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Commented by André Will-Laudien on August 2nd, 2022 | 12:43 CEST

How much lithium do BYD, VW, Tesla and Co. need? Standard Lithium, Edison Lithium - Who can deliver quickly?

  • Mining
  • Lithium
  • Electromobility

Parallel to the electric car boom, many raw material prices have also exploded. Lithium has risen 1200% in price in Chinese yuan since the beginning of 2021, and nickel has risen by 40%. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. As a result, just about every automaker is planning with its own specifications on how to handle battery procurement. BYD, VW, Daimler and Tesla already have their gigafactories or are currently planning them. Lithium is one of a battery's most important raw material components, along with nickel, cobalt, graphite and copper. However, the quantities available on the markets are limited, as producers are also still thin on the ground. We shed light on a market that is determined by shortages.

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Commented by Nico Popp on July 20th, 2022 | 13:12 CEST

Where is the next 749% lurking? Volkswagen, Edison Lithium, Rock Tech Lithium

  • Lithium

While many commodities have priced in a recession these days, "white gold" is shining brighter than ever. Lithium, an important basic material for accumulators and batteries, is referred to as "white gold". As recently as 2020, the price of a ton of lithium carbonate was quoted at just over USD 8,000. Today, the coveted substance stands at a whopping USD 71,000. Here is how investors can profit from this trend and which companies need to dress warmly.

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Commented by Nico Popp on July 6th, 2022 | 11:54 CEST

Synergy effects as a risk buffer: Amazon, wallstreet:online, Volkswagen

  • Investments
  • Online
  • Shopping
  • Broker

Experienced value investors look for an "economic moat" in attractively valued companies. These business model characteristics make it particularly immune to external influences and disruptive factors. These include, for example, low-priced items that are a hit with consumers thanks to strong brands and are therefore readily purchased even in times of crisis. Another form of "economic moat" can be different divisions and business units that complement each other. We highlight three synergy stocks and explain how they can be stable investments.

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Commented by André Will-Laudien on June 29th, 2022 | 12:10 CEST

The super battery is coming: Varta, Altech Advanced Materials, BYD, VW - Who will supply it?

  • Technology
  • Electromobility
  • Battery

In times of energy scarcity, storage is essential in addition to generation. Engineering firms worldwide are currently searching for the "super battery." It should contain fewer pollutants, be rechargeable many times, allow for a high capacity and not cause problems during later disposal. We will not be able to reconcile all of these criteria anytime soon, but in the overall process, even incremental steps are having a significant effect as the energy storage sector evolves into the next trillion-dollar market. Here is a selection of companies that are already making a major contribution.

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Commented by André Will-Laudien on May 25th, 2022 | 11:46 CEST

Infineon, BrainChip, Daimler, Volkswagen - High-tech stocks at their best!

  • Electromobility
  • AI
  • Innovations

The global automotive business is operating according to new laws. That is because e-mobility is a done deal, and if politicians' pronouncements are anything to go by, combustion engines will be history from 2030. As a result, the prerequisites for the industry are also changing because intelligent and powerful chips remain the basis for the further development of future mobility. Supply chains and Chinese reliability are still a problem, and high raw material prices will not make the new vehicles any cheaper. Innovations could be an effective means of combating the erosion of margins. Who is ahead in the market of high-tech players?

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Commented by Stefan Feulner on April 19th, 2022 | 11:43 CEST

Volkswagen, Phoenix Copper, Nordex - Act quickly

  • Copper
  • renewableenergies

The German cabinet wants to minimize dependency on Russian oil and gas and, at the beginning of April, passed the so-called Easter Package at the suggestion of Vice-Chancellor and Federal Economics and Climate Protection Minister Robert Habeck. It has been the largest amendment to energy policy legislation in decades. The Easter package comprehensively amends various energy laws in order to accelerate and consistently drive forward the expansion of renewable energies. To put this amendment into practice, the demand for raw materials, which are already in short supply, will drastically increase, positively affecting producers.

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Commented by Nico Popp on April 9th, 2022 | 07:22 CEST

The next e-car revolution: Volkswagen, Altech Advanced Materials, BYD

  • Electromobility
  • Technology

Higher, faster, further - and cheaper too? Manufacturers and suppliers of electric cars are breaking new ground these days with new battery compositions and innovative technology. At the same time, the aim is to make electromobility as sustainable as possible. That means traceable and transparent supply chains and the avoidance of metals from dubious sources. We get to the bottom of three interesting representatives from the electromobility field and tap into investors' opportunities.

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Commented by Nico Popp on March 24th, 2022 | 11:02 CET

Is this the end for e-car stocks like Tesla? Rock Tech Lithium, Edison Lithium, Volkswagen

  • Lithium
  • Electromobility

More and more e-cars are on our roads, but Handelsblatt sees the e-car boom in danger. What's going on? The leading German medium for business and markets is concerned about the rising prices for battery metals and points, among other things, to the price of nickel, which almost doubled within a few days in March alone. Is there now a threat of a damper on the e-car hype? Or are developments in the sector separating the wheat from the chaff? We take a look at three stocks and explain what they are all about.

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Commented by Carsten Mainitz on March 15th, 2022 | 13:21 CET

Volkswagen, Edison Lithium, BYD - Important and expensive raw materials

  • Electromobility
  • Lithium

The electromobility industry is growing rapidly, and automakers are accelerating their electric strategy. However, this requires the necessary resources such as cobalt, copper, lithium and nickel. Increased demand is meeting a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales and profits in the coming years.

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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET

Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!

  • Copper
  • Electromobility

The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?

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