Lithium
Commented by Stefan Bode on September 7th, 2026 | 07:55 CEST
Strategic Commodities in Focus: Where the Biggest Opportunities Lie – Glencore, Power Metallic Mines, Standard Lithium
Global commodities markets are undergoing a fundamental transformation. The geopolitical reorganisation of supply chains and the immense demand driven by the global energy transition are forcing industrialised nations to secure strategic resources. For forward-thinking investors, this volatile environment is opening up highly exciting opportunities. While established giants are posting record profits, ambitious pioneers are working to develop new key deposits or are already securing multi-billion-dollar purchase agreements for the future. Current developments are already showing where the wheat is being separated from the chaff.
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Commented by Stefan Feulner on September 4th, 2026 | 07:20 CEST
Cerebras, Volatus Aerospace, Standard Lithium: 3 Markets Poised for a Breakthrough
The next wave of investment is well underway. Billions are flowing into new AI data centres, Western nations are securing critical raw materials, and companies are increasingly automating tasks that previously had to be carried out by people, aeroplanes or helicopters. For investors, this creates opportunities that extend far beyond the well-known technology giants. Of particular interest are companies that provide the infrastructure for this development.
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Commented by Armin Schulz on August 18th, 2026 | 07:30 CEST
Almonty Industries, Freeport McMoRan, and Albemarle: Commodity Fever Rises Due to Structural Shortages
A major storm is brewing in the commodity markets. It is being driven by the transition to climate-neutral energy, extremely high demand for artificial intelligence and the computing power it requires, and global geopolitical conflicts. This wave does not appear to be a temporary flare-up, but rather the beginning of a long-term megatrend, as supply deficits continue to widen. While spikes in demand often provided the boost in previous commodity cycles, this time it is global supply chain risks and decades of underinvestment in the development of new commodity projects. Today, we take a closer look at tungsten producer Almonty Industries, copper producer Freeport McMoRan, and lithium producer Albemarle.
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Commented by Fabian Lorenz on August 12th, 2026 | 07:10 CEST
Standard Lithium Surges! Nordex Lands Major Order – Copper Rally and News Flow Drive Power Metallic Mines
Standard Lithium's share price has surged. Investors reacted positively to the update from the US lithium hopeful. According to the update, the company has met key prerequisites for the planned development of the South West Arkansas Project (SWA). Was the 20% rally in Power Metallic Mines just the beginning? The odds are good that it was. Analysts foresee significantly higher prices. Additionally, the copper rally is providing a boost, and important news is on the horizon. The high copper price should actually be causing problems for the wind energy industry. Yet there is currently no sign of that, as Nordex's latest major order demonstrates. The stock is currently taking a breather. Nevertheless, its year-to-date performance stands at over 25%.
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Commented by Nico Popp on July 17th, 2026 | 07:30 CEST
The End of the Auto Industry Looms: Will Mercedes-Benz & Co. Find a Way Out? BYD as a Role Model, Rock Tech Lithium as a Problem-Solver
The auto industry is in the midst of a deep crisis, as evidenced not only by the news from Volkswagen. The availability of battery raw materials has become a critical factor for automakers. According to a survey by industry experts at Benchmark Minerals, global demand for lithium-ion batteries rose by 29% in 2025 to a total of 1.59 terawatt-hours. While stationary battery storage was the fastest-growing segment, the electric vehicle sector remains the dominant driver of demand in terms of volume. This trend is intensifying global competition for critical raw materials. China is leading the way here. The country controls an estimated 85% of global battery production and processes around 70% of the world's lithium. This poses a risk for Western automakers. They need to develop their own solutions. We analyze the situation and explore a potential solution.
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Commented by André Will-Laudien on July 13th, 2026 | 07:50 CEST
The Unexpected Lithium Rally 2.0: Mercedes, Porsche AG, Rock Tech Lithium, and BASF in Focus
It has finally happened! The looming global power shortage is unexpectedly becoming a massive catalyst for a new boom in the commodities market, once again propelling lithium stocks into the spotlight. The renowned Fraunhofer Institute has reached the clear conclusion that European demand for high-purity lithium hydroxide will increase sixfold by 2030. Analysts explicitly emphasize that only companies with closed, regional supply chains will be able to successfully circumvent the looming production bottlenecks caused by power and raw material shortages. This is because Western industrialized nations aim to drastically reduce their dependence on Asia and rely on their own raw material reserves. For investors, this fundamental transformation builds a highly attractive bridge to the next generation of beneficiaries. While automotive groups such as Mercedes and Porsche are now radically securing their supply chains through partnerships, Rock Tech is poised to move into supplier status in the near future. The chemical company BASF, an indispensable partner for cathode materials, is also part of the picture. Savvy investors are using the current consolidation phase to position themselves early among the winners of this megatrend.
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Commented by Tarik Dede on July 9th, 2026 | 07:10 CEST
Three Stocks for a Strategic Portfolio? Samsung, Rock Tech Lithium, and SpaceX
This week saw a significant warning sign on global stock markets. In the Persian Gulf, the warring parties are once again exchanging fire. The price of oil rose, temporarily halting its downward trend. Meanwhile, some surprising developments are also unfolding in South Korea. The Kospi, the country's leading index, which is heavily weighted toward semiconductor stocks, is showing enormous volatility. Trading halts are occurring almost daily because share prices are moving too sharply up or down. And on Wall Street, volatility in the chip sector has recently increased, too. Share prices have seen significant profit-taking. Meanwhile, the space exploration stock SpaceX is becoming Wall Street's darling. Today, we take a look at the stocks of Samsung Electronics, Rock Tech Lithium, and SpaceX.
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Commented by Armin Schulz on July 8th, 2026 | 07:20 CEST
The Underrated Return Pillar: BYD, Rock Tech Lithium and Mercedes-Benz – Lithium Storage Boom Opening Up Opportunities
Green electromobility is technically ready to go, yet the true Achilles' heel of the electric revolution lies not on the road but in the raw-material supply. While politicians speak of sovereignty, the market is grappling with exploding demand for battery raw materials. This situation is amplified by energy storage for power grids. Anyone who now grasps the bigger picture recognizes the decisive shift in power in the global race between Chinese dominance and the West's drive for independence. This is exactly where the e-car giant BYD, the emerging lithium producer Rock Tech Lithium and the traditional group Mercedes-Benz come in, with opposing but equally trailblazing strategies.
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Commented by Nico Popp on July 1st, 2026 | 07:10 CEST
What VW and Mercedes-Benz Must Do Immediately: Lithium as a Constant in Battery Technology – Rock Tech Lithium in an Exciting Phase
Mass layoffs and poor quarterly results are spreading fear in southwestern Germany, the heart of the automotive industry. And rightly so. The German automotive industry faces not only the mammoth task of transformation but also the challenge of sourcing critical battery raw materials. Over 80% of the lithium hydroxide needed in Europe currently comes from Chinese refineries. However, legal requirements such as the European Critical Raw Materials Act (CRMA) call for the establishment of local structures for mining and processing in order to break the critical dependence on China. A German-Canadian company could offer the solution.
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Commented by Stefan Feulner on June 29th, 2026 | 07:25 CEST
Atlas Lithium, Rock Tech Lithium, Ganfeng Lithium: A Market in Flux
Lithium is emerging as a key strategic raw material for the next phase of electrification. The global expansion of electric vehicles, energy storage systems, data centers, and modern defense technology is expected to further drive demand in the coming years. At the same time, secure supply chains outside of China are increasingly coming into focus. Producers, project developers, and companies with innovative battery and storage technologies could all benefit disproportionately from this trend.
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