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Lithium

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Commented by Nico Popp on February 21st, 2022 | 15:50 CET

Daimler, Yorkton Ventures, Volkswagen: Is the lithium takeover merry-go-round about to start?

  • Lithium

When Tesla knocks on the door, you don't keep your guest waiting long, even if the visit is spontaneous. Usually, the e-car maker brings solid plans and the necessary means to implement them. That is what happened recently with Liontown Resources. The small Australian Company plans to start commercial production by 2025. Tesla wants to get its foot in the door today and has worked out an agreement that allows for a flexible order volume, depending on how much lithium-spodumene concentrate Liontown can deliver. The deal shows even small lithium companies are in the sights of the big players. We present three stocks that could also fit the picture.

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Commented by André Will-Laudien on February 21st, 2022 | 12:46 CET

Varta, Standard Lithium, Edison Lithium - The demand for lithium is going through the roof!

  • Lithium

E-mobility is permanently changing today's automotive industry. More and more electrified passenger cars are finding their way onto our roads, and the growth prospects for this booming industry are expected to improve even further in the coming years in light of increasing climate concerns. The Boston Consulting Group estimates that electric cars will account for 47% of global markets by 2025, up from 12% in 2020 - that is a very bold forecast! But it does show a way forward. Thanks to the accelerated acceptance of environmentally friendly vehicles among consumers, one metal, in particular, is moving into the spotlight: lithium. And it is here that investors should pay attention.

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Commented by Nico Popp on February 17th, 2022 | 13:21 CET

BYD, Edison Lithium, Rock Tech Lithium: Investing in the Saudi Arabia of electromobility

  • Lithium

Ever since this year's Super Bowl, it has been clear that the future of mobility will be electric. What does one have to do with the other? Advertising space during mega-sports events is in high demand. This year, seven companies from the sector advertised e-cars and accessories, including BMW with a spot featuring Arnold Schwarzenegger. Other companies that spent up to USD 6.5 million for 30 seconds of advertising included Polestar and Nissan. But e-cars are not yet a foregone conclusion. The technology poses challenges for suppliers and raw material producers. We present three companies that are well placed to score points with their products despite adverse conditions.

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Commented by Carsten Mainitz on February 15th, 2022 | 11:28 CET

BYD, Yorkton Ventures, Standard Lithium - Winners of the mobility revolution!

  • Lithium

The shift from fossil fuels to battery-powered vehicles is underway, and policymakers are keeping up the pressure with targets to reduce emissions from cars by at least 55% and trucks by 30% by 2030 compared to 1990 levels. Demand for New Energy Vehicles (NEVs) is growing tremendously. In addition to Tesla, Chinese manufacturers such as BYD, XPeng and NIO were also able to report double-digit growth rates in the past fiscal year. The prerequisite for this trend is the procurement of the existential raw material lithium. But this is becoming increasingly scarce.

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Commented by Stefan Feulner on February 10th, 2022 | 12:34 CET

Standard Lithium, Yorkton Ventures, Deutsche Bank - The new favorites

  • Lithium

For many years, shares of banks and financial service providers underperformed the overall market. With the end of the ultra-loose monetary policy of the central banks and several possible interest rate hikes due to continued high inflation, stocks are benefiting disproportionately and sometimes break through their downward trends that have prevailed for years. In addition to high energy costs, the blame for the enormous price increases lies with the further rise in raw material prices. Because of the demand side due to the energy transition, lithium, in particular, is rushing from high to high.

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Commented by Carsten Mainitz on February 7th, 2022 | 13:56 CET

Edison Lithium, Standard Lithium, Varta - Winners of the lithium shortage!

  • Lithium

Electromobility is only at the beginning of enormous growth. The primary beneficiaries are companies that produce or are on the way to producing the imperative raw materials such as lithium, cobalt, copper and nickel. Demand is significantly outstripping supply, with an increasing tightening. As a result, commodity prices are rising, and so are producers' profits.

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Commented by Stefan Feulner on February 3rd, 2022 | 13:46 CET

Allkem, Edison Lithium, NIO - The battery of the future

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The transformation from diesel- or gasoline-fueled vehicles to battery-powered electric vehicles is underway, the market is growing strongly, and automakers are increasingly adopting an electric strategy. However, this requires the necessary raw materials such as cobalt, copper, lithium and nickel. Increased demand meets a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales in the coming years.

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Commented by André Will-Laudien on January 26th, 2022 | 10:07 CET

Siemens Energy, Nordex, Noram Lithium, Standard Lithium - After the crash, new hype ahead?

  • Lithium

Climate change is one of the greatest challenges of our time. In order to jointly achieve the goals of the Paris Climate Agreement, a reduction of CO2 emissions in the transport sector is necessary. A significant contribution is being generated in the shift to e-mobility. Manufacturers in Europe and Asia are countering the industry leader Tesla with high double-digit billion sums for research and development. With 350,000 electric vehicles sold in Germany, 2021 will be a new record year for the industry. In 2022, experts estimate that there will be 450,000 plus hybrids. However, the green plans of the traffic light government require 1.6 million electric vehicles per year. Where are the opportunities lurking for climate-oriented investors?

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Commented by André Will-Laudien on January 25th, 2022 | 13:27 CET

Volkswagen, Yorkton Ventures, BYD, NIO: E-Mobility 2022 - The Tesla hunters are coming!

  • Lithium

Are we on the verge of another big year for e-mobility? You might think that with all the hype surrounding Elon Musk, things should be going right for Tesla. That is only partially true. While Tesla clearly leads the sales list in Europe with the Model 3 with more than 115,000 vehicles sold, according to Statista, the Californians are far behind VW worldwide. In the meantime, the ramp-up of the new plant in Berlin Grünheide has been delayed, and the Tesla share price has been hit hard. We analyze the Tesla pursuers!

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Commented by Armin Schulz on January 21st, 2022 | 12:43 CET

Standard Lithium, Noram Lithium, American Lithium - Mega Demand, Mega Opportunity

  • Lithium

The US added lithium to its list of critical minerals back in 2017. Due to the ever-increasing emergence of electric vehicles, which is tantamount to a revolution in the automotive industry, the price of lithium increased massively in 2021. Current production capacities are not sufficient to satisfy the growing lithium hunger. In addition, China dominates the global supply chain. If independence is desired, the rest of the world will have to build capacity itself. According to experts, North America could become a competitor. So today, we look at three lithium companies from the region.

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