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Commented by Matthias Schomber on July 10th, 2026 | 07:20 CEST

Missiles in the Middle East! War Fears Push Oil Prices Higher, Xiaomi and BYD Battle for Market Share – Is This dynaCERT's Moment?

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Electromobility
  • geopolitics

The global geopolitical situation remains tense. The ceasefire between the United States and Iran has effectively collapsed. The night before last, US forces once again struck around 90 targets in Iran, and Tehran responded with attacks on US bases in Bahrain and Kuwait. The Strait of Hormuz, one of the world's most important oil transport routes, is once again nearly at a standstill, and oil prices are rising noticeably. Amid this tense environment, a power struggle of its own is raging on the stock markets. While Asian heavyweights like Xiaomi and BYD are poaching customers from one another in a ruthless price war, investors are also turning their attention to smaller companies that could benefit from rising oil prices. One such company is Canadian cleantech firm dynaCERT, whose emissions-reduction technology appears well aligned with current market trends. From a technical perspective, the stock is also approaching an important inflection point. Today, we take a closer look at three very different stocks: BYD, Xiaomi, and dynaCERT.

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Commented by Armin Schulz on July 8th, 2026 | 07:20 CEST

The Underrated Return Pillar: BYD, Rock Tech Lithium and Mercedes-Benz – Lithium Storage Boom Opening Up Opportunities

  • Lithium
  • Batteries
  • BatteryMetals
  • Electromobility
  • Automotive

Green electromobility is technically ready to go, yet the true Achilles' heel of the electric revolution lies not on the road but in the raw-material supply. While politicians speak of sovereignty, the market is grappling with exploding demand for battery raw materials. This situation is amplified by energy storage for power grids. Anyone who now grasps the bigger picture recognizes the decisive shift in power in the global race between Chinese dominance and the West's drive for independence. This is exactly where the e-car giant BYD, the emerging lithium producer Rock Tech Lithium and the traditional group Mercedes-Benz come in, with opposing but equally trailblazing strategies.

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Commented by Carsten Mainitz on July 7th, 2026 | 07:40 CEST

Disruption at the Core of Big Tech and EVs – How HPQ Silicon Could Shape Micron and BYD

  • Silicon
  • Batteries
  • BatteryMetals
  • Hydrogen
  • greenhydrogen
  • cleantech
  • Electromobility

The future of artificial intelligence infrastructure and electric mobility will not be determined by software alone. Both megatrends are increasingly encountering physical limitations that require breakthroughs in materials science rather than in computing power. In the battery industry, conventional graphite anodes are emerging as a bottleneck for further improvements in energy density and charging performance. At the same time, the semiconductor industry is searching for the next generation of materials to enable faster, more efficient chip architectures as traditional scaling approaches reach their limits. The solution to both challenges lies in the same element: silicon. This is precisely where HPQ Silicon has positioned itself. The Canadian company is developing technologies that could play a key role in the production of high-purity silicon and advanced silicon-based materials, offering disruptive potential across multiple industries, from semiconductors to next-generation batteries.

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Commented by André Will-Laudien on July 6th, 2026 | 07:25 CEST

Crash? No Thanks: The Auto Sector Ahead of a Turnaround! 133% with BYD, VW, North Arrow Minerals and BMW

  • Gold
  • Africa
  • Copper
  • Electromobility
  • Automotive

In recent months, hardly any other sector on the stock market has managed to become as unpopular as the automotive sector. Margin battles and restructurings, including mass layoffs, are making the rounds across Europe. This downward trend stems primarily from structural overcapacity and mistimed ramp-up of electromobility. Now the German kings of the combustion engine are facing the aggressive market entry of state-subsidized Chinese competitors. European manufacturers, in particular, are thus caught in a fatal pincer crisis of falling sales and rising investment costs. Analysts therefore predominantly rate the traditional business models of the OEMs as risky and are lowering their future expectations. Institutional investors are abruptly shifting their portfolios into less cyclical, higher-margin growth sectors. The result: the broad European auto index lost around 12% over the last 12 months, with individual manufacturers down as much as 17 to 37%. Is there still hope for the titans on 4 wheels?

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Commented by Armin Schulz on July 1st, 2026 | 07:35 CEST

The Battery Industry in Flux: Why HPQ Silicon, BASF, and BYD Are Well-Positioned

  • Silicon
  • Batteries
  • BatteryMetals
  • Electromobility
  • Hydrogen

The battery industry is undergoing a fundamental transformation. The era of rhetoric focused solely on unit volume and range is giving way to a new sense of realism. The focus is now on the hard facts of raw material security, process stability, and cost efficiency. After all, true industrial leadership stems not solely from vision, but from mastery of scaling and the supply chain. In this environment, the players who translate technological innovations into commercial realities are gaining the upper hand. This shift in value creation makes the trio of HPQ Silicon, BASF, and BYD an exciting one in the market.

