BYD, Benton Resources, Nordex – Copper Boom: The hidden treasure of the greentech industry

BYD – Setting the future course

BYD is currently enjoying a great deal of attention, fueled by the announcement that it will be integrating a self-developed driver assistance system called "God's Eye" into all of its vehicle models, including low-priced small vehicles. According to industry experts, this step is groundbreaking, as such functions are usually reserved for more expensive models. The technology includes highway navigation via autopilot as well as automatic parking, which positions the brand as a pioneer in the field of affordable electric vehicles. In addition, the integration of AI-based language models promises an optimized user experience. This package of measures gives the Company a boost in innovation while also putting pressure on the competition.

Given this development, several analysts, including HSBC and UOB-Kay Hian, raised their price forecasts for BYD. The new target of HKD 389 and HKD 410, respectively, is a testament to the analysts' high level of confidence in the Company's growth potential. Observers particularly praise the courage to make innovative technologies accessible in the entry-level segment. BYD can serve a wide range of market needs thanks to this broad product range, which extends from small vehicles to premium off-roaders. This in turn supports the revenue and profit forecasts and lifts the stock to new highs on the market.

A glance at the latest sales figures underscores BYD's ambition to remain at the forefront of the industry, even by international standards. The Company has increased its global deliveries in recent years, even challenging top dogs like Tesla. Although BYD's valuation is still significantly lower than that of its US competitor, experts believe that further price increases are realistic. Current investments in research and development are strengthening the technology pipeline and securing long-term growth. This is an exciting opportunity for investors to benefit from BYD's expansion course. However, one should wait for a setback before investing. The stock is currently trading at EUR 45.37.

Benton Resources - Exploration success and strategic positioning

Benton Resources is an explorer active in the Canadian mining region of Newfoundland. The Great Burnt project, a centerpiece of the portfolio, boasts high-grade copper deposits with up to 10.02% copper over 15 m, gold discoveries of up to 2.94 g/t over 74 m, and silver of 5.51 g/t. Indicated resources to date include 667,000 tons grading 3.21% copper and contain several untested zones of zinc and nickel. In addition, there are 482,000 t of inferred resources with a copper content of 2.35%. The Company holds 70% of the project and is the operator. The other 30% is owned by Homeland Nickel Inc. Infrastructure advantages such as public roads, and nearby power supply underlines the feasibility.

So far, the current drilling program has comprised 2,370 m and has examined several new target areas. Based on the results, Benton Resources was able to announce the expansion of the "Main Zone" to a strike length of 950 m. Geophysical surveys are currently being conducted to detect massive sulphide zones at depth. A total of 15,000 m of drilling is planned for 2025 to expand existing zones and test new targets. With a 25-kilometre mineralized structure, the upside potential remains considerable. The South Pond copper-gold project also boasts copper grades of 5.67% and 5.03 g/t gold and shows potential.

January 20 was the deadline for shareholders who wanted to benefit from the spin-out of the Vinland Lithium project. In addition to copper and lithium, the Company is focusing on gold. At the Dominion Lake project, new gold veins of up to 4.6 g/t have been discovered. The Company also holds 24.6 million shares in Clean Air Metals and a 0.5% net smelter royalty on the Thunder Bay North project. The latter could move closer to production with a planned bulk sample. With CAD 4.5 million in cash and government funding, Benton Resources is well positioned. The stock is available for CAD 0.085.

Nordex - Political decisions and industry pressure

The German Wind Energy Association (BWE) and IG Metall are calling on the future government to consistently continue the expansion of wind power before the parliamentary elections. With a 59% share of electricity generation in 2024, renewables are central to security of supply – wind energy alone provided 138 TWh. However, critical statements from some politicians, such as the AfD's call for the demolition of wind turbines, are creating uncertainty. In contrast, the German metalworkers' union IG Metall emphasizes the sector's economic importance: more than 400,000 jobs already depend on it, and the trend is rising. A clear framework and reforms of the electricity market remain central demands.

Nordex was recently able to report historic successes. Orders for 8.3 gigawatts (GW) were received in 2024 – an increase of 13%. Europe, in particular, drove demand, but there were also major projects in Canada. At the same time, service quality increased: long-term maintenance contracts for 1,500 turbines and the 4th victory in the BWE service survey underline customer satisfaction. The share price reacted with gains, and Jefferies reaffirmed a target price of EUR 18. Nevertheless, the margin development remains a weak point, which still makes long-term investors hesitant.

Nevertheless, the Company has so far managed to avoid the adverse conditions. New markets such as Turkey, where 120 GW of green electricity are planned by 2035, and technical innovations – such as hybrid towers with 179 m hub height – are strengthening the position. However, external risks such as US policy under Donald Trump, who is attacking the industry, could dampen sentiment. In addition, the Company has made internal changes, with Chief Sales Officer Patxi Landa moving into a more strategic role. The share price has been moving sideways for some time and is currently trading at EUR 11.26. After the German parliamentary elections, the share price is likely to move.

The energy transition is not an abstract goal but a puzzle of innovation, resources, and political will. BYD is setting new standards in e-mobility with AI-based driver assistance systems, making premium technology suitable for the masses. Benton Resources secures the raw material base for green technologies through strategic exploration of copper, nickel, zinc, and gold, while its lithium spin-off generates additional value for shareholders. Nordex, on the other hand, proves that wind power has a right to exist despite political uncertainties, thanks to record orders and service excellence.