Amplify Lithium & Battery Tech ETF

Legacy Capital Group Increases Holdings in Tesla

Neuberger Berman reduces holdings of Tesla, Brighton Jones increases holdings, James R. Murdoch sells

Gabelli Funds LLC Increases Stake in Freeport-McMoRan

Tesla holds test drive and product experience events in multiple European locations

CATL Invests in Songyan Dynamics Through CD Venture to Enter Robotics Sector

BYD releases 2026 Yangwang U3 flagship with second-generation Blade Battery, achieving over 1000km range

Tesla Wins Labor Dispute at German Factory

Market Analysis: Will soaring gas prices boost sales for Tesla and other EVs?

Tesla suspends Model 2 project, will launch a simplified version of Model Y instead

Tesla Semi truck's dedicated factory production line is revealed for the first time, entering the mass production preparation stage

BYD Launches 2026 Seal 06 EV Featuring New Flash Charging Technology

China Auto Dealers Association report shows Tesla models took the top three spots for 3-year resale value in pure EVs

Tesla's UK Vehicle Sales Plummet 37% Amid Rising Chinese EV Competition

Tesla expands its Megacharger network to support Semi trucks

Chilean journalist states a large number of buses in the country are made by BYD

Analysis suggests tight supply of 4th-gen LFP, the core material for BYD's new battery

Tesla's official account posts a photo from the Texas Gigafactory showing a golden, sci-fi-styled vehicle

BYD Announces International Patent Application for 'Charging and Discharging Control Method'

Tesla's Market Share in France and Norway Recovered with Registration Gains

BYD announces international patent application for 'Gas sensor, gas monitoring device, and vehicle'

Peraso

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

Decent

Edesa Biotech

Cre8 Enterprise - CL

AN2 Therapeutics

Day One Biopharmaceuticals

Epsium Enterprise

Silynxcom

Aptera Motors - B

515030

KARS

BATT

CARZ

DRIV

516110

516380

On Friday (March 6), the Bloomberg Electric Vehicle Price Return Index fell by 0.06%, closing at 3513.26 points, with a cumulative decline of 5.66% for the week

Wallstreetcn

Hua Xia CSI New Energy Vehicles ETF

KraneShares Electric Vehicle

First Trust S-Network Future Vehicles & Tech ETF

E Fund CSI Auto Components Thematic ETF

Global X Autonomous & Electric V

ChinaAMC CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

iShares Self-Driving EV&Tech ETF

HFT CSI Auto Components Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

GOLD

PICK

GoldHaven Resources Corp. highlights a supercycle in precious and critical metals, with gold prices soaring above $5,000 an ounce. The company is advancing its Magno Polymetallic Project in British Columbia, showcasing significant mineralization potential. A $2 million funding initiative aims to support exploration in 2026. Meanwhile, Lithium Americas reports progress on its Thacker Pass lithium project, nearing completion of detailed engineering and construction, with a focus on safety and efficiency. The overall mining sector is experiencing a resurgence, driven by rising metal prices and strategic government initiatives.

Baystreet

Lithium Americas

Gold.com

Newmont

Gold Resource

Kinross Gold

American Lithium

VanEck Junior Gold Miners ETF

Global X Lithium & Battery Tech

Roundhill Gold Miners Weeklypay ETF

Sprott JR Gold Miners ETF

ISHRS MSCI Glb Slct Met & Mining

iShares Gold Trust

SPDR S&P Mtls & Mng

VanEck Gold Miners ETF

iShares MSCI Global Gold Miners

Sprott GLD Miners Etf

SPDR Gold Shares

Sprott Active Gold & Silver Miners ETF

YieldMax Gold Miners Opt Inc Strgy ETF

Beyond Gold’s Safe Harbors: Critical Metals Also Fueling the Next Supercycle

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The Middle East conflict disrupts the global oil and gas market, and in extreme cases, oil prices could rise to $108 per barrel, pushing up inflation. Historically, surges in energy prices have often forced countries to pay higher fuel costs, but as solar and battery prices continue to decline, more and more countries are accelerating their transition to renewable energy. Analysts believe that if oil and gas supplies remain disrupted, global demand for clean technologies such as photovoltaics and batteries may further increase

- Media reports indicate that escalating attacks on energy infrastructure could drive crude oil prices to $108 per barrel, significantly fueling inflation and threatening recessions in some European economies.  
- In contrast to past crises, the decline in solar and battery prices offers new options for energy transition, notably in Europe, where solar installations have surged post the Ukraine conflict.  
- Analysts suggest that sustained disruptions in oil and gas supply may push consumers toward solar and battery technologies, with global solar installations hitting a record 655 GW last year.

