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Commented by Nico Popp on July 8th, 2026 | 07:05 CEST
Canada and Europe Are Jointly Securing Raw Materials: Why BMW and Volkswagen Should Keep an Eye on Power Metallic Mines
The automotive industry's transition to electric mobility is disrupting traditional supply chains. While efficient assembly used to be the key factor, in the era of electric vehicles, secure, environmentally responsible access to critical minerals matters most. Above all, strict legal requirements, such as the European Supply Chain Due Diligence Act, are forcing automakers to fully document the origin of their raw materials all the way back to the mine. In this complex landscape, Canada has emerged as one of the most important partners for European industry. The standards and mineral content are just right here—we introduce the market and potential beneficiaries.
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Commented by Matthias Schomber on July 7th, 2026 | 07:00 CEST
Auto and Combustion-Engine Crisis Meets Nuclear Power: Volkswagen and BMW Under Pressure - American Atomics on the Verge of a Breakout?
Germany's automotive industry has reached yet another low point in its ongoing crisis. Thousands of jobs are at risk. The country has long since surrendered its technological leadership to the Chinese. Policymakers have already driven the final nail into the coffin, and the casket is practically halfway into the ground. Yet, as the saying goes, hope dies last. Perhaps Volkswagen, BMW, and Germany's other automakers can still turn the tide and stage something of a resurrection. Or the grave may simply be filled in, marking the beginning of a prolonged decline—or even a permanent one. Volkswagen and BMW continue to struggle with structural challenges, shrinking margins, and weakening international markets. Investors should increasingly reconsider where they allocate their capital. Traditional safe bets no longer offer the same reassurance, and attention is inevitably shifting toward entirely different sectors benefiting from strong political support. This is precisely where the US uranium industry could emerge as a major beneficiary, with smaller players such as American Atomics also seeking to position themselves to help meet the world's rapidly growing energy demand. It is a paradigm shift that undoubtedly carries significant risks—but also presents tangible opportunities.
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Commented by André Will-Laudien on July 6th, 2026 | 07:25 CEST
Crash? No Thanks: The Auto Sector Ahead of a Turnaround! 133% with BYD, VW, North Arrow Minerals and BMW
In recent months, hardly any other sector on the stock market has managed to become as unpopular as the automotive sector. Margin battles and restructurings, including mass layoffs, are making the rounds across Europe. This downward trend stems primarily from structural overcapacity and mistimed ramp-up of electromobility. Now the German kings of the combustion engine are facing the aggressive market entry of state-subsidized Chinese competitors. European manufacturers, in particular, are thus caught in a fatal pincer crisis of falling sales and rising investment costs. Analysts therefore predominantly rate the traditional business models of the OEMs as risky and are lowering their future expectations. Institutional investors are abruptly shifting their portfolios into less cyclical, higher-margin growth sectors. The result: the broad European auto index lost around 12% over the last 12 months, with individual manufacturers down as much as 17 to 37%. Is there still hope for the titans on 4 wheels?
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Commented by Carsten Mainitz on July 2nd, 2026 | 07:15 CEST
The Billion-Dollar Market Between Diesel and Decarbonization: dynaCERT, VW, and Heidelberg Materials
The decarbonization of industry and the transportation sector is one of the major investment themes of the coming decades. Various propulsion systems, such as electric and hydrogen, are competing for the favour of customers and investors. But diesel is far from obsolete. A huge market is emerging for improving the efficiency of existing fleets. dynaCERT has positioned itself in this market with retrofit solutions that significantly reduce fuel consumption and emissions. Will Volkswagen, its commercial vehicle subsidiary Traton, or Heidelberg Materials be the next customers?
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Commented by Nico Popp on July 1st, 2026 | 07:10 CEST
What VW and Mercedes-Benz Must Do Immediately: Lithium as a Constant in Battery Technology – Rock Tech Lithium in an Exciting Phase
Mass layoffs and poor quarterly results are spreading fear in southwestern Germany, the heart of the automotive industry. And rightly so. The German automotive industry faces not only the mammoth task of transformation but also the challenge of sourcing critical battery raw materials. Over 80% of the lithium hydroxide needed in Europe currently comes from Chinese refineries. However, legal requirements such as the European Critical Raw Materials Act (CRMA) call for the establishment of local structures for mining and processing in order to break the critical dependence on China. A German-Canadian company could offer the solution.
