BHP Billiton

Tesla

Bloom Energy

Albemarle

iShares MSCI Frontier 100 ETF

Altus Midstream

MFS Intermediate Income Trust

EnerSys

Rivian Automotive

Fluence Energy

Amplify Lithium & Battery Technology ETF

BATT tracks a market-cap-weighted index that invests in global advanced battery material companies such as those that mine or produce lithium, cobalt, nickel, manganese, and graphite.

Arcadium Lithium PLC

Proshares S&P Global Core Battery Metals ETF

Lithium Americas Argentina Corp

Global X Lithium & Battery Tech ETF

Sprott Lithium Miners ETF

Piedmont Lithium

Sigma Lithium Corp

Sociedad Quimica Y Minera De Chile

Wesfarmers Ltd

Lithium prices were flat the past month. Lithium market news - The US government is reportedly examining price support mechanisms for domestic critical mineral projects. BloombergNEF forecasts lithium deficits may begin in 2025. Lithium company news - Arcadium Lithium confirms takeover offer from Rio Tinto. Bikita Minerals has shut down one of its production plants, citing weak global prices.

Lithium Miners News For The Month Of October 2024

First Trust NASDAQ Global Auto Index Fund

IQ Cleaner Transport ETF

Global X Autonomous & Electric Vehicles ETF

Fidelity Electric Vehicles and Future Transportation ETF

SPDR S&P Kensho Smart Mobility ETF

iShares Self-Driving EV and Tech ETF

KraneShares Electric Vehicles & Future Mobility Index ETF

SmartETFs Smart Transportation & Technology ETF

As an ex-future mobility research analyst, I spent a lot of time looking at financial statements and there was very little to see. New entrants in the space had no revenues (and if they had revenues then they had no profitability) and there was very little proof that they would hit their targets.

Future Mobility ETFs: Rerouting the Auto Industry

Standard Lithium Ltd

Lithium stocks may be some of the most hated investments at the moment. However, that gives us even more reason to buy.

3 Lithium Stocks to Buy on the Dip: August 2024

AYRO

Blue Bird

Blink Charging

Bayerische Motoren Werke AG

BYD Company Limited

BYD Co Ltd

Envirotech Vehicles Inc

Ford Motor Company

Subaru Corp

Geely Automobile Holdings Ltd

General Motors

Canoo

GreenPower Motor Co.

Honda

Hyliion

Ideanomics Inc

Global electric car sales June 2024 up 15% YoY to 22% share. China sales up 23% to 49.9% share. Europe down 5% to 22% share. USA down 3.8% to 9.10%. EV market news - EU puts tariffs on China EVs. China doubles cash subsidies to replace ICE cars. U.S. EV sales reach new record in Q2 2024, up 11.3% YoY. EV company news - Tesla delays robotaxi event to October. JPMorgan hikes BYD's PT by more than 80% on outlook (to HKD 475). Volvo June electric car sales up 41%.

EV Company News For The Month Of July 2024

American Lithium Corp

Atlas Lithium Inc

Lithium prices are struggling at multi-year lows, forcing some miners to consider closing down mines and delaying projects. But I'd use that as a reason to buy beaten-down lithium stocks for the long term.

3 Lithium Stocks That Could Make Your Summer Unforgettable

Crisis has become an opportunity for beaten-down lithium stocks. For one, according to Exxon Mobil (NYSE: XOM ), “the world urgently needs more lithium than it's producing today.

7 Lithium Stocks to Buy Now: Q3 Edition

Electric Last Mile Solutions, Inc.

Alphabet

Global electric car sales in May 2024 are up 23% YoY to 20% share. China sales up 33% to 47% share. Europe is down 10% to 21% share. The USA is up 3.2% to 8.74%. EV market news - EVs pass a key measure of 'Price Parity' in the US. EU to slap tariffs of up to 48% on EV imports from China. EV company news - BYD is in final talks for a Mexico factory. Musk lays out his Tesla targets for Robotaxis & Optimus humanoid robots (~$30T combined).