GF CNI New Energy Vehicle Battery ETF

Huatai-PB CSI Photovoltaic Industry ETF

Ping An CSI Photovoltaic Industry ETF

E Fund CSI Photovoltaic Industry ETF

China Universal CSI Photovoltaic Industry ETF

Penghua SSE STAR New Energy ETF

Invesco Solar ETF

Yinhua CSI Photovoltaic Industry ETF

Global X Solar ETF

iShares S&P Global Clean Energy

GF CSI Photovoltaic faucet Leading 30 ETF

ChinaAMC Green Electricity ETF

China Universal CSI Battery Theme ETF

The energy crisis escalates, will the photovoltaic and battery industries become the biggest winners?

QCLN

IBAT

GRID

Past disruptions in the fossil fuel sector have historically led to significant growth in the solar and battery industries. Bloomberg highlighted how these disruptions have spurred innovation and investment in renewable energy technologies. The shift towards solar power and battery storage has been accelerated by the need for more sustainable and reliable energy sources. As fossil fuel markets face challenges, the renewable energy sector continues to expand, driven by technological advancements and increasing demand for cleaner energy solutions. This trend underscores the ongoing transition towards a more sustainable energy future.

CoinLive

First Trust Nasdaq Clean Edg Liquid Series

iShares Energy Storage & Materials ETF

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Fossil Fuel Disruptions Drive Growth in Solar and Battery Industries

URAA

URNM

METL

LITP

Australia and Canada have signed new agreements on critical minerals, aiming to diversify supply chains away from China. The G7 critical minerals alliance, led by Canada, seeks to secure global production. Both countries are significant producers of lithium, uranium, and iron ore, contributing to a third of global supply. Australia has allocated A$1.2 billion to build a critical minerals stockpile. The agreements also aim to enhance cooperation in defence, trade, and AI, reflecting the close ties between the two nations.

Reuters

Global X Uranium

Direxion Daily Uranium Industry Bull 2X Shares

Sprott Uranium Miners ETF

Sprott Active Metals & Miners ETF

Sprott Lithium Miners ETF

Australia, Canada sign new deals on critical minerals

A groundbreaking project in the American desert has uncovered one of the world's largest lithium reserves, heralding a potential 'white gold rush.' This development could position the U.S. as a leading battery producer, promising significant profit and job creation. However, it raises important discussions regarding environmental impacts and resource management, marking the onset of a new industrial era.

Uncovering America's lithium treasure: The next energy revolution

Global lithium demand could exceed 13 million tonnes by 2050, driven by the surge in electric vehicle (EV) demand, according to Wood Mackenzie's Energy Transition Outlook. The report warns that without significant investment, lithium shortages may begin as early as 2028. Research director Allan Pedersen emphasizes the urgency for the industry to act as governments push for Net Zero policies. The demand for lithium could range from 5.6 million tonnes to 13.2 million tonnes depending on the pace of the energy transition.

Electrek

SmartETFs Smart Transportation & Tech ETF

Ping An CSI Auto Components Thematic ETF

Lithium shortages could hit by 2028 as EV demand surges

China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook

marketscreener

China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook

Chinese companies are expanding lithium production in Zimbabwe by developing a third facility. This move is part of China's strategy to secure resources for its electric vehicle industry. The expansion highlights lithium's critical role in battery technology, essential for the transition to renewable energy and electric transportation. The new plant is set to strengthen Zimbabwe's position in the lithium market, attracting investment and improving its economic outlook.

Chinese Companies Expand Lithium Operations in Zimbabwe

The US Energy Information Administration (EIA) reports that renewable energy capacity, including solar, wind, and battery storage, is expected to increase by 62% in 2026 compared to 2025. This growth will ensure that these sources contribute nearly all net new generating capacity this year. In 2025, utility-scale solar generation grew by 34.5%, while small-scale solar increased by 11%, together accounting for approximately 9% of total US electricity generation, with solar now representing 33.46% of renewable energy generation.

