Volkswagen AG
Commented by Armin Schulz on April 2nd, 2025 | 07:00 CEST
RENK – The armaments hype is waning. First Phosphate and Volkswagen are taking advantage of the upswing in electromobility!
The demand for armaments stocks is waning. Despite record orders for tank transmissions from the RENK Group and global security investments, the defense boom is flattening out - partly because these stocks have become fundamentally expensive. At the same time, electromobility is gathering pace: The EU predicts a 38% increase in the number of electric vehicles registered in 2025, driven by Germany's planned tax breaks and subsidies for hybrids. This surge requires raw materials to produce lithium iron phosphate batteries, which is where First Phosphate comes into play. Meanwhile, Volkswagen is currently exploring the production of military vehicles, but is also pushing into the market with new electric vehicles and charging systems. Investments for the future should flow into green technologies, not tank production.
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Commented by Armin Schulz on March 26th, 2025 | 07:10 CET
Volkswagen, European Lithium, BYD – Lithium as a winner in the crisis: Why analysts are predicting a rally despite the chaos
The global energy transition is catapulting lithium into the spotlight. As an indispensable raw material for batteries, the electrification of mobility and energy infrastructure has fueled demand enormously. But after the hype, prices plunged from record highs to below USD 10,000. Now, there are increasing signs of a trend reversal: Production cutbacks, a predicted demand explosion of around 20% this year, strategic investments by large corporations, and technological leaps in extraction could curb the oversupply. Is lithium on the verge of returning as the scarce "white gold"? The stage seems to be set for a revaluation of the market.
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Commented by Armin Schulz on March 12th, 2025 | 07:00 CET
Nel ASA, First Hydrogen, Volkswagen – The EU and Germany are pumping billions into hydrogen – who is cashing in?
As the global search for alternatives to oil and gas gathers pace, hydrogen could become the secret star of the energy transition. Green hydrogen could become a game changer not only for factories but also in the transport sector. The EU has now launched a multi-billion funding program – in Austria alone, 112,000 tons of green hydrogen are to be produced with it, and in Lithuania, 13,000 tons. One thing is clear: from 2027, it will be noticeably more expensive at the gas station. Experts expect price jumps of between 38 cents and 1 euro per liter. Suddenly, many are looking again more closely at emission-free drives. Innovative companies are driving this technology forward and positioning themselves as pioneers of an emission-free era. Opportunities are opening up for investors. Those who invest in hydrogen players early on could benefit from the upheaval in the energy and automotive industries. But which companies are setting the trends?
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Commented by Armin Schulz on February 25th, 2025 | 08:00 CET
Volkswagen, First Phosphate, Mercedes Benz – What is next for the German automotive industry after the BYD advance?
The global mobility industry is at a turning point: While the Chinese automotive giant BYD caused a stir this week with an AI-powered driving assistant, established players and niche players alike are fighting for their future viability. Whether in the race for clean drive technologies, strategic raw material partnerships, the integration of artificial intelligence, or higher margins – the challenges are diverse. In Germany, in particular, there is a sense of crisis. Therefore, we take a look at two major German automotive companies, as well as an important supplier of a critical raw material for e-mobility.
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Commented by André Will-Laudien on February 12th, 2025 | 08:00 CET
Mega rally at First Phosphate, Renk, VW, and BYD with buy signals
The stock markets continue to rise unabated. Those hoping for a correction will be disappointed. Yesterday, the DAX 40 index broke through the 22,000 mark, much faster than many had anticipated. Technology stocks SAP and Siemens remain the driving force, while on the NASDAQ, it is still the Magnificent 7 that is setting the tone. Selection is now key. We turn our attention to the upcoming battery materials supplier, First Phosphate, as well as stocks like Renk, VW, and BYD. While VW is in the middle of restructuring, BYD is continuing on its journey. The defense industry remains interesting, especially Renk. Where should one invest now?
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Commented by Armin Schulz on February 4th, 2025 | 07:10 CET
Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?
The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.
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Commented by André Will-Laudien on January 29th, 2025 | 07:00 CET
Watch out! VW and BMW are turning, Benton Resources is stepping on the gas, while Nordex and Siemens Energy are on the sidelines
For the German economy, a 180-degree shift in economic policy is needed to stop the ongoing migration of industries abroad. However, this requires signs of a consistent refocusing on burning issues, which neither the parties with a claim to the government nor the opposition can really present. International investors have refocused on European markets at the beginning of the year, as reforms are expected. The premature praise for Donald Trump has generated new highs in the US, but now the NASDAQ seems to be running out of steam. Germany, as the laggard in terms of economic growth, offers very low valuations that have rarely been seen for longer periods. We highlight some opportunities.
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Commented by Armin Schulz on January 27th, 2025 | 07:10 CET
Volkswagen, Nova Pacific Metals, D-Wave Quantum – Is a trade war about to break out?
Donald Trump is the new president of the United States of America, and he is moving at a rapid pace. On his first day, he issued several decrees, and his inaugural address was also impactful. He announced tariffs on imports. Goods from Mexico and Canada will be subject to 25% customs duties. And tariffs of up to 60% are being considered for products from China. If the US isolates itself like this, China, in particular, could significantly restrict its raw material exports, and the trade war would be officially underway. The race for critical raw materials has already begun. Trump has already put out feelers to Greenland and Canada. Where will high-tech industries source their raw materials from in the future?
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Commented by Armin Schulz on January 24th, 2025 | 07:15 CET
First Phosphate, Volkswagen, BYD – The automotive industry is in a flurry again
Donald Trump is wasting no time. On the day of his swearing-in, he signed several decrees and explicitly mentioned higher tariffs in his inaugural address. The new External Revenue Service will be responsible for working out exactly what these will look like. Trump wants to close the loopholes, such as imports via Mexico, in order to protect and strengthen his own economy. This is a disaster for the European automotive industry in particular because, after the difficulties in China, there is a risk of further losses in the second-largest sales market. In addition, vehicle manufacturers need more powerful batteries in their electric vehicles. Lithium iron phosphate (LFP) batteries are becoming more and more popular for this purpose. However, there is a bottleneck here as well. We take a closer look at the automotive market.
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Commented by Stefan Feulner on January 21st, 2025 | 08:30 CET
Rheinmetall, ARI Motors, Volkswagen – Trump sets the course
The inauguration of the 45th and 47th President of the United States is currently overshadowing everything else. In the run-up to the event, the leading German index, DAX and the leading cryptocurrency, Bitcoin, reached new all-time highs. However, uncertainty is growing regarding which industries will be among the so-called "Trump Trades" and which can expect less support from the US government. One thing is certain: market volatility is unlikely to decrease anytime soon.
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