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Commented by Fabian Lorenz on May 18th, 2023 | 09:50 CEST

BYD, Plug Power, Altech Advanced Materials: Winners of the energy transition with news

  • Technology
  • renewableenergies
  • climatechange
  • Electromobility

The energy transition is currently shaking up the world and the stock market. The opportunities for new players and investors are enormous. BYD, for example, aims to take a significant share of the German automotive industry's market. A revolution is brewing in battery technology. Altech Advanced Materials is on its way to being one of the winners of this revolution. The Company's management left no doubts about this during an investor conference this week. The manager exuded confidence. After its consolidation phase, the Altech share could now take off again. Analysts see a price potential of over 300% for Plug Power. But the latest quarterly figures and the looming financing round continue to weigh on the stock.

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Commented by André Will-Laudien on May 17th, 2023 | 07:20 CEST

Withdrawal from Russia, Asia says thank you - shares of BYD, Canadian North Resources, and Volkswagen in focus!

  • Mining
  • Lithium
  • Electromobility

The triumphant march of electrification is gathering pace. While European producers are abandoning their production facilities in Russia, a new axis of industrialization is forming between Moscow, Beijing and New Delhi. For symbolic prices, local technology leaders are selling their plants in Russia to investors and speculators. What is no longer delivered to Russia from Europe is now produced by others, such as the Chinese manufacturer BYD, which can hardly be stopped in its expansion policy. It is interesting how a competitive picture can change completely within months. We analyze this a little more closely.

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Commented by Armin Schulz on May 15th, 2023 | 07:40 CEST

BYD, Orestone Mining, SMA Solar - Copper is the lifeline of the energy transition

  • Mining
  • Gold
  • Copper
  • Electromobility
  • Solar

Copper is an essential component of the energy transition. It has proven to be a key material for the production and operation of electric cars and solar plants because it is conductive, flexible and durable. It is also used in many other applications. The copper price has been in an intact upward trend since July last year. Copper serves as a leading indicator for the economy, and even if the price has recently come back a little, experts expect a further increase in the 2nd half of the year. Electric vehicles are on the rise worldwide and especially in China. The Middle Kingdom is hungry for raw materials. In the past few months, more gold has been bought. Today we look at three companies for which copper is important.

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Commented by Fabian Lorenz on May 11th, 2023 | 12:40 CEST

Drumbeat in the lithium sector! BYD, Standard Lithium and Grid Metals

  • Lithium
  • Battery
  • Electromobility

A major merger is brewing in the lithium sector: Australia's Alkem has announced its intention to take over its US competitor Livent. This is further impetus for lithium shares to complete their sharp correction. The Bank of America, among others, sees light at the end of the tunnel. The price of lithium has stabilized, battery manufacturers have reduced their inventories, and the reopening of China is causing demand to rise. Against the background of the threatened nationalization - or at least partial nationalization - of lithium projects in Chile, investors should closely examine where the mining areas are located. This is where Standard Lithium, active in the US, and Grid Metals, active in Canada, come into play. Are carmakers like BYD, Volkswagen or Tesla grabbing hold of exciting projects in North America?

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Commented by Stefan Feulner on May 9th, 2023 | 09:25 CEST

The trend continues - BYD, Defense Metals, Hensoldt

  • Mining
  • RareEarths
  • defense
  • Electromobility
  • armaments

In order to achieve the climate targets, both politics and business are taking a high risk. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing in order to build renewable, energy-efficient systems. In addition to copper, cobalt and nickel, the demand for rare earth metals, which have to be imported almost entirely from China, is increasing dramatically. Since the start of the Ukraine war, there has also been growing demand from the defence industry. The producers of critical metals ex-China are likely to profit from this.

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Commented by Nico Popp on May 8th, 2023 | 07:10 CEST

This battery technology is conquering the West: Mercedes-Benz, BYD, First Phosphate

  • Mining
  • phosphate
  • Batteries
  • Electromobility
  • Sustainability

The days when Chinese companies imitated German products and even copied them brazenly are long gone. At best, Chinese companies are still borrowing from German products in terms of design. When it comes to the technology itself, the Chinese have long been leaders - especially when it comes to batteries for electric cars. BYD, for example, has been producing lithium iron phosphate (LFP) batteries for a long time and uses them in its cars. Now the technology is spilling over into the West. We show what opportunities could arise from this.

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Commented by André Will-Laudien on May 5th, 2023 | 09:50 CEST

The future calls for battery metals! BYD, Grid Metals, VW - The international pecking order in e-mobility is reshuffling!

  • Mining
  • Lithium
  • Batteries
  • Electromobility
  • climatechange

Since Western governments have finally started to get serious about climate protection, the media have focused on the areas of energy, mobility and health. It is clear to all participants that the changes in the world climate will lead to undesirable developments. Glaciers are melting, the earth's temperature is rising, and the oceans are already too warm for many species. Huge investments are being made in renewable power generation and modern mobility solutions, and it requires access to metals. Some companies are making a name for themselves, and shareholders can profit from this.

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Commented by Stefan Feulner on May 4th, 2023 | 07:30 CEST

Clear signals at BYD, Globex Mining and Plug Power

  • Mining
  • Commodities
  • Electromobility
  • Hydrogen
  • fuelcell

The growth rates of electric car companies continue to be enormous, as the recently published sales figures of the Chinese market leader BYD show. The trend will likely continue at least until the end of this decade. According to a forecast by Statista, there will be 116 million electric vehicles worldwide in 2030, representing an increase of 1,800% since 2020. However, the transformation of the transport sector is causing an enormous demand for industrial metals. For some critical raw materials, demand is already outstripping supply.

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Commented by André Will-Laudien on May 2nd, 2023 | 08:50 CEST

Nuclear off, secure energy now! Altech Advanced Materials, Varta and BYD - Up 700 % and no end in sight?

  • Technology
  • Electromobility
  • Batteries

The nuclear reactors are now off! As though there was enough energy far and wide, the Berlin government ensemble decided to phase out nuclear energy. The reaction of the electricity suppliers followed immediately. On Monday, April 17, E.ON raised its electricity prices by 43%. Meanwhile, the coalition government cannot be deterred from suggesting to citizens that electricity prices will decrease in the long term. It will now be difficult for private households to behave in a climate-friendly way and still be able to consume. There are plenty of solutions for battery storage, but what is affordable and reliable? We take a look at an industry with a future.

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Commented by Fabian Lorenz on April 27th, 2023 | 09:15 CEST

Plug Power stops sell-off? BYD is grabbing lithium, and Defense Metals is doing well

  • Mining
  • Lithium
  • RareEarths
  • renewableenergies

In Germany, the last nuclear power plants have been taken off the grid, and in North America, one battery factory after another is being built. Hydrogen is also booming. The Fraunhofer Institute, however, sees few opportunities in the passenger car sector. Experts list the lack of a filling station network and the relatively high prices for hydrogen as disadvantages compared to battery technology. Plug Power, among others, is working on improving the refuelling situation. The operating business of the Americans is in deep red. Can the Q1 figures stop the sell-off of the share? BYD shares, on the other hand, made significant gains yesterday. The Chinese are fully committed to e-cars and have entered into a lithium partnership in Chile for the necessary batteries. It is interesting to note that only a few days ago, the government of the South American country announced that it would nationalize lithium production. Is China thus grabbing the huge lithium deposits in Chile? The battle for raw materials is coming to a head. Defense Metals should profit from this. The rare earth project is located in legally secure Canada and is considered extremely promising.

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