There is high demand for battery raw materials
The expansion of renewable energy, digital technology, and the transportation transition are driving demand.
(PresseBox) - Advertisement - This article is distributed on behalf of Sibanye-Stillwater Ltd. and Blue Moon Metals Inc., with which SRC swiss resource capital AG has paid IR advisory agreements. Producer: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: July 15, 2026, 2:50 p.m. Zurich/Berlin ·
Electric cars and renewable energy are on the rise. In Germany, solar power generation reached a new record high of 43.2 terawatt-hours in the first half of 2026. According to the Fraunhofer Institute for Solar Energy Systems, there has also been an all-time high in Europe-wide solar power feed-in. Wind power is the largest source of renewable energy. Compared to the first six months of last year, wind power increased by 12 percent in the first half of 2026.
In Germany, the capacity of large-scale battery storage systems expanded significantly in the first half of 2026. Consumer interest in self-generation continues to grow. Hydrogen is also part of the energy system of the future, specifically to make Germany a climate-neutral industrial hub. Hydrogen could play a significant role in heavy-duty transportation, rail transport, aviation, and shipping. Emissions are reduced through the use of hydrogen in fuel cells. Even though it will still take some time, the path forward is clearly mapped out.
These developments are only possible through the use of the necessary raw materials. If hydrogen technology gains momentum, demand for platinum is expected to rise, as hydrogen fuel cells require platinum in their manufacture. Although a decline in platinum demand is expected this year, there are also rays of hope. Interest in platinum jewelry remains very high. China reported a 56 percent jump in production for last year.
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. Its projects are located in the U.S. and South Africa. The company’s business also includes battery metals such as nickel, chromium, copper, and cobalt, as well as rhodium and recycling. In fact, the company is a leading recycler and processor of spent PGM catalyst materials.
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 (already partially approved), and the Apex germanium-gallium-copper project. All projects are strategically located and have existing infrastructure. The investment decision to proceed with construction has been made for the Nussir project.
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-2026-03/.
Sources: Blue Moon Metals, Sibanye-Stillwater,
https://www.elektroauto-news.net/news/solar-rekorde-strompreis-iran;
https://www.energiezukunft.eu/erneuerbare-energien/stromnetze-speicher/europas-batteriemarkt-vor-rekordjahr-2026;
https://www.ad-hoc-news.de/boerse/news/ueberblick/abrdn-physical-platinum-investitionsnachfrage-bricht-54-prozent-ein/69592422#google_vignette;
https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-report-2026-03/.
Pursuant to Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of the Market Abuse Regulation (MAR) (Regulation (EU) 2016/958), we hereby note that authors, employees, and affiliated companies of Swiss Resource Capital AG (SRC) may hold positions (long/short) in the issuers discussed. Compensation/Relationship: IR contracts/advertorials: ’s (author’s) own positions: none; SRC net position: less than 0.5%; issuer’s stake in SRC ? 5%: no. Update Policy: no obligation to update. No guarantee regarding the German translation. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute a recommendation or advice of any kind. Please be aware of the risks involved in securities trading. No liability can be accepted for any damages arising from the use of this blog. We would like to point out that investments in stocks, and particularly in warrants, are inherently risky. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given as to the accuracy of any content. Despite exercising the utmost care, I expressly reserve the right to make errors, particularly with regard to figures and prices. The information contained herein is derived from sources considered reliable but does not in any way claim to be accurate or complete. Based on court rulings, I am jointly liable for the content of linked external websites (see, among others, the Hamburg Regional Court, in its ruling of May 12, 1998—312 O 85/98) unless I expressly distance myself from such content. Despite careful review of the content, I assume no liability for the content of linked external websites. The respective operators are solely responsible for their content. The disclaimer of Swiss Resource Capital AG also applies and is available at: https://www.resource-capital.ch/de/disclaimer-agb/.
Unternehmensinformation / Kurzprofil:
Datum: 15.07.2026 - 15:21 Uhr
Sprache: Deutsch
News-ID 739180
Anzahl Zeichen: 6972
contact information:
Contact person: Jörg Schulte
Town:
Herisau
Phone: +49 (2983) 974041
Kategorie:
Financial Services & Insurance
Diese Pressemitteilung wurde bisher 91 mal aufgerufen.
Die Pressemitteilung mit dem Titel:
"There is high demand for battery raw materials"
steht unter der journalistisch-redaktionellen Verantwortung von
Swiss Resource Capital AG (Nachricht senden)
Beachten Sie bitte die weiteren Informationen zum Haftungsauschluß (gemäß TMG - TeleMedianGesetz) und dem Datenschutz (gemäß der DSGVO).
