Volkswagen AG
Commented by André Will-Laudien on November 11th, 2026 | 05:26 CET
COP31 as a Catalyst for Returns! These Stocks Stand to Benefit from the Electrification Wave: VW, BYD, dynaCERT and SpaceX in Focus
The COP31 world climate conference in Antalya, Türkiye, is coming into focus for forward-looking investors as a key international implementation event. When almost 200 countries meet for two weeks of negotiations, the systematic decarbonisation of the global transport sector will be at the top of the political agenda. At this landmark summit, host country Türkiye is placing a clear emphasis on the comprehensive electrification of transport to specifically replace fossil fuels such as oil with clean electricity. As national climate action plans under the Paris Agreement must be continually tightened, governments worldwide are under immense pressure to accelerate the transition towards electric mobility and digitalised infrastructure through legislation. Despite political disruption and changed requirements from the US, regulatory pressure to reduce CO₂ remains unabated over the long term. With the Democrats' majority in Congress, there is once again some light at the end of the tunnel for the US too. For equity markets, this government-driven structural transformation means a sector-specific boom for companies in battery technology, charging infrastructure, rail transport and emissions control. Investors are taking notice and specifically targeting the winners!
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Commented by André Will-Laudien on October 29th, 2026 | 05:26 CET
Audi Invests in the US – Avoiding 100% of Tariffs with VW, Mercedes, Power Metallic and Porsche AG
Created and published on behalf of Power Metallic Mines
US instead of Europe! Facing potential costs running into billions on vehicle exports, Volkswagen subsidiary Audi is now going on the offensive and announcing the construction of its own USD 4 billion SUV plant in the US state of Georgia. This is not an isolated case, as the global automotive industry is facing a fundamental crisis fuelled by collapsing sales in China, once its flagship market, and the US government's protectionist tariff policy under Donald Trump. This strategic investment, worth billions, not only secures substantial local tax breaks for the premium manufacturer but, above all, serves as a shield against Trump's import tariffs. The consequences for the entire sector are far-reaching, as pressure on European automakers to radically localise production is mounting. While competitors such as BMW and Mercedes have been manufacturing in the US for decades, Audi must now catch up at considerable financial expense. For the European home market, however, this shift in value creation is intensifying the debate over factory closures and job cuts. At the same time, weak sales in China, where German brands are increasingly losing out to local electric vehicle competitors, are forcing painful strategic changes. It is worth taking a closer look at the sector!
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Commented by André Will-Laudien on October 13th, 2026 | 05:24 CEST
E-Mobility in Rally Mode! VW and Stellantis Face TÜV Inspections as dynaCERT, BYD and Tesla Show Steady Growth
Donald Trump's surprise diesel deal with Vladimir Putin breaches Western sanctions, but the commitment to Ukraine stands. At the same time, Houthi attacks on Riyadh's airport are driving oil prices to unpredictable heights. With Brent above USD 100 a barrel, that is reason enough to switch powertrains! Supported by the electric vehicle environmental incentive, motorists are increasingly fleeing the price spiral at the pump, with alternative technologies in greater demand than ever. The clean transition relies heavily on e-mobility and green hydrogen as the future's ultimate energy carriers. But the energy transition does not only produce winners! While the struggling giants VW and Stellantis are deep into restructuring amid shrinking margins, agile challengers from the Far East and overseas dominate the field. Pioneer Tesla is delivering good figures, but its Chinese competitor BYD has long since overtaken it. At the same time, dynaCERT is demonstrating how highly innovative hydrogen technologies can make powertrains in heavy goods transport more energy-efficient. Investors should sharpen their focus, as the automotive market is currently reinventing itself.
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Commented by André Will-Laudien on August 11th, 2025 | 07:10 CEST
Buying frenzy – Indices are heading upward! Another 150% possible with Palantir, European Lithium, VW, and BYD
The NASDAQ and DAX 40 indices are basking in sunshine. A veritable buying wave is sweeping across tech stocks, especially Palantir Technologies. The share price continues to rise, driven by an almost irrational demand for AI and outstanding business performance. At the same time, short positions on this stock are rising sharply to over 50 million shares - a warning sign of potential short-covering scenarios. There is currently no sign of the typical summer slump. On the contrary, the stock markets are climbing from one high to the next as if the tariff decisions were a blessing for the global economy! In contrast, BYD is experiencing weaker-than-expected sales performance in July. Quarterly figures are down, and the stock is coming under considerable pressure. There is also plenty of movement in the commodities sector, as the US seeks stable supply chains. But where can these be found?
