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September 30th, 2025 | 07:20 CEST

Electric vehicles, batteries, wind power: How Volkswagen, Graphano Energy, and Nordex are winning at the energy transition poker game

  • Mining
  • graphite
  • BatteryMetals
  • renewableenergies
  • Energy
  • Wind
  • Electromobility
Photo credits: pixabay.com

The energy and mobility transformation is accelerating rapidly. Driven by regulatory requirements and technological leaps, a billion-dollar market is emerging that is breaking down traditional industry boundaries. The key lies in the symbiosis of clean energy, powerful storage, and electric transportation. In this ecosystem of the future, three specialized players are reshaping the value chain. Volkswagen is a giant in the automotive industry, Graphano Energy is an explorer of critical battery raw materials, and Nordex is a pioneer in wind power. Which companies will be the winners of this upheaval?

time to read: 4 minutes | Author: Armin Schulz
ISIN: VOLKSWAGEN AG VZO O.N. | DE0007664039 , Graphano Energy Ltd. | CA38867G2053 , NORDEX SE O.N. | DE000A0D6554

Table of contents:


    Volkswagen – Between electric drive and turbulence

    Volkswagen is in the midst of its transformation, which is currently not proceeding entirely according to plan. Although deliveries of fully electric vehicles rose sharply by 47% in the first half of the year, they only account for around 11% of total sales. This subdued demand in some regions is forcing the Company to take countermeasures. Production has been temporarily scaled back at the German electric vehicle sites in Zwickau and Emden. The goal is clear: to balance supply and demand and control inventories. For investors, this signals that the ramp-up of electric mobility is proving more bumpy than hoped.

    The Group's financial situation remains challenging. On the one hand, revenue reached the previous year's level of around EUR 158 billion, but on the other hand, operating profit slumped significantly in the first half of the year. It fell from EUR 10.0 billion in 2024 to EUR 6.7 billion this year. The reasons for this are increased US import tariffs, the burden of CO2 regulations, and currency effects. On a positive note, net liquidity in the automotive division remains solid at EUR 28.4 billion, providing a buffer for the challenges ahead. However, the negative net cash flow indicates increased pressure on short-term liquidity management.

    In response to the harsh market environment, Volkswagen is sharpening its strategy. The focus is increasingly on cost control and core business. The new T-Roc generation, which will be launched in November, is set to be an important driving force. At the same time, VW is working on the "Electric Urban Car Family," a platform for affordable city electric cars, in order to streamline its portfolio in the long term. This realignment shows that the group is trying to respond flexibly to market fluctuations without losing sight of its long-term electrification goals. The share is currently trading at EUR 91.92.

    Graphano Energy – Graphite player in pole position

    Demand for graphite, an essential component of lithium-ion batteries, is booming. While China has long dominated the market, Western countries are increasingly focusing on decoupled supply chains. This is precisely where Graphano Energy is cleverly positioning itself. The Company is focusing its activities entirely on the mining-friendly province of Quebec, which not only has first-class infrastructure and clean energy but also offers political stability. This combination of ideal geography and favorable geopolitical timing could give Graphano a real competitive advantage in becoming a relevant regional supplier.

    The focus is currently on the Black Pearl project, where an initial drilling campaign began in mid-September. The drilling aims to confirm and extend the promising mineralization with values of up to 17.9% graphite carbon (Cg) over 9 m, which has already been identified by surface sampling. The program covers approximately 600 m and targets kilometer-long conductive zones discovered through geophysical measurements. If the campaign is successful, Black Pearl could significantly increase the value of the Company's project portfolio.

    In addition to this new focus, Graphano is building on two other promising projects. The Lac Aux Bouleaux (LAB) project has an indicated resource of 690,000 t at 8.01% Cg and an inferred resource of 600,000 t at 6.74% Cg. The material can be processed directly at Northern Graphite's facility, and an agreement to this effect is in place. Its counterpart, the Standard Property project, has an indicated resource of 950,000 tonnes at 6.27% Cg and a higher-grade inferred resource of 980,000 tonnes at 7.16% Cg. Both deposits have already proven their suitability for battery production in metallurgical tests and form a solid basis for further development. The stock broke out to the upside in mid-July and is currently trading at CAD 0.20.

    Register for free to participate in the upcoming International Investment Forum (IIF) on October 8, 2025. ii-forum.com/speaker/dr-luisa-moreno-ceo-graphano-energy-ltd

    Nordex – Global expansion meets solid operations

    Nordex is currently demonstrating impressive expansion momentum. The Company has recently secured several strategically valuable orders in new markets in quick succession. A Spanish energy producer has placed its first order for the new N175/6.X turbine generation, a prestigious project that underscores Nordex's technological leadership. Even more significant is the first major order from Ecuador, which will practically double the country's wind power capacity. Together with another major project for Mercedes-Benz in Germany, Nordex is impressively demonstrating its growing international reach and ability to succeed in a wide variety of markets.

    Operational performance underpins this success. In the second quarter, order intake rose sharply, reflecting continued high global demand. However, the decisive factor is improved profitability: EBITDA jumped significantly, with the margin climbing to an impressive 5.8%. This shows that the Company can maintain its prices and increase efficiency despite fierce competition. The long-term service contracts that accompany many projects are particularly valuable, guaranteeing steady income regardless of new business.

    Financially, Nordex is on a solid footing. Its cash reserves are substantial, and free cash flow has recently been clearly positive. This financial leeway is crucial for driving expansion forward and investing in new technologies. The majority of analysts are therefore optimistic about the future. The latest price targets range between EUR 22.50 and EUR 26.00. They expect Nordex to benefit from global political initiatives for the energy transition and to further increase its margins in the medium term. The course for sustainable growth appears to have been set. The share is currently available for purchase at EUR 21.84.


    The energy transition is creating winners along the entire value chain, but the paths are varying in difficulty. Volkswagen is navigating the turbulent markets with operational setbacks and a strategic focus on cost control and affordable electric vehicles. Graphano Energy is benefiting from the boom in graphite, a raw material used in batteries, and could become an important regional supplier with its projects in Quebec. Nordex, on the other hand, shines with solid operational performance, global expansion momentum, and improved margins, laying the foundation for sustainable growth in wind power.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author



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