Close menu




BYD CO. LTD H YC 1

Photo credits: pixabay.com

Commented by André Will-Laudien on July 28th, 2025 | 07:25 CEST

Gold and silver rally in 2025 – Panic buying ahead! Silver North, BYD, and VW in the fast lane!

  • Mining
  • Silver
  • Gold
  • Commodities
  • Electromobility

Silver has long since ceased to be gold's little brother! Over the past 12 months, silver has clearly outperformed its big brother, rising 38% compared to a 27% increase in gold. This is due to several factors. Firstly, there are only around 240 active silver mines worldwide, compared to 1,350 gold mines. In recent years, silver has established itself as an industrial metal, as it is in high demand in high-tech, e-mobility, defense, and medical applications. This means that less and less of the coveted metal is left for the investment market, and physical stocks on the futures markets are also declining steadily. The time has therefore come to allocate some of your portfolio to silver, the little brother of gold, which has performed well. Silver explorers and developers offer the greatest leverage. Here are a few ideas.

Read

Commented by Armin Schulz on July 23rd, 2025 | 07:15 CEST

Critical raw materials such as rare earths in the spotlight – How European Lithium is saving RENK, BYD, and your returns

  • Mining
  • Lithium
  • Defense
  • Electromobility

The global battle for lithium and rare earths will determine the future viability of industry. While countries are investing billions to gain control of critical value chains, companies without secure access to raw materials are becoming pawns in the midst of geopolitical tensions. A notable example is the Pentagon's investment in MP Materials. RENK, a defense specialist in high-performance transmissions, and BYD, the electric mobility giant, are existentially dependent on stable supply chains. This is exactly where European Lithium comes in: the Company could break Europe's strategic dependence through domestic production.

Read

Commented by André Will-Laudien on July 21st, 2025 | 07:20 CEST

150% with Gold, Caution in Defense stocks! BYD, AJN Resources - Are RENK and Steyr headed for a crash?

  • Mining
  • Gold
  • Commodities
  • Defense
  • Electromobility

The stock market is currently experiencing fluctuations. While defense stocks are leading the performance list, precious metals have also been back in focus for several months. The reason: Currency devaluation is accelerating as inflation rates remain high. Now, there are rumors that Donald Trump may want to replace his hawkish monetary watchdog, Jerome Powell. Wall Street is betting that a more dovish figure will soon steer US interest rate policy. That would be the next rocket boost for stocks. However, risk-averse investors are increasingly turning to gold. In 2025, the price per ounce has already risen as high as USD 3,490. Due to low production costs, projects in Africa remain firmly in focus. One example is AJN Resources, which has recently refinanced and is repositioning itself in Ethiopia. Where do the real opportunities lie for dynamic investors?

Read

Commented by Armin Schulz on July 18th, 2025 | 07:10 CEST

Rheinmetall's boom in demand, Power Metallic Mines' key role in critical raw materials, and BYD in crisis?

  • Mining
  • rawmaterials
  • CriticalMetals
  • Defense
  • Electromobility

The global hunt for strategic metals is driving markets into breathtaking volatility. Military expansion and the electromobility boom are driving demand for key raw materials, while geopolitical rifts pose a threat to supply. Whoever masters these bottlenecks controls future technologies and security-critical chains. Investors sense opportunities worth billions, but only a few players are positioning themselves decisively at the critical points. We therefore take a look today at Power Metallic Mines, an indispensable supplier, as well as Rheinmetall and BYD, which represent the raw material-hungry industries.

Read

Commented by Armin Schulz on July 7th, 2025 | 07:10 CEST

RENK, Globex Mining, BYD: The raw materials gap – A threat to defense and e-mobility, An opportunity for miners

  • Mining
  • Gold
  • Defense
  • Electromobility

Global industry is facing a turning point. While defense giants like RENK are experiencing record demand yet continue to face investor skepticism, and electric vehicle leader BYD grapples with market saturation, raw materials are redefining the competitive landscape. Raw materials such as tungsten, antimony, and rare earths are essential for high-tech industries. Globex Mining is directly benefiting from this shortage of strategic metals – an effect that is permeating supply chains, from tank manufacturing to electric vehicle production. The diverging paths of these three players underscore the importance of supply security in determining success. An analysis of the current status of RENK, Globex Mining, and BYD reveals the strategic levers for future value creation.

