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Commented by Carsten Mainitz on June 19th, 2026 | 08:40 CEST

Copper Is Hot! Analysts See Nearly 200% Upside for Power Metallic Mines – How Severe Is the Impact on BMW and BYD?

  • PGMs
  • Copper
  • Electrification
  • Electromobility

More and more studies are warning of a massive future copper shortage. Forecasts are becoming increasingly alarming, to the point where the International Energy Agency's estimate of a 5.9-million-ton supply gap by 2030 already appears conservative. Building a mine takes 15 to 20 years, and supply is struggling to keep pace with rapidly growing demand. The expansion of modern power grids, the rapid growth of data centers, AI, and the ongoing shift toward electric mobility are exacerbating the situation. This is already evident in the record-high prices of this industrial metal. While automakers such as BMW and BYD face increasing cost pressures, Power Metallic Mines appears to be on the winning side. The Canadian company controls one of the largest polymetallic deposits in North America, characterized by high-grade copper mineralization and first-class metallurgy. According to analysts, the shares could nearly triple in value in the future.

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Commented by André Will-Laudien on June 18th, 2026 | 07:50 CEST

Gold and Critical Metals in Buy Mode: In the Fast Lane with Barrick, BYD, VW, and North Arrow Minerals!

  • Mining
  • Gold
  • Commodities
  • Electromobility
  • Copper
  • Africa

When it comes to critical metals and gold, Africa is a sought-after continent among investors. West Africa, in particular, has developed into one of the world's most significant gold-producing regions over the past two decades, with Barrick Mining—through its mines in Mali—playing a key role in unlocking the region's enormous geological potential. Deposits such as Loulo-Gounkoto are now among the company's most productive gold mines and impressively demonstrate the value that can be created when promising greenstone belts are systematically explored and developed. Barrick's success story also illustrates that many of today's major gold discoveries are no longer being made in traditional mining regions, but rather in areas that have seen little exploration. This realization is bringing the South African country of Botswana into the spotlight of global metals strategists. The politically stable country not only possesses significant deposits of critical metals such as copper, nickel, and rare battery metals, but also harbours geological structures comparable to the productive gold belts of West Africa. Investors are taking notice.

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Commented by Fabian Lorenz on June 16th, 2026 | 08:05 CEST

BYD in Formula 1? Defence and drone ambitions at Daimler Truck, Mercedes, and HPQ Silicon

  • Silicon
  • Batteries
  • BatteryMetals
  • Hydrogen
  • Trucks
  • Drones
  • Defense
  • Electromobility

Watch out for BYD! Is the Chinese electric vehicle manufacturer spreading itself too thin? In its home market, the price war is causing profits to plummet. At the same time, the company is lagging behind its own goals in its European expansion. There are problems in Turkey, the fast-charging network will cost billions, and whether the rumoured entry into Formula 1 makes sense is open to debate. In that light, HPQ Silicon's expansion seems more logical. After the company's new battery generation already impressed in drone tests, it has now unveiled an entire drone propulsion system with partner Novacium at Eurosatory 2026 in Paris. Daimler Truck and Mercedes are now also eyeing the defence sector. Will drones soon be taking off from the roof of the G-Class?

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Commented by Tarik Dede on June 16th, 2026 | 08:00 CEST

Electric Vehicle Sales Are Booming: Taking a Closer Look at Albemarle, Rock Tech Lithium and BYD

  • Lithium
  • BatteryMetals
  • Electromobility

The electric vehicle market is booming and may have received an additional boost from the conflict in the Persian Gulf. However, the global picture remains mixed. The strongest growth is taking place in the world's largest automotive market: China. There, the electrification rate has now surpassed the 50% threshold. More than one in two newly registered vehicles in the country is a plug-in. EV growth of 10-15% is forecast for this year. Germany, the world's third-largest automotive market, has also returned to a dynamic growth path following a weak 2024. Sales figures for 2025 stood at more than half a million electric vehicles. If plug-in hybrids are included, total sales exceed 800,000 units, representing an increase of over 40%. The United States, the world's second-largest automotive market, remains the exception, showing weaker development, largely due to political headwinds from Washington. The share of newly sold electric vehicles in the overall market there is estimated at just 7%-8%. Globally, however, battery-powered vehicles remain on the fast track to success, accounting for roughly 25% of the market. In addition, a new sales record was reached in 2025, with more than 20 million electric vehicles sold worldwide, up 20% year over year. This momentum is reason enough to take another look at attractive stocks in the sector. Today, we examine the shares of Albemarle, Rock Tech Lithium, and BYD.

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Commented by Armin Schulz on June 16th, 2026 | 07:35 CEST

How to Capitalize on the Billion-Dollar Market for Zero-Emission Commercial Vehicles with BYD, Pure One, and Plug Power

  • Hydrogen
  • cleantech
  • Electromobility
  • Fuelcells
  • greenhydrogen
  • ZeroEmission

In late December 2026, DACHSER will become the first customer worldwide to put the Mercedes-Benz NextGenH2 truck, powered by liquid hydrogen, on the road. At the same time, WattEV in California ordered 370 Tesla Semis—the largest single purchase of electric trucks in the state. And in April 2026, Pure One delivered two 32-ton hydrogen-powered concrete mixers to Heidelberg Materials for acceptance. These three announcements from recent weeks prove that the zero-emission commercial vehicle market is taking off. This is precisely where BYD, Pure One, and Plug Power are positioning themselves with different but highly profitable strategies.

