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13.10.26 - 12:36
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Fraunhofer stabilisiert Aluminium-Anoden für Lithium-Ionen-Batterien (Electrive)
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Das Fraunhofer IPA und die Universität Stuttgart haben eine neue Zell- und Elektrodentechnologie für Aluminium-Anoden entwickelt. Sie soll die bislang problematischen Volumenänderungen beim Laden und Entladen beherrschbar und damit Aluminium als Anodenmaterial für praktische Batterieanwendungen nutzbar machen....
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13.10.26 - 11:18
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Goldexperte Bußler: Das Lithium-Desaster (Der Aktionaer)
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Gold und Silber sind weiter auf der Suche nach einen Boden. „Wir sind mittlerweile weit fortgeschritten in dieser Korrektur, die Minen haben ihr 61,8-Prozent-Fibonacci-Retracement erreicht – die Zeit für eine Trendwende rückt näher“, sagt Markus Bußler....
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12.10.26 - 23:00
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BofA Bets On Copper And Uranium As Higher Rates Put Gold Under Pressure (ZeroHedge)
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BofA Bets On Copper And Uranium As Higher Rates Put Gold Under Pressure
Bank of America metals and mining analyst Lawson Winder shared his latest outlook for the space in a Friday note titled, "We like copper and uranium, while rates should keep a lid on gold prices."
Winder said his desk favors copper and uranium producers as global supply constraints collide with soaring power-grid demand, supporting higher prices for these commodities. He pointed out that higher US interest rates should keep the dollar bid while weighing on gold.
On single stocks, BofA downgraded Kinross Gold to Underperform and Alamos Gold to Neutral. Freeport-McMoRan remains BofA's top copper stock, while Cameco is its top uranium pick.
For base metals, Winder said copper is the strongest industrial metal. He said constrained supply and long-term electrification demand support higher prices. His desk raised its 2026 average copper forecast by 3% to $13,278 a ton and increased its long-term estimate by 20% to $1...
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12.10.26 - 14:27
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Chinese Lithium Futs Plunge As EU Hybrid Cap Deals Fresh Blow To Battery Demand (ZeroHedge)
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Chinese Lithium Futs Plunge As EU Hybrid Cap Deals Fresh Blow To Battery Demand
Lithium futures in China plunged on Monday after a Bloomberg report said the European Union will cap imports of Chinese hybrid vehicles at 350,000 per year, with the "safeguard measure" set to take effect in the coming weeks.
Under a four-year safeguard measure that could take effect Dec. 1, the bloc will limit Chinese hybrid imports to 350,000 vehicles in the first year, according to the report. The quota would increase by 6% annually from the second year, while the broader safeguard would cover other suppliers to comply with World Trade Organization rules.
In the note titled "EU Caps Chinese Hybrids At 350,000 As Deutsche Maps Every Trade Weapon Left In Europe's Arsenal," we outlined that EU imports of Chinese hybrids would be roughly 45% below this year's run rate of 650,000 vehicles.
The immediate market response to this new development was a 10% drop in the most-active lithium contract on...
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