Lithium
Commented by André Will-Laudien on October 9th, 2025 | 07:25 CEST
E-mobility tax-free through 2035! Keep an eye on BYD, NEO Battery Materials, NIO and BASF
In the third quarter of 2025, the global market for electric mobility continued to develop dynamically: over 4.2 million new electric vehicles were registered, an increase of around 28% compared to the previous year. While China confidently maintained its leading position as the largest single market, Europe also grew strongly with double-digit growth rates. Driven by manufacturers such as BYD, Tesla, and Volkswagen, NIO is also slowly entering the scene. At the same time, more and more capital is flowing into innovative battery technologies to meet rising demand in the long term. NEO Battery Materials is emerging as a specialist in the innovative battery solutions business. This rapid development illustrates how closely technology, raw material markets, and the electric mobility boom are intertwined. We present some ideas for investors.
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Commented by Fabian Lorenz on October 7th, 2025 | 07:10 CEST
SHARE PRICE EXPLOSION at Standard Lithium, European Lithium, MP Materials! These commodity stocks are outshining Barrick Mining!
It does not always have to be gold! Barrick has gained around 80% so far this year. The following commodity stocks are outperforming it significantly. European Lithium's share price has exploded by over 100% since Friday. Initially, a share buyback sparked the euphoria, then came the bombshell: Reuters reported a possible US government investment in Critical Metals. European Lithium holds the majority of the Company, which is focused on the exploration of a massive rare earths project in Greenland. The impact of a US entry was already demonstrated by MP Materials this summer, where Apple is also involved. Standard Lithium has gained an impressive 200% in six months. How far will the boom in critical raw materials drive these stocks?
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Commented by Nico Popp on September 22nd, 2025 | 07:15 CEST
Serbians don't want mines – Are Europe's battery supply chains at risk? BYD, BMW and European Lithium
A recent article in the Frankfurter Allgemeine Zeitung (FAZ) reveals that the vast majority of Serbians oppose lithium mining in the country. The Journal for International Politics and Society cites a survey according to which 55% of Serbians are against a lithium mine in the Jardar Valley – only 25% are in favor of it. The latest media report paints an even bleaker picture. According to the report, the various population groups in Serbia have rarely been as united as they are in their opposition to the mine. But what does this mean for European battery supply chains? Which companies will be penalized, and which will benefit? We analyze the situation.
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Commented by André Will-Laudien on September 18th, 2025 | 07:20 CEST
Margins war and soaring commodity prices! Caution advised on BYD, Mercedes, RENK, and European Lithium
So far, September has turned out to be a month of bliss. It appears that the stock market already underwent its full correction back in April. Investors are still buying high-tech and AI stocks, seemingly unconcerned by valuations of historic proportions. In the wake of this super bull market, automakers BYD and Mercedes have recently suffered significant price corrections. At the same time, the wave of euphoria surrounding defense stock RENK now appears somewhat exaggerated. The rally around critical metals has also driven European Lithium and its US subsidiary Critical Metals significantly higher. With commodity prices recently exploding, however, the rally here is likely only just beginning. We take a closer look at the numbers.
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Commented by Fabian Lorenz on September 8th, 2025 | 07:05 CEST
Top news and price target raised! Plug Power, Standard Lithium, and BMW partner European Lithium
In the run-up to the IAA, BMW is stealing the spotlight from other automakers. The focus of attention is clearly on the Munich-based company's "Neue Klasse". If the new electric models are a success, European Lithium stands to benefit - they are set to supply the lithium for the batteries. But this raw materials gem has a second ace up its sleeve: rare earths. The stock is being driven by positive news flow, which is likely to continue. Standard Lithium is also seeing strong momentum. Analysts have recently raised their price targets significantly. In contrast, the alarm lights continue to flash at Plug Power. While revenue is rising and costs are falling, cash burn remains a concern. Nevertheless, analysts are recommending the hydrogen stock as a "Buy".
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Commented by Nico Popp on September 2nd, 2025 | 07:00 CEST
The auto industry is at a crossroads – Who will solve the lithium problem? BYD, Mercedes-Benz, European Lithium
When the Chinese step on the gas, German premium manufacturers are left in the dust! As a recent article in Handelsblatt shows, Chinese auto suppliers are increasingly overtaking their international competitors. This is fatal – after all, suppliers are the ones driving innovation. One indicator is the battery sector: in the first half of 2025, the two largest Chinese battery manufacturers, CATL and BYD, together controlled 55.7% of the global electric vehicle battery market. The next-largest non-Chinese supplier is LG from South Korea, with a market share of just 9%. As it stands, European car manufacturers remain heavily dependent on Chinese batteries. We examine why this dependence is risky, which companies are already working to reduce it, and which stocks offer opportunities for investors.
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Commented by Armin Schulz on August 27th, 2025 | 07:05 CEST
China's leverage: Why Rheinmetall is struggling, European Lithium is benefiting, and BYD remains confident
The next wave of global conflicts will not be fought with weapons, but with export licenses. At the heart of this geopolitical struggle are critical metals without which no high-tech weapon, electric vehicle, or wind turbine can function. China's recent tightening of export restrictions has exposed the West's brutal dependency, forcing governments and corporations alike to rapidly rethink and realign their supply chains. While some companies are fighting to secure their supply chains, others are consolidating their sources or celebrating their monopolistic position. Three companies exemplify this dichotomy: the recently pressured defense giant Rheinmetall, the rare earth and lithium beneficiary European Lithium, and the Chinese giant BYD.
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Commented by Nico Popp on August 22nd, 2025 | 07:00 CEST
Raw materials as the key to greater value creation: SQM, Lynas Rare Earths, Almonty Industries
Equality is a social construct. Reality, however, is diverse. This also means that some companies are in a much better starting position than others. In free markets, companies compete for market leadership and thus spur each other on to become better. However, some companies are in pole position for a variety of reasons and also have a few extra horsepower than their competitors. We use the examples of lithium specialist SQM, rare earths company Lynas Rare Earths, and innovative tungsten specialist Almonty Industries to explain which characteristics promise long-term advantages for companies and how investors can benefit.
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Commented by Fabian Lorenz on August 21st, 2025 | 07:00 CEST
Up to 300% with raw materials and defense! Standard Lithium, DroneShield, and zinc play Pasinex!
DroneShield's stock has plummeted by around 20% in recent days. However, with a performance of over 300% in 2025, the Australian company remains one of the top performers. The drone defense specialist recently reported on its performance in Q2. Revenue is at record levels, and the order book is full. Will that be enough? Pasinex Resources remains in rally mode. The chances of a continuation are high, as important milestones are coming up and the stock remains favorable. Standard Lithium has celebrated a comeback in recent months, recovering from its brutal crash at the turn of the year. What is next?
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Commented by Armin Schulz on August 12th, 2025 | 07:10 CEST
Lithium? Zinc! Steel! BYD's supply chains, Pasinex's deposits, thyssenkrupp's recycling: Your triple protection against trade wars
Trade conflicts are escalating! New US tariffs and stricter export controls on critical raw materials like lithium and rare earths are destabilizing global supply chains. Experts warn of rising prices and supply risks, especially for future-oriented technologies. Investors are therefore now seeking out resilient companies. Preference is given to those with vertically integrated supply chains, direct access to strategic mineral deposits, or revolutionary recycling technologies. Those who master the new reality of raw materials will win. Three players exemplify this transformation: BYD, Pasinex Resources, and thyssenkrupp.
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