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Commented by Stefan Feulner on July 13th, 2021 | 10:05 CEST

Bayer, Almonty Industries, Daimler - Shortages without end

  • Tungsten

The shortage of semiconductors weighs heavily on the auto industry. According to a study by the Duisburg-based Center for Automotive Research, it will be responsible for the loss of production of around five million vehicles this year alone. An end to the chip shortage is not yet in sight. Meanwhile, the next crisis due to the lack of raw materials is already just around the corner. Due to the rapid growth in electromobility, the high demand for lithium-ion batteries means that the next failures are pre-programmed.

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Commented by Stefan Feulner on July 9th, 2021 | 14:51 CEST

Volkswagen, Carnavale Resources, Daimler - Prepared for the future

  • Commodities

In addition to the global economic recovery, a long-term structural change towards a climate-neutral future is driving raw material prices. Copper is considered a key element for electromobility and renewable energies. It is used in the production of batteries, electric cars, solar modules and wind turbines. Other essential materials such as nickel, cobalt and lithium are primarily produced in China. Demand threatens extreme shortages and skyrocketing prices. Profit from this cycle.

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Commented by Nico Popp on June 17th, 2021 | 13:52 CEST

Daimler, Mineworx Technologies, BASF: Investing in the mobility revolution

  • Investments

The world keeps spinning - faster and faster, it feels. New technology is causing certain industries to rethink. Electromobility is one such catalyst: mining companies and companies from the chemical industry and other suppliers must prepare themselves because soon, most cars will run on batteries. There are great opportunities here - for carmakers who are on their toes and for resourceful experts in the field of recycling.

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Commented by Stefan Feulner on June 8th, 2021 | 07:47 CEST

NIO, Almonty Industries, Daimler - The power struggle escalates

  • Tungsten

The US government bans American investments for 59 companies from China. They are accused of cooperating with the Chinese state apparatus and military. The response from Beijing is not likely to take long. The Middle Kingdom is pulling the strings concerning the globally planned energy revolution. Whether solar plants, wind turbines or electric cars. The switch from fossil fuels to a sustainable energy supply based on renewable energy requires many metals. At the moment, more than 80% of the production of rare metals takes place in China. The currently prevailing chip shortage could be just a precursor.

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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

  • Copper

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 Nico Popp on May 7th, 2021 | 15:24 CEST

Volkswagen, Daimler, dynaCERT: Which share can increase fivefold?

  • Hydrogen

The mobile future is electric. But how sustainable is that? Millions of vehicles with combustion engines are intact and doing their job - whether for the daily commute or as a "family car" for occasional shopping trips or outings. Cars needed for infrequent but long journeys, or cars generally only used very rarely, are too good for the scrap yard from an economic and ecological perspective. A company from Canada offers a solution for this. We analyze where the opportunities for investors are greatest.

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Commented by Armin Schulz on May 5th, 2021 | 09:17 CEST

Defense Metals, Daimler, Siemens Energy: Rare earths facing a new hype?

  • RareEarths

In 2010, the first hype about rare earths occurred. Even then, it was apparent that digital technology would not be able to do without rare earths. As a result, shares of mining companies increased in price by up to 1,000%.
Currently, there is a lot of talk about e-mobility causing raw material resources to become scarcer. However, the talk is mainly about copper, nickel, lithium and perhaps silver. Rare earths are mostly forgotten, although they are used in many electronic devices, fighter jets and wind turbines.
China controls 80% of the world market and, according to media reports, is considering restricting exports of rare earths. Doing so could have a significant impact on all industries that require rare earths.

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Commented by Stefan Feulner on April 26th, 2021 | 07:05 CEST

Daimler, Osino Resources, JinkoSolar - These are the stocks you should own, now!

  • Investments

The money floodgates remain open. The key interest rate remains at 0% and bond purchases will continue until further notice. Thus, the ECB, just like the US Federal Reserve, relies on an ultra-loose monetary policy. For growth stocks, this is a good sign. Sectors such as hydrogen, fuel cells or electromobility could turn upwards again after a stronger correction. However, it is also a warning sign regarding inflation. The monetary guardians do not want to know anything about this issue yet.

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Commented by Stefan Feulner on March 24th, 2021 | 10:14 CET

Daimler, Kodiak Copper, SFC Energy - This will be expensive!

  • Copper

Germany is stepping on the gas! Stop, don't rejoice too soon. Unfortunately, it's not about the German government accelerating vaccination programs and fighting the Corona pandemic. Instead, domestic automakers have been causing a stir in recent days. A move away from internal combustion engines and the consistent expansion of the electric vehicle divisions should help them return to their old strength. However, the exceptionally high demand for the raw materials needed for electric mobility could lead to significant bottlenecks and dramatic price increases in the near future. The winners are clear.

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Commented by Mario Hose on December 22nd, 2020 | 09:49 CET

Daimler, dynaCERT, Tesla, Volkswagen - state-subsidized share gains

  • Investments

The German energy transition and the change in mobility can be summarized in one sentence: maximum effort for minimum success. While the impact of the German population on global environmental responsibilities is marginal, the financial burden is enormous. The introduction of battery cars has already failed and is now only getting off the ground thanks to unprecedentedly high premiums on a new purchase. The original selling point that battery cars are better for the environment has failed miserably. The federal government is now engaging in damage control and appealing to subsidy hunters. On top of that, the acquisition is now sweetened with a state-subsidized charging station. Speculators are rubbing their hands.

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