Zinc and Hydrogen: A Powerful Team

Advertisement – This article is distributed on behalf of Sibanye-Stillwater Ltd. and Blue Moon Metals Inc., with whom SRC swiss resource capital AG maintains paid IR advisory agreements · Publisher: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: June 4, 2026, 2:40 p.m. Zurich/Berlin ·

Time and again, inventions emerge that can be useful for energy supply and beneficial for reducing emissions. The inventors store excess energy from solar and wind farms in zinc. This can then be used to produce hydrogen, which can be fed directly into a hydrogen grid. This achieves flexibility and climate neutrality. Power generation does not have to coincide with power consumption. Normally, hydrogen storage systems use gas; in this novel battery, the energy is stored in solid zinc.

Zinc is in demand by the automotive industry, the electronics sector, and the construction industry. The bluish-white metal is familiar from the galvanization of steel and iron as well as from rain gutters. It is essential for living organisms. Economic development, in particular, influences demand for the metal. Most zinc comes from China, Australia, and Peru, followed by India, Mexico, and the U.S. Since the beginning of the year, China has produced five percent more zinc than in the previous year. Demand for zinc is rising in emerging markets, and zinc-based batteries could also boost demand. New zinc projects are subject to strict environmental regulations.

Hydrogen is increasingly coming into focus as part of the climate transition. Hydrogen fuel cell technology is particularly interesting when it comes to long ranges and high power, such as in the transportation sector, for drones, in rail and maritime transport, and in aviation. According to forecasts, the annual growth rate of the market for fuel cell systems is expected to reach about 35 percent by 2040. So it’s time to take a look at relevant mining companies.

Sibanye-Stillwater (- https://www.commodity-tv.com/ondemand/companies/profil/sibanye-stillwater-ltd/ -) is one of the major producers of gold and platinum group metals and operates on five continents. Its projects are located in the U.S. and South Africa. Battery metals such as nickel, chromium, copper, and cobalt, as well as recycling, are also part of the business. South African gold operations have become more profitable due to high gold prices.

Blue Moon Metals (- https://www.commodity-tv.com/ondemand/companies/profil/blue-moon-metals-inc/ -) owns five polymetallic brownfield projects, including the Nussir copper-gold-silver project and the NSG copper-zinc-gold-silver project in Norway. In the U.S., the company owns the Blue Moon zinc-gold-silver-copper project, the Springer tungsten-molybdenum project, and the Apex germanium-gallium-copper project. All projects are strategically located and have existing infrastructure. The investment decision to proceed with construction has been made for the Nussir project.

Current company information and press releases from Sibanye-Stillwater (-  https://www.resource-capital.ch/de/unternehmen/sibanye-stillwater-ltd/ -) and Blue Moon Metals (- https://www.resource-capital.ch/de/unternehmen/blue-moon-metals-inc/ -).

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/

and in our new Precious Metals Report at the following link: https://www.resource-capital.ch/de/reports/ansicht/edelmetall-report-2025-04/.

Sources: Blue Moon Metals, Sibanye-Stillwater,

https://www.sneresearch.com/kr/business/report_view/262/page/0#ac_id;

https://www.edelmetalle.de/zinkpreis?zeitraum=jahr&waehrung=euro&stk=t;

https://www.chip.de/news/Mit-voller-Absicht-Deshalb-bauen-Deutsche-die-schlechteste-Batterie-der-Welt_186046732.html;

https://www.indexmundi.com/minerals/?product=zinc;

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

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

Pursuant to Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of the Market Abuse Regulation (MAR) (Regulation (EU) 2016/958), we hereby note that authors, employees, and affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in the issuers discussed. Compensation/Relationship: IR contracts/advertorials: Author’s own positions: none; SRC net position: less than 0.5%; Issuer’s stake in SRC ≥ 5%: no. Update Policy: No obligation to update. No guarantee regarding the translation into German. Only the English version of this news release is valid.

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