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Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET

Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD

  • Copper
  • zinc
  • CriticalMetals
  • Oil
  • geopolitics
  • Electromobility
  • Electrification

As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.

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Commented by Armin Schulz on March 25th, 2026 | 07:05 CET

The battery megatrend is driving business growth at BYD, NEO Battery Materials, and DroneShield

  • Batteries
  • BatteryMetals
  • Defense
  • Drones
  • Electromobility

Electrification has moved beyond its experimental phase and is now emerging as a structural disruptor. At the heart of this transformation are high-performance batteries, which have long since ceased to merely power vehicles and now serve as a fundamental energy platform for the next technological era. From autonomous logistics drones to AI-powered data centers, the scalability of these future markets depends on the efficiency and stability of energy storage systems. Anyone setting the course for tomorrow today must understand that these value chains are inextricably intertwined. We will therefore take a closer look today at the automaker BYD, the high-performance battery manufacturer NEO Battery Materials, and the drone defense specialist DroneShield.

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Commented by Stefan Feulner on March 13th, 2026 | 07:25 CET

DroneShield, NEO Battery, and BYD: Innovations in a billion-dollar market

  • Batteries
  • BatteryMetals
  • hightech
  • Defense
  • Electromobility
  • Drones

Drones are rapidly changing modern warfare. Today, inexpensive aircraft can threaten even expensive military technology, pushing traditional defense systems to their limits. At the same time, the demand for powerful batteries is increasing, as range and operating time could become decisive factors. AI-supported drone defense, high-performance batteries, and new battery technologies are thus at the center of a billion-dollar innovation race.

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Commented by Armin Schulz on March 11th, 2026 | 07:35 CET

BYD's blade offensive, the raw materials frenzy at Power Metallic Mines, and the Volkswagen earthquake: Seize the opportunity now!

  • Mining
  • PGEs
  • Silver
  • Commodities
  • Electromobility

The new battleground of the global economy is hidden behind the inconspicuous casing of a battery. The race for electromobility has long since become more than just a battle for the best range. It is a bitter battle for strategic raw materials and technological supremacy that will determine the winners and losers of the next decade. While the hunger for copper, nickel, and lithium is forcing new mining projects, a wide variety of strategies are colliding in this arena. We take a look at the current situation at BYD, Power Metallic Mines, and Volkswagen and analyze the opportunities and risks.

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Commented by André Will-Laudien on March 4th, 2026 | 06:55 CET

New EU standards aim to secure the future of e-mobility! BYD, Nio, Group Eleven Resources, and VW

  • Mining
  • zinc
  • Copper
  • Silver
  • CriticalMetals
  • Electromobility

With the Alternative Fuels Infrastructure Regulation (AFIR), the European Union has been creating binding minimum standards for publicly accessible charging points since the beginning of 2026. In addition, new subsidies have been introduced in many EU countries to promote e-mobility, even though the coffers are empty due to high defense spending. Meanwhile, the overall European vehicle market came under noticeable pressure in January. According to the latest data from the industry association ACEA, new vehicle registrations fell by just under 4% compared to the previous year, marking the first decline in months and reflecting the difficult overall market. However, a clear trend is emerging within this development: electrification is continuing to advance and shifting market shares in favor of battery electric vehicles. At the same time, the next Middle East conflict is unfolding, with oil prices rising sharply above USD 82 per barrel of Brent. This is providing a strong tailwind for alternative drive systems that can withstand global hysteria. Risk-conscious investors should now revise their portfolio structures.

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Commented by Stefan Feulner on February 24th, 2026 | 07:05 CET

Rheinmetall, First Hydrogen, BYD – Innovations put pressure on the competition

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Electromobility
  • Defense
  • Batteries

Record military spending, major orders worth billions, and structural rearmament are set to drive the European defense industry for years to come. At the same time, global energy demand is exploding. Modular nuclear reactors and green hydrogen are coming into focus as low-CO₂ base load solutions. And in the field of electromobility, Asian battery manufacturers are massively expanding their cost advantage. As a result, cell prices are falling, ranges are increasing, and Western competitors are coming under pressure. Three future-oriented industries – defense, clean energy, and battery technology – are facing a new wave of investment, but some of the first warning signs are appearing in the charts.

