Have increased holdings in $VUL at €2.71 on the Frankfurt stock exchange. DYOR
Have increased holdings in $VUL at €2.71 on the Frankfurt stock exchange. DYOR
Is it possible that lithium demand growth will beat expectations in 2025?
Is it possible that lithium demand growth will beat expectations in 2025?
Graphite - a key component for battery metals looks to be in a sweet spot for future growth.
Graphite - a key component for battery metals looks to be in a sweet spot for future growth.
Batteries enable another game changer; bi-directional charging through your electric vehicle making your EV and solar PV even more efficient.
Batteries enable another game changer; bi-directional charging through your electric vehicle making your EV and solar PV even more efficient.
Both 2023 and 2024 have been tough for lithium prices. However, it seems the bottom is close with takeovers and curtailment/production delays happening.
2025 should be a year of stabilization going into 2026 in a more balanced way.
Both 2023 and 2024 have been tough for lithium prices. However, it seems the bottom is close with takeovers and curtailment/production delays happening.
2025 should be a year of stabilization going into 2026 in a more balanced way.
In summary:
In 2024, lithium prices dropped significantly
This year, the nickel market faced its third year of oversupply
The world’s largest companies - from Exxon to Rio Tinto - are beginning to invest in battery minerals
In 2024, cobalt faced a 16% supply surplus
In summary:
In 2024, lithium prices dropped significantly
This year, the nickel market faced its third year of oversupply
The world’s largest companies - from Exxon to Rio Tinto - are beginning to invest in battery minerals
In 2024, cobalt faced a 16% supply surplus
It’s been a difficult year for the lithium price this 2024. Unless inventories clear up and demand accelerates the lithium price weakness is foreseen to remain into Q12025.
$ALB $SQM $GFEX $PLB $PLS
It’s been a difficult year for the lithium price this 2024. Unless inventories clear up and demand accelerates the lithium price weakness is foreseen to remain into Q12025.
$ALB $SQM $GFEX $PLB $PLS
This charging station is the future around the world. $TSLA and the Electric Vehicle adoption rate will accelerate a lot faster than we expect.
We’re going to need lots more lithium, graphite, copper and manganese.
This charging station is the future around the world. $TSLA and the Electric Vehicle adoption rate will accelerate a lot faster than we expect.
We’re going to need lots more lithium, graphite, copper and manganese.
Power demand accelerated this year with global electricity demand rising at an annual rate of 1,000 terawatt hours, equivalent to adding another Japan to the world’s electricity consumption each year.
We’re going to need a lot more copper.
Power demand accelerated this year with global electricity demand rising at an annual rate of 1,000 terawatt hours, equivalent to adding another Japan to the world’s electricity consumption each year.
We’re going to need a lot more copper.
Good Morning investors.
Either equities prices will come down or relatively commodities prices will go up?
What’s your view? $LIT $GFEX $ALB
Good Morning investors.
Either equities prices will come down or relatively commodities prices will go up?
What’s your view? $LIT $GFEX $ALB
NEWS: Stellantis and CATL announce up to €4.1 billion LFP battery factory joint venture in Spain.
Stellantis
>Production start: end of 2026.
>Capacity: up to 50GWh.
This move aims at avoiding tariffs on batteries.
NEWS: Stellantis and CATL announce up to €4.1 billion LFP battery factory joint venture in Spain.
Stellantis
>Production start: end of 2026.
>Capacity: up to 50GWh.
This move aims at avoiding tariffs on batteries.
GM - Good Morning Investors.
I found this ‘clock’ from $LSX to be highly representative of the commodities cycle and really helps you focus your investment decisions.
GM - Good Morning Investors.
I found this ‘clock’ from $LSX to be highly representative of the commodities cycle and really helps you focus your investment decisions.
Copper is ‘the’ energy transition metal. The lack of new developments is setting us up for a new price spike and supercycle for copper.
Copper is ‘the’ energy transition metal. The lack of new developments is setting us up for a new price spike and supercycle for copper.
What on earth is happening to European ICE companies?
$RNO $STLAM $VOWG $BMW $MBG
What on earth is happening to European ICE companies?
$RNO $STLAM $VOWG $BMW $MBG
One of the more recent successes of energy storage is utility scale grid integration.
This is needed to integrate more renewable power and strengthen power systems.
Demand for copper, lithium, and graphite will continue to grow
One of the more recent successes of energy storage is utility scale grid integration.
This is needed to integrate more renewable power and strengthen power systems.
Demand for copper, lithium, and graphite will continue to grow
According to research by Goldman Sachs, battery prices will continue to fall.
I would expect a continued ramp up in renewables; electric vehicles and critical minerals such as lithium and graphite.
According to research by Goldman Sachs, battery prices will continue to fall.
I would expect a continued ramp up in renewables; electric vehicles and critical minerals such as lithium and graphite.
The rapid decline in the price of lithium-ion battery packs has caused many by surprise. It’s driven by a combination of innovation and market scale.
A big benefit is that it enables an economic based approach to accelerating the energy transition.
The rapid decline in the price of lithium-ion battery packs has caused many by surprise. It’s driven by a combination of innovation and market scale.
A big benefit is that it enables an economic based approach to accelerating the energy transition.
With the technologies of renewables, batteries, grid components, lithium-ion batteries and electric vehicles, the world is entering the clean energy revolution.
By structuring an investment portfolio correctly wealth can be generated.
With the technologies of renewables, batteries, grid components, lithium-ion batteries and electric vehicles, the world is entering the clean energy revolution.
By structuring an investment portfolio correctly wealth can be generated.