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Commented by Nico Popp on March 28th, 2023 | 07:36 CEST
E-cars - Out of a dream! BYD, BMW, First Phosphate
While German politicians are still discussing the end of the internal combustion engine, major car companies have long since made up their minds. The future is electric. But the mobility revolution is far from being a done deal! We explain where there are still pitfalls and why a small company from Canada could soon be sitting at the big levers to make the dream of clean e-mobility come true for everyone.
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Commented by Nico Popp on March 4th, 2022 | 11:32 CET
Stagflation! Here is how stocks could react: ThyssenKrupp, Kodiak Copper, BMW
A flood of money for the defense sector, disrupted supply chains and paradigm shifts in many other areas - the war in Ukraine shows us once again that nothing stays the same. The phrase may have been overused in the pandemic, but current events underscore that as we look to the future, we must prepare for things we would not have thought possible just a few years ago. Also economically. The eurozone is on the verge of a stagflation scenario, i.e. rising prices coupled with falling economic output. The ECB would then be in a dilemma. Stocks could be the only way out for investors.
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Commented by Nico Popp on January 19th, 2022 | 14:13 CET
Gold rush in the lithium market: BMW, Yorkton Ventures, Rock Tech Lithium
An entire industry is turning itself inside out. The revolution in the car market will pick up speed in the coming years. As a study by Deloitte shows, sales of battery-powered vehicles could rise from 210,000 in 2022 to 960,000 in 2030. Between 2022 and 2026 alone, market experts expect sales of electric cars in Germany to double. So it is no wonder that a gold-rush mood is already spreading around some companies. We take a closer look at three shares.
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Commented by Stefan Feulner on August 4th, 2021 | 11:54 CEST
BMW, NSJ Gold, Infineon - Enormous demand
In recent months, the shortage of semiconductors has been a major headache for the manufacturing sector, especially for carmakers. Production losses and short-time work were the result of the global shortage. There seems to be no improvement in sight. Leading chip manufacturer Intel expects the chip shortage to worsen in the coming months and does not expect the situation to ease for at least two years. There is a similar shortage of raw materials for the energy transition. Position yourself in good time.
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Commented by Stefan Feulner on July 8th, 2021 | 10:54 CEST
Nordex, The Very Good Food Company, BMW - Megatrend sustainability
Alongside the efficient use of energy, renewable energy sources are an essential pillar of a sustainable climate policy. The use of energy is considered sustainable if it meets the needs of the present without compromising the needs of future generations. At present, the issue of sustainability is preoccupying us in all areas of life. As a result, entirely new sectors of the economy are emerging. Companies that build on these themes face a dazzling future.
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Commented by André Will-Laudien on June 28th, 2021 | 13:38 CEST
Infineon, Nvidia, BMW, Defense Metals - Exploding commodity prices ahead!
The explosion in commodity prices is foreseeable. Due to the fatal misjudgment of the governments on how the COVID pandemic will develop, the economies are currently in a supply shock. The months-long lockdowns have broken off some supply chains, and the breakdown in the Suez Canal has further aggravated the situation. Ever Given's wrecked ship is still stuck in the Egyptian Bitter Lake with 20,000 containers on board. Whether in cell phones, electric vehicles, non-fossil power generation and storage, or modern server farms - industrial metals are needed everywhere. For special applications, we even need rare earths, which makes it highly political.
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Commented by Stefan Feulner on May 25th, 2021 | 09:52 CEST
Daimler, QMines, Freeport McMoRan, Glencore, BMW - The Gold of Energy Transition
It is not without reason that copper is currently at a 10-year high. On the one hand, the recovering economies in China and the USA have enormously boosted demand for the metal. On the other hand, copper is one of the most important metals in the energy transition. Demand for solar modules, wind turbines and electric cars already exceeded supply last year. Yet, the new technologies are only at the beginning of a new cycle. The copper shortage is expected to increase dramatically in the next ten years. Profit from the new gold.
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Commented by Stefan Feulner on April 20th, 2021 | 07:00 CEST
BMW, Nevada Copper, Geely - The supercycle is unstoppable!
Since January of last year, the copper price has more than doubled and is currently trading at a 9-year high. The trend is clearly towards further rising prices. Due to the switch to alternative energy such as wind power or solar energy and the displacement of the combustion engine by the electric car, a multiple of the carrier metal is needed. Experts from major American banks such as Citigroup or JP Morgan are already talking about a new "supercycle" on the commodities market, a sustained upward price trend. Demand is rising and supply is falling. Back the winners of the energy turnaround!
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Commented by Stefan Feulner on April 13th, 2021 | 09:38 CEST
BMW, RYU Apparel, Puma - Attention! Wrap up warm!
It is likely that another extension and tightening of the lockdown due to the Coronavirus will be announced this week. As a result, brick-and-mortar retail will remain closed. This acts as a fire accelerator for the industry, which has been in crisis for quite some time. Shopping on the Internet is increasingly becoming the new normal. Innovative brands that provide consumers with a unique customer experience in addition to the pure product are gaining ground here, on all channels. The potential is enormous!
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Commented by Stefan Feulner on March 19th, 2021 | 07:05 CET
BMW, Nevada Copper, Nikola - The return of the giants!
For a long time, the term electric mobility was associated with the US company Tesla, led by the jack-of-all-trades Elon Musk. Germany, the land of carmakers, was in a slumber for a long time. But now, the industry giants are coming back with a vengeance. After Volkswagen kicked things off this week with its "Power Day," many other German car brands follow suit. Due to the enormous growth in the electromobility sector, raw material prices required for this new type of technology are also exploding.
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