RareEarths
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 Armin Schulz on August 14th, 2025 | 07:05 CEST
How Volkswagen, Power Metallic Mines, and Nordex aim to conquer the trillion-dollar energy transition market
Electrification is driving an unprecedented demand for raw materials. Lithium, cobalt, and rare earths are the new oil - essential for electric vehicles, wind turbines, and our climate-neutral future. But global dependencies and trade conflicts threaten to disrupt supply chains. Those who secure strategic supplies will dominate the transition. Today, we look at three companies that are benefiting from the energy transition – Volkswagen, Power Metallic Mines and Nordex – and analyze their current situation.
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Commented by Fabian Lorenz on August 7th, 2025 | 07:20 CEST
Momentum stocks: D-Wave! Standard Lithium! European Lithium following in the footsteps of MP Materials!
Rare earth projects outside China are in high demand, as MP Materials has demonstrated with the entry of the US government, its cooperation with Apple, and its rise to a multi-billion-dollar corporation. Is a similarly rapid share price development possible for European Lithium? In any case, the stock is currently inexpensive, and the rare earth project in Greenland is delivering strong results. Standard Lithium shares have also performed strongly again recently. And analysts believe the stock has even more upside potential. And what is D-Wave doing? After breaking through the USD 20 mark, the stock is currently consolidating. Operationally, the quantum high-flyer continues to go full throttle, and analysts remain bullish.
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Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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Commented by Armin Schulz on June 24th, 2025 | 07:05 CEST
Western countries seek rare earth escape route: BYD, European Lithium, and Siemens Energy decoded
Our green future depends on tiny elements: neodymium, dysprosium, and others, which are irreplaceable for e-mobility and wind power. However, since China's export restrictions on rare earths in April 2025, prices have skyrocketed by up to 500%, and looming supply bottlenecks are shaking entire industries. Chinese automaker BYD should have no problems with supplies. European Lithium is a possible alternative for Western countries with its lithium and rare earth projects. At Siemens Energy, the wind power subsidiary Gamesa is particularly dependent on rare earths. We take a closer look at the three companies.
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Commented by Armin Schulz on June 20th, 2025 | 07:00 CEST
Critical metals, crisis-proof profits: BYD, Power Metallic Mines, and Nordex are your key
The global race for clean mobility and energy is fueling an unprecedented hunger for raw materials. Copper, nickel, lithium, and rare earths are the hidden building blocks of the climate transition and are becoming new, strategically vital cornerstones of the economy. Those who secure these critical metals and use them innovatively will dominate the future. But supply risks and price shocks loom. So how can this race be won? It will take companies that revolutionize the entire value chain, from mining to green technology. This is where the strategies of BYD, Power Metallic Mines, and Nordex come into play.
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Commented by Fabian Lorenz on June 2nd, 2025 | 07:15 CEST
Alarm bells ringing for rare earths and record highs for hydrogen! Hensoldt, Plug Power, Mercedes, and BMW partner European Lithium
Rare earths are increasingly being used as a weapon in geopolitics. "The last remaining stocks will likely be used up within four to six weeks. Then parts of production will have to be shut down," warns Christian Grimmelt of the consulting firm Berylls by AlixPartners in Wirtschaftswoche. This could benefit European Lithium's stock. The Company not only aims to supply lithium to BMW but is also developing a rare earths project in Greenland. Is the defense industry also affected by the shortage of raw materials? Perhaps. For now, the FOMO rally is driving defense stocks to new all-time highs. But caution is advised: according to analysts, Hensoldt shares, for example, have a 30% downside risk. Plug Power, on the other hand, has had to cope with many setbacks in recent months. Its shares are at rock bottom. Could a milestone in its home market bring about a turnaround?
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Commented by Stefan Feulner on May 26th, 2025 | 07:10 CEST
Cameco, Energy Fuels, Almonty Industries, Vonovia – Trump decision causes stocks to explode
US President Donald Trump is again flexing his muscles and sent stock markets worldwide into a tailspin at the end of the week. This time, his chosen target is not China or Russia, but instead Europe, which the Republican is hitting with his tariff hammer and threatening with import tariffs of 50%. Another plan to be implemented in the United States in the short term by decree is the acceleration of reactor approvals, which has led to double-digit gains for uranium stocks. The aim is to minimize dependence on energy imports.
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Commented by Nico Popp on May 1st, 2025 | 07:00 CEST
Raw materials for the future: What Power Metallic Mines, Barrick Gold, and Albemarle offer investors
Whether for the energy transition, digitalization, or the infrastructure of tomorrow, the world's hunger for raw materials is growing. Power Metallic Mines, Barrick Gold, and Albemarle are prime examples of tomorrow's raw material suppliers – from classic exploration to specialty metals for the green transformation. The three business models are different, but where do the most significant opportunities lie for investors? We provide new answers!
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Commented by Stefan Feulner on April 15th, 2025 | 07:10 CEST
Volkswagen, European Lithium, Xiaomi – Who benefits from the tariff hammer
With the surprising tariff exemptions for certain product groups like smartphones and computers, the US government provided some relief for the global financial markets over the weekend, which even pushed the German leading index DAX back towards the 21,000-point mark. However, the next shock could be on its way. As early as this week, Trump is expected to address the tariffs on semiconductors.
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