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Commented by Stefan Feulner on August 11th, 2022 | 10:57 CEST

BYD, Edison Lithium, Albemarle - It is getting problematic

  • Mining
  • Lithium
  • Commodities
  • Electromobility

The electrification of transport and the replacement of the combustion engine are essential to achieve the proclaimed climate goals of politics. Batteries are one of the main components of electromobility. According to a study by the consulting firm Roland Berger, the global market for lithium-ion batteries will grow by 30% per year until 2030. But electric car manufacturers are already struggling with the scarce metal lithium. Prices are skyrocketing and demand is far outstripping supply. Lithium producers are likely to continue to be the primary beneficiaries in the coming years.

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Commented by André Will-Laudien on August 2nd, 2022 | 12:43 CEST

How much lithium do BYD, VW, Tesla and Co. need? Standard Lithium, Edison Lithium - Who can deliver quickly?

  • Mining
  • Lithium
  • Electromobility

Parallel to the electric car boom, many raw material prices have also exploded. Lithium has risen 1200% in price in Chinese yuan since the beginning of 2021, and nickel has risen by 40%. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. As a result, just about every automaker is planning with its own specifications on how to handle battery procurement. BYD, VW, Daimler and Tesla already have their gigafactories or are currently planning them. Lithium is one of a battery's most important raw material components, along with nickel, cobalt, graphite and copper. However, the quantities available on the markets are limited, as producers are also still thin on the ground. We shed light on a market that is determined by shortages.

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Commented by Fabian Lorenz on July 28th, 2022 | 14:39 CEST

Is Elon Musk making a move on Standard Lithium? News from Newmont and Tocvan Ventures

  • Lithium
  • Gold
  • Mining

The sentiment of investors in lithium and gold stocks could hardly be more different at the moment. Shares such as Standard Lithium and Livent are recovering significantly from their interim phase of weakness. The entire sector is benefiting from positive comments by Tesla founder Elon Musk. There is also speculation that the wealthiest man in the world could take a stake in Standard Lithium. It would make perfect sense for Tesla. In contrast, all hope seems to be fading in the gold sector. Heavyweights like Barrick Gold and Newmont are trading near 52-week lows. The latest setback was Newmont's numbers. However, the dividend yield is now tempting, and there are also positives from the gold sector. Canadian explorer Tocvan Ventures reported convincing drill results.

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Commented by Armin Schulz on July 25th, 2022 | 12:55 CEST

Rock Tech Lithium, Edison Lithium, Standard Lithium - Demand for lithium is increasing faster than supply

  • Lithium
  • Electromobility

At an industry workshop on lithium price and supply risks hosted by the German Raw Materials Agency, it quickly became clear that lithium is facing a bottleneck. Demand in 2030 is expected to be between 316,000 and 558,000 metric tons of lithium. By comparison, only 82,000 tons were produced in 2020. The target of 15 million electric cars on Germany's roads is thus at risk. The Handelsblatt recently referred to calculations by the Federal Institute for Geosciences and Natural Resources, which clearly show that there will not be enough lithium. Therefore, we take a look at three companies from the lithium sector that will benefit from the high demand.

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Commented by Nico Popp on July 20th, 2022 | 13:12 CEST

Where is the next 749% lurking? Volkswagen, Edison Lithium, Rock Tech Lithium

  • Lithium

While many commodities have priced in a recession these days, "white gold" is shining brighter than ever. Lithium, an important basic material for accumulators and batteries, is referred to as "white gold". As recently as 2020, the price of a ton of lithium carbonate was quoted at just over USD 8,000. Today, the coveted substance stands at a whopping USD 71,000. Here is how investors can profit from this trend and which companies need to dress warmly.

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Commented by André Will-Laudien on July 5th, 2022 | 11:25 CEST

Climate shares: BASF, Erin Ventures, Nordex, BYD - The stuff dreams are made of!

  • boron
  • Lithium
  • Electromobility

Germany and Europe will have to dress warmly for the coming winter because a stable energy supply seems to be more than endangered from today's perspective. Private households are probably largely at the mercy of this scenario, while the major industrial locations have been working on alternative backup concepts for several months. Battery technology should also be further promoted for local energy storage. An important material for the accumulators is boron, similarly necessary as lithium, but apparently, only few know this. We highlight some interesting aspects for investors.

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Commented by Stefan Feulner on July 4th, 2022 | 12:11 CEST

Extreme growth in demand for Ganfeng and Edison Lithium, XPeng and NIO with solid sales figures

  • Electromobility
  • Lithium

The auto industry faces a massive supply problem in the coming years. The reason for this lies in the exploding demand for lithium, an elementary raw material for electromobility. While the lithium market was 33,000t per year globally in 2015, it rose to 85,000t by 2022. By 2030, when the German government plans to have 15 million electric cars on German roads, experts predict an annual demand of up to 400,000t. There is already a clear shortage of supply. The profiteers here are the lithium producers. After a sharp correction in the lithium sector, new opportunities are opening up in the long term.

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Commented by Armin Schulz on June 8th, 2022 | 10:45 CEST

BP, Desert Gold, Livent - Gold stocks from different sectors

  • Gold
  • Oil
  • Lithium
  • Mining

Why are BP and Livent gold stocks, some readers may ask? The answer is simple, because the gold term is being used for more and more commodities, especially as prices have skyrocketed. Such is the case with oil, the black gold, and lithium, the white gold. "Real" gold, on the other hand, has fallen back to the USD 1850 range after its breakout with the onset of the Ukraine crisis. So which gold should you put your money in now? We take a look at one Company from each sector.

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Commented by Armin Schulz on May 2nd, 2022 | 10:27 CEST

Standard Lithium, Power Nickel, Varta - Shares for the e-mobility of the future

  • Electromobility
  • Lithium
  • Nickel

Decarbonization is a done deal among the major industrialized nations. Fossil fuels are to be used less and less, thus reducing emissions. The climate targets can only be achieved through a show of strength. The revolution began in early 2021 when the major car companies said goodbye to internal combustion engines. The future belongs to electric vehicles, which rely on batteries or rechargeable batteries. Since then, the prices for lithium, nickel and the like have skyrocketed. Smaller companies that want to take advantage of the imbalance in supply and demand also benefit from this. Today, we take a look at three companies that could be important for the mobility of the future.

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Commented by André Will-Laudien on April 29th, 2022 | 12:20 CEST

BASF, Standard Lithium, Almonty Industries, BYD - Industrial shares in focus: Now it matters!

  • Tungsten
  • Lithium
  • Electromobility

Poland and Bulgaria no longer receive gas from Russia because they cannot pay in hard rubles. Feat: No one has larger stocks of this exotic currency because until now, all energy deliveries could be paid for in foreign currency. The situation has reached a new level of escalation between the Russian government and resource-hungry Central Europe. With further arms deliveries, this political issue will become even more acute. We look at existing dependencies and the dangers for German industrial stocks.

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