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Commented by Nico Popp on June 30th, 2026 | 07:05 CEST

For Industry, It Is a Matter of Survival: thyssenkrupp Under Pressure, BYD With Advantages - Can Strategic Resources Provide the Rescue?

  • VTM
  • ironore
  • GreenSteel
  • Electromobility
  • CriticalMetals

Many long-established industrial companies are facing intense pressure: their business models are undergoing structural change, supply chains are being reorganized, and international competition is increasing. European heavy industry, in particular, is at a turning point, as higher energy costs in Europe, especially in Germany, and stricter decarbonization requirements force companies to adapt their production processes. At the same time, Asian technology groups are pushing aggressively into global markets, often with fully vertically integrated structures and clear advantages in the race for raw materials. This is placing immense pressure on traditional European companies to restructure and innovate. We examine the overall situation and highlight potential opportunities for investors.

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Commented by André Will-Laudien on June 26th, 2026 | 07:55 CEST

Battery Boom 3.0: The Future Is 100% Electric! VW, BYD, Stellantis, and HPQ Silicon at the Eye of the Storm

  • Silicon
  • Batteries
  • Hydrogen
  • cleantech
  • Electromobility

Things are a bit bumpy on the stock market right now. While the high-tech sector is now showing clear signs of slowing down, chip stocks—led by Micron and AMD—are really stepping on the gas again. At the heart of this are massive investments in data centers and new AI infrastructure. This is putting the spotlight on companies whose innovative ideas have the potential to disrupt an entire sector. One example is HPQ Silicon, which addresses several critical areas for future energy and industrial value creation. For VW, BYD, and Stellantis, too, the focus has long since shifted from mere market share to dominance in the global battery race. For the automotive industry, the challenges of the moment could not be greater. After all, they need reliable access to raw materials and strong end markets. Ultimately, however, success is determined by the often fickle consumer. Investors, too, have always been highly selective in their choices. We reveal a few criteria for separating the winners from the rest.

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Commented by Matthias Schomber on June 26th, 2026 | 07:25 CEST

SAP Testing the Waters, BYD On the Offensive, and MustGrow Biologics Raises Fresh Capital - Is a Rebound on the Horizon?

  • Agriculture
  • mustard
  • agritech
  • biologicals
  • Electromobility
  • Investments
  • Software

Created and published on behalf of MustGrow Biologics Corp.

The winds across global equity markets have grown noticeably stronger, bringing sharp moves in both directions. Technology and automotive giants that have long been accustomed to success are feeling the full force of this turbulence. Faced with declining share prices and geopolitical uncertainty, investors are increasingly looking beyond the mainstream for fresh opportunities. While companies such as SAP and BYD are fighting to defend their lofty valuations, intriguing second-tier players are quietly positioning themselves for growth. This raises a legitimate question: should investors allocate capital into "fallen angels" such as SAP and BYD, or focus on lesser-known growth stories with potentially greater upside? We examine the current market environment and take a closer look at three very different companies. Discover why software heavyweight SAP and electric vehicle pioneer BYD are facing challenges, and why Canadian agtech company MustGrow Biologics could be approaching a breakout. One thing is certain: the stage is set for an exciting summer in the markets.

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Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST

Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus

  • Lithium
  • Electromobility
  • Batteries

Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!

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Commented by Matthias Schomber on June 22nd, 2026 | 06:55 CEST

Price Catastrophe and Despair at SAP and BYD - Almonty Industries On the Verge of a Technical Breakout

  • Mining
  • Tungsten
  • Defense
  • Electromobility
  • Software
  • AI
  • CriticalMetals

The stock market is currently facing challenging times, with SAP and BYD among the companies struggling with significant internal and external headwinds. Investors are struggling to maintain their composure regarding software giant SAP after negative industry news pushed the share price to a multi-year low. A sense of crisis also prevails at Chinese automaker BYD, as declining sales and looming EU punitive tariffs weigh heavily on its operations. However, the picture is quite different beyond these two stocks in the critical raw materials sector. Here, Almonty Industries positions itself as a reliable and emerging player in an increasingly geopolitically uncertain world. With foresight, fresh capital, and substantial resource potential, the company presents a highly compelling alternative investment opportunity. Read on to find out in detail why these three stocks may be worth a closer look right now.

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