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Commented by Juliane Zielonka on April 28th, 2022 | 12:04 CEST

Mercedes-Benz, Edison Lithium, K+S - Strong gains from the start

  • Electromobility
  • Lithium
  • fertilizer

Mercedes-Benz AG scores with a good return on cars and vans in the first quarter of this year. Luxury and electric, in particular, are selling like hotcakes. Despite the pandemic, delivery problems and the lapsed Russian business, shareholders are benefiting from the current share price. To meet the demand for electromobility, areas with mineral resources such as lithium and cobalt are becoming increasingly valuable. These metals are used in batteries to power electric vehicles. The fertilizer company K+S is also providing drive in the agricultural sector. With its products, farmers generate almost twice as much crop yield. However, this disturbs a delicate balance, prompting the German Federal Ministry of Research and Education to take action.

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Commented by Stefan Feulner on April 28th, 2022 | 10:58 CEST

Plug Power, Altech Advanced Materials, Nel ASA - Ambitious valuations

  • renewableenergies
  • Lithium

There is everything to be said for the transformation from fossil fuels to renewable energy. Now that the Western world has broken away from the Russian aggressor, the expansion of "freedom energies" is to proceed even faster. Baerbock, Habeck and Co. have already announced the withdrawal from dependence on the Eastern European neighbor. It should now be exciting to see how implementation works in the near future. The listed companies in the respective sectors, such as fuel cells, hydrogen and photovoltaics, have already built up horrendous valuations despite a correction that has been ongoing for months. Thus, caution is advised for some shares against a further slide.

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Commented by Fabian Lorenz on April 12th, 2022 | 20:28 CEST

Nel, Standard Lithium, Power Nickel: Shares for the electric boom

  • Nickel
  • Lithium
  • Electromobility

BYD and Tesla are celebrating new delivery records in 2022 - and the trend continues to rise. German automakers are also trying to keep pace with electromobility with new models. But success has long since ceased to depend solely on technology and brand; the supply of raw materials is increasingly becoming a critical factor. Lithium and nickel, in particular, are in short supply, and prices are going through the roof. The shares of Standard Lithium and Power Nickel, among others, are benefiting from this. While Standard Lithium has been able to win groups as partners, the spin-off of Power Nickel's gold activities is providing additional share price potential. Hydrogen also has great potential, regardless of whether it will play a role in cars in the future or not. With the latest cooperation with the energy supplier Iberdrola, Nel is taking a further step to secure a piece of the pie.

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Commented by André Will-Laudien on April 11th, 2022 | 19:00 CEST

Lithium explosion: BYD, Standard Lithium, Edison Lithium - Explosives for e-mobility!

  • Lithium
  • Electromobility

Whether e-mobility, aircraft technology or renewable energies, virtually all high-tech segments seek suitable energy storage. The development driver is climate protection, which will put mobility and energy generation and distribution on a new footing in the future. In order to bring e-mobility to a level of efficiency similar to the most modern diesel technology, on the one hand, significantly more environmentally friendly battery production processes are required, as well as a massive increase in performance. The electric boom is thus creating an incredible pull for battery metals, above all, lithium. With a 500% increase in 24 months, the price of the white metal recently reached a new high. But producers are scarce!

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Commented by Fabian Lorenz on April 5th, 2022 | 11:58 CEST

Varta, Standard Lithium, Edison Lithium: Shares profit from e-mobility

  • Lithium
  • Electromobility

Tesla has reported a new delivery record. This confirms the high demand for e-cars, and demand is necessary because the energy turnaround will hardly work without a consistent shift to e-mobility. In Germany, this development is compounded by the reduction in oil supplies from Russia. The demand for batteries and their components - above all lithium - is correspondingly high. The price per ton of lithium carbonate knows only one way: up. Today, more than EUR 70,000 per ton is being paid for the "white gold". Investors can profit from this: One of the favorites in this area is Standard Lithium. After a breather, the share is stepping on the gas again. The still largely undiscovered Edison Lithium share also has potential. Battery specialist Varta is having a more challenging time. The figures were okay. The outlook did not convince analysts, but there is hope.

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Commented by Armin Schulz on March 28th, 2022 | 13:44 CEST

Infineon, Edison Lithium, BYD - Raw material shortage for electric cars

  • Lithium
  • Electromobility

The shift from combustion engines to electric cars poses new challenges for production. An electric vehicle requires significantly more chips, more copper and more raw materials such as nickel and lithium for the batteries. Most recently, the nickel price climbed to over USD 100,000 per ton, partly due to the sanctions against Russia. But the price of lithium is rising. The demand for batteries is still significantly higher than the supply after the rethinking of the automotive industry. Today, we highlight two problem areas and look at an electric vehicle manufacturer.

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Commented by Nico Popp on March 24th, 2022 | 11:02 CET

Is this the end for e-car stocks like Tesla? Rock Tech Lithium, Edison Lithium, Volkswagen

  • Lithium
  • Electromobility

More and more e-cars are on our roads, but Handelsblatt sees the e-car boom in danger. What's going on? The leading German medium for business and markets is concerned about the rising prices for battery metals and points, among other things, to the price of nickel, which almost doubled within a few days in March alone. Is there now a threat of a damper on the e-car hype? Or are developments in the sector separating the wheat from the chaff? We take a look at three stocks and explain what they are all about.

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Commented by Stefan Feulner on March 23rd, 2022 | 14:01 CET

Rheinmetall, Altech Advanced Materials, K+S - Seizing the momentum

  • Electromobility
  • Lithium

Since the outbreak of the Ukraine conflict about three weeks ago and the announcement of sanctions against Russian goods and companies, the winners and losers on the stock market have clearly emerged. While defense companies were not an investment object for fund managers or private investors from an ethical point of view in the recent past, there is now a strong investment in companies such as Rheinmetall, Hensoldt & Co. At the same time, no defense contracts have yet been awarded by the German government, nor is it clear whether the necessary raw materials will be available. Therefore, it would come as little surprise if the currently inflated valuations were to implode soon.

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Commented by Carsten Mainitz on March 15th, 2022 | 13:21 CET

Volkswagen, Edison Lithium, BYD - Important and expensive raw materials

  • Electromobility
  • Lithium

The electromobility industry is growing rapidly, and automakers are accelerating their electric strategy. However, this requires the necessary resources such as cobalt, copper, lithium and nickel. Increased demand is meeting a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales and profits in the coming years.

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Commented by Stefan Feulner on March 11th, 2022 | 12:23 CET

K+S, Edison Lithium, BASF - Explosives for the stock markets

  • Lithium

Inflation is rising sharply, and there is uncertainty due to the increasing geopolitical tensions with sanctions, which are supposed to hit Russia in particular but are having a one-to-one impact on our wallets. For example, energy prices are rising enormously, with gasoline increasing by more than 50 cents at the pump within a few days. The switch from fossil fuels to renewable energy sources will take time, but it will almost certainly not be cheaper. The price of lithium alone, an elementary metal for electric mobility, has quadrupled since the summer of last year. The primary beneficiaries of the runaway inflation are undoubtedly the producers of the in-demand raw materials.

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