Read

Commented by Fabian Lorenz on June 26th, 2025 | 07:35 CEST

Sensational news drives shares: RENK, BYD, and Desert Gold

  • Mining
  • Gold
  • Defense
  • Electromobility

A major announcement from Desert Gold: the gold explorer has secured another exciting project. In an interview, the CEO expressed strong optimism. The new asset offers synergies with the Company's existing mega-project, which is nearing a PEA. The goal is to become a gold producer by 2026 - significantly increasing the likelihood of a takeover. RENK & Co. benefited yesterday from the NATO meeting and a cheerful Donald Trump. The confirmation of the 5% target for defense spending caused defense stocks to rise. In contrast, BYD shares remain weak. The Chinese are rushing from one sales record to another – or were they rushing? Because they seem to be falling victim to their own strategy. Investors are fleeing.

Read

Commented by Armin Schulz on June 24th, 2025 | 07:05 CEST

Western countries seek rare earth escape route: BYD, European Lithium, and Siemens Energy decoded

  • Mining
  • Lithium
  • Electromobility
  • renewableenergies
  • RareEarths

Our green future depends on tiny elements: neodymium, dysprosium, and others, which are irreplaceable for e-mobility and wind power. However, since China's export restrictions on rare earths in April 2025, prices have skyrocketed by up to 500%, and looming supply bottlenecks are shaking entire industries. Chinese automaker BYD should have no problems with supplies. European Lithium is a possible alternative for Western countries with its lithium and rare earth projects. At Siemens Energy, the wind power subsidiary Gamesa is particularly dependent on rare earths. We take a closer look at the three companies.

Read

Commented by Armin Schulz on June 20th, 2025 | 07:00 CEST

Critical metals, crisis-proof profits: BYD, Power Metallic Mines, and Nordex are your key

  • Mining
  • RareEarths
  • Electromobility
  • renewableenergies

The global race for clean mobility and energy is fueling an unprecedented hunger for raw materials. Copper, nickel, lithium, and rare earths are the hidden building blocks of the climate transition and are becoming new, strategically vital cornerstones of the economy. Those who secure these critical metals and use them innovatively will dominate the future. But supply risks and price shocks loom. So how can this race be won? It will take companies that revolutionize the entire value chain, from mining to green technology. This is where the strategies of BYD, Power Metallic Mines, and Nordex come into play.

Read

Commented by André Will-Laudien on June 12th, 2025 | 07:05 CEST

Unbelievable but true! Bonus shares from BYD, VW restructuring, Antimony Resources and thyssenkrupp in focus

  • Mining
  • antimony
  • Commodities
  • Defense
  • Electromobility
  • Technology

With each passing day of escalating geopolitical conflicts, one thing becomes clear: secure supply chains for industry and manufacturing are a thing of the past. The German and European industrial landscape, in particular, is feeling the effects of increasing sanctions, which are narrowing supply chains and, in some cases, drying them up completely. Capital markets are sensitive to such scarcity scenarios, with long-term interest rates rising and risk indicators skyrocketing. How are industrial companies responding to this environment, and is there any hope for a revival of global trade? These are all legitimate questions when following political developments on both sides of the Atlantic. What trends should investors keep an eye on?

Read

Commented by Armin Schulz on June 11th, 2025 | 07:05 CEST

BYD sets new sales record, dynaCERT ramps up production, and Plug Power suddenly shows signs of life

  • Hydrogen
  • cleantech
  • greenhydrogen

The global economy is irreversibly moving toward sustainability, a trillion-dollar shift. This year, cleantech investments will surpass fossil fuel spending for the first time, reaching approximately USD 670 billion, driven by the electric vehicle boom and green hydrogen. Artificial intelligence is providing a boost to innovation, which is urgently needed to achieve climate neutrality. This market offers not only ecological solutions but also massive profit opportunities for pioneers. Those who are well positioned now will reap the benefits. We take a look at three key players in this race: BYD, dynaCERT, and Plug Power.

Read