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Commented by Armin Schulz on July 23rd, 2025 | 07:15 CEST

Critical raw materials such as rare earths in the spotlight – How European Lithium is saving RENK, BYD, and your returns

  • Mining
  • Lithium
  • Defense
  • Electromobility

The global battle for lithium and rare earths will determine the future viability of industry. While countries are investing billions to gain control of critical value chains, companies without secure access to raw materials are becoming pawns in the midst of geopolitical tensions. A notable example is the Pentagon's investment in MP Materials. RENK, a defense specialist in high-performance transmissions, and BYD, the electric mobility giant, are existentially dependent on stable supply chains. This is exactly where European Lithium comes in: the Company could break Europe's strategic dependence through domestic production.

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Commented by André Will-Laudien on July 17th, 2025 | 07:20 CEST

Will Trump seize Greenland's resources? 300% opportunity with MP Materials, European Lithium, CRML, Glencore, and DroneShield

  • Mining
  • Lithium
  • rawmaterials
  • Drones

US President Donald Trump has recently reaffirmed his long-standing interest in acquiring Greenland. In April, he did not rule out military options and called control over the island an "absolute necessity" for US security. At the same time, negotiations are underway on the possibility of binding Greenland more closely to the US through a special agreement, a so-called Compact of Free Association (COFA), without formal annexation. However, the Danish government and the Greenlandic administration have signaled their clear rejection: Greenland is not "for sale" and its residents have no interest in becoming part of the US. Rising global tensions and the increasing scarcity of strategic raw materials are putting pressure on industry. The first effects are already being felt, particularly in the high-tech and defense sectors. A rush on strategic metals is underway - and investors are taking notice.

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Commented by Fabian Lorenz on July 11th, 2025 | 07:10 CEST

More than 100% price gain! Volkswagen, Standard Lithium, and BMW partner European Lithium! Comeback for EVs and lithium!

  • Mining
  • Lithium
  • Electromobility

Lithium shares are staging a comeback - without much attention. Standard Lithium's share price has already more than doubled in the current year. The US-based company is delivering strong news. European Lithium has also performed well recently. And for good reason: not only is the Company developing a large project in Europe, but it also has access to rare earths in Greenland. Will this soon make it a partner of the EU in building up a strategic reserve? After all, Volkswagen, BMW, and Mercedes need more and more batteries. While BYD and Tesla are currently struggling, German manufacturers are celebrating a comeback in the electric vehicle market, at least in Europe.

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Commented by André Will-Laudien on July 8th, 2025 | 07:20 CEST

Attention: Critical Metals as Future Boosters! thyssenkrupp, Power Metallic, Hensoldt, and Nordex

  • Mining
  • Lithium
  • CriticalMetals
  • Defense
  • renewableenergies

The start of the second half of the year is bringing new record highs, but volatility remains high. The stock markets are currently in turmoil, with prices changing direction almost daily. This is driven by new headlines about trade tariffs, geopolitical power games, and the question of global security. While the world is currently focused on armed conflicts, a key issue is increasingly coming to the fore for stock market traders: critical metals. These raw materials, ranging from rare earths and copper to gallium and titanium, are the backbone of modern technologies, green transformation, and military strength. In the defense industry, shortages of critical metals could now become a strategic risk, a fact that many still underestimate. Western industrialized nations are therefore increasing efforts to secure raw material sources and reduce their dependence on geopolitically fragile suppliers. Where are the new high-yield champions for your portfolio?

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Commented by Nico Popp on July 3rd, 2025 | 07:45 CEST

Explosive atmosphere in the lithium triangle – Europe stands to benefit: Albemarle, European Lithium, Mercedes-Benz

  • Mining
  • Lithium
  • Electromobility

Electric vehicles need lithium. However, it is not that easy to obtain. According to a report in Die Welt, two companies from China and Russia are currently encountering difficulties in Bolivia. The reason: indigenous peoples have launched a wave of protests and are doing everything they can to prevent lithium mining in the country. Germany had already failed with a similar initiative in Bolivia. The indigenous peoples along the border with Argentina see themselves as the sole and rightful owners of the "white gold." As a result, the "lithium triangle" between Bolivia, Argentina, and Chile, which is home to more than half of the world's lithium reserves, is increasingly becoming a no-go area for companies. We explain the alternatives available and who stands to benefit the most.

