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Commented by André Will-Laudien on January 27th, 2022 | 13:10 CET

Varta, JinkoSolar, Barsele Minerals - Green tech: After the sell-off is before the rally!

  • Gold

Green tech stocks were the clear favorites of investors in 2021. Many stocks from the energy, climate or metals sectors reached multi-year highs. First, the hydrogen hype ran, then the stock market focused on battery makers and e-mobility, and toward the end of the year, uranium and lithium suppliers were bullish. A healthy rotation of green themes, further spurred by the Glasgow climate conference in November. Now some prudence has returned, prices fell slowly at first and then violently in the last few days. Where are the opportunities now?

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Commented by Nico Popp on January 24th, 2022 | 10:13 CET

Mini P/E, dynamic growth and ESG profile: Varta, Saturn Oil + Gas, Gazprom

  • Oil

We have associated modern energy sources, such as batteries or even hydrogen, with future investments for years. Indeed, it is extremely appealing to use renewable energies to feed both the power grids and the engines of ships and trucks. But this transformation is a Herculean task. We look at why investors have great opportunities in this regard and which shares are particularly suitable.

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Commented by André Will-Laudien on January 19th, 2022 | 13:45 CET

BYD, Almonty Industries, Varta - E-mobility needs critical metals!

  • Tungsten

The pandemic has disrupted supply chains in the raw materials sector. In Brandenburg, a new Tesla electric car is expected to roll off the assembly line every 45 seconds in the future. But the permits for the water supply are dragging on. The new plant was supposed to go "online" in 2021. In addition to the regulatory requirements, however, it is primarily the availability of scarce raw materials that hamper the innovative spirit of the high-tech industry today. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. We look at both sides of the increasingly complex supply relationship.

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Commented by André Will-Laudien on January 7th, 2022 | 11:46 CET

Varta, Nordex, Kodiak Copper: The 100% opportunity with copper in 2022!

  • Copper

The climate decisions made in Glasgow in November are casting their shadows far ahead. It is becoming clear to the protagonists: electromobility and efficient electricity storage are increasingly important for the energy transition. Consistent decarbonization requires research, development and production of drives, batteries and components. The red conducting metal copper is an essential component of electrical components of all kinds. Today, an e-drive vehicle requires three to four times the amount of copper as an internal combustion model, plus the great demand in industrial manufacturing processes. The earth's reserves are exhaustible, and copper, in particular, is pretty much on the edge. We take a look at some interesting investment opportunities.

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Commented by Carsten Mainitz on January 5th, 2022 | 11:23 CET

Noram Lithium, Varta, Allkem - Profit from the growing hunger for lithium!

  • Lithium

Along with cobalt and manganese, lithium is one of the raw materials of the mobility revolution. The silvery white-grey light metal is needed to produce rechargeable batteries with a very high energy density, such as those used in electric cars. Demand is growing enormously, but there is insufficient production capacity. As a result of this constellation, the price of battery-grade lithium carbonate has risen fivefold in the last year and a half. And it does not look like the situation will ease. Mining group Rio Tinto warns that in the future, only 15% of the supply deficit of battery-grade lithium carbonate can be extracted from existing projects. Lithium producers and explorers will benefit from these conditions. Which lithium stock will make the running this year?

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Commented by Fabian Lorenz on December 30th, 2021 | 11:40 CET

Varta, Nel ASA, Almonty Industries: Buying opportunities for 2022?

  • Tungsten

Even though 2021 felt like it was all about COVID-19 and vaccine manufacturers such as BioNTech, Valneva and Novavax, the energy and mobility revolution was one of the dominant themes. Evidence of this is the boom in e-cars in Germany. The Association of International Motor Vehicle Manufacturers (VDIK) estimates that one in four new cars in this country will be electric in 2021. There is a good chance that hydrogen, lithium & Co. will continue to electrify investors in the coming year. Here we present three companies benefiting from the megatrends but whose share prices have come back significantly from their highs: Hydrogen specialist Nel ASA, battery pioneer Varta and future tungsten giant Almonty.

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Commented by André Will-Laudien on December 27th, 2021 | 10:40 CET

Varta, Graphano Energy, BYD, NIO: 2022 analysis - The Tesla hunters are gaining momentum!

  • Electromobility

Are we facing another year of electromobility? In 2021, the number of passenger cars with pure electric drive (BEV) in Germany will comprise more than 365,000 vehicles, according to the Federal Motor Transport Authority; in 2011, there were just 2,300 electric cars in the country. In addition to pure battery-electric motor vehicles, hybrid cars are also usually equipped with an electric motor in practice. In the collective statistics, plug-in hybrids (PEVs) and BEVs are generally grouped together as electric cars. Based on this definition, the target of one million electric cars in Germany was reached in July 2021. How will this topic continue in 2022?

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Commented by Armin Schulz on December 23rd, 2021 | 12:39 CET

Varta, Nevada Copper, JinkoSolar - Copper in desperate demand

  • Copper

The world is changing. Efforts are increasingly being made to protect the climate, and entire branches of industry are being converted as a result. The energy industry is increasingly relying on renewable energies, and the automotive industry has proclaimed the end of the combustion engine. The new technologies emerging, as a result, require a wide variety of raw materials, but above all, copper. Demand will increase faster than supply can be expanded. The result - rising copper prices. Not for nothing has this raw material been called the red gold. The coming years promise to be exciting on the copper market.

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Commented by Nico Popp on December 22nd, 2021 | 12:50 CET

Varta, Graphano Energy, JinkoSolar: Is the climate turnaround off?

  • Electromobility

New technology offers excellent growth potential. One just has to think of smartphones, tablets or e-cars. Today, numerous electric cars line the roads. A few years ago, electrically powered vehicles were the exception rather than the rule, and passersby would stare at the silent vehicles. By 2030, combustion engines will be the exception. We will outline what this means for investors using three stocks as examples.

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Commented by Nico Popp on December 17th, 2021 | 10:18 CET

Nordex, Saturn Oil + Gas, Varta: In search of energy multipliers

  • Oil

The energy transition is a megatrend. The consequences of it are complex and affect almost every industry. Did you know that the BASF plant in Ludwigshafen alone needs as much electricity as Denmark? It is no wonder that the shift from fossil to renewable energy sources will not happen overnight. We look at three stocks and classify their role in the energy transition. This much is already clear: Sometimes, opportunities lurk off the beaten track.

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