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Commented by André Will-Laudien on November 4th, 2025 | 06:55 CET
Critical metals plus gold equals returns! Another 100% with Power Metallic, BYD, Mercedes, thyssenkrupp, and TKMS
Is it good or bad news that the US government is not supplying Tomahawk missiles to Ukraine? It is hard to say, especially if you live in Central Europe. The perceived threat from Russia has seemingly tripled within just a few months, as have the share prices of defense technology providers and suppliers of critical materials. Investors recognize that everything is interconnected these days. Artificial intelligence is boosting certain industries while simultaneously creating millions of unemployed people over the next few years, on top of an already shrinking economy. Those who are still able to consume happily will likely be the fortunate shareholders who bet on the right horses in this complex mix. We have a few examples in store for risk-conscious investors.
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Commented by Armin Schulz on October 29th, 2025 | 07:10 CET
In the China-commodities chess game: Power Metallic Mines as a beneficiary, BYD facing tariffs, Volkswagen on the defensive
China's new lithium export controls are creating clear winners and losers. While mining companies such as Power Metallic Mines are benefiting from the restrictive measures and rising commodity prices, other companies are facing immediate challenges. Chinese electric vehicle pioneer BYD must arm itself against trade policy countermeasures and tariffs abroad, but is fundamentally resilient thanks to its integrated supply chains. The situation is quite different for German automotive giant Volkswagen, which faces significant supply risks and is struggling to secure its battery supply and chips.
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Commented by Carsten Mainitz on October 21st, 2025 | 07:40 CEST
Power Metallic Mines, RENK, BYD – An explosive combination! And the winners are?
Many topics are dominating the headlines. Peace in Gaza – and soon in Ukraine? This prospect initially put a significant damper on defense stocks – but only temporarily. After just a few days of correction, prices are already rising again. Gold at an all-time high is another major topic being covered in the media. Meanwhile, the geopolitical shifts we were reluctant to acknowledge for far too long are now catching up with many companies: China is cutting the world off from critical raw materials and rare earths. Read here to find out how investors can identify promising high-potential opportunities in this constellation.
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Commented by Armin Schulz on October 21st, 2025 | 07:25 CEST
Who benefits, who suffers? The raw materials crisis in e-mobility: BYD, Graphano Energy, and Volkswagen
The future of mobility is being decided in the battery factory. Innovative battery cells promise longer ranges and lower costs, but the road to getting there is marked by a fierce race for scarce raw materials and technological supremacy. This tension between disruptive progress and geopolitical risks creates unique opportunities for companies that navigate the transformation strategically. Today, we take a closer look at how BYD, Graphano Energy, and Volkswagen are currently positioning themselves.
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Commented by André Will-Laudien on October 17th, 2025 | 07:10 CEST
E-mobility and hydrogen take off – BYD, Nio, Graphano Energy, and Plug Power in focus!
The German government is resolutely driving forward the transition to e-mobility by 2035 - a clear signal at a time when climate targets and energy dependence are the subject of intense debate. The market for electric vehicles is benefiting from innovations in battery technologies and a growing charging infrastructure. Advances in solid-state batteries, silicon anodes, and new cathode materials are significantly increasing range, performance, and safety. Faster charging times and longer service life are making the switch increasingly attractive for consumers. At the same time, recycling processes and the circular economy are gaining in importance to conserve resources and promote sustainability. With government support and growing competition, enormous opportunities are emerging for manufacturers and investors. But while electromobility is booming, hydrogen is also increasingly becoming the focus of the energy transition as a complementary technology. Investors are free to decide where to invest for the best returns.
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Commented by Armin Schulz on October 13th, 2025 | 07:20 CEST
The beneficiaries of the raw materials crisis: How BYD is circumventing the problem, and how Power Metallic Mines and Albemarle are profiting
The global energy transition is fueling an unprecedented hunger for strategic metals. However, China's recent tightening of export controls on critical raw materials has triggered a global supply alert and sent markets into turmoil. This geopolitical turning point is forcing the West to radically rethink its approach and is fueling a fierce race for secure supply chains. In this volatile environment, smart players are repositioning themselves along the entire value chain. Who are the winners in this new reality? The strategies of BYD, Power Metallic Mines, and Albemarle provide decisive answers.
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Commented by André Will-Laudien on October 9th, 2025 | 07:25 CEST
E-mobility tax-free through 2035! Keep an eye on BYD, NEO Battery Materials, NIO and BASF
In the third quarter of 2025, the global market for electric mobility continued to develop dynamically: over 4.2 million new electric vehicles were registered, an increase of around 28% compared to the previous year. While China confidently maintained its leading position as the largest single market, Europe also grew strongly with double-digit growth rates. Driven by manufacturers such as BYD, Tesla, and Volkswagen, NIO is also slowly entering the scene. At the same time, more and more capital is flowing into innovative battery technologies to meet rising demand in the long term. NEO Battery Materials is emerging as a specialist in the innovative battery solutions business. This rapid development illustrates how closely technology, raw material markets, and the electric mobility boom are intertwined. We present some ideas for investors.
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Commented by André Will-Laudien on October 3rd, 2025 | 07:00 CEST
DAX breaks 24,000 – E-mobility booming! Keep an eye on BYD, Pasinex Resources, Nordex, and Siemens Energy
In the third quarter of 2025, the global e-mobility market once again grew strongly: more than 4.2 million new electric vehicles were registered worldwide, an increase of around 28% over the previous year. China remains by far the largest single market, but Europe is also recording double-digit growth rates, driven by manufacturers such as BYD, Tesla, and Volkswagen. At the same time, investment in new battery technology is increasing in order to secure the rising demand in the long term. The raw material zinc is becoming increasingly important, not only for corrosion protection and alloys, but also as a key component in innovative zinc-air batteries, which could represent a cost-effective and sustainable alternative to lithium. This development underscores how closely raw material markets and e-mobility growth are intertwined. Here are a few investment ideas.
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Commented by Armin Schulz on October 1st, 2025 | 07:10 CEST
How BYD Leverages Its Lead, How Power Metallic Mines Benefits, and Why Mercedes-Benz Needs to Catch Up
The next phase of electromobility has begun. It is no longer vehicle sales that determine the winners and losers, but rather the fierce battle for the raw materials used in their construction. While demand for copper, lithium, nickel, and cobalt is exploding, supply bottlenecks and political dependencies threaten to slow down the profitable ramp-up. Those who secure the most valuable resources today will control the entire market tomorrow. Reason enough to take a closer look at the strategic moves of BYD, Power Metallic Mines, and Mercedes-Benz, which are now setting the course for the coming decade.
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Commented by André Will-Laudien on September 30th, 2025 | 07:10 CEST
Gold boom boosts critical metals! Another 100% with Power Metallic, BYD, Hensoldt and RENK
The geopolitical situation continues to escalate, but the stock markets continue to boom! Trade conflicts, sanctions, and military tensions dominate the headlines, but behind the front lines of a new Cold War, another competition has long been raging: the battle for access to critical metals. Without copper, lithium, nickel, cobalt, or rare earths, not only would the e-mobility revolution come to a standstill, but defense technologies, digitalization, and the energy transition would also grind to a halt. Supply chains are coming under increasing pressure from geopolitical power games, and the battle for resources is becoming a key strategic factor in a multipolar world order. For Western industrialized nations, security of supply is becoming a matter of survival, and for investors, this is creating new opportunities. Anyone looking for tomorrow's winners today should keep a close eye on the global raw materials poker game.
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