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Commented by Carsten Mainitz on January 26th, 2026 | 07:35 CET
2026 – The comeback of hydrogen stocks: Now it is substance that counts, not hype! The hidden potential of dynaCERT, Ballard Power, and VW
For years, hydrogen stocks were considered the promise of the future. The hype was followed by a hangover. Valuations have fallen sharply, and after a phase of exaggerated expectations, the focus is now shifting to robust business models and industrial scaling. dynaCERT stands out with its innovative bridge technology that meets high environmental standards. Its ready-to-use solutions for reducing emissions are convincing more and more customers from industry. As an established player, Ballard Power is driving the further development of fuel cells in heavy-duty transport. Volkswagen is taking a different approach. A few days ago, the automaker published key data for the past fiscal year, which came as a positive surprise.
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Commented by Carsten Mainitz on January 22nd, 2026 | 06:50 CET
Batteries as a crucial key technology: VW, NEO Battery Materials, and Hensoldt in a technological alliance
The global race for battery technologies and technological sovereignty is becoming significantly more intense. NEO Battery Materials is coming into focus with its market-ready, high-performance silicon anodes and the imminent ramp-up of mass production. The Canadian company is positioning itself as a Western alternative to Chinese-dominated supply chains, combining technological advantages with a compelling cost profile. At the same time, Volkswagen is under pressure to accelerate its e-mobility strategy in an increasingly fragmented and competitive global market. Hensoldt, meanwhile, is benefiting from the rapid expansion of drones, sensors, and security-related future technologies. Together, these three companies illustrate how closely capital markets, geopolitics, and industrial innovation are now intertwined.
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Commented by André Will-Laudien on January 21st, 2026 | 08:30 CET
E-subsidy 2.0 and now the boom! Taking off with BYD, NEO Battery Materials, and VW
Now it is official! The German federal government is relaunching its e-subsidy program. Low- and middle-income earners can apply for environmental incentives of up to EUR 6,000 for the purchase of an electric or hybrid vehicle. Annual household income must not exceed EUR 80,000 for households without children, and EUR 90,000 for those with children. Fully electric vehicles will receive a base subsidy of EUR 3,000. What initially sounds like positive news was met with little enthusiasm on the stock market. On the contrary, automotive stocks ended up with a 2 to 3% correction. The reason: the math is a zero-sum game. The German automotive market continues to be dominated by combustion engine technology. Those who take advantage of the EV incentive are simply subsidizing their switch to electric mobility, while at the same time, a new combustion-engine purchase disappears from sales pipelines. Worse still, German manufacturers still do not appear to be competitive with Chinese suppliers. Ultimately, this suggests that foreign suppliers could win the race. Investors should therefore take a close look at where the real private-sector leverage may lie.
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Commented by Nico Popp on January 7th, 2026 | 07:10 CET
The clean solution to the dirty nickel problem: How Power Metallic Mines could save the supply chains of Mercedes-Benz and Volkswagen
The automotive industry faces a paradoxical situation in 2026. While sales figures for electric vehicles have stabilized and the technology is becoming increasingly mature, the threat now comes not from demand but from the supply side of the value chain. The supply of raw materials, especially the critical battery metal nickel, is coming under massive pressure due to geopolitical shifts and drastically tightened environmental regulations in Asia. German flagship companies Mercedes-Benz and Volkswagen, which have invested billions in their electrification strategies, are faced with the challenge of reconciling their ethical promises with the physical reality of the market. In this area of tension between regulatory constraints and industrial needs, Canadian explorer Power Metallic Mines is evolving from a raw materials explorer into a potential strategic enabler with its NISK project.
