One in four new cars registered in Germany in May was equipped with a purely electric powertrain. That amounted to just under 60,000 vehicles and a year-over-year increase of more than 39 percent. In March, the number of new electric car registrations even exceeded 70,000 (about 66 percent more than in March 2025). Subsidies for the purchase and leasing of electric cars are back, with up to 6,000 euros available. As Renault CEO Francois Provost recently explained, demand for electric vehicles is outpacing capacity. It is the high fuel prices that are driving this boom.

Electric mobility is proving particularly valuable in the war in Ukraine. Electric motorcycles are among the most valuable vehicles, as they can reach even hard-to-access areas and are quiet and efficient. The battery packs can be swapped out on-site, according to the Ukrainian Ministry of Defense. In any case, electric mobility only works with the necessary raw materials. This is closely linked to geopolitical dependencies and the dominant position of certain global companies.

For essential and critical raw materials such as cobalt, nickel, graphite, or lithium, deposits are unevenly distributed worldwide. Demand for these raw materials is rising sharply, and at the same time, geopolitical tensions exist. China is leading the way. China dominates the market in mining, processing, and refining. The U.S. is also making targeted investments to secure the necessary raw materials.

Aurania Resources – https://www.commodity-tv.com/ondemand/companies/profil/aurania-resources-ltd/ – focuses on precious metals and critical energy raw materials in Europe, specifically in Italy (nickel, cobalt, iron, copper, and chromium) and France. There, the company has also added three new exploration licenses (gold, polymetallic metals) through a subsidiary. The nickel-cobalt project in northern Italy is impressing with the latest drill results, which show promising nickel, cobalt, and copper values. In Iceland, Aurania Resources is involved in a gold project.

Canada Nickel Company – https://www.commodity-tv.com/ondemand/companies/profil/canada-nickel-company-inc/ – holds nickel and cobalt reserves in its Crawford project in Ontario (ranked second in the Fraser ranking). With the approval of this project, the company has achieved a significant milestone in terms of environmental sustainability. According to the Canadian government, this is a project of strategic importance. A private placement has injected fresh capital into the company’s coffers. Together with GeoRedox, the company will work on the first stimulated geological hydrogen drilling in the project.

Current company information and press releases from Canada Nickel Company (- https://www.resource-capital.ch/de/unternehmen/canada-nickel-company-inc/ -) and Aurania Resources (- https://www.resource-capital.ch/de/unternehmen/aurania-resources-ltd/ -).

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-2025-04/.

Sources: Canada Nickel Company, Aurania Resources,

https://www.n-tv.de/ticker/Renault-Chef-Nachfrage-nach-E-Autos-uebersteigt-Kapazitaeten-Boom-wegen-hoher-Spritpreise-id30950881.html;

https://www.golem.de/news/elektromotorrad-wolfstorm-lautlos-an-die-front-2606-209589.html;

https://www.t-online.de/mobilitaet/aktuelles/id_101281632/auto-zulassungen-laut-kba-war-jedes-vierte-neue-auto-im-mai-elektrisch.html;

https://www.elektroauto-news.net/news/te-europa-autonomie-rohstoff-abhaengig;

https://www.resource-capital.ch/de/reports/ansicht/batteriemetall-report-2025-04/.

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