Lithium, nickel, graphite, rare earths, but also copper and aluminum are needed for the energy transition.
Advertisement/Advertising - This article is distributed on behalf of Aurania Resources Ltd. and Canada Nickel Company Inc., with which SRC swiss resource capital AG has paid IR consulting agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: 19.11.2025, 7:40 p.m. Zurich/Berlin
Demand for these metals is rising sharply. Supply chains must be secured and risks associated with extraction and procurement must be kept to a minimum. Nickel and cobalt are particularly important in batteries. These two metals provide greater energy density and a longer service life. Nickel increases capacity and reduces costs. Cobalt stands for stability and safety.
Lithium is essential in batteries for electric cars and battery storage systems. The nature of cars is changing; they are now connected to energy sources, infrastructure, and digital services. All of this goes beyond pure mobility. China is now the dominant refiner of 19 out of 20 energy-related strategic metals, especially critical metals. China's market share is around 70 percent. The materials used in electric cars, batteries, and power grids are also needed for defense systems and AI chips.
In the future, demand for energy services will increase, both in the private and industrial sectors and, of course, in the data-related sector. Electricity storage in the basement and photovoltaic systems on the roof of the house is no longer a rarity. In terms of energy sources, the photovoltaic sector is recording the highest growth rates. This also increases the need for storage options and, in turn, the demand for nickel and cobalt. In any case, it is positive that the important materials of the future do not come from China for once.
Canada Nickel Company - https://www.commodity-tv.com/ondemand/companies/profil/canada-nickel-company-inc/ - has nickel and cobalt in its Crawford project in Ontario. The exploration program is being pushed forward with vigor.
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 Canada Nickel Company (- https://www.resource-capital.ch/en/companies/canada-nickel-company-inc/ -) and Aurania Resources (- https://www.resource-capital.ch/en/companies/aurania-resources-ltd/ -).
Sources:
https://iea.blob.core.windows.net/assets/af5ac385-8fce-4cc7-8c73-107a3aade95e/WorldEnergyOutlook2025.pdf;
https://www.elektroauto-news.net/news/michael-jost-ed-tec-auto-aufs-meer
In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer's stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.
Disclaimer: The information provided does not constitute any form of recommendation or advice. We expressly draw attention to the risks involved in securities trading. No liability can be accepted for any damage arising from the use of this blog. We would like to point out that shares and, in particular, warrant investments 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 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/, applies additionally.
