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Commented by Armin Schulz on December 22nd, 2021 | 14:10 CET

Kodiak Copper, Nordex, BYD - Are raw materials becoming scarce?

  • Copper

The Institute of the German Economy has presented a study on the raw material situation of the Bavarian economy. However, it can be assumed that the results will also apply to the rest of the world. As a result of the new technologies currently finding their way into the automotive industry, the demand for certain raw materials increases significantly. A total of 22 commodities are considered very risky. Copper is only ranked 23rd, but the study underlines the importance of the raw material for electrification in many areas of industry. If demand continues to grow strongly, there is a procurement risk for the German industry - a good reason to take a look at three companies that operate with copper.

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Commented by Nico Popp on December 21st, 2021 | 10:14 CET

BYD, Defense Metals, Nordex: Opportunities in a weak environment

  • RareEarths

New technology requires new raw materials. The evolution of modern batteries for e-mobility alone shows how different the raw material requirements are depending on the technology used. First, cobalt was the battery metal; now, tungsten and silicon are increasingly important. Rare earths have also always been in demand for future technologies. These are used in displays and many other applications and have long since achieved the status of critical metals. We present three companies that are active in the field of rare earths.

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Commented by Fabian Lorenz on December 16th, 2021 | 11:04 CET

Time for the rebound? HelloFresh, BYD, Troilus

  • Gold

When will the rebound finally come? Many investors are probably asking themselves this question these days. More minor recoveries are used to sell off, and sustainable positive development is stalled. Numerous shares from various sectors have lost significantly in recent days and weeks. DAX newcomer HelloFresh had disappointed with the outlook for 2022 but now receives backing from two analysts at once. BYD lost around 5% in value yesterday alone. The Chinese automaker has published ambitious sales targets for the coming year. Troilus Gold is unable to detach itself from the overall weak gold sector. At the same time, the CEO is optimistic about surprising positively with the upcoming resource update. All three companies could be ripe for a rebound if the stock market plays along.

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Commented by Stefan Feulner on December 13th, 2021 | 12:12 CET

BYD, Manganese X Energy, Daimler - Enormous demand for Tesla, BYD and NIO

  • Electromobility

Temporary inflation is history and has been laid to rest by FED chief Jerome Powell. During his appearance before the US Congress last week, he said the time had now come to remove the word "temporary" from the vocabulary of the monetary guardians. With inflation at 6.8% in November and the sharpest rise in US inflation in nearly 40 years, even the greatest optimist assumes a permanent state of rising prices. Among the culprits are commodities such as copper. These are likely to see a further increase due to the energy transition.

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Commented by Armin Schulz on December 10th, 2021 | 13:14 CET

BYD, dynaCERT, Nikola - Traffic of the future must protect the environment

  • Hydrogen

Today, we are more mobile than ever before. The downside of this is the environmental impact. A good 20% of global CO2 emissions are caused by traffic. Relying on e-cars alone is probably too short-sighted. In the private sector, this is quite realistic, but the electric approach does not yet work in freight transport or only at a significant loss of performance. Hydrogen could play a major role in this area in the future, but hydrogen is still too expensive per kilogram, and mass production is still a long way off. Today, we look at e-mobility and hydrogen and an alternative that could help the transportation industry in the short term.

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Commented by Stefan Feulner on December 8th, 2021 | 14:41 CET

BYD, Graphano Energy, Heidelberger Druckmaschinen - Tesla urgently needs this

  • Electromobility

Climate change is on the global agenda. The cry for decarbonization of the economy is getting louder and louder. Climate activists call for an even faster transition, while politicians follow suit with ever shorter targets. The plans are in place, but implementation is still a long way off. The lack of raw materials, in particular, is likely to silence the theorists in the near future. In addition to lithium, one raw material is essential for the production of lithium-ion batteries.

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Commented by André Will-Laudien on December 3rd, 2021 | 12:22 CET

BYD, Kleos Space, Airbus, Boeing - This could go wrong again!

  • Technology

The states are again on the verge of tightening all known measures to contain the pandemic. The tourism and aviation industries are always strongly affected by this. The investor can bypass this issue. After all, those who focus on technological achievements related to aviation and aerospace can profit from the increased business volumes in sometimes very disruptive areas. An example here would be Big Data and security technology. These are two booming sectors that are setting many an old-school business ablaze. We are looking at stocks from the high-tech industry in 2021, where the right choice was the trump card.

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Commented by Fabian Lorenz on November 30th, 2021 | 11:13 CET

BYD, Standard Lithium, Graphano Energy: Electromobility drives share prices

  • Electromobility

After the sell-off last Friday, the stock market lights are back on green as of Monday. Shares from the electromobility sector can also benefit from this. These include the shares of BYD, Standard Lithium and Graphano Energy. In addition to a technical countermovement, the three companies have recently published positive news. BYD has received a significant order from Spain, Standard Lithium has secured fresh capital and a well-known investor, and newcomer Graphano Energy is successfully pushing ahead with its graphite project.

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Commented by Stefan Feulner on November 29th, 2021 | 10:41 CET

Nel ASA, dynaCERT, BYD - Attractive opportunities after the crash

  • Hydrogen

The market is seeing red. Of course, in the short term, the outbreak of a new Coronavirus variant is determining events on the markets. In addition to stocks, cryptocurrencies are falling like stones, and even the safe haven gold is sliding into the red after initial gains. In the long term, values from the hydrogen sector, especially after the strong correction of the past months, offer enormous potential due to the tighter climate targets and are gradually becoming more attractive again at current levels.

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Commented by André Will-Laudien on November 25th, 2021 | 15:19 CET

Varta, Graphano Energy, BYD, NIO: Who supplies the blockbuster battery?

  • Electromobility

There is no way around a high-performance battery when benchmarking for those who see electromobility at the forefront. In the last 3 years, there have been no real leaps forward in development. Still, at least power compression in lithium-ion technology achieved a doubling of range and, in parallel, also lowered the previously long charging times. As a result, this has made an electric vehicle suitable for long distances for the first time, even though recharging must be expected in winter due to non-engine services such as heating. But technological development continues, new materials are being tested, and one day it will be available - the super battery. We look at some industry players.

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