EV Company News For The Month Of June 2024

CSOP FTSE China A50 ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

VanEck China Bond ETF

Global X China Consumer ETF

VanEck Vectors ChinaAMC SME-ChiNext ETF

iShares MSCI China A ETF

Invesco China Technology ETF

WisdomTree China ex-State-Owned Enterprises Fund

iShares MSCI China Small-Cap ETF

iShares MSCI Hong Kong ETF

iShares MSCI Taiwan ETF

First Trust China AlphaDEX Fund

Franklin FTSE China ETF

Franklin FTSE Hong Kong ETF

Franklin FTSE Taiwan ETF

iShares China Large-Cap ETF

ProShares UltraShort FTSE China 50

SPDR S&P China ETF

KraneShares MSCI All China Index ETF

KraneShares Bosera MSCI China A Share ETF

KraneShares CICC China 5G and Semiconductor Index ETF

Kraneshares MSCI China Environment Index ETF

KraneShares SSE STAR Market 50 Index ETF

KraneShares Hang Seng Tech Index ETF

KraneShares MSCI All China Health Care Index ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Invesco Golden Dragon China ETF

Rayliant Quantamental China Equity ETF

Franklin Templeton Dragon Fund

ProShares Ultra FTSE China 50

Direxion Daily FTSE China Bear 3X Shares

Direxion Daily FTSE China Bull 3X Shares

ProShares Short FTSE China 50

Concerns about “overcapacity” arise primarily for goods linked to high-wage jobs, not for low-wage industries like clothing or toys. China sees its success as a result of a system that blends state coordination with market forces.

Thinking Hard About The China Overproduction Narrative

Solid Power

With greater demand for electric vehicles, we're also seeing substantial demand for batteries and related battery stocks to buy.

If You Can Only Buy One Battery Stock in May, It Better Be One of These 3 Names

Lithium prices may finally be bottoming out, creating substantial opportunity for some of the world's top lithium stocks to buy. For one, Bank of America analyst Steven Byrne sees lithium prices averaging about $14,000 per metric ton, as noted by Barron's.

3 Lithium Stocks That Could Make You a Fortune (if You Dare)

Lithium prices may be bottoming out, creating a big opportunity for some of the top lithium stocks to buy now. For one, analysts at UBS and Goldman Sachs just cut their 2024 supply estimates by 33% and 26%, respectively, says Mining.com.

3 Lithium Stocks to Buy Now: Q2 Edition

Beaten-down lithium prices aren't sustainable. In fact, according to  The Wall Street Journal , prices have fallen too much to cover the cost of supply needed for electric vehicles (EVs).

7 Lithium Stocks to Buy on the Dip: April 2024

7 Lithium Stocks to Buy on the Dip: March 2024

iShares Lithium Miners and Producers ETF

Crisis will turn into an opportunity for lithium stocks. That's because supply issues are only temporary.

7 Lithium Stocks Ready for a Major Comeback

QuantumScape

Battery stocks may be one of the most boring opportunities out there. But with the world fighting to go green, demand makes these top battery stocks to buy must-haves.

The Top 3 Battery Stocks to Buy in March 2024

ALPS Clean Energy ETF

SPDR S&P Kensho Clean Power ETF

Optica Rare Earth & Critical Materials ETF

Global X CleanTech ETF

Proshares S&P Kensho Cleantech ETF

Global X Funds-Global X Disruptive Materials Etf

Fidelity Clean Energy ETF

VanEck Green Metals ETF

Defiance Next Gen H2 ETF

Direxion Hydrogen ETF

Global X Hydrogen ETF

iShares Global Clean Energy ETF

Invesco Global Clean Energy Portfolio

First Trust NASDAQ Clean Edge Green Energy Index Fund

Global X Solar ETF

VanEck Rare Earth/Strategic Metals ETF

Global X Renewable Energy Producers ETF

Trueshares Eagle Global Renewable Energy Income ETF

VanEck Low Carbon Energy ETF

Invesco Solar ETF

Volcon

WisdomTree Battery Value Chain and Innovation Fund

Global X Wind Energy ETF

Invesco MSCI Sustainable Future ETF

Investors who piled into clean energy themes the last few years are experiencing some performance pain this year, as we appear to be experiencing a detour on the road to the clean energy transition. Related themes have been hard hit this year due to a confluence of events.

