BASF SE NA O.N.
Commented by André Will-Laudien on October 9th, 2025 | 07:25 CEST
E-mobility tax-free through 2035! Keep an eye on BYD, NEO Battery Materials, NIO and BASF
In the third quarter of 2025, the global market for electric mobility continued to develop dynamically: over 4.2 million new electric vehicles were registered, an increase of around 28% compared to the previous year. While China confidently maintained its leading position as the largest single market, Europe also grew strongly with double-digit growth rates. Driven by manufacturers such as BYD, Tesla, and Volkswagen, NIO is also slowly entering the scene. At the same time, more and more capital is flowing into innovative battery technologies to meet rising demand in the long term. NEO Battery Materials is emerging as a specialist in the innovative battery solutions business. This rapid development illustrates how closely technology, raw material markets, and the electric mobility boom are intertwined. We present some ideas for investors.
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Commented by Nico Popp on October 7th, 2025 | 07:30 CEST
Hydrogen – hope or hype? BMW, BASF and dynaCERT
Hydrogen was long hailed as the next big thing for the stock market. But now, disillusionment is setting in. The latest example: energy company RWE has withdrawn from a USD 10 billion green hydrogen project in Namibia. RWE cited sluggish demand in Europe as the reason for its decision. This development illustrates that while the hydrogen era is on the horizon, practical hurdles remain. For investors, the focus is shifting to transitional technologies that are already helping to reduce emissions. In this article, we examine three very different companies, BMW, BASF and dynaCERT, and explore how they are positioned between vision and reality.
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Commented by Carsten Mainitz on October 1st, 2025 | 07:05 CEST
Almonty Industries, Gerresheimer, BASF – It is not too late yet!
The race for critical high-tech goods and raw materials is already underway. The COVID-19 pandemic painfully highlighted the downsides of a globally interconnected economy. China's export ban on critical raw materials is currently having a double impact, as the country dominates the market. This effect is expected to continue to intensify in the future as demand continues to rise dynamically while supply increases only slowly. This provides a strong tailwind for raw material producers, but poses significant challenges for companies in other sectors.
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Commented by Nico Popp on September 26th, 2025 | 07:20 CEST
One-stop shop – Battery metals from a single source: Umicore, BASF, Power Metallic Mines
Anyone who is often in a rush knows the challenge after work: just a quick trip to the store. In such cases, we usually head to our trusted supermarket, where we can find all the products we need in one place. The same principle applies in mining. Complex products, such as modern high-performance batteries for electric vehicles, require a wide range of metals. Polymetallic deposits are therefore in particularly high demand – they are like the familiar neighborhood supermarket for industrial customers. We explain why Power Metallic Mines has the potential to become a one-stop shop for potential major customers such as Umicore and BASF.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:30 CEST
E-mobility poised for the next boost! Focus now on Mercedes-Benz, Geely, BASF, and Graphano Energy!
The market for electric vehicles is heavily influenced by current battery technology. Advances in high-performance materials and solid-state batteries are significantly improving range, performance, and safety. Faster charging times and longer battery life are leading to greater consumer acceptance. The development of silicon anodes and new cathode materials is enabling more efficient and cost-effective batteries. Sustainable recycling methods are also important, as they strengthen the circular economy and reduce environmental impact. With the expansion of charging infrastructure, range anxiety is decreasing, and EV usage is becoming more convenient. This highly innovative environment opens up opportunities for both manufacturers and investors alike. Those who understand the key players in the space can achieve substantial returns.
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Commented by André Will-Laudien on September 17th, 2025 | 07:15 CEST
Gold explodes to USD 3,700 – What is next? Time to bet on Barrick Mining, Newmont, Dryden Gold and BASF
The gold price is currently being driven primarily by expectations of falling US interest rates, a weaker US dollar, high geopolitical uncertainty, and strong purchases by central banks. The latter added around 1,045 tons of gold to their reserves in 2024, one of the highest levels in recent years. Major US investment banks have consistently raised their price targets: Goldman Sachs expects around USD 3,700 per ounce by the end of 2025, JPMorgan sees an average of about USD 3,675 in Q4, and UBS even forecasts up to USD 3,800. In very optimistic scenarios, prices of over USD 4,000 are already being discussed in industry. How are gold giants Barrick and Newmont performing in this environment? In the short term, they have been significantly outperformed by Dryden Gold, which has recently doubled in value. Investors should now drastically increase their exposure to precious metals, as they have been overinvested in AI, high tech, and defense for months. Here are a few ideas.
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Commented by Nico Popp on August 7th, 2025 | 07:25 CEST
Hydrogen turnaround? Bad news from Africa: First Hydrogen, thyssenkrupp nucera, BASF
According to a report in Der Spiegel, producing green hydrogen in Africa for export to Europe could be more expensive than previously thought. This is indicated by research conducted by scientists from the Technical University of Munich, Oxford, and ETH Zurich. According to the study, only 2% of around 10,000 sites examined across 31 African countries could produce at competitive costs by 2030. The reason lies in financing. Depending on the country in Africa, financing costs range between 8% and 27%, which is too high to remain competitive. Instead of the planned price guarantees of EUR 3 per kg of hydrogen, the EU would have to guarantee EUR 5 to ensure a reliable flow of hydrogen from Africa to Europe. What does this mean now for the European hydrogen economy?
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Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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Commented by Armin Schulz on July 30th, 2025 | 07:10 CEST
Made in the USA: Bayer caught in a customs trap? What about Argo Graphene Solutions and BASF?
The new US-EU trade pact is creating deep rifts. While many European exports are groaning under the 15% tariffs, exceptions and location strategies are deciding who the winners and losers will be. Bayer and BASF are facing rising costs, but their innovative strength offers the key to limiting the damage. Argo Graphene Solutions, on the other hand, is strategically well-protected thanks to its US subsidiary and can take a relaxed approach to the customs issue. Those who identify the right levers now will turn trade risks into returns. Three companies, three ways through the tariff jungle. We take a look at how each is dealing with the new landscape.
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Commented by Nico Popp on July 17th, 2025 | 07:25 CEST
Investing in graphene – Research unlocks opportunities: Argo Graphene Solutions, BASF, Samsung
Innovation often needs a catalyst - an event that accelerates the adoption of new technologies and pushes companies to explore new directions. The past few years have been full of such catalysts: climate change has driven efforts to reduce CO2 emissions, and the US government's rumbling attacks on Ukrainian President Volodymyr Zelenskyy have prompted a global rethink of defense spending. Graphene, a material of the future, is at the center of many of these developments – reason enough to explore potential investment options.
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