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Commented by André Will-Laudien on January 6th, 2026 | 07:35 CET
Up and down: Doublers and halvers among themselves! BYD, VW, DroneShield, and Power Metallic
And once again, it is full steam ahead. While last year saw a sunny scenario in terms of returns for AI, defense, and silver stocks, these sectors are performing even better in the new year. Rumors of a physical silver shortage have now been confirmed by futures exchange warehouses. This could mean that the "one-way movement" in strategic metals will continue. Rumor has it that the shortages may even be spreading to a range of industrial metals. As the world's largest producer of these raw materials, China is tightening export controls and redirecting resources toward its domestic industry. Much of this is still unconfirmed, but the recent price explosion to over USD 12,000 for copper speaks volumes. Investors would be well advised to diversify their allocations to be ready for the most important developments!
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Commented by Nico Popp on January 5th, 2026 | 07:05 CET
The Syrah Resources effect: Why Graphano Energy provides the blueprint for Volkswagen's graphite strategy
Graphite is the often-overlooked heavyweight of electromobility. While the world largely focuses on lithium and cobalt, the anode of a lithium-ion battery consists predominantly of graphite by weight. China controls this market almost entirely, which poses massive problems for Western automakers. With its groundbreaking deal with Tesla, Syrah Resources has proven that building a Western supply chain is not only possible but vital for OEMs. Despite current challenges, this development serves as a blueprint for the entire sector. As Volkswagen aggressively searches for raw materials in Canada through its subsidiary PowerCo, Graphano Energy is positioning itself through its activities in Québec as a logical beneficiary of this new geopolitical reality.
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Commented by Armin Schulz on January 2nd, 2026 | 06:55 CET
Battery raw materials are the bottleneck in many areas – Power Metallic Mines, DroneShield, and Volkswagen under review
A historic turning point is shaping the markets. Geopolitical ruptures and critical raw material dependencies are defining the new investment era. In this volatile era, security, resource sovereignty, and industrial change are becoming the most valuable assets. Global electrification is putting battery raw materials at the center of attention in both the defense and automotive industries. Today, we take a look at Power Metallic Mines, a future producer of polymetals, and DroneShield, whose drones require powerful batteries, as do Volkswagen's electric vehicles.
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Commented by Armin Schulz on December 22nd, 2025 | 06:00 CET
The key to billions in profits: High-performance batteries in the spotlight at NEO Battery Materials, Volkswagen, and DroneShield
While sluggish economic data currently dominates, disruptive technologies are unleashing enormous profit potential. Artificial intelligence, electromobility, and new safety requirements are fueling demand for specialized high-performance batteries. These key components are driving not only autonomous vehicles, but also AI infrastructures, robotics, and drone systems, generating growth markets worth billions. We analyse NEO Battery Materials, a manufacturer of high-performance batteries, electric vehicle manufacturer Volkswagen, and drone specialist DroneShield.
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Commented by Nico Popp on December 18th, 2025 | 07:00 CET
Dividend comeback: Why Mercedes-Benz and VW look outdated compared to RE Royalties' model
In a market phase in which interest rates have peaked, and tech stocks are ambitiously valued, investors are once again turning their attention to the oldest source of income in stock market history: dividends. But the hunt for the highest returns often turns out to be a dangerous undertaking, because a high percentage payout is usually not a sign of strength, but a warning signal for falling prices or structural problems. While German automotive giants Mercedes-Benz and Volkswagen attract investors with seemingly favorable valuations and generous returns, their business model is facing the most expensive transformation in history. In this environment, RE Royalties, a Canadian niche stock, is coming into focus. Its business model is specifically designed to generate stable cash flows from the megatrend of the energy transition without bearing the operational risks of an industrial group.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
How Bayer, WashTec, and Volkswagen will earn more money in the future with digitalization and AI
Artificial intelligence is already generating measurable profits in industry today. In the pharmaceutical and chemical industries, it is revolutionizing research and accelerating the market launch of vital products. Mechanical and plant engineering is tapping into recurring sources of revenue with AI-based services and strengthening customer loyalty. And in the automotive industry, autonomous driving is highly popular and will shape the future. These advances prove that the productive phase of AI has begun. Three companies show how technology translates into competitive advantages and robust margins: Bayer, WashTec, and Volkswagen.
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