Battery Metals Report 2021 - Update 2

Almost 20 years after the founding of Tesla, the first commercial e-car manufacturer, the sector of electric locomotion has taken on a momentum hardly thought possible. There are already well over 200 electric car models on the market worldwide. By 2022, there will be over 500. In 2015, the number of new electric vehicles registered each year was only 450,000 worldwide. In 2020, the figure was 1.7 million. According to estimates by experts at Bloomberg, there will be 8.5 million in 2025, 26 million in 2030 and 54 million in 2040. Mind you, per year! At the beginning of 2021, there were 10 million electric vehicles on the roads worldwide. In 2030, according to the latest estimates, there will be over 130 million.

This requires large quantities of metals that have so far found little or much less use in conventional vehicles with internal combustion engines. These primarily include the battery metals lithium, nickel, manganese and cobalt, as well as copper and graphite. At the same time, at an early stage when the electric revolution is just beginning to gain momentum, there is already the threat of glaring supply bottlenecks, which have caused the prices for most of these materials and metals to skyrocket in recent months.

However, electric mobility is only one of many aspects of the electric revolution. Because the leap from the age of fossil combustion to the clean generation and use of electrical energy does not only affect the locomotion sector. The increasing decentralization of energy generation calls for intelligent solutions in terms of on-site storage of electrical energy, which is why the electric boom will not only be felt in the automotive sector from now on.

Nevertheless, the automotive industry is clearly playing a pioneering role, as many countries have introduced measures to accelerate the move away from the combustion engine and towards the electric motor, particularly in order to achieve the climate targets they have set themselves.

Investors have an excellent opportunity to enter the world of battery metals right now.

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