Close menu




BYD CO. LTD H YC 1

Photo credits: pixabay.com

Commented by André Will-Laudien on September 13th, 2023 | 08:45 CEST

IAA Mobility - There is more to come! Pressure on Volkswagen, BYD and Power Nickel increases

  • Mining
  • Nickel
  • Electromobility

The IAA Mobility closed its doors over the weekend. It was supposed to exude glitz and glamour, but the spark in the field of e-mobility doesn't seem to be flying, and sales figures are declining in Germany. There were only a few real innovations in Munich, but at least progress is being made with e-bikes. More than half of the 750 exhibitors came from abroad, a fact that the German automotive industry is feeling more and more. The Chinese manufacturer BYD presented five models, which will soon be launched in Germany. They are in direct competition with Volkswagen's ID range. Where do the opportunities lie for investors?

Read

Commented by Stefan Feulner on September 8th, 2023 | 07:00 CEST

Meeting climate goals in conflict: Who benefits from China's raw materials dominance? Rheinmetall, Defense Metals, BYD

  • Mining
  • RareEarths
  • Electromobility
  • armaments

In the ambitious pursuit to meet climate targets, both political and economic players are taking a risky step. The rapid shift away from fossil fuels in favor of alternative energy sources is leading to a marked increase in the consumption of metallic raw materials that are essential for building renewable and energy-efficient systems. In particular, copper, cobalt, nickel and rare earths, whose imports come mainly from China, are experiencing rising demand. Moreover, with the outbreak of the conflict in Ukraine, the defense industry's interest in these resources is intensifying. Producers of critical metals outside of China could emerge as winners in this development.

Read

Commented by Nico Popp on September 4th, 2023 | 07:10 CEST

E-car skepticism and charging station farce: BMW, BYD, dynaCERT

  • Hydrogen
  • greenhydrogen
  • Electromobility

"Is it wise (…) to promote only this one technology without having access to essential battery raw materials?" BMW CEO Oliver Zipse recently expressed a somewhat critical stance towards electromobility in an interview with Handelsblatt. While BMW plans to launch the 'New Class' electric vehicles from 2025 onwards and take the lead in technology, even the BMW CEO acknowledges the strong competition from China. Let's look at what the automotive future could look like and where opportunities may be lurking.

Read

Commented by Fabian Lorenz on August 31st, 2023 | 08:30 CEST

Is the breakthrough coming? BYD, Plug Power, dynaCERT share in check

  • greenhydrogen
  • Hydrogen
  • Electromobility

Shares related to the energy and mobility transition have not had it easy in recent months. But will the autumn bring a liberation blow? The negative sentiment could be a good contraindicator. BYD recently published convincing figures. However, analysts foresee fierce competition in the coming years. Plug Power has recently seen its price targets plummet. Does that mean the worst is behind us? At dynaCERT, the AEM electrolyser for green hydrogen is becoming a big seller. More and more industrial companies are testing it. Now, green hydrogen is also expected to contribute to green steel production in Canada.

Read

Commented by André Will-Laudien on August 30th, 2023 | 07:45 CEST

The IAA is just around the corner, and e-mobility is faltering - Where is the super battery? BYD, Tesla, Varta and First Phosphate in focus

  • Mining
  • phosphate
  • Batteries
  • Electromobility

Professor Ferdinand Dudenhöffer sees electric mobility on the decline. Despite the EU's ban on internal combustion engines from 2035, the switch to electric drive will take even longer than expected. In a recent interview, he sees the declining subsidies as of September 1 of this year as a possible showstopper. The reason: most purchases of e-vehicles are tax-motivated, and the increased interest rates have made expensive electric cars less competitive in leasing models. In addition, there are the technical limitations in safety, range and operating time compared to the mature, fuel-efficient combustion vehicles. So the challenge is to invent clean, efficient and safe battery technology. Where are the opportunities in this highly dynamic industry?

