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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!

  • Mining
  • rawmaterials
  • renewableenergies
  • Electromobility

"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

  • Mining
  • Nickel
  • Electromobility

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

  • Commodities
  • Technology
  • Rare Earth Elements
  • Battery Metals
  • E-Mobility

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

  • Hydrogen
  • greenhydrogen
  • renewableenergies

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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Commented by Juliane Zielonka on March 24th, 2023 | 07:55 CET

First Phosphate, Volkswagen and Vonovia - Winners in climate poker

  • Mining
  • phosphate
  • Electromobility
  • climatechange

On March 26, the residents of Berlin will vote on whether their city should become climate neutral by 2030 - 3.6 million inhabitants travel daily by car, bus and train. For mineral explorer companies like First Phosphate, the potential acceleration in demand is already a win-win, as demand for basic materials for batteries increases dramatically. Volkswagen, for example, may soon launch large-scale industrial production of cathode materials (CAM) and precursor materials (PCAM) in Europe, thanks to the go-ahead from regulators. Vonovia is also getting enterprising: the group owns 136,000 apartments in Berlin.

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Commented by Nico Popp on March 22nd, 2023 | 10:42 CET

Subsidies beckon, shareholders profit: Volkswagen, NEL, First Hydrogen

  • Hydrogen
  • GreenTech
  • subsidies

Money from the state comes in handy for many companies. This is especially true when the challenges are great, and the capital requirements are immense. For large industrial companies, subsidies have always been part of the package. Just recently, Volkswagen, for example, picked up money in South Carolina. We explain in which industries there is also something "to be had" for shareholders.

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Commented by André Will-Laudien on March 20th, 2023 | 08:30 CET

The big battery question of 2023: BASF, Altech Advanced Materials, Volkswagen - Who is the fastest?

  • Electromobility
  • Innovations
  • Technology

In recent months it has become clear to investors that the global economy will have to contend with sharp price increases after the pandemic. The greatest inflationary pressure comes from scarce raw materials, especially for high-tech industrial goods. That is because the trend toward climate protection is forcing the industry to make its manufacturing processes more resource-efficient. As a result, this requires major investment in new energy plants and storage systems. Electromobility is still the smaller problem here because how will humanity secure green energy supplies around the globe? The energy hunger of the emerging nations already exceeds the new demand in the industrialized nations by a factor of six. Sophisticated ideas are needed!

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Commented by Juliane Zielonka on March 17th, 2023 | 19:17 CET

First Hydrogen, Volkswagen, Daimler Truck - The unstoppable energy transition, who is winning the race?

  • Hydrogen
  • fuelcell
  • Investments

Canadian fuel cell manufacturer Ballard Power joins First Hydrogen for LCV test drive. The two companies are cooperating to produce the world's first hydrogen-powered vans. According to expert forecasts, the logistics industry will be worth EUR 13.7 billions by 2027. Change at Volkswagen's premium Audi brand is proceeding rather sluggishly. The regulations imposed by the EU are causing problems for CEO Duesmann, who sees it as unrealistic to implement everything that Brussels demands by 2025. Daimler Truck, on the other hand, is looking forward to a major order that will soon get 1.8 million people in the Hamburg metropolitan region moving. The Hamburg-Holstein transport authority signs a major order.

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Commented by Nico Popp on March 9th, 2023 | 10:58 CET

Innovations for millions: Volkswagen, JinkoSolar, Meta Materials

  • Technology
  • metamaterials
  • Innovations

If a company is ahead of the competition, its business runs all by itself. Large companies invest billions to set themselves apart from the market. But the structure of corporations too often puts the brakes on visionary projects. Fortunately, there are smaller companies that are wholly committed to new technology. We present three companies and explain which could soon become the focus of the big players.

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Commented by André Will-Laudien on March 9th, 2023 | 10:56 CET

Running out of fuel? BYD, Porsche, VW, Globex Mining - Metals in demand!

  • Mining
  • Gold
  • Silver
  • Commodities
  • Electromobility
  • Metals

In benchmarking, anyone who sees electromobility at the forefront cannot ignore a powerful battery. In the last 3 years, there have been no real leaps forward in development, but at least power compression in lithium-ion technology achieved a doubling of the range and, in parallel, also lowered the previously long charging times. This made an electric vehicle suitable for long-distance travel for the first time, even though faster discharge must be expected in winter due to non-engine services such as heating. But technological development continues, and BYD, as one of the world market leaders, sets technological standards. Which stocks are the favourites in the sector?

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