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Commented by Stefan Feulner on June 12th, 2026 | 07:10 CEST

BYD, Standard Uranium, FuelCell Energy: The Battle for Electricity Creates New Stock Market Stars

  • Mining
  • Uranium
  • Energy
  • renewableenergy
  • Electromobility
  • Fuelcells

Global electricity demand is rising rapidly. AI data centers, electric mobility, and the electrification of industry are driving investment in alternative energy to record levels. Several future-oriented industries are benefiting from this: hydrogen and fuel cell technologies could play a key role in energy supply, while the renaissance of nuclear energy is ushering in a new phase of growth for the uranium market. At the same time, the global electric vehicle boom is driving sustained high demand for innovative mobility solutions.

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Commented by Armin Schulz on June 4th, 2026 | 07:40 CEST

BYD, Power Metallic Mines, Intel: Electric Vehicles and AI Data Centers Are Driving a Copper Crisis

  • Mining
  • PGMs
  • PGEs
  • Copper
  • Electromobility
  • AI

The future runs on electricity, relies on AI, and is being held back by an unassuming metal. Copper, the "red gold" of the energy transition, is becoming a bottleneck. While data centers for language models and autonomous fleets are ramping up their capacity, the supply from mines is drying up. The London Metal Exchange recently reported a 150,000-ton deficit, a reversal of 350,000 tons within a year. Those who do not rethink their strategy now will miss out on the biggest redistribution since the oil shock. We are therefore taking a closer look at BYD as a representative of electric vehicle manufacturers, Power Metallic Mines with its polymetallic deposit rich in copper, and Intel as an indirect consumer of copper through its AI infrastructure.

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Commented by Matthias Schomber on June 3rd, 2026 | 07:45 CEST

Event and EV Giants, Plus Methane Hunter: Why Zefiro Methane Could Be the Most Exciting Play Alongside CTS Eventim and BYD!

  • methane
  • OrphanWells
  • Electromobility
  • Events

The German economy is sending surprisingly positive signals at the beginning of June 2026. The DAX is advancing strongly, pushing above the 25,250-point level, while the euro is also showing strength, trading above 1.16 against the US dollar. In this supportive market environment, investor sentiment has turned notably positive. Against this backdrop, CTS Eventim is entering a strong rebound phase after a record quarter, while Chinese automotive giant BYD is finally reporting a meaningful recovery in sales momentum. However, while much of the market continues to channel capital into well-known large-cap names, a more dynamic breakout candidate is also emerging. The US environmental technology company Zefiro Methane Corp. is seeking to accelerate its expansion through fleet upgrades and personnel developments, aiming to strengthen its position in methane mitigation services. From a technical perspective, the stock may soon generate a catalyst capable of pushing it through key resistance levels.

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Commented by Carsten Mainitz on June 3rd, 2026 | 07:35 CEST

The Future of Mobility: Why There Will Not Be Just One Winner – dynaCERT, BYD and Nel in Focus

  • Hydrogen
  • cleantech
  • Electromobility
  • Batteries
  • renewableenergy

High oil prices are accelerating the adoption of electric vehicles. Nevertheless, market realities, infrastructure constraints, and economic considerations all point to a future in which multiple propulsion technologies coexist. The classic diesel engine is far from obsolete. In heavy-duty transportation, mining, agriculture, and power generation, it is likely to remain indispensable for the foreseeable future. At the same time, bridge technologies are gaining importance. Here, the cleantech company dynaCERT stands out. The Canadian company's innovative retrofit solution uses hydrogen-assisted technology to improve the efficiency of existing diesel fleets while reducing emissions. BYD has established itself as a dominant force in the electric vehicle industry but continues to face intense price competition in its home market, China. Next year, the company plans to launch a new generation of battery technology. Meanwhile, hydrogen pioneer Nel aims to set new cost benchmarks for the industry, potentially strengthening its competitive position in the rapidly evolving hydrogen market. Against the backdrop of multiple competing mobility solutions, which company is best positioned to come out ahead?

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Commented by Stefan Feulner on June 1st, 2026 | 07:05 CEST

ITM Power, Pure One, BYD: Green Technologies Poised for Explosive Growth

  • Hydrogen
  • cleantech
  • GreenTech
  • Electromobility

The global mobility and energy sector is on the verge of a massive transformation. While AI data centers and geopolitical tensions are driving a surge in demand for alternative energy sources, entirely new markets are emerging around hydrogen, electric mobility, and zero-emission commercial vehicles. Governments are funding billion-dollar programs for green infrastructure, while companies are seeking solutions for sectors that are difficult to electrify, such as heavy-duty transport, logistics, and industry. Particularly exciting: New battery swap systems, synthetic fuels, and highly efficient hydrogen technologies could be among the biggest winners of global decarbonization in the coming years. At the same time, the price war in the electric vehicle sector is intensifying the pressure to innovate and opening up enormous growth opportunities for technologically strong providers.

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