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Commented by Nico Popp on September 2nd, 2025 | 07:00 CEST
The auto industry is at a crossroads – Who will solve the lithium problem? BYD, Mercedes-Benz, European Lithium
When the Chinese step on the gas, German premium manufacturers are left in the dust! As a recent article in Handelsblatt shows, Chinese auto suppliers are increasingly overtaking their international competitors. This is fatal – after all, suppliers are the ones driving innovation. One indicator is the battery sector: in the first half of 2025, the two largest Chinese battery manufacturers, CATL and BYD, together controlled 55.7% of the global electric vehicle battery market. The next-largest non-Chinese supplier is LG from South Korea, with a market share of just 9%. As it stands, European car manufacturers remain heavily dependent on Chinese batteries. We examine why this dependence is risky, which companies are already working to reduce it, and which stocks offer opportunities for investors.
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Commented by Fabian Lorenz on September 1st, 2025 | 07:30 CEST
ALERT at Nel ASA! BUYING OPPORTUNITIES in BYD and Walmart partner MiMedia stock?
Is everything getting worse at Nel ASA? The silence from the usually communicative hydrogen specialist is indeed alarming. The partnership with Samsung has long since fizzled out, and after weak order intake in Q2, there is no improvement in sight. In contrast, Walmart partner MiMedia now offers an attractive entry opportunity following a decline in its share price. The latest operational reports from the cloud company are certainly promising. And BYD? The Chinese electric vehicle giant continues to grow dynamically despite fierce price competition – and is gaining momentum in Europe. However, the stock market did not seem convinced on Friday.
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Commented by André Will-Laudien on August 28th, 2025 | 07:05 CEST
Nvidia figures: Will the bull market continue? Rheinmetall, Almonty, and BYD also offer excitement!
Today, Nvidia's figures will dominate stock market activity. In the slipstream of the 3,000% stock, there are, of course, other key players such as Rheinmetall and BYD, which have also multiplied in value over the last three years. Both companies reported good figures, but even a stock split at BYD did not help to prevent the downward correction. Almonty Industries raised USD 90 million through a NASDAQ listing and then faced short sellers, who are now starting to tremble. This is because the consolidation appears to be over, and the start of mining operations in South Korea is within reach. The stock market is clearly not a one-way street, especially as AI algorithms increasingly determine trading activity and attempt to mislead inexperienced investors with short-term moves. It is beneficial to maintain a clear head. Here are a few ideas.
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Commented by Armin Schulz on August 27th, 2025 | 07:05 CEST
China's leverage: Why Rheinmetall is struggling, European Lithium is benefiting, and BYD remains confident
The next wave of global conflicts will not be fought with weapons, but with export licenses. At the heart of this geopolitical struggle are critical metals without which no high-tech weapon, electric vehicle, or wind turbine can function. China's recent tightening of export restrictions has exposed the West's brutal dependency, forcing governments and corporations alike to rapidly rethink and realign their supply chains. While some companies are fighting to secure their supply chains, others are consolidating their sources or celebrating their monopolistic position. Three companies exemplify this dichotomy: the recently pressured defense giant Rheinmetall, the rare earth and lithium beneficiary European Lithium, and the Chinese giant BYD.
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Commented by Nico Popp on August 26th, 2025 | 07:00 CEST
Two-tier market for raw materials: BHP Group, Power Metallic Mines, BYD
The term "commodity" refers to a standardized, interchangeable product with no unique characteristics. However, this principle is beginning to falter. On the one hand, production conditions are becoming increasingly important for raw materials; on the other, in an era of conflicting power blocs, tariffs, and other trade barriers, raw materials are far from interchangeable. The further processing of raw materials also gives companies in the sector the opportunity to set themselves apart from the competition and generate unique selling points. Commodity? That was yesterday! We explain the current development using the examples of BHP Group, Power Metallic Mines, and BYD, and highlight the opportunities for investors.
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Commented by Stefan Feulner on August 25th, 2025 | 07:20 CEST
BYD, Antimony Resources, NIO – Strategically significant steps
The new trading week began with losses, with the DAX, Dow Jones, and, above all, the Nasdaq technology exchange stumbling. However, shortly before the end of the week, the US Federal Reserve, with its controversial chairman Jerome Powell, came out with renewed speculation about interest rate cuts. This triggered a rally that pushed the indices back towards their previous highs. However, caution is still warranted, as many valuations are more than ambitious.
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Commented by André Will-Laudien on August 20th, 2025 | 07:05 CEST
Rethinking energy! Siemens Energy, First Hydrogen, VW, and BYD for the winning portfolio
For a long time, it seemed that nuclear energy was disappearing from the global energy mix, but now there are clear signs of a change of course. The US, in particular, is pushing for a restart. The government has adopted an ambitious plan to quadruple nuclear power capacity. The focus is on small modular reactors (SMRs) - compact reactors that can be used in decentralized locations, are considered efficient and safe, and can also be built more quickly than conventional large-scale power plants. In addition to their role in domestic energy supply, SMRs are considered an important export product for allied countries looking to reduce their dependence on fossil fuels. At the same time, they offer the possibility of being flexibly combined with renewable energy sources, such as supplementing solar and wind farms to ensure base load capability. E-mobility also depends on a secure power supply. Which companies are attracting the most investor interest?
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Commented by Armin Schulz on August 12th, 2025 | 07:10 CEST
Lithium? Zinc! Steel! BYD's supply chains, Pasinex's deposits, thyssenkrupp's recycling: Your triple protection against trade wars
Trade conflicts are escalating! New US tariffs and stricter export controls on critical raw materials like lithium and rare earths are destabilizing global supply chains. Experts warn of rising prices and supply risks, especially for future-oriented technologies. Investors are therefore now seeking out resilient companies. Preference is given to those with vertically integrated supply chains, direct access to strategic mineral deposits, or revolutionary recycling technologies. Those who master the new reality of raw materials will win. Three players exemplify this transformation: BYD, Pasinex Resources, and thyssenkrupp.
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Commented by André Will-Laudien on August 11th, 2025 | 07:10 CEST
Buying frenzy – Indices are heading upward! Another 150% possible with Palantir, European Lithium, VW, and BYD
The NASDAQ and DAX 40 indices are basking in sunshine. A veritable buying wave is sweeping across tech stocks, especially Palantir Technologies. The share price continues to rise, driven by an almost irrational demand for AI and outstanding business performance. At the same time, short positions on this stock are rising sharply to over 50 million shares - a warning sign of potential short-covering scenarios. There is currently no sign of the typical summer slump. On the contrary, the stock markets are climbing from one high to the next as if the tariff decisions were a blessing for the global economy! In contrast, BYD is experiencing weaker-than-expected sales performance in July. Quarterly figures are down, and the stock is coming under considerable pressure. There is also plenty of movement in the commodities sector, as the US seeks stable supply chains. But where can these be found?
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Commented by André Will-Laudien on August 1st, 2025 | 07:00 CEST
This could be explosive for e-mobility! Watch out for BYD, Pasinex Resources, VW, and Mercedes
The latest quarterly results from the automotive sector have led to further disillusionment. High costs, ever-changing technological requirements, and stricter regulations are leading to declining margins. For two years now, Chinese manufacturers like BYD have been making weekly deliveries by ship to the affluent EU market. Initially highly praised and selling several thousand units quickly, everything now appears to be stalling, as huge stockpiles are suddenly piling up. Investors should keep a close eye on developments. Anyone thinking about modern batteries, for example, cannot ignore the critical metal zinc. Here are a few ideas for your portfolio.
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