now stocking up on NEO Battery Materials
The map of global battery production is shaking. China's latest export restrictions on high-performance lithium-ion batteries and key materials have sent shockwaves through technology companies and governments worldwide. Suddenly, the search for reliable, high-performance alternatives outside China is no longer a nice-to-have, but a strategic necessity. Into this gap steps an unusual player: NEO Battery Materials, a Canadian company that, at just the right moment, has leased a production-ready facility in South Korea. Its first customers, two global Fortune 500 automotive giants, are already setting the tone.
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Commented by Armin Schulz on January 2nd, 2026 | 06:55 CET
Battery raw materials are the bottleneck in many areas – Power Metallic Mines, DroneShield, and Volkswagen under review
A historic turning point is shaping the markets. Geopolitical ruptures and critical raw material dependencies are defining the new investment era. In this volatile era, security, resource sovereignty, and industrial change are becoming the most valuable assets. Global electrification is putting battery raw materials at the center of attention in both the defense and automotive industries. Today, we take a look at Power Metallic Mines, a future producer of polymetals, and DroneShield, whose drones require powerful batteries, as do Volkswagen's electric vehicles.
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Commented by André Will-Laudien on December 30th, 2025 | 09:30 CET
Higher, faster, further! Why NEO Battery Materials Could Be Among the Next Market Leaders in 2026
The year 2025 is coming to an end, but investors remain in full swing. At the end of the year, the conflict between growth and the availability of critical raw materials remains the focus of attention. While Rheinmetall and D-Wave achieved a significant marker in the increase in wealth of invested investors last year with a return of approximately 140%, there are also promising protagonists for 2026 who could take the baton in the relay race this time. In terms of the most important topics, battery systems stand out because, with the new EU-wide promotion of e-mobility next year, battery stocks that have lagged behind should come back into the picture. BYD is one of these high-tech industrial groups that, in addition to automobiles, also has the entire supply chain under control. NEO Battery Materials (NBM) is a true specialist in the adaptation of perfect battery systems. The Company combines patented silicon anode technology with production facilities in South Korea that are already operational. The plan is to achieve higher energy densities, faster charging, and lower costs than conventional lithium-ion batteries. At the same time, strong partnerships, from the South Korean defense industry to Fortune 500 OEMs, are opening up direct access to high-growth markets such as drones, robotics, and e-mobility.
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Commented by Fabian Lorenz on December 29th, 2025 | 07:40 CET
Alternative to DroneShield and Standard Lithium! NEO Battery Materials set to take off in 2026! Drones, robotics, and more in one stock
Drones, robotics, and electromobility are megatrends. Billions of dollars in capital are flowing into these industries. As a result, DroneShield and Standard Lithium were among the high flyers of the year. However, after share price gains of 330% and 170% respectively, they are anything but cheap. NEO Battery Materials has what it takes to become a price rocket in 2026. The Canadian company has developed more cost-effective, silicon-reinforced batteries that offer higher storage capacity and faster charging. Very importantly, commercialization is set to begin in 2026 at a factory in South Korea. Orders are already in place, and shortly before Christmas, NEO Battery became part of South Korea's defense industry ecosystem.
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Commented by Stefan Feulner on December 23rd, 2025 | 07:30 CET
APA Corporation, NEO Battery Materials, JD.com – Sector rotation ahead
2025 will once again go down in history as a strong year for the stock market. This is particularly surprising from a German perspective, as the DAX, long considered an underperformer, even outperformed the leading US market with a gain of over 20%. However, anyone who believes that the coming year will be a simple continuation of this trend is likely to be disappointed. Many market observers expect prices to continue rising, buoyed by AI investments, fiscal tailwinds, and robust earnings. At the same time, however, the risks of unexpected turns are growing. High valuations, possible sector rotations, and underestimated asset classes could make 2026 a year in which flexibility is more important than blind optimism.
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Commented by Nico Popp on December 23rd, 2025 | 07:00 CET
Nickel sulfides: The formula for profitability – why Power Metallic Mines is hot on the heels of Talon Metals and Magna
The nickel market is currently undergoing a split that offers investors clear guidance: while countless projects are failing due to low ore grades, skyrocketing energy costs, or politically unstable locations, a small group of winners is emerging. The formula for success is high-grade sulfide deposits in North America. Companies such as Talon Metals, which became known through a supply deal with Tesla, and Magna Mining in Canada's historic Sudbury Basin have proven that this geological constellation is the key to profitability. Power Metallic Mines is following in their footsteps. With its NISK project in Quebec, the Company has the geological ingredients of the two companies mentioned above, but is trading at a significant discount on the stock market, reflecting the past rather than the potential confirmed by drilling and the entry of several mining billionaires.
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Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET
Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar
The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.
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Commented by André Will-Laudien on December 22nd, 2025 | 06:55 CET
Will 2026 start with another surge? We evaluate BYD, NEO Battery Materials, and DroneShield
In December, many market participants start thinking about the next investment period – in this case, the year 2026. The 2025 investment year was one of the best periods of the past 20 years for both the DAX and the NASDAQ, with gains of 18.7% and 20.8%, respectively. Even the Trump tariff crash in April was offset entirely within just two weeks. The drivers of the upswing remain the US administration's policy, which is perceived as "supportive," as well as ongoing geopolitical conflicts and still tolerable interest rates between 2.7% (Bund) and 4.0% (USD Treasury) in the ten-year range. For the coming year, some experts expect another wave of inflation, high commodity prices, and rising energy costs. These are all factors that could once again stifle the economic upturn and bring additional volatility to the markets. And let's not forget: AI and defense seem to be at their peak — so who will lead the next revaluation of the stock markets?
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