Sales of combustion engines are declining and electric vehicles are on the rise, so it is worth taking a look at the raw materials required.
Advertisement/Advertising - This article is distributed on behalf of Green Bridge Metals Corp. and Aurania Resources Ltd., with whom SRC swiss resource capital AG has paid IR consulting agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: December 12, 2025, 4:55 p.m. Zurich/Berlin
According to the International Energy Agency (IEA), around 80 million cars were sold worldwide in 2024. Around 30 percent of these purchases were electric vehicles and hybrid cars. At the same time, sales of combustion engine vehicles (since 2017) fell by 30 percent. Incidentally, around 70 percent of all electric vehicles sold today come from China. The raw materials used in battery production are subject to geopolitical dependencies and the strong position of individual companies that operate globally.
Australia dominates lithium production, followed by Chile and China. Around 75 percent of cobalt production comes from the Democratic Republic of Congo. More than half of cobalt production is in the hands of a few large companies. However, if we look at the countries of origin of the companies that mine cobalt in the Congo, around 45 percent are based in China. When it comes to nickel, Indonesia is the leader with almost 63 percent, followed by the Philippines. According to forecasts, the Congo, China, Australia, and Indonesia will retain their strong position until 2030.
This makes it clear that Chinese companies play a leading role in almost all raw material sectors for battery production, both among companies and in producing countries. It is therefore clear who controls the distribution and availability of raw materials. Raw material companies that have no connection to China, such as Green Bridge Metals or Aurania Resources, are particularly appealing.
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.
Aurania Resources - https://www.commodity-tv.com/ondemand/companies/profil/aurania-resources-ltd/ - was previously best known for its gold and copper project, The Lost Cities Cutucu Project in Ecuador. Now, management is also focusing on new projects in France (including gold and nickel) and Italy (nickel, cobalt, iron, copper, and chromium).
Current company information and press releases from Aurania Resources (- https://www.resource-capital.ch/en/companies/aurania-resources-ltd/ -) and Green Bridge Metals (- https://www.resource-capital.ch/en/companies/green-bridge-metals-corp/ -).
Sources:
https://www.iea.org/reports/what-next-for-the-global-car-industry;
https://www.elektroauto-news.net/news/iea-autoindustrie-veraenderungen.
In accordance with § 85 WpHG in conjunction with Art. 20 MAR/VO (EU) 2016/958, we would like to point out that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in the issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's ≥ 5% stake in SRC: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news is valid.
Disclaimer: The information provided does not constitute a recommendation or advice. The risks involved in securities trading are expressly pointed out. No liability can be accepted for damages arising from the use of this blog. We would like to point out that investments in shares and, in particular, warrants are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to make errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, also applies.
Advertisement/Advertising - This article is distributed on behalf of Green Bridge Metals Corp. and Aurania Resources Ltd., with whom SRC swiss resource capital AG has paid IR consulting agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: December 12, 2025, 4:55 p.m. Zurich/Berlin
According to the International Energy Agency (IEA), around 80 million cars were sold worldwide in 2024. Around 30 percent of these purchases were electric vehicles and hybrid cars. At the same time, sales of combustion engine vehicles (since 2017) fell by 30 percent. Incidentally, around 70 percent of all electric vehicles sold today come from China. The raw materials used in battery production are subject to geopolitical dependencies and the strong position of individual companies that operate globally.
Australia dominates lithium production, followed by Chile and China. Around 75 percent of cobalt production comes from the Democratic Republic of Congo. More than half of cobalt production is in the hands of a few large companies. However, if we look at the countries of origin of the companies that mine cobalt in the Congo, around 45 percent are based in China. When it comes to nickel, Indonesia is the leader with almost 63 percent, followed by the Philippines. According to forecasts, the Congo, China, Australia, and Indonesia will retain their strong position until 2030.
This makes it clear that Chinese companies play a leading role in almost all raw material sectors for battery production, both among companies and in producing countries. It is therefore clear who controls the distribution and availability of raw materials. Raw material companies that have no connection to China, such as Green Bridge Metals or Aurania Resources, are particularly appealing.
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.
Aurania Resources - https://www.commodity-tv.com/ondemand/companies/profil/aurania-resources-ltd/ - was previously best known for its gold and copper project, The Lost Cities Cutucu Project in Ecuador. Now, management is also focusing on new projects in France (including gold and nickel) and Italy (nickel, cobalt, iron, copper, and chromium).
Current company information and press releases from Aurania Resources (- https://www.resource-capital.ch/en/companies/aurania-resources-ltd/ -) and Green Bridge Metals (- https://www.resource-capital.ch/en/companies/green-bridge-metals-corp/ -).
Sources:
https://www.iea.org/reports/what-next-for-the-global-car-industry;
https://www.elektroauto-news.net/news/iea-autoindustrie-veraenderungen.
In accordance with § 85 WpHG in conjunction with Art. 20 MAR/VO (EU) 2016/958, we would like to point out that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in the issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's ≥ 5% stake in SRC: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news is valid.
Disclaimer: The information provided does not constitute a recommendation or advice. The risks involved in securities trading are expressly pointed out. No liability can be accepted for damages arising from the use of this blog. We would like to point out that investments in shares and, in particular, warrants are generally associated with risk. The total loss of the capital invested cannot be ruled out. All information and sources are carefully researched. However, no guarantee is given for the accuracy of all content. Despite the utmost care, I expressly reserve the right to make errors, particularly with regard to figures and prices. The information contained herein comes from sources that are considered reliable, but does not claim to be accurate or complete. Due to court rulings, the content of linked external sites is also our responsibility (e.g., Hamburg Regional Court, in its ruling of May 12, 1998 - 312 O 85/98), as long as we do not expressly distance ourselves from them. Despite careful content control, I assume no liability for the content of linked external sites. The respective operators are solely responsible for their content. The disclaimer of SRC swiss resource capital AG, which is available at https://www.resource-capital.ch/de/disclaimer-agb/, also applies.
