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Commented by Carsten Mainitz on January 31st, 2022 | 12:57 CET
Defense Metals, BYD, Daimler - New development phase reached!
With the amendment of the Climate Protection Act, the German government has tightened climate protection targets and is aiming for greenhouse gas neutrality by 2045. Emissions are to be reduced by 65% compared to 1990 as early as the beginning of the next decade. One key to putting this into practice is the electrification of transport. Around 14% of newly registered vehicles had an all-electric drive in 2021. That means the proportion of e-cars on German roads almost doubled compared with the previous year. As a result, demand for the required raw materials is rising ever more markedly. Surpluses in demand can already be seen.
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Commented by Stefan Feulner on January 27th, 2022 | 11:06 CET
BYD, Defense Metals, Tesla - The long-term beneficiaries of climate change
The post-pandemic global economic recovery and rising investment in more climate-friendly energy infrastructure are driving higher commodity prices amid supply chain disruptions. Shortages of industrial metals, which are urgently needed for climate change, are likely to materialize further in the coming years. This will be significantly exacerbated by the swelling trade conflict between the USA and China. There is a threat of massive bottlenecks in production and sharply rising prices for the respective materials.
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Commented by André Will-Laudien on January 25th, 2022 | 13:27 CET
Volkswagen, Yorkton Ventures, BYD, NIO: E-Mobility 2022 - The Tesla hunters are coming!
Are we on the verge of another big year for e-mobility? You might think that with all the hype surrounding Elon Musk, things should be going right for Tesla. That is only partially true. While Tesla clearly leads the sales list in Europe with the Model 3 with more than 115,000 vehicles sold, according to Statista, the Californians are far behind VW worldwide. In the meantime, the ramp-up of the new plant in Berlin Grünheide has been delayed, and the Tesla share price has been hit hard. We analyze the Tesla pursuers!
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Commented by André Will-Laudien on January 19th, 2022 | 13:45 CET
BYD, Almonty Industries, Varta - E-mobility needs critical metals!
The pandemic has disrupted supply chains in the raw materials sector. In Brandenburg, a new Tesla electric car is expected to roll off the assembly line every 45 seconds in the future. But the permits for the water supply are dragging on. The new plant was supposed to go "online" in 2021. In addition to the regulatory requirements, however, it is primarily the availability of scarce raw materials that hamper the innovative spirit of the high-tech industry today. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. We look at both sides of the increasingly complex supply relationship.
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Commented by Stefan Feulner on January 17th, 2022 | 11:20 CET
BYD, Nevada Copper, Nordex - Copper, the next run
After a prolonged sideways movement and a bottoming out in the USD 9,000 area, copper celebrated the recapture of the psychologically important USD 10,000 mark last week. The triumphant march of the red metal is likely to continue in the coming years due to the energy transition. Stronger demand is offset by scarce supply, which is being further fueled by the electrification of transport, among other things.
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Commented by Stefan Feulner on January 14th, 2022 | 13:29 CET
BYD, Yorkton Ventures, BMW - An expensive boom
The electric carmakers' annual figures are out, and they show rapid growth for both BYD and BMW. Despite the pandemic and the shortage of semiconductors, the automakers were able to double deliveries in some cases. The industry also expects a continued boom in e-mobility in 2022. The Association of International Motor Vehicle Manufacturers forecasts around 850,000 new registrations for electric vehicles in Germany in 2022. In addition to the sales figures, however, the prices for the raw materials required are also growing. Lithium alone, which is essential for batteries, has more than tripled in price since June of last year and is currently reaching new highs almost daily.
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Commented by Carsten Mainitz on January 12th, 2022 | 13:21 CET
Deutsche Lufthansa, Kleos Space, BYD - The picture is brightening up
Exploding infection figures, contact restrictions, and no prospect of improvement are some of the impressions one could get from the current news situation. In contrast, individual scientists are cautiously optimistic that the new variant could be the beginning of the end of the pandemic and the change to an endemic. In an endemic situation, people continue to become infected with the virus; however, by that time, most people's immune systems have already been exposed to the virus or are protected by vaccination, so there is no longer a burden on the health care system. A more normal life would thus be possible again, with significantly fewer restrictions.
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Commented by Nico Popp on January 12th, 2022 | 10:36 CET
BYD, Altech Advanced Materials, Volkswagen: Who is as innovative as Tesla?
For years, e-cars lagged behind conventional drives in many areas: The ranges were significantly lower, and comfort remained inferior to classic combustion engines. In the meantime, however, things have changed. Chinese manufacturers, in particular, are scoring points with ranges of 1,000 km. Modern e-cars have also long been packed with gadgets that make the hearts of tech-savvy car enthusiasts beat faster. Does this mean that the development of e-cars is at an end? Not at all! We present three companies from the industry and analyze their innovative strength.
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Commented by Nico Popp on January 10th, 2022 | 12:47 CET
BYD, Noram Lithium, NIO: The lithium market is developing a life of its own
Chinese state capitalism is characterized by promotion and demand. Young technology has always found good conditions in China. But as soon as companies become too powerful for Beijing, they face headwinds - or at least have to stand firmly on their own two feet. Most recently, the central government announced that it would provide less support to automakers like BYD and NIO in the future. We explain what this means for investors and whether there are alternatives.
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Commented by Stefan Feulner on January 6th, 2022 | 10:25 CET
BYD, Tembo Gold, Deutsche Bank - Tesla has the competition breathing down its neck
The sales figures for the electric car manufacturers for the full year 2021 are out. Tesla remains the global leader, but its market share is shrinking. In China, BYD retains its place in the sun and plans to continue growing strongly next year. While everyone is talking about electromobility due to climate targets, the precious metal gold is currently living a shadowy existence. However, due to the current figures with rising inflation and growing debts of the states and companies, this should change soon.
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