RareEarths
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 Stefan Feulner on May 9th, 2023 | 09:25 CEST
The trend continues - BYD, Defense Metals, Hensoldt
In order to achieve the climate targets, both politics and business are taking a high risk. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing in order to build renewable, energy-efficient systems. In addition to copper, cobalt and nickel, the demand for rare earth metals, which have to be imported almost entirely from China, is increasing dramatically. Since the start of the Ukraine war, there has also been growing demand from the defence industry. The producers of critical metals ex-China are likely to profit from this.
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Commented by Armin Schulz on May 2nd, 2023 | 08:55 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - US subsidizes rare earths
Rare earths have long been on the list of critical metals in the US and Europe. As tensions build between the US and China over Taiwan, it is important to remember how critical rare earths are. Currently, China has a virtual monopoly, especially in terms of refining. In addition to high-tech products such as smartphones, the critical raw material is needed for steel alloys, in the military and above all, for the energy transition, including electric vehicles. The US now wants to promote the mining of rare earths in its own country and rewards this with a tax credit of up to USD 30 per kg. We, therefore, look at 3 companies that rely on rare earths.
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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 André Will-Laudien on April 18th, 2023 | 08:50 CEST
With the shutdown of nuclear power plants comes the end of nuclear power! Siemens Energy, Defense Metals, Rheinmetall, E.ON - Greentech stocks on the rise
Now it is done. The German government is implementing the decision from 2011 with a slight delay due to the crisis and is taking the last three remaining nuclear power plants off the grid. Those who expected a blackout were proven wrong, at least over the weekend. Federal Economics Minister Habeck predicts a complete CO2 renewal for Germany and believes that Germany as an industrial location does not need nuclear power to be profitable. He also believes that electricity prices will fall again in the long run. The primary utility E.ON, however, did not hesitate to combine the nuclear phase-out with a hefty increase in electricity prices by about 45%. After all, what is currently easier to sell to end consumers than an imposed price squeeze that they no longer want to carry on their own books? Politically highly questionable, but a good opportunity for Greentech shares.
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Commented by Stefan Feulner on April 14th, 2023 | 10:15 CEST
Battle for scarce raw materials - Nordex, Orestone Mining, Glencore
The battle for raw materials has become increasingly intense in recent years due to the energy transition. The increasing demand for renewable energies to reduce global dependence on fossil fuels and combat climate change has led to increased scarcity. Metals such as copper, lithium, cobalt and rare earths are crucial for the production of batteries, solar cells and other renewable energy technologies. Competition for access to these raw materials has political, economic and social implications worldwide.
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Commented by Stefan Feulner on April 4th, 2023 | 16:51 CEST
Winners of the supercycles - Rheinmetall, Defense Metals, BYD
Rare earths are indispensable for the production of high-tech products in the defence industry and electromobility due to their unique physical and chemical properties. China controls around 80% of the global output and thus has a key role in the global supply chain. Dependence on China poses a security risk, as the country could restrict access to rare earths or use them for political purposes. Therefore, diversifying supply chains and exploring alternative sources of rare earths is of great importance to ensure long-term security of supply.
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Commented by Armin Schulz on March 29th, 2023 | 08:19 CEST
Defense Metals, Rock Tech Lithium, BYD - Shares for the energy transition
The energy transition is a major challenge for the world, as it requires transitioning from fossil fuels to renewable energy. In order to switch to renewable energies in the long term, large quantities of critical raw materials such as rare earths and lithium are needed. However, these raw materials are important not only for the energy transition but also for numerous other applications in modern industry. Rare earths are particularly important for the production of powerful magnets used in electric motors and generators. Lithium, on the other hand, is an essential component of lithium-ion batteries used in electric vehicles and renewable energy storage. Today, we look at three companies that can help drive the energy transition.
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Commented by Nico Popp on March 20th, 2023 | 08:00 CET
BYD, Defense Metals, JinkoSolar - Energy transition reloaded! This is what matters now
If you order a new photovoltaic system today, you cannot avoid products from China. Even German brands often work with Chinese partners and benefit from local technology at favorable prices. But the energy transition is facing a turning point: The gap between East and West is getting deeper and deeper. We look at what this means for companies in the sector and where opportunities could arise.
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Commented by André Will-Laudien on March 14th, 2023 | 11:33 CET
Bank failure and new heaters! Nordex, Defense Metals, JinkoSolar - Greentech shares in the focus of investors
German Economics Minister Habeck wants to stick to his controversial plans to ban the installation of new oil and gas heating systems from 2024. In press releases, he describes the "heat turnaround" as mandatory. However, criticism of the plan is getting louder rather than quieter. What other countries do not even discuss is to be implemented here as quickly as possible due to a lack of fossil raw materials. The government in Berlin is worried about the climate targets set by law and still believes in the prosperity-securing transformation of the German economy and private households. The financing side of these projects is being forgotten because not everyone will be able to afford the purchases. FDP parliamentary group leader Dürr sent Habeck's plans back to the "assembly hall" for the time being on the talk show "Anne Will" because of various construction defects. The crux of the matter is energy availability, which is crucial for a green transformation. Which values now belong in the portfolio?
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