Social Media

Battery Metals Report 2019 - Update

The electric (mobility) boom is still in its infancy and is just beginning to take off.

The leap from the age of fossil combustion and energy consumption that is as immediate as possible to the decentralisation of energy production, the corresponding need for on-site storage and, ultimately, to a true revolution in mobility can no longer be stopped. The electric (mobility) boom is still in its infancy and is just beginning to take off.

The heart of every electric car is a rechargeable battery. In addition to lithium, this requires above all larger amounts of cobalt, nickel, manganese or iron ions. There are signs of a shift from a high cobalt content to a high nickel content in the coming years.

In addition to electromobility, decentralised energy storage systems are playing an increasingly important role. The explosive expansion of wind farms and photovoltaic systems is a huge step forward in terms of environmental protection, but an enormous challenge for the electricity grids. This is because renewable energy sources often exhibit extreme fluctuations in power generation. In the short term, enormous overcapacities of electricity arise that are not needed at all. This is referred to as a lack of base load capacity. This can be remedied by storage facilities that initially absorb the excess energy and later release it back into the grid when needed, i.e. when there is a threat of undersupply. The vanadium redox accumulator plays a decisive role in this process.

Overall, there are signs of a supply shortfall in the lithium, cobalt, nickel and vanadium markets as well as in the cobalt, nickel and vanadium markets with immediate effect, as the increase in demand (in some cases 30% per year) will be difficult or impossible to cover in the future by currently planned increases in supply. As there is no end in sight to the increase in demand beyond 2025, and as there are no major production projects worth mentioning in the pipeline, this situation is likely to continue for the foreseeable future.  

This report provides insightful information about the battery metal sector and provides insightful interviews with selected industry experts. The presentation of a number of interesting companies that are suitable for speculation on rising battery metal prices completes the report.

Always up to date with the newsletter from SRC

Swiss Resource Capital AG will use the information you provide in this form to keep in touch with you and to provide you with updates and marketing information. To receive our news, you still have to give us permission to send you E-Mails below.

You can change your mind at any time by clicking on the Unsubscribe link, which you can find in the footer of every email you receive from us, or by contacting us at [email protected] We will treat your information with care and respect. For more information about our privacy practices, visit our website. By clicking below, you agree that we may process your information in accordance with these Terms.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

* indicates required
SRC Mining & Special Situations ZertifikatSRC Mining & Special Situations Zertifikat