BYD CO. LTD H YC 1
Commented by Armin Schulz on May 8th, 2026 | 07:40 CEST
Capitalize on the Copper Shortage: BYD, Power Metallic Mines, and Intel in the Spotlight of the Supply Crisis
The recent copper rally is not just a short-term fad, but a fundamental shift. Automakers, commodity firms, and chip companies are suddenly all caught up in the same trend. That is because the energy transition and the AI boom are devouring vast quantities of the red metal. While BYD, as an electric vehicle giant, uses massive amounts of copper, Power Metallic Mines, as a raw materials supplier, secures polymetallic deposits. Intel, in turn, needs the metal for the cooling infrastructure of its AI data centers. Supply shortages and geopolitical risks are intensifying the race. Amid this tension, we are focusing on three companies: BYD, Power Metallic Mines, and Intel.
Read
Commented by Fabian Lorenz on May 4th, 2026 | 07:40 CEST
40% CORRECTION for Siemens Energy? Buy recommendation for BYD and an opportunity with dividend gem RE Royalties!
Could Siemens Energy shares correct by more than 40%? Yes, if analysts are to be believed. The forecast upgrade and the healthy order backlog are not enough for them. They see the high valuation as a major risk. A major opportunity could be emerging for RE Royalties' shares, not just because of its dividend yield of over 10%. Management is rightly dissatisfied with the stock price and is exploring all strategic options, including a sale. Will there be news on this on May 20? BYD shares have been a disappointment in recent years. The stock is trading at the same level as in the fall of 2021. Yet analysts recommend buying.
Read
Commented by Tarik Dede on April 23rd, 2026 | 07:45 CEST
Boom After the War: BYD, RE Royalties, and SMA Solar in Focus!
Who would have thought that Donald Trump, of all people, would trigger a boom in renewable energy and alternative mobility concepts? As a result of the conflict he initiated in the Persian Gulf and the rising prices for fossil fuels, not only are electric vehicle and heat pump sales increasing, but a broader shift in mindset is also becoming evident in many countries. Interest in solar and wind energy is rising significantly. After all, who wants to remain permanently dependent? But which companies stand to benefit from this development? We take a look at the stocks of BYD, RE Royalties, and SMA Solar.
Read
Commented by Armin Schulz on April 20th, 2026 | 08:35 CEST
Copper Rally: How BYD Is Suffering as a Consumer – and Why Power Metallic Mines & Freeport McMoRan Are Cashing In Now
The global energy transition, e-mobility, and the AI boom are causing copper demand to skyrocket. At the same time, supply is shrinking: aging mines, declining ore grades, and years-long exploration times for new deposits. This gap between structurally rising demand and production that can barely be expanded is fueling the debate about a commodities supercycle. Those who build the right positions now could benefit disproportionately. It is precisely in this context that a closer look at three companies is warranted: BYD, Power Metallic Mines, and Freeport McMoRan.
Read
Commented by Armin Schulz on April 9th, 2026 | 07:35 CEST
A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
The global energy transition has a quiet but powerful driver: the battery. No longer merely a storage device, it has become the strategic core of mobility, defense, and grid stability. By 2026, geopolitical tensions surrounding raw materials are intensifying, while innovations such as solid-state and sodium-ion cells are reshaping the technological landscape. Those who act decisively now can secure a competitive edge in an industry expected to grow to over USD 630 billion by 2035. However, not all players will benefit equally—success will depend on execution strength, material innovation, and the ability to scale quickly. These are precisely the qualities embodied by Rheinmetall, NEO Battery Materials, and BYD.
Read
Commented by Mario Hose on April 2nd, 2026 | 07:20 CEST
Defense Sector Insider Picks: BYD, DroneShield, NEO Battery
The tech world is undergoing a rapid transformation, driven in part by AI and global conflicts, that goes far beyond simple software solutions. It is about physical power, energy, and the defense of assets in an unstable geopolitical landscape. While BYD is conquering the roads with electric mobility, DroneShield is securing airspace against threats. In the shadow of these industry giants, a development is emerging that could transform the very heart of both worlds. We are talking about a new battery technology being developed in South Korea. NEO Battery Materials is poised to push the boundaries of what is possible. In this report, we examine how these three players will shape the energy and security market in 2026, and why one of them, in particular, is attracting the military's attention right now.
Read
Commented by Carsten Mainitz on April 2nd, 2026 | 07:00 CEST
The Metal of the Energy Transition: Avrupa Minerals and Barrick with Upside Potential, BYD Under Pressure
The EU list of critical raw materials comprises 34 substances, including, among others, metals used in batteries and the energy transition, such as lithium, cobalt, nickel, and copper. Copper, the "metal of the energy transition," plays a pivotal role in renewable energy, electric mobility, and infrastructure. Europe, in particular, still has considerable ground to make up when it comes to developing domestic raw material sources. This is precisely where the Canadian company Avrupa Minerals comes in with a compelling strategy. At the same time, Barrick Gold is steadily evolving into a major copper player, while BYD faces an increasingly challenging market environment. Which stock offers the greatest potential?
Read
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
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.
Read
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
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.
Read
Commented by Stefan Feulner on March 13th, 2026 | 07:25 CET
DroneShield, NEO Battery, and BYD: Innovations in a billion-dollar market
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.
Read