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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.

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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.

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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?

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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.

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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.

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Commented by André Will-Laudien on August 1st, 2023 | 08:20 CEST

Which now? Battery power or hydrogen? BYD, Altech Advanced Materials, BASF, Nikola Motors

  • Hydrogen
  • GreenTech
  • Electromobility
  • Batteries
  • fuelcell

The question of what future mobility will look like has yet to be entirely resolved. Currently, the governments in office are propagating the electric drive. However, after the fire on the "Fremantle Highway" in the North Sea, the question of the safety of the Li-ion batteries currently in use has arisen again. And who will pay for the EUR 500 million damage to the wrecked freighter? This does not even take into account the possible ecological inferno for the North Sea. EV batteries are expensive and require enormous resources to produce, yet there is no legal obligation to dispose of used batteries properly. Very short-term thinking, but Berlin is currently shining on issues of a curious nature. Where are the opportunities for us investors?

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Commented by Armin Schulz on July 25th, 2023 | 10:05 CEST

Manuka Resources, JinkoSolar, BYD - Vanadium, a critical raw material in the energy transition

  • Mining
  • Vanadium
  • Electromobility
  • Batteries

The energy transition is a crucial step towards a sustainable energy supply. The storage of solar energy and the optimization of batteries for electric vehicles are important topics in this context. Vanadium can play a key role in these areas. The critical raw material is used in the battery industry as a cathode material in redox flow batteries, primarily for energy storage. Whether vanadium will also find its way into batteries for electric vehicles remains to be seen. Originally, the material was used as an important alloying metal in structural and tool steels to refine the steel.

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Commented by André Will-Laudien on July 24th, 2023 | 08:20 CEST

BYD, Varta and FREYR - who will build the perfect battery? First Phosphate with a big deal!

  • Mining
  • phosphate
  • Batteries
  • BatteryMetals
  • Electromobility

E-mobility is still in its infancy globally, with just 25.9 million pure electric vehicles on the road out of around 1.3 billion vehicles worldwide. The share is, therefore, just under 2%. Nevertheless, sales are growing strongly, especially in China, Europe and the US. China is the most important production country for electric cars. It is forecast that around 13 million e-cars will be produced in the Middle Kingdom in 2023, more than in Germany and the US combined. The production costs of e-cars are still significantly higher than those of combustion engines. The main price drivers are the batteries, which use rare metals in their production. China's dominance in the field of battery innovations is currently still very pronounced. Where are the opportunities for investors?

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Commented by Fabian Lorenz on July 19th, 2023 | 08:25 CEST

Nel share is unstoppable, but money is being made at BYD and Saturn Oil + Gas

  • Mining
  • Oil
  • Electromobility
  • Energy

Yesterday's quarterly figures from Nel were well received by the stock market. As a result, the share price reacted with a jump of over 8%. The hydrogen pureplay increased sales by 159% to NOK 475 million. The electrolyser business grew even more strongly. However, the net loss also rose significantly to NOK 342 million, but investors seemed to overlook this fact yesterday. The situation is different at BYD. The Company made a profit of billions in the first half of the year and continues to expand vigorously. The price war with Tesla does not seem to be leaving any impact. Oil producer Saturn Oil & Gas is also earning splendidly. In the first quarter, EBITDA increased by an impressive 332%. The Company aims to be debt-free by 2025. Will a substantial dividend come then?

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Commented by Nico Popp on July 17th, 2023 | 07:55 CEST

The hour of the problem solvers: BASF, BYD, dynaCERT

  • Hydrogen
  • greenhydrogen
  • Electromobility
  • chemicals

The transformation of industry is not proceeding smoothly. The best example is the recent profit warning from the chemical group BASF. Earlier, Lanxess and the Swiss company Clariant also revised their forecasts. The reason: The economic recovery in the second half of the year is likely to be slower than previously assumed. When the global economy falters, chemical companies are among the first to feel the effects - they produce many important basic materials and are linked to many other industries. Although BASF already sees demand for basic chemicals at a low level that is not expected to decline further, there are no signs of any recovery momentum either.

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