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Commented by Armin Schulz on June 24th, 2025 | 07:05 CEST

Western countries seek rare earth escape route: BYD, European Lithium, and Siemens Energy decoded

  • Mining
  • Lithium
  • Electromobility
  • renewableenergies
  • RareEarths

Our green future depends on tiny elements: neodymium, dysprosium, and others, which are irreplaceable for e-mobility and wind power. However, since China's export restrictions on rare earths in April 2025, prices have skyrocketed by up to 500%, and looming supply bottlenecks are shaking entire industries. Chinese automaker BYD should have no problems with supplies. European Lithium is a possible alternative for Western countries with its lithium and rare earth projects. At Siemens Energy, the wind power subsidiary Gamesa is particularly dependent on rare earths. We take a closer look at the three companies.

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Commented by André Will-Laudien on June 16th, 2025 | 07:15 CEST

Gaza, Iran, Ukraine – Conflicts are driving up metal prices! Rheinmetall, European Lithium, Hensoldt, and RENK

  • Mining
  • Lithium
  • Defense

The problem is getting bigger! Strategic metals are currently having a massive impact on the geopolitical balance of power, as they play a decisive role in determining the economic and military capabilities of countries. Conflicts such as those in Gaza, Ukraine, and, more recently, Iran are exacerbating shortages because long-standing trade relationships can be terminated overnight. The concentration of metal production in a few countries makes supply chains vulnerable to political influence. Export restrictions, embargoes or targeted shortages imposed by China or Russia can lead to bottlenecks in consumer countries and severely affect the economy. We describe the current situation and offer solutions for dynamic investors.

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Commented by Fabian Lorenz on June 2nd, 2025 | 07:15 CEST

Alarm bells ringing for rare earths and record highs for hydrogen! Hensoldt, Plug Power, Mercedes, and BMW partner European Lithium

  • Mining
  • Lithium
  • Hydrogen
  • Defense
  • RareEarths

Rare earths are increasingly being used as a weapon in geopolitics. "The last remaining stocks will likely be used up within four to six weeks. Then parts of production will have to be shut down," warns Christian Grimmelt of the consulting firm Berylls by AlixPartners in Wirtschaftswoche. This could benefit European Lithium's stock. The Company not only aims to supply lithium to BMW but is also developing a rare earths project in Greenland. Is the defense industry also affected by the shortage of raw materials? Perhaps. For now, the FOMO rally is driving defense stocks to new all-time highs. But caution is advised: according to analysts, Hensoldt shares, for example, have a 30% downside risk. Plug Power, on the other hand, has had to cope with many setbacks in recent months. Its shares are at rock bottom. Could a milestone in its home market bring about a turnaround?

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Commented by Armin Schulz on May 27th, 2025 | 07:20 CEST

Tariff chaos as a springboard: How Volkswagen, European Lithium, and BYD are securing future profits

  • Mining
  • Lithium
  • Electromobility
  • BatteryMetals

The global automotive industry is in a quandary: New US punitive tariffs of up to 50% on imported vehicles threaten to sideline European manufacturers. Even though Donald Trump is giving Europe more time for negotiations, the tariffs are still on the table. These tariffs would result in a slump in exports and shrinking margins. But there is also an opportunity amid the chaos. Those who strengthen local supply chains, drive forward electric innovations, and cooperate strategically will dominate tomorrow's market. Therefore, we look at two major automakers, Volkswagen and BYD, and analyze European Lithium, which will become very important for European supply chains.

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Commented by Nico Popp on May 23rd, 2025 | 07:00 CEST

The low-cost electric vehicle is here! Opportunities at BYD, Albemarle Corporation, and European Lithium

  • Mining
  • Lithium
  • Batteries
  • BatteryMetals
  • Electromobility

The Dolphin Surf is set to be a game-changer for BYD. For the first time, a compact electric vehicle costs less than EUR 20,000. It features modern technology without compromise. The Chinese electric vehicle manufacturer is striking a chord with buyers who have long wished for an affordable electric vehicle for city driving. We explain what this means for the European electric vehicle market and where investors can seize opportunities now.

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