Lithium
Commented by Armin Schulz on May 17th, 2023 | 07:40 CEST
Plug Power, Almonty Industries, Rock Tech Lithium - Exploiting shortages
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!
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
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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Commented by Fabian Lorenz on May 11th, 2023 | 12:40 CEST
Drumbeat in the lithium sector! BYD, Standard Lithium and Grid Metals
A major merger is brewing in the lithium sector: Australia's Alkem has announced its intention to take over its US competitor Livent. This is further impetus for lithium shares to complete their sharp correction. The Bank of America, among others, sees light at the end of the tunnel. The price of lithium has stabilized, battery manufacturers have reduced their inventories, and the reopening of China is causing demand to rise. Against the background of the threatened nationalization - or at least partial nationalization - of lithium projects in Chile, investors should closely examine where the mining areas are located. This is where Standard Lithium, active in the US, and Grid Metals, active in Canada, come into play. Are carmakers like BYD, Volkswagen or Tesla grabbing hold of exciting projects in North America?
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Commented by André Will-Laudien on May 11th, 2023 | 12:30 CEST
Financial crisis - which financial crisis? Spring bull market ahead: Mercedes-Benz, Blackrock Silver, Nel ASA, Plug Power - Still getting in now?
The stock markets are jumping from one high to the next. If it even comes, the long-anticipated recession has already been mentally filed away. That is because the GFK consumer climate index has been rising for 8 months, and the ifo index is once again close to the 100 mark at 96.5, which is considered an expansion signal among economists. Uncertainty in the financial sector could not be greater due to overnight takeovers. But after 8 consecutive US interest rate hikes, some market participants now believe the hawkish period is over. Since the ECB has been reluctant to get into the inflation fight, only 5 rate hikes have been registered here. Gold, silver, and even lithium are sensing the arrival of spring once again. We will now focus on three interesting stocks.
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Commented by Nico Popp on May 9th, 2023 | 09:40 CEST
Security of supply? More and more commodity deals are wobbling: Lynas Rare Earths, Power Nickel, Volkswagen
Critical raw materials, such as lithium, rare earths and nickel, are indispensable for the desired mobility and heat transition. But which companies can secure the raw materials now in demand? And which mining regions are suitable? Recently, producing countries have become more and more self-confident - reason enough for investors to turn to safe mining regions.
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Commented by André Will-Laudien on May 5th, 2023 | 09:50 CEST
The future calls for battery metals! BYD, Grid Metals, VW - The international pecking order in e-mobility is reshuffling!
Since Western governments have finally started to get serious about climate protection, the media have focused on the areas of energy, mobility and health. It is clear to all participants that the changes in the world climate will lead to undesirable developments. Glaciers are melting, the earth's temperature is rising, and the oceans are already too warm for many species. Huge investments are being made in renewable power generation and modern mobility solutions, and it requires access to metals. Some companies are making a name for themselves, and shareholders can profit from this.
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Commented by Fabian Lorenz on April 27th, 2023 | 09:15 CEST
Plug Power stops sell-off? BYD is grabbing lithium, and Defense Metals is doing well
In Germany, the last nuclear power plants have been taken off the grid, and in North America, one battery factory after another is being built. Hydrogen is also booming. The Fraunhofer Institute, however, sees few opportunities in the passenger car sector. Experts list the lack of a filling station network and the relatively high prices for hydrogen as disadvantages compared to battery technology. Plug Power, among others, is working on improving the refuelling situation. The operating business of the Americans is in deep red. Can the Q1 figures stop the sell-off of the share? BYD shares, on the other hand, made significant gains yesterday. The Chinese are fully committed to e-cars and have entered into a lithium partnership in Chile for the necessary batteries. It is interesting to note that only a few days ago, the government of the South American country announced that it would nationalize lithium production. Is China thus grabbing the huge lithium deposits in Chile? The battle for raw materials is coming to a head. Defense Metals should profit from this. The rare earth project is located in legally secure Canada and is considered extremely promising.
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Commented by Fabian Lorenz on April 26th, 2023 | 08:55 CEST
Caution at Nel ASA and drumbeat at Volkswagen: Can Canadian North Resources profit?
Things are getting exciting for shareholders of Nel ASA. The hydrogen pioneer will publish its figures for the first quarter tomorrow. A current buy recommendation does not help the share price. At least the expectations for the figures are anything but high at the moment. Is there anything positive to report on the order book? Plug Power recently placed an order with a competitor. In the battery sector, Volkswagen has caused a sensation. The Wolfsburg-based company has announced its intention to build its largest battery factory to date in Canada. The Canadian government is subsidizing the project and expects thousands of new jobs at VW and its suppliers. The latter could include Canadian North Resources. The Company is currently developing a vast area and has already found copper, nickel, cobalt, platinum, and palladium there. Another drilling programme has just been launched. It is hoped that lithium will also be found.
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Commented by Nico Popp on April 17th, 2023 | 09:30 CEST
E-car surprise in China: Mercedes-Benz, BYD, Grid Metals
E-cars? Yes, please! At least, that is the case for Mercedes CEO Ola Källenius. He sees his company clearly focused on the electric drive - regardless of technology openness. This seems to be paying off at Mercedes: In the first quarter, the Swabians sold almost twice as many e-cars as in the previous year. But how far can this growth go? What do the absolute figures say? We make the comparison and outline investment opportunities.
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