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Commented by André Will-Laudien on June 25th, 2024 | 08:50 CEST
Euro 2024 Round of 16 - A Summer fairytale on the stock markets, too? BYD, VW, Power Nickel and Rheinmetall qualify early
Football has always been a great way to distract the masses. People love sports because it relaxes them even when they are just watching - a tried and tested remedy for the multiple crises that continue to spiral into our minds. Fortunately, the stock markets are trading so high that the looming banking crisis in China and Japan is not working its way through to Europe in the media. The EU financial markets have lost a lot of ground since the election because while the NASDAQ is rushing from peak to peak, the EURO STOXX is making an almost unnoticed 5% correction, and France is even down 10%. EU spreads on German government bonds widened further, a scenario that seemed to have been forgotten since 2008. And in football, Germany is hopeful going into the Round of 16, and our stock picks are also bursting with strength.
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Commented by André Will-Laudien on March 27th, 2024 | 08:30 CET
Watch out: DAX record chase! Automotive stocks in the fast lane: Mercedes-Benz, Globex Mining, VW and Tesla
The DAX 40 index is chasing from one high to the next, surpassing the 18,400 mark yesterday. In addition to artificial intelligence, it is primarily high-tech and defense stocks that are moving the market. The automotive stocks are still in the doldrums, as an expected decline in GDP also means smaller household budgets. Nothing is worse for the industry than the postponement of new car purchases until next year. The stockpiles are getting bigger, and dealers are plunging into desperate discount battles. However, the market is changing noticeably. Currently, there are clear buying candidates; we analyze the current situation.
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Commented by André Will-Laudien on November 14th, 2023 | 07:30 CET
Rapid energy transition, metals remain in demand! JinkoSolar, Globex Mining, BYD and VW under scrutiny!
"Goodbye Hydrogen" - that is how investors in H2 stocks might title their investment success in 2023. On average, shares in the booming sector lost up to 85% in 2021. But the year is not over yet. Plug Power shares were hit hard last week, experiencing a sell-off of over 35% after the Q3 figures. The fundamental environment was ignored for many months, but now gravity is returning and sending overvalued stocks into the cellar. It is an environment for buyers willing to conduct some analysis. We help navigate the figures.
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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
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?
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Commented by André Will-Laudien on June 15th, 2023 | 07:50 CEST
New record prices every day, but where is the perfect battery? Varta, First Phosphate, Volkswagen in focus
Without the next evolutionary step in traction batteries, it will probably be a long time before e-mobility can replace the combustion engine market. Short service life, limited flexibility and high production and disposal costs stand in the way of an economic approach, even if the red-green government likes to downplay these facts. In the end, politics has also failed to provide electricity in an appropriately "sustainable" manner and at an affordable price. Therefore, anyone who wants to promote ecology through politics must ensure that electricity prices are halved, and all currently required fossil components are eliminated from the energy mix. Otherwise, the enlightened consumer may revert to purchasing fuel-efficient internal combustion engine vehicles, even if they eventually have to import them into the EU at some point. Where are the opportunities for dynamic investors?
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Commented by Armin Schulz on April 19th, 2023 | 08:20 CEST
Nel ASA, First Hydrogen, Volkswagen - Funding paves the way for green hydrogen
After the USD 750 billion US climate package, the European Union followed suit with the Green Deal Industrial Plan to remain competitive. At the end of March, the "EU Renewable Energy Directive" was rewritten with the goal of sourcing 45% of total power from renewables by 2030. This will add more speed to the expansion of renewable energies, which will ultimately also help hydrogen technology. The more green electricity is available, the cheaper green hydrogen becomes. At least EUR 100 billion are to be made available as subsidies by 2030. Today we look at 3 companies that could benefit from the subsidies.
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