E Fund CSI Green Power ETF

First Trust Global Wind Energy

Pwrs Wildh Clean Engy

EIA: 62% more renewable energy capacity is coming in 2026

Shares of lithium-related companies are trading lower amid a possible selloff. The commodity rallied yesterday after Zimbabwe's government suspended exports of raw materials, including lithium concentrates.

benzinga_article

The Green New Deal, also known as the Inflation Reduction Act of 2022, significantly boosted US manufacturing construction, tripling from 2021 to 2024. This legislation spurred investments in EV battery factories, solar projects, and cleantech initiatives. However, concerns arise as a potential Republican administration, led by Trump, may reverse these gains, leading to a decline in manufacturing construction spending. Historically, Republican policies have been perceived to harm the economy and the working class, raising questions about their impact on future economic growth.

- The Green New Deal, also known as the Inflation Reduction Act of 2022, has been touted as a significant reshoring initiative boosting U.S. blue-collar manufacturing jobs.  
- Following its implementation, manufacturing construction spending surged, roughly tripling from 2021 to 2024, driven by investments in EV battery and solar factories.  
- However, the potential for a Republican administration poses risks to this progress, as historical patterns suggest that such leadership could lead to a decline in manufacturing growth and negatively impact the economy.

cleantechnica

Spdr Select Indu

GF CSI All Share Power Public Service ETF

VG Industr

ISHRS S&P Glb Indus

Bosera CSI All Share Electric Utilities ETF

Biden’s Green New Deal Jacked Up Manufacturing Construction in USA, Trump Killing It

Goldman Sachs emphasized that the ban may only be lifted when mining companies fully comply with the Zimbabwe government's localization processing requirements. Historically, the cobalt export ban implemented by the Democratic Republic of the Congo in February 2025 ultimately evolved into an export quota system in October of the same year

- Zimbabwe has unexpectedly announced a comprehensive suspension of lithium ore and unprocessed mineral exports, reshaping global supply and price expectations for lithium.  
- This supply shock has led to a significant market reaction, with lithium carbonate futures surging 14%.  
- Zimbabwe's export ban, aimed at compelling local processing, will have major implications for global supply chains, particularly affecting China's lithium market, where it represents about 9.2% of the world's supply.

Goldman Sachs: Zimbabwe's lithium mine export ban is unlikely to be lifted soon, and lithium prices will "undoubtedly" reach new highs!

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Goldman analyst James McGeoch is eyeing a trading opportunity following Zimbabwe's immediate suspension of lithium concentrate and raw mineral exports to enforce local processing. This disruption, affecting a significant portion of global lithium supply, has already influenced Chinese lithium prices, which rose by 14% post-announcement. McGeoch notes that Zimbabwe's production accounts for about 10% of ex-China supply, and the ban will remain until miners comply with government regulations. He anticipates further price increases in the lithium market as a result of this development.

ZeroHedge

Snow Lake Resources

TIANQI LITHIUM

Ganfeng Lithium

GANFENGLITHIUM

Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade

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China's lithium price surged by over 6% following Zimbabwe's suspension of raw mineral exports, raising supply concerns amid increasing energy storage demand. The most traded lithium carbonate contract on the Guangzhou Futures Exchange reached 178,020 yuan ($26,043.45) per metric ton. Zimbabwe, Africa's largest lithium producer, halted exports immediately, impacting Chinese mining investments and contributing to a price rally since mid-2025.

GF CSI Rare Metals Theme ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China's lithium price soars after Zimbabwe suspends export

Amplify Lithium & Battery Tech ETF(BATT.US)

On Friday (March 6), the Bloomberg Electric Vehicle Price Return Index fell by 0.06%, closing at 3513.26 points, with a cumulative decline of 5.66% for the week

Beyond Gold’s Safe Harbors: Critical Metals Also Fueling the Next Supercycle

The energy crisis escalates, will the photovoltaic and battery industries become the biggest winners?

Fossil Fuel Disruptions Drive Growth in Solar and Battery Industries

Australia, Canada sign new deals on critical minerals