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Commented by Armin Schulz on February 23rd, 2026 | 07:30 CET

BYD drives demand, while Group Eleven Resources and Hecla Mining are the hidden stars of the commodity year

  • Mining
  • zinc
  • Commodities
  • CriticalMetals
  • Electromobility
  • Silver

The zinc rally is gaining momentum: as inventories dwindle and demand from the energy transition explodes, prices are testing a three-year high. Investors are sensing opportunity, as the combination of structural supply shortages and geopolitical production programs promises sustained tailwinds for the industrial metals market. Those holding the right positions now could benefit from the tightening supply. In addition, there is a supply gap in silver. We take a closer look at three companies that are particularly in focus in this environment: the electric vehicle pioneer BYD as a driver of demand, the explorer Group Eleven Resources with its zinc, silver, and copper project, and silver-zinc producer Hecla Mining.

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Commented by André Will-Laudien on February 20th, 2026 | 07:00 CET

Europe steps on the gas! E-mobility and secure supply chains - Avrupa Minerals, BYD, VW, and Stellantis

  • CriticalMetals
  • Copper
  • zinc
  • Electromobility
  • Automotive

The stock market year has gotten off to a turbulent start, but a new megatrend is gaining traction: critical metals! While 2025 was dominated by AI and high-tech stocks, raw material suppliers, essential for maintaining industrial competitiveness, are increasingly moving into focus. Over the past 12 months, they have been able to offer investors dream returns in the three- to four-digit range. At the same time, there has been hardly any growth on the NASDAQ since the beginning of the year. Former high-flyers like Palantir, Nvidia, and Strategy are currently trading below their 2025 highs. International commodity stocks dealing with the issue of "Western supply chains" have now moved up the list of top performers. Without strategic metals, the secure production of electrical infrastructure, renewable energy systems, and defense technology is not possible. It is therefore worthwhile for investors to rethink their tech portfolios and add good commodity stocks to their watch lists. Meanwhile, the automotive sector, under pressure for months, could be stabilizing after the sobering results of 2025. We take a closer look at the key players.

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Commented by Armin Schulz on February 17th, 2026 | 07:15 CET

Benefiting from the security and energy transition with high-performance batteries: BYD, NEO Battery Materials, and DroneShield

  • Batteries
  • BatteryMetals
  • Electromobility
  • Defense
  • Drones

Western countries are facing a major challenge. NATO is calling for record defense spending, while electromobility continues to advance unabated. Germany alone will have a defense budget of over EUR 108 billion in 2026, while global demand for high-performance batteries is set to more than double by 2030. This pincer movement of security constraints and the energy transition is overwhelming traditional industries, but it is opening a window of opportunity for specialized technology leaders who master both worlds. In this tense environment, three companies are catching the attention of investors: BYD, NEO Battery Materials, and DroneShield.

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Commented by Fabian Lorenz on February 11th, 2026 | 07:00 CET

Will these stocks now trigger a price surge? BYD, Hensoldt, NEO Battery Materials!

  • Batteries
  • BatteryMetals
  • Electromobility
  • Defense

While RENK shares have gained more than 10% in recent days, Hensoldt is treading water. Yet the sensor specialist is shining with major orders. Most recently, partner KNDS ordered systems for the Boxer and Leopard 2 tanks worth hundreds of millions. NEO Battery Materials also appears ripe for a price rally. The technology company offers manufacturers of drones, robots, and electric vehicles exactly what they need: customizable high-performance batteries produced in the West. Production is underway, orders are in place, and the company is already working on the next generation of batteries with strong partners. And what about BYD? The stock is clearly in a downward trend. Yet the company wants to double its sales in Germany and is taking Donald Trump to court in the US.

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