Lithium
Commented by Nico Popp on December 9th, 2021 | 05:01 CET
Rock Tech Lithium, Noram Lithium, Volkswagen: The highflyers of tomorrow
Today, batteries for electric cars are still primarily imported from Asia. But soon, most batteries manufactured in Germany should also come from Germany. A number of factories are already under construction in Salzgitter, Göttingen, Erfurt, Kaiserslautern and Grünheide. All these production sites are united by the need for lithium. No wonder that this critical element is becoming increasingly expensive. Shares in lithium companies, therefore, offer opportunities.
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Commented by André Will-Laudien on November 29th, 2021 | 12:40 CET
Standard Lithium, Noram Lithium, American Lithium, Orocobre - Lithium at USD 25,000?
A shift toward electric drive is taking place faster than expected in the mobility of the future. "The climate crisis is the greatest challenge of our time," says Herbert Diess, CEO of the Volkswagen Group. Volkswagen was the first automaker to commit to the Paris climate agreement back in 2018. By 2050, the Company aims to be CO2-neutral on its balance sheet. Despite many technical drawbacks, political pressure, public opinion, and various tax incentives are driving some car buyers to the counter for alternative powertrains. For many important raw materials, this is creating increased demand that is currently difficult to meet. We take a look at three interesting investment opportunities in Lithium.
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Commented by Stefan Feulner on November 25th, 2021 | 14:31 CET
BASF, Osino Resources, Standard Lithium - Why does nobody believe it?
Since inflation rates have been growing, central banks have placated that price increases would only be temporary and would level off next year due to the recovery after the Corona lockdowns. Therefore, an interest rate hike is far from an issue; only the pumping of unlimited money into the capital market is to be slowed down to a snail's pace. If the high inflation rates prove permanent, only one thing will help - the flight into gold.
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Commented by Stefan Feulner on November 23rd, 2021 | 13:02 CET
BYD, Noram Lithium, Siemens Energy - Door to door with Elon
Business in the electric car industry is booming, and development is fueled by the even tighter targets set by politicians at the recent World Climate Conference in Glasgow. The transformation away from coal, oil and natural gas to battery-powered vehicles is creating an enormous demand for raw materials over the next few years. In addition to copper, which due to its nature, is existential for climate change, lithium for electricity storage is a crucial element for the future of battery-powered automobiles.
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Commented by André Will-Laudien on November 18th, 2021 | 13:52 CET
Standard Lithium, Prospect Ridge Resources, American Lithium - Up, up and away!
The battery metal lithium is again on everyone's lips. The starting point in 2021 was once again the political closing of ranks after the German elections. The proponents of quick action in favor of the climate predominantly focus on electromobility, increasing the pressure, especially in the battery industry. The perfect battery has not yet been developed. The market is betting on a continuation of lithium-ion technology in the absence of alternatives. Another trend has just emerged in recent days. The precious metal shares are set to jump! No wonder because the inflation figures are taking on a momentum of their own, which the FED, in particular, has probably vastly underestimated.
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Commented by Nico Popp on November 11th, 2021 | 11:34 CET
Rock Tech Lithium, Noram Lithium, JinkoSolar: Investing in Tesla's neighbors
Electromobility and renewable energies are the hot topics of the moment. Only yesterday, the Tesla rival Rivian made a brilliant stock market debut. VW, too, announced that it wants to make even greater inroads in the field of electromobility. All these plans create a market worth billions for the automotive suppliers of tomorrow. At the same time, governments are doing everything they can to support the new lithium and battery supplier industry, creating significant opportunities for investors. We highlight two lithium stocks and look at a company that is winning the fuel of the future.
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Commented by Carsten Mainitz on April 27th, 2021 | 12:04 CEST
Samsung SDI, Rock Tech Lithium, Nikola - The future is electric, and these stocks are going with it
The future is electric. Battery electric, to be precise. A few years ago, there was still talk of a battle of the systems, i.e. diesel vs. hydrogen, battery vs. fuel cell, and this now seems to have been decided: the battery-electric drive has won the race - at least for the time being. However, one thing should not be underestimated: If everyone wanted to drive only battery-electric cars, there would have to be a massive expansion of the electric infrastructure with fast-charging options. And the problem of raw material supply should not be underestimated at the moment. Current battery productions still contain heaps of rare earths and metals, such as lithium, cobalt, lanthanum, etc. In the following, we present three companies that are likely to profit massively from the current e-mobility trends. So buckle up!
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Commented by André Will-Laudien on April 19th, 2021 | 16:58 CEST
Rock Tech Lithium, BYD, Millennial Lithium - The lithium boom is coming!
The lithium theme is gaining tremendous momentum. According to Bloomberg data, junior lithium companies have already raised about USD 530 million this year. One of the largest capital raises has been Lithium Americas Corp. which has raised a total of USD 500 million through placements in 6 months. The reason for this high level of activity is the announcements by the automotive industry that they plan to invest record amounts in mobile battery technology over the next 5 years. We are talking about a total of over USD 50 billion that Tesla & Co. will soon be launching in order to get their hands on future mobility. Climate change activists should be happy about this. Here are a selection of stocks that are putting the pedal to the metal on this.
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Commented by Nico Popp on April 14th, 2021 | 08:18 CEST
BYD, Rock Tech Lithium, Varta: The mobility revolution starts now
Nowadays, when major automakers run commercials, they are almost always exclusively ads for electric cars. Even if e-cars were a fig leaf for automakers until recently, they are now getting serious. Volkswagen announced an electrification offensive weeks ago and emphasized its intention to invest massively in its supply chains, referring to battery metals and batteries. This commitment is also urgently needed - competitors from the Far East have already come a long way.
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Commented by Stefan Feulner on April 8th, 2021 | 09:32 CEST
Volkswagen, Rock Tech Lithium, NIO - It is getting dramatic for Germany!
Metal processing industries and steel manufacturers in Germany are increasingly reporting delivery problems and rising costs resulting from significantly increasing raw material prices. Due to the strong growth in demand resulting from the energy transition, it is becoming increasingly difficult to secure the supply of raw materials in the long term. The dependence on China, which currently has a virtual monopoly on many metals, has been evident for a long time. As early as 2008, the then German President Horst Köhler called for a raw materials strategy for the Federal Republic. Little has happened since then, but the bottleneck is steadily approaching. According to the motto of a former SPD politician: "Germany is doing away with itself."
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