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Lithium

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Commented by Fabian Lorenz on July 27th, 2023 | 08:05 CEST

Plenty of upside potential: Plug Power, Standard Lithium, Defense Metals

  • Mining
  • RareEarths
  • Lithium
  • renewableenergies

After Nel ASA exceeded sales expectations in the second quarter, Goldman Sachs recommended the stock as a buy. The price target is NOK 20, offering almost 50% upside potential. Now Plug Power is also recommended as a buy, and analysts see a significantly higher price potential. Experts see nearly 200% price potential for Standard Lithium after the Company published convincing drilling results. Not yet on the screen of analysts is Defense Metals. But this could change soon. The Company is developing an exciting rare earths project in North America, and the preliminary economic valuation of over CAD 500 million gives the stock plenty of upside.

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Commented by Armin Schulz on July 11th, 2023 | 07:55 CEST

K+S, Almonty Industries, Rock Tech Lithium - Europe arms itself against shortage situation

  • Mining
  • Tungsten
  • Lithium
  • fertilizer

European industry is transforming, with the ban on combustion engines from 2035 being just one example. The energy transition is creating an increased need for critical materials and raw materials to make the changeover in industry possible. The European Commission has also recognized this and launched a Critical Raw Materials Act (CRMA). This is intended to optimize and diversify supplies. Recycling and research into resource efficiency are also on the agenda. We, therefore, look at three companies involved in critical raw materials.

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Commented by Juliane Zielonka on July 7th, 2023 | 07:00 CEST

Grid Metals Corp., FREYR Battery, Mercedes-Benz - Mega opportunity in electrification: Lithium demand increases worldwide

  • Mining
  • Lithium
  • Batteries
  • Electromobility

The world is being electrified, and that requires resources! Canadian company Grid Metals Corporation, an exploration and development company located in Manitoba and Ontario, offers these resources. Grid Metals has now received initial drill results from the Donner Lake area, which is a promising lithium region. Manitoba's strategically valuable location makes it ideal for leveraging trading relationships with the US. Meanwhile, Norwegian company FREYR Battery posted a 33.19% share price increase after successfully assembling and charging the first semi-automatic lithium-ion battery cells at its facility. The Company plans to deliver samples to customers before the end of the second half of the year. Mercedes-Benz focuses on high-quality luxury vehicles to benefit from higher margins and affluent customers. A devastating accident occurred within the group at the Daimler Truck plant, which impacted the balance sheet.

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Commented by Fabian Lorenz on June 28th, 2023 | 08:05 CEST

Hydrogen vs battery shares: From Plug Power to Standard Lithium and Power Nickel?

  • Mining
  • Nickel
  • Lithium
  • Electromobility
  • fuelcell

Who does the future belong to? Hydrogen or battery technology? The truth likely lies somewhere in the middle, and both technologies will find their place. However, it is clear that batteries currently have the upper hand in the context of electromobility. This can also be seen in the stock market. While companies like Nel ASA and Plug Power are struggling, Tesla, BYD & Co. are celebrating record sales. But success is heavily dependent on the supply of raw materials. Lithium and nickel are scarce and in high demand. Standard Lithium and Power Nickel are among the profiteers. Standard Lithium is recommended as a buy by analysts with around 100% price potential. Power Nickel has again published promising drill results, which could multiply the upcoming resource estimate. Plug Power is currently overshadowed by the Nucera IPO, but there is some interesting news.

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Commented by Armin Schulz on June 13th, 2023 | 07:50 CEST

Standard Lithium, Grid Metals, Volkswagen - Lithium is essential for electromobility

  • Mining
  • Lithium
  • Electromobility

Electric vehicle sales continue to outpace sales expectations, driving demand for lithium, nickel and other battery raw materials. At the same time, the supply of these raw materials faces challenges, including technical problems with new types of lithium deposits, permitting procedures and social issues. This situation could lead to a 5-6 year opportunity for sustained higher lithium prices. First-to-market projects can achieve significant market valuation, so companies are focused on rapid implementation and revenue generation. We, therefore, look at two lithium companies and examine how Volkswagen plans to address the challenges in procurement.

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Commented by Stefan Feulner on May 24th, 2023 | 08:20 CEST

Allkem, Grid Metals, Rock Tech Lithium - Gigantic movements

  • Mining
  • Lithium
  • Batteries
  • Electromobility

It is called the white gold. Lithium-ion batteries are currently the most widely used energy storage devices in electric vehicles. The soft alkali metal offers high specific energy, which means it can store a lot of energy per unit weight, which enables electric vehicles to have a greater range. Due to the growing demand resulting from the transformation in the transport sector, there is a disproportionate demand for the critical raw material. Supply, on the other hand, is severely limited.

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Commented by Nico Popp on May 17th, 2023 | 08:10 CEST

Heat pump madness and grid expansion: Vonovia, JinkoSolar, Grid Metals

  • Mining
  • Commodities
  • Lithium
  • Copper
  • Nickel
  • renewableenergies
  • Energy

A few weeks ago, Federal Economy Minister Habeck and Saxony-Anhalt Prime Minister Haseloff broke ground for the "SuedOstLink" converter. From 2027, wind energy will flow over the route to Bavaria for the first time. But the north-south connection is only part of the solution. Experts are sounding the alarm and consider massive investments in "the last mile" to be necessary. We take a look at what lies ahead and which companies could benefit.

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Commented by Armin Schulz on May 17th, 2023 | 07:40 CEST

Plug Power, Almonty Industries, Rock Tech Lithium - Exploiting shortages

  • Mining
  • Tungsten
  • RareEarths
  • Lithium
  • Electromobility

The Ukraine conflict has shown how dependent Europe is on Russian energy exports. In the future, green hydrogen should close this gap. However, the dependence of Western countries is not limited to the energy market. There are several critical raw materials for which the majority of the supply comes from China. Rare earths and tungsten are particularly noteworthy. Tensions between the US and China are increasing due to the Taiwan dispute and the activities of the BRICS countries. There are also shortages of refined lithium in electromobility, i.e. lithium carbonate and lithium hydroxide. If investors want to profit from these shortages, they should bet on companies that are not caught between the fronts.

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Commented by André Will-Laudien on May 17th, 2023 | 07:20 CEST

Withdrawal from Russia, Asia says thank you - shares of BYD, Canadian North Resources, and Volkswagen in focus!

  • Mining
  • Lithium
  • Electromobility

The triumphant march of electrification is gathering pace. While European producers are abandoning their production facilities in Russia, a new axis of industrialization is forming between Moscow, Beijing and New Delhi. For symbolic prices, local technology leaders are selling their plants in Russia to investors and speculators. What is no longer delivered to Russia from Europe is now produced by others, such as the Chinese manufacturer BYD, which can hardly be stopped in its expansion policy. It is interesting how a competitive picture can change completely within months. We analyze this a little more closely.

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Commented by Nico Popp on May 16th, 2023 | 09:10 CEST

US payment default looms: PayPal, Citigroup, Globex Mining

  • Mining
  • Commodities
  • Gold
  • Lithium
  • Investments

According to US Treasury Secretary Janet Yellen, the US could face a federal default as early as June 1. That is, if Democrats and Republicans in Congress fail to agree on a higher debt ceiling. Here we outline why the debate has come at an inopportune time, what dangers could arise for the markets and where opportunities await.

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