Growth trend in e-mobility demands battery metals

Not only new registrations, but also the production of electric vehicles reached new heights in Germany. Since the beginning of the year, the number of electric cars in Germany has been growing steadily and remarkably. By the end of July, almost 300,000 newly registered electric cars were already on the roads. Compared to the same period last year, this was an increase of more than 38 percent. The German automotive industry also had a lot to do and set a new record: In the first half of 2025, 864,000 electric cars were produced, of which 635,000 were purely electric cars and 229,000 were plug-in hybrids.

Compared to the past, solutions now also exist for freight transport, such as battery-powered trucks with stationary charging, possibly electric road systems, and hydrogen trucks. All of this is possible; it is all a question of cost. And in industries where fast charging is not sufficient or where particularly heavy goods have to be transported, hydrogen trucks could be the right choice. However, the key technology is the lithium-ion battery, and it will remain so for a long time to come, despite intensive research in the battery sector and other sectors. 

This means that battery metals are needed, including lithium, nickel, cobalt, copper, rare earths, and graphite. Platinum is necessary for hydrogen technology. Platinum is also used in conventional combustion vehicles. The price of this precious metal has risen sharply since May. It is in short supply worldwide, and investors have discovered platinum, as has the jewelry industry. Given the high price of gold, the trend toward platinum jewelry has increased significantly. This development is good for platinum producers and companies with battery metals.

Sibanye-Stillwater – https://www.commodity-tv.com/ondemand/companies/profil/sibanye-stillwater-ltd/ – is a successful producer of gold and platinum metals. Its projects are located in the US and South Africa.

Green Bridge Metals – https://www.commodity-tv.com/ondemand/companies/profil/green-bridge-metals-corp/ – specializes in battery metals, particularly copper, nickel, platinum, and palladium. Its projects are located in Canada and Minnesota.

Current company information and press releases from Green Bridge Metals (- https://www.resource-capital.ch/en/companies/green-bridge-metals-corp/ -) and Sibanye-Stillwater (- https://www.resource-capital.ch/en/companies/sibanye-stillwater-ltd/ -).

Source: Oberbayerisches Volksblatt Rosenheim; https://www.elektroauto-news.net/news/keine-technischen-huerden-e-lkw.

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