The energy transition is accelerating

Fossil fuels have long guaranteed stability, particularly in many Asian countries. But now they are becoming a security risk due to dependence on oil and gas imports. Governments are therefore increasingly turning to electric vehicles, batteries, and solar energy. After all, about four-fifths of oil and liquefied natural gas supplies to Asia come from the Persian Gulf. Various emergency measures are already underway in several countries. And is it any wonder that China’s exports of clean-tech products are 52 percent higher than last year, having even reached a new record high in March?

Thus, with the war in Iran, the U.S. president is promoting the energy transition, even though he is fond of relying on oil and gas. Even if the war in Iran comes to an end, the fear of further events — which can be mitigated by clean energy — remains. This is likely to bring hydrogen fuel cells more into the spotlight as well. They offer particular advantages in the transportation sector. Platinum is the raw material required for hydrogen technology. From a technical chart perspective, platinum is approaching resistance at $2,171 per troy ounce. Should platinum rise above $2,300, this would be a buy signal, and a rally could be expected.

In addition to platinum, battery raw materials for electric mobility are also expected to be in high demand. These include not only lithium and cobalt, but also copper, silver, and zinc. Investing in mining companies that own these raw materials is therefore an option that should not be overlooked.

Blue Moon Metals (- https://www.commodity-tv.com/ondemand/companies/profil/blue-moon-metals-inc/ -) owns five polymetallic brownfield projects, including the Nussir copper-gold-silver project and the NSG copper-zinc-gold-silver project in Norway. In the U.S., the company holds the Blue Moon zinc-gold-silver-copper project, the Springer tungsten-molybdenum project, and the Apex germanium-gallium-copper project. All projects are strategically located and have existing infrastructure. The Nussir project has recently received a very positive updated feasibility study.

Sibanye-Stillwater (- https://www.commodity-tv.com/ondemand/companies/profil/sibanye-stillwater-ltd/ -) is one of the major producers of gold and platinum group metals and operates on five continents. The majority of its projects are located in the U.S. and South Africa. Battery metals such as nickel, chromium, copper, and cobalt, as well as recycling, are also part of the business. The South African gold operations have naturally become more profitable due to high gold prices.

Current company information and press releases from Sibanye-Stillwater (- https://www.resource-capital.ch/de/unternehmen/sibanye-stillwater-ltd/ -) and Blue Moon Metals (- https://www.resource-capital.ch/de/unternehmen/blue-moon-metals-inc/ -).

You can also find further information in our new Battery Metals Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-report-2025-04/ and in our new Precious Metals Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/edelmetall-report-2025-04/.

Sources: Blue Moon, Sibanye-Stillwater,

https://www.sneresearch.com/kr/business/report_view/262/page/0#ac_id;

https://derivate.bnpparibas.com/daily-edelmetall?utm_campaign=DE-dailyEDEL-%202026-05-14&utm_medium=email&utm_source=Actito;

https://www.sonnenseite.com/de/politik/folgen-des-iran-kriegs-trump-treibt-globale-energiewende-voran/;

https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-report-2025-04/;

https://www.resource-capital.ch/de/reports/ansicht/edelmetall-report-2025-04/.

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