A Detour on the Road to the Clean Energy Transition

Lithium carbonate spot prices were generally flat the past month. Lithium market news - Fastmarkets forecast a tentatively balanced lithium market in 2024. US moves to restore stockpiling ‘panic button' in EV metals fight with China. Lithium company news - Albemarle plans to reduce capital expenditures, costs to unlock >US$750M of cash flow. Tianqi Lithium issues large negative profit warning.

Lithium Miners News For The Month Of February 2024

Lithium prices have been crushed. But that'll happen with oversupplied markets, and lower demand for electric vehicles thanks to higher interest rates.

7 Top-Rated Lithium Stocks Wall Street Analysts Are Loving Now: January 2024

Microvast Holdings

With the world fighting to go green, battery stocks are becoming far more attractive. After all, batteries play an essential role in the world's move to renewable energy.

Q1's Rising Stars: 3 Battery Stocks for Your Must-Watch List

The Amplify Lithium & Battery Technology ETF focuses on companies involved in battery metals production, EVs, and battery technology and manufacturing. However, battery metals pricing is currently very weak, and the supply of key battery metals is expected to continue to outpace demand in 2024. Falling battery prices are good for consumers as EV prices are falling. But that is not good news for #2 holding Tesla, which has seen margins and earnings drop significantly.

BATT: Falling Metal Prices Great For EV Consumers, Headwind For ETF

Arrival Group

Fisker Inc

Global electric car sales Nov. 2023 up 31%YoY to 19% share. China sales up 39% to 42% share. Europe down 2% to 26% share. USA up 30.6% to 9.23% share. EV market news - Electric vehicle sales in US to hit record in 2023. U.S proposes Foreign Entity Of Concern ("FEOC") rules. Canada to ban ICE cars/trucks by 2035. EV company news - BYD Co hits target selling 3.01m units in 2023. Tesla expanding Giga Shanghai ready for $25,000 Model 2, confirms over 2m Cybertruck pre-orders, hits 1.8m target.

EV Company News For The Month Of December 2023

Honeywell

NextEra Energy

Panasonic Holdings Corp

The attractiveness of battery stocks cannot be overstated in today's quickly shifting industry. This sector, which is the backbone of the electrification revolution, is transforming sectors ranging from automotive to energy storage.

7 Battery Stocks to Make You the Millionaire Next Door: 2024 Edition

Livent Corp

Crisis became an opportunity for lithium stocks.  In fact, as I noted on Dec. 13 , “I'd use the temporary, excessive fear as an opportunity.

Best Lithium Stocks 2024: 7 to Add to Your Must-Buy List

Lithium chemical spot prices and spodumene prices were lower the past month and are now below the marginal cost of production. Lithium market news - China Futures Co. analyst, Zhang Weixin, forecasts lithium carbonate to bottom out between CNY80-90,000/t. Milei looks to cut costs for Argentina's miners in broader deregulation push. Lithium company news - SQM and Hancock enter into implementation deed with Azure Minerals. Livent and Allkem shareholders approve merger of equals, new company name to be Arcadium Lithium.

Lithium Miners News For The Month Of December 2023

Global X Artificial Intelligence & Technology ETF

Global X Cybersecurity ETF

Bitwise Web3 ETF

Roundhill Generative AI & Technology ETF

First Trust NASDAQ Cybersecurity ETF

Loncar Cancer Immunotherapy ETF

VanEck Video Gaming and eSports ETF

Amplify Cybersecurity ETF

iShares Genomics Immunology and Healthcare ETF

iShares Cybersecurity and Tech ETF

TrueShares Technology, AI and Deep Learning ETF

Roundhill Ball Metaverse ETF

MUSQ Global Music Industry ETF

Defiance Quantum ETF

ALPS Medical Breakthroughs ETF

Robo Global Artificial Intelligence ETF

SoFi Web 3 ETF

WisdomTree Cybersecurity Fund

Wisdomtree Artificial Intelligence And Innovation Fund

To use a holiday analogy, I have been checking lists and checking them twice to figure out which of next year's top disruptive investment themes are likely to be nice.

Disruptive Tech Theme of the Week: 7 Disruptive Themes for 2024

News for Amplify Lithium & Battery Technology ETF ETF (BATT)