Read

Commented by Armin Schulz on August 21st, 2023 | 08:15 CEST

BYD, First Phosphate, JinkoSolar - Benefiting from the growing energy storage market

  • Mining
  • phosphate
  • Batteries
  • renewableenergies
  • Energy

The electrification of the world is an important step in reducing dependence on fossil fuels and achieving climate goals. Energy storage systems and batteries are essential to balance the fluctuating generation from renewable energy sources such as solar and wind. They can store excess electricity and release it when needed. One promising technology for electricity storage and rechargeable batteries is lithium-iron-phosphate (LFP) batteries, which are safer and cheaper than traditional lithium-ion batteries and have a longer service life. Moreover, the first automakers are exploring the usability of LFP batteries. The market for energy storage is growing rapidly. We take a look at three companies that stand to benefit from developments in the energy storage market.

Read

Commented by Fabian Lorenz on August 16th, 2023 | 05:35 CEST

BYD, Nel ASA and First Phosphate: These shares promise excitement!

  • Mining
  • phosphate
  • Electromobility
  • renewableenergies

Tension at BYD. Competitor Tesla continues to turn the price screw in China, and there is a surprise in the future topic of autonomous driving. Do the Chinese really not believe in technology in which other companies are investing billions? BYD, on the other hand, is going full throttle with its global expansion and presents a new vehicle. The latest news from First Phosphate also makes for exciting reading. The economic evaluation of the project for the extraction and processing of phosphate for the production of lithium-iron-phosphate batteries has resulted in a capital value of CAD 795 million. This compares with a market capitalization of about CAD 18 million. Nel ASA still brings EUR 1.8 billion to the stock exchange scales. Analysts do not see any upside potential for the Norwegian company.

Read

Commented by André Will-Laudien on August 15th, 2023 | 05:40 CEST

E-mobility 2.0 - Better batteries, longer ranges: BYD, Nikola, Manuka Resources, and Varta in the spotlight!

  • Mining
  • Vanadium
  • Electromobility

The fact that the e-mobility wave will continue in the medium term depends greatly on the performance components and public subsidies. Government subsidies for buying a Stromer or hydrogen-powered vehicle are falling. In order to encourage rapid uptake, there are subsidies from the government and manufacturers, known as the environmental bonus. But the total budget for the federal support for the bonus is limited. In 2023, only EUR 2.1 billion was initially planned, but Economics Minister Habeck has since announced an increase to EUR 2.5 billion. In 2024, only EUR 1.3 billion is currently planned, which is a cut of 50%. So the race against time has begun. Which shares are particularly interesting now?

Read

Commented by Stefan Feulner on August 9th, 2023 | 08:40 CEST

BYD, Defense Metals, Rheinmetall - Rare opportunities

  • Mining
  • Tungsten
  • RareEarths
  • armaments
  • Electromobility

In the race to meet climate targets, both politics and business are entering uncharted territory. The rapid departure from fossil fuels calls for alternative energy sources, increasing dependence on metallic raw materials, especially copper, cobalt, nickel and rare earth metals. But these essential resources, predominantly sourced from China, pose not only economic but also security challenges for the West, as they also play a key role in armaments.

Read

Commented by André Will-Laudien on August 8th, 2023 | 09:50 CEST

Is Artificial Intelligence facing a crash? Facing the bear market with profit enthusiasm: BYD, VW, Nikola, and Power Nickel

  • Mining
  • Nickel
  • AI
  • Batteries
  • renewableenergies

The major stock markets reached new highs for the year last week. With interest rates continuing to rise, inflation still on the rise and recessionary tendencies, many market participants are wondering if the bull market will pause for a while. Because what has failed to materialize so far is a significant consolidation, which would be necessary to finally let off some steam and prevent losses of 20 to 50% within 6 weeks, as seen in 2000, 2008, 2011, 2015 and 2022. The respective starting points in those years were the volatile late summer months of August and September. Stocks such as Nividia, C3.ai and Palantir recently gained as much as 250% and have been buoyed by the AI wave. But how far can this trend go? Looking at the battery market, BYD, Nikola, and Power Nickel could be the next profit generators.

Read