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Commented by Armin Schulz on April 28th, 2025 | 07:10 CEST
BYD doubles profits, European Lithium unlocks Greenland's treasures – can Volkswagen still keep up?
The global automotive industry is in turmoil. While the US is trying to seal off the market with drastic tariffs, Europe is seeking to reduce its dependence on raw materials. Lithium – the "white gold" of e-mobility – is becoming the key to technological sovereignty. That is why 47 projects in 13 member states are being funded. But can European manufacturers break their dependence on China while trade conflicts tear supply chains apart? And who stands to gain when protectionism meets innovation? BYD aims to expand westward. European Lithium seeks to mine the raw material in Austria. Volkswagen is struggling with US tariffs and trying to maintain its market share in China. The Financial Times recently reported that Donald Trump wants to accommodate automakers on tariffs.
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Commented by André Will-Laudien on April 24th, 2025 | 07:10 CEST
Trump backs down! Investors rejoice with BYD, Power Metallic, Nio, and Deutz
The markets are in turmoil. "Fast market," shouts a trader as prices fluctuate by the second. With news coming in at such a rapid pace, investors' nerves are on edge. But for level-headed investors, there are now bargains to be had that were missing just months ago. However, the selection is not easy because international customs policy also plays a role alongside company balance sheets. If punitive tariffs of over 100% are not withdrawn, the automotive sector could even face a total market collapse. Consumers at the end of the chain will not want to and cannot pay the artificially inflated prices. The economy would inevitably collapse. We are looking at stable business models with medium-term opportunities.
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Commented by Armin Schulz on April 22nd, 2025 | 07:30 CEST
Mobility and logistics under pressure: BYD, dynaCERT, and Daimler Truck put to the innovation test
The transport industry is at a crossroads: With CO2 limits getting stricter and supply chains needing to be smarter than ever, companies are struggling to find the right balance between efficiency and sustainability. According to the "NEW MOBILITY REPORT 2025," the battle for dominance in tomorrow's logistics is underway – driven by electric trucks, AI-managed fleets, and hydrogen prototypes. But in the race to be the frontrunner, three key players are pulling different levers. BYD focuses on innovative all-electric passenger vehicles, dynaCERT offers disruptive retrofit solutions for diesel engines, and Daimler Truck aims to combine autonomous systems with green drives. Who is driving the revolution – and where will investors benefit the most?
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Commented by Stefan Feulner on April 14th, 2025 | 07:00 CEST
BYD, dynaCERT, thyssenkrupp - Trump rollercoaster creates opportunities
The stock market currently resembles a rollercoaster, driven by US President Trump's daily shifts in strategy regarding punitive tariffs. After suffering significant losses due to a historic crash earlier in the week, the losses turned into substantial gains within minutes on Wednesday evening. Much of what is happening now is the result of panic and chance, creating attractive entry opportunities in certain companies.
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Commented by André Will-Laudien on April 10th, 2025 | 07:20 CEST
Tariffs, rare earths, Greenland, and Trump! BYD, European Lithium, VW, and thyssenkrupp in focus
The cat is out of the bag! Donald Trump is imposing tariffs of 20 to 34%, thus snubbing his transatlantic trade partners. What has worked well for years is now being put to the test. It did not take long for reactions to the extensive tariff plans to materialize. The state and party leadership in Beijing responded to Trump's ultimatum by announcing counter-tariffs of 34 to 84%. This means that the escalation spiral in the trade dispute between the USA and China continues. The EU had already imposed some additional tariffs in March and is now waiting to see whether the US administration will change its mind. Meanwhile, the focus is once again on rare earths, as China is now imposing export restrictions on this precious commodity. Trump's imperialism is also targeting Greenland again. This is an interesting situation for investors.
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Commented by Armin Schulz on April 2nd, 2025 | 07:10 CEST
Steyr Motors, Power Metallic Mines, BYD – From unique selling point to market leader
In the context of geopolitical tariffs and green transformation, drive technology, raw material extraction, and e-mobility are merging into key sectors. While US automotive tariffs are setting new rules from 2025, three players are driving systemic solutions: Steyr Motors, a pioneer in high-performance hybrid engines; Power Metallic Mines, which is setting ESG standards with carbon-neutral nickel; and BYD, which is dominating e-mobility through innovation. Their strategies – technological sovereignty, vertical integration, and resource-efficient ecosystems – demonstrate how the apparent contradictions between decarbonization and industrial reality can be overcome. Three companies, one mission: to shape the value chain of tomorrow.
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Commented by Stefan Feulner on April 1st, 2025 | 07:00 CEST
BYD, MiMedia Holdings, Xiaomi – Interesting entry opportunities
The first quarter of the 2025 stock market year is history and has been sobering. With the election of Donald Trump last November, the markets started an impressive rally. The DAX, Dow Jones, and Bitcoin marked historic highs. However, these gains were wiped out in the following months by the imposition of punitive tariffs, escalating trade wars, and an uncertain geopolitical situation. Nevertheless, the consolidation has had some positive effects. In the technology sector, valuations that had become somewhat exaggerated have returned to a more normal level.
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Commented by Armin Schulz on March 31st, 2025 | 07:00 CEST
BYD in the fast lane! The gold rally is boosting Benton Resources and Barrick Gold
Inflation is driving the markets, and debt mountains are growing – yet amidst the chaos, two commodities are shining: gold as a safe haven and copper, the secret driver of the energy transition. With the best conductivity after silver, copper is indispensable for e-vehicles, power grids, electricity storage, and renewable energies. While gold is chasing new records, the future of electrification is being decided on the copper front. Three companies are currently in the spotlight. BYD, a pioneer in electromobility; Benton Resources, a promising copper and gold explorer; and Barrick Gold, one of the largest gold producers, a beneficiary of the precious metal rally. Where does the greatest potential lie?
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Commented by Juliane Zielonka on March 27th, 2025 | 07:10 CET
First Hydrogen, BYD, Amazon - How hydrogen, e-mobility, and quality control are transforming the economy
The global economy is changing, opening new doors for investors. Three companies are in the spotlight. First Hydrogen is attracting attention with hydrogen and small reactors as an energy source. The founding of the new subsidiary First Nuclear makes it clear: The energy future is being built here. Electric automaker BYD is pushing forward with all its might, aiming to produce 5.5 million vehicles in 2025 - the ambitious goal: To double sales outside of China. With production sites in the EU and other countries, the Company is cleverly avoiding possible tariffs and conquering new markets. Amazon remains a pioneer in its field and relies on green energy and quality: Wind and solar projects are being developed in Spain and Portugal. In addition, it is taking a tough line against brand counterfeiting – the fight against plagiarism in the marketplace has begun. Hydrogen, electric mobility, and quantum technology – these future drivers could fundamentally change existing industries. How exactly are these companies influencing tomorrow's world?
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Commented by Armin Schulz on March 26th, 2025 | 07:10 CET
Volkswagen, European Lithium, BYD – Lithium as a winner in the crisis: Why analysts are predicting a rally despite the chaos
The global energy transition is catapulting lithium into the spotlight. As an indispensable raw material for batteries, the electrification of mobility and energy infrastructure has fueled demand enormously. But after the hype, prices plunged from record highs to below USD 10,000. Now, there are increasing signs of a trend reversal: Production cutbacks, a predicted demand explosion of around 20% this year, strategic investments by large corporations, and technological leaps in extraction could curb the oversupply. Is lithium on the verge of returning as the scarce "white gold"? The stage seems to be set for a revaluation of the market.
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