MERCEDES-BENZ GROUP AG
Commented by Nico Popp on July 3rd, 2025 | 07:45 CEST
Explosive atmosphere in the lithium triangle – Europe stands to benefit: Albemarle, European Lithium, Mercedes-Benz
Electric vehicles need lithium. However, it is not that easy to obtain. According to a report in Die Welt, two companies from China and Russia are currently encountering difficulties in Bolivia. The reason: indigenous peoples have launched a wave of protests and are doing everything they can to prevent lithium mining in the country. Germany had already failed with a similar initiative in Bolivia. The indigenous peoples along the border with Argentina see themselves as the sole and rightful owners of the "white gold." As a result, the "lithium triangle" between Bolivia, Argentina, and Chile, which is home to more than half of the world's lithium reserves, is increasingly becoming a no-go area for companies. We explain the alternatives available and who stands to benefit the most.
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Commented by Fabian Lorenz on June 2nd, 2025 | 07:15 CEST
Alarm bells ringing for rare earths and record highs for hydrogen! Hensoldt, Plug Power, Mercedes, and BMW partner European Lithium
Rare earths are increasingly being used as a weapon in geopolitics. "The last remaining stocks will likely be used up within four to six weeks. Then parts of production will have to be shut down," warns Christian Grimmelt of the consulting firm Berylls by AlixPartners in Wirtschaftswoche. This could benefit European Lithium's stock. The Company not only aims to supply lithium to BMW but is also developing a rare earths project in Greenland. Is the defense industry also affected by the shortage of raw materials? Perhaps. For now, the FOMO rally is driving defense stocks to new all-time highs. But caution is advised: according to analysts, Hensoldt shares, for example, have a 30% downside risk. Plug Power, on the other hand, has had to cope with many setbacks in recent months. Its shares are at rock bottom. Could a milestone in its home market bring about a turnaround?
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Commented by Armin Schulz on May 15th, 2025 | 07:10 CEST
Exploding profits? BYD's exports, Power Metallic Mines' drilling, Mercedes-Benz's tariff tactics
The mobility transition is accelerating, but the road to an electric future is fraught with dynamics and dilemmas. While global demand for electric vehicles is exploding, shortages of key raw materials such as nickel, copper, lithium, and cobalt threaten to slow down ambitions. Innovations in recycling, alternative materials, and ethical sourcing are becoming a decisive competitive advantage. At the same time, new technologies and government subsidies are pushing the market into an era full of opportunities. Three players are at the center of this upheaval: BYD as a battery pioneer, Power Metallic Mines as a raw material supplier, and Mercedes-Benz as a premium manufacturer, who are jointly rewriting the rules of the green revolution.
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Commented by Armin Schulz on April 14th, 2025 | 07:20 CEST
123fahrschule is booming, while Volkswagen and Mercedes-Benz are struggling with tariffs and e-mobility
The German automotive industry is struggling with punitive tariffs and declining competitiveness, while the driving school sector is booming – a paradox of future markets. As Volkswagen and Mercedes-Benz face export declines and try to integrate the electric revolution into their existing structures, 123fahrschule is focusing on digital learning concepts and sustainability. But what connects luxury automakers with driving schools? Both face the question of how to master technology, global crises, and younger target groups. Innovation requires more than horsepower and premium labels. We look at how 123fahrschule, Volkswagen, and Mercedes-Benz meet these challenges and aim to shape the future.
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Commented by André Will-Laudien on February 26th, 2025 | 07:00 CET
Elon Musk is losing, now comes hydrogen! Watch out for BYD, Plug Power, First Hydrogen, and Mercedes
Tesla has already lost its leading role to BYD, but there are other winners from the Texan crash. Mercedes is one of the profiteers. First Hydrogen is ready to roll out its innovative solutions. Since nuclear power plants are almost emission-free during operation, the carbon footprint of green hydrogen from nuclear energy is comparable to that from renewable sources such as wind and solar. Unlike wind or solar energy, nuclear power can produce electricity around the clock because it is not dependent on weather conditions. In countries such as France, Finland, and Japan, nuclear energy is already being considered as an option for hydrogen production to drive the decarbonization of industry. Which stocks are coming to the fore as a result?