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Commented by Matthias Schomber on July 1st, 2026 | 07:00 CEST
Volkswagen in Crisis, Rheinmetall Plummets: Could Volatus Aerospace Be the One to Benefit?
Drones have forever changed the face of modern warfare and are forcing nations around the globe to make drastic adjustments. Driven by the sometimes harsh lessons learned from the war in Ukraine, South Korea is now also planning a radical military reform. In the future, each of the country's 500,000 active-duty soldiers is to be trained as a drone pilot to counter the ever-growing threat from North Korea. Meanwhile, the military escalation in Europe continues to accelerate. As the Ukrainian Navy uses agile combat boats in the Black Sea to intercept Russian drones and protect the vital ports of Odesa, concerns are mounting in Moscow. Fearing Ukrainian counterstrikes, the Kremlin is tightening its defensive perimeter by deploying additional S-400 air defence systems, reportedly even on the grounds of a foundation linked to Russian President Vladimir Putin's daughter. In our latest report, we examine how the rise of unmanned weapon systems is fueling a global arms race and what it could mean for the shares of Volkswagen, Rheinmetall, and Volatus Aerospace.
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Commented by André Will-Laudien on June 26th, 2026 | 07:55 CEST
Battery Boom 3.0: The Future Is 100% Electric! VW, BYD, Stellantis, and HPQ Silicon at the Eye of the Storm
Things are a bit bumpy on the stock market right now. While the high-tech sector is now showing clear signs of slowing down, chip stocks—led by Micron and AMD—are really stepping on the gas again. At the heart of this are massive investments in data centers and new AI infrastructure. This is putting the spotlight on companies whose innovative ideas have the potential to disrupt an entire sector. One example is HPQ Silicon, which addresses several critical areas for future energy and industrial value creation. For VW, BYD, and Stellantis, too, the focus has long since shifted from mere market share to dominance in the global battery race. For the automotive industry, the challenges of the moment could not be greater. After all, they need reliable access to raw materials and strong end markets. Ultimately, however, success is determined by the often fickle consumer. Investors, too, have always been highly selective in their choices. We reveal a few criteria for separating the winners from the rest.
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Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST
Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus
Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!
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Commented by Armin Schulz on June 22nd, 2026 | 07:20 CEST
From a Canadian Mine to a German EV: Rock Tech Lithium, BASF, and Volkswagen are Reducing Dependence on China
Electric mobility continues to grow unabated, but the fuel of the future is becoming scarce. Demand for lithium is skyrocketing, while prices are once again heading toward record highs after a slump. European industry faces a critical test between dependence on China and the drive for autonomy. It is precisely in this gap that a window of opportunity opens for savvy investors. It is not the raw material alone that promises returns, but the intelligent integration of mining, refining, and production right on our doorstep. A strategic alliance between Canada and Germany could reshape the market. Three companies occupy the key stages of this value chain: Rock Tech Lithium, BASF, and Volkswagen.
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Commented by André Will-Laudien on June 18th, 2026 | 07:50 CEST
Gold and Critical Metals in Buy Mode: In the Fast Lane with Barrick, BYD, VW, and North Arrow Minerals!
When it comes to critical metals and gold, Africa is a sought-after continent among investors. West Africa, in particular, has developed into one of the world's most significant gold-producing regions over the past two decades, with Barrick Mining—through its mines in Mali—playing a key role in unlocking the region's enormous geological potential. Deposits such as Loulo-Gounkoto are now among the company's most productive gold mines and impressively demonstrate the value that can be created when promising greenstone belts are systematically explored and developed. Barrick's success story also illustrates that many of today's major gold discoveries are no longer being made in traditional mining regions, but rather in areas that have seen little exploration. This realization is bringing the South African country of Botswana into the spotlight of global metals strategists. The politically stable country not only possesses significant deposits of critical metals such as copper, nickel, and rare battery metals, but also harbours geological structures comparable to the productive gold belts of West Africa. Investors are taking notice.
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