Norilsk Nickel focuses on battery materials: An opportunity for investors?

The Russian metal producer Norilsk Nickel is taking the next big step: The company plans to massively expand the production of battery materials to benefit from the globally rising demand for electric vehicles (EVs). With its vast reserves of nickel and cobalt, Norilsk Nickel already holds a key position in supplying the booming battery industry. However, with the announced expansion, the industry giant aims to further strengthen its market position – with a clear focus on the green revolution in the transportation sector.

The demand for electric vehicles is rising globally, driven by regulations, subsidies, and growing consumer environmental awareness. Forecasts suggest that the EV battery market will grow significantly by 2030. Battery materials like nickel and cobalt are essential for producing high-performance lithium-ion batteries, and this is where Norilsk Nickel comes in. Through investments in state-of-the-art production facilities and optimization of supply chains, the company aims to become an indispensable partner for the EV industry.

So why is this exciting for investors? On one hand, Norilsk Nickel directly benefits from the megatrend of electromobility, and on the other hand, the company's expansion opens up a potential growth market. In addition to environmental technology, Norilsk Nickel could also benefit from the increasing demand for raw materials in other industrial sectors, such as energy and infrastructure development.

For BRICS+ countries, there is a significant advantage here. Through the strong resource base in countries like Russia, Brazil, and South Africa, and technological progress in India and China, BRICS+ countries can expand their dominance in green technologies. This not only opens up opportunities for sustainable economic development but also for investors looking to invest early in these emerging markets.

Opportunities for investments in BRICS+ markets:

• Raw materials such as nickel, cobalt, and lithium are indispensable for the energy transition.

• The increasing cooperation within BRICS+ countries ensures stable trade flows.

• Infrastructure and technology projects offer exciting growth prospects.