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Commented by Armin Schulz on February 25th, 2025 | 08:00 CET
Volkswagen, First Phosphate, Mercedes Benz – What is next for the German automotive industry after the BYD advance?
The global mobility industry is at a turning point: While the Chinese automotive giant BYD caused a stir this week with an AI-powered driving assistant, established players and niche players alike are fighting for their future viability. Whether in the race for clean drive technologies, strategic raw material partnerships, the integration of artificial intelligence, or higher margins – the challenges are diverse. In Germany, in particular, there is a sense of crisis. Therefore, we take a look at two major German automotive companies, as well as an important supplier of a critical raw material for e-mobility.
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Commented by André Will-Laudien on February 21st, 2025 | 07:10 CET
Global stock boom, Germany votes – Watch out for Mercedes-Benz, Argo Living, thyssenkrupp, Rheinmetall, and Hensoldt!
The stock market started the new year at full speed. The DAX index reached 22,900 points in February, which is in line with some analysts' year-end targets. Liquidity is high and sentiment remains buoyant despite all the negative events in the real world. The federal elections are just around the corner, with the prospect of a grand coalition with green or yellow enrichment. The people of Germany hope for a big change, but none of our politicians have the stature of a Donald Trump, who establishes new conditions by the second. The likelihood is high that coalition negotiations will take longer than we believe today, and the uncertainty surrounding the German economy will likely continue for a while. It will be interesting to see whether Germany ever experiences a real "double whammy". After all, there are enough problems to solve, but so far, the will and courage are lacking. Here you will find a selection of titles that could cause a stir even after the election.
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Commented by André Will-Laudien on January 7th, 2025 | 07:30 CET
Super Rally 2025: Artificial intelligence, crypto and the hunger for energy! TOP performance with MicroStrategy, XXIX Metal, BYD and Mercedes
The sudden cancellation of the government environmental bonus for e-vehicles at the end of 2023 has led to a significant drop in the number of electric vehicles being registered. However, interest in electric vehicles remains, albeit constrained, partly due to the high prices of many electric models. New government measures are expected to boost electric mobility again starting in 2025, with potential incentives of up to EUR 3,600 – though the implementation will likely only happen after the elections. What is being treated as an election promise for Germany has become the norm for the rest of the world. The increasing demand for energy driven by the electrification of various sectors, from high-tech and artificial intelligence to the crypto arena, which is even now being considered as a "reserve currency," highlights how quickly the world is changing in this disruptive environment. However, what all economic and political trends have in common is the need for access to strategic metals, especially copper! Where are the opportunities for investors?
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Commented by Juliane Zielonka on December 30th, 2024 | 07:00 CET
dynaCERT, Mercedes-Benz and Volkswagen: Three strategies for the mobility transition
The automotive industry is undergoing a unique transformation: innovative technologies are creating new markets, while established European manufacturers are struggling with tighter environmental regulations. The Canadian company dynaCERT offers an applicable interim solution with its HydraGEN™ technology: the switchable retrofitting of conventional diesel engines with hydrogen technology enables significantly lower CO₂ emissions. Ideal for logistics, shipping and mining. dynaCERT is enjoying profitable new business in the Mexican mining industry. For Mercedes-Benz, Mexico is also the mobility country of the future. The Company is setting new records there with its bus business and dominating the sector, achieving a market share of 45%. In contrast, the German carmaker Volkswagen is suffering from a lack of demand for electric mobility at its home base. It plans to avert the impending crisis by cutting 35,000 jobs. Where should investors be looking now?
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Commented by André Will-Laudien on December 23rd, 2024 | 08:10 CET
New elections in 2025 – A tailwind for electric mobility: VW, Mercedes, ARI Motors, BYD and Stellantis
The traffic light is history, and new elections will be held on February 23. If the current polls are to be believed, a centre-right coalition could emerge. A 180-degree turn in economic policy would be needed for Germany as a business location to stop the exodus of industry abroad. However, this requires signs of a consistent refocusing on burning issues. Citizens are burdened with high price increases, and e-mobility urgently needs new incentives. International investors have long since turned their backs on European markets and are investing primarily in the US. The very low valuations in this country, which have rarely been observed over a longer period of time, offer hope. There is a good chance of a noticeable turnaround in the automotive sector in particular.
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