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NIO INC.A S.ADR DL-_00025

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Commented by Stefan Feulner on November 15th, 2022 | 10:13 CET

BYD, Altech Advanced Materials, Nio - New players in the multi-billion market

  • Electromobility
  • Batteries

Electromobility is seen as having no alternative in the transformation of the transport sector. In 2021 alone, the number of new registrations and the market share of battery-powered vehicles more than doubled. In addition to the charging infrastructure, battery efficiency plays a decisive role in the spread of e-cars. However, a German company is poised to become the new standard on the market by developing a novel coating method. With the establishment of a joint venture, the Company is also researching a revolutionary battery technology that works without the critical raw material lithium.

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Commented by André Will-Laudien on October 27th, 2022 | 11:31 CEST

Next push in e-mobility: Porsche, Kodiak Copper, Nio and BYD in investors' focus!

  • Copper
  • Renewable Energy

It would not be correct to project the important raw material copper purely onto e-mobility. Of course, global copper demand is rising due to many electrical engineering applications. But it is also falling in the wake of a slowing construction boom. If fewer houses are built worldwide, the copper demand will fall more sharply than repeatedly forecast. In principle, however, the trend for 2024 and beyond points strongly upward. Mobility will have to make a major move in the direction of e-mobility if the climate targets of the politicians currently in power are to be implemented - out with the combustion engine, in with e-mobility. In the medium term, this means three times as much copper is needed as in 2015. Which shares will come into focus?

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Commented by Stefan Feulner on October 7th, 2022 | 11:20 CEST

BYD, Altech Advanced Materials, NIO - Battle for the battery of the future

  • Battery
  • Electromobility
  • Technology

Electromobility is considered a key technology in the transformation of the transport sector. In 2021 alone, the number of new registrations, as well as the market share of battery-powered vehicles, more than doubled. In addition to the charging infrastructure, efficiency plays a decisive role in the spread of e-cars. BYD is currently the leader with its Blade battery. However, a newcomer entered the market in recent months that could shake up the battery market with a novel technology.

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Commented by Nico Popp on September 20th, 2022 | 12:53 CEST

Trade war and new world order: BYD, NIO, Almonty Industries, Airbus

  • Mining
  • Tungsten
  • Electromobility
  • Aviation

Just a few weeks ago, US carmaker Tesla succeeded in signing long-term contracts in China for the supply of crucial battery metals. At the same time, market experts emphasize that the situation for Western customers in China is becoming increasingly uncertain. The US is also not helping to ease the situation with subsidies for e-cars and batteries, most of which come from the United States. We highlight three stocks and explain how things could go in the current situation.

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Commented by Stefan Feulner on August 22nd, 2022 | 12:23 CEST

NIO, Almonty Industries, Xiaomi - China's advantage

  • Mining
  • Tungsten
  • RareEarths
  • Electromobility

Tensions between the United States of America and China are increasing due to the unnecessary provocation with Nancy Pelosi's visit to Taiwan. In the event of an escalation of the conflict, the Western economy would be hit by economic consequences not yet imagined. The Middle Kingdom has a virtual monopoly on several raw materials that are vital not only for the production of renewable energies. For years, the US, in particular, has been trying to reduce this dependence, but with little success so far. The few Western producers of rare raw materials thus face a golden future.

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Commented by Nico Popp on August 18th, 2022 | 13:07 CEST

An explosive mixture is emerging here: Airbus, Defense Metals, NIO

  • RareEarths
  • Defense
  • Electromobility

Hydrogen, electromobility, armaments - they still exist, the trends that bring investors double-digit returns within a very short time. But where is the line between a bull market and a bear market rally? Instead of betting on yesterday's high flyers, investors can invest in stocks where scarcity and the spirit of the times coincide. We outline three possible investments and get to the bottom of the related stocks.

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Commented by Stefan Feulner on July 20th, 2022 | 13:20 CEST

BYD, Globex Mining, Nio - Unbridled growth due to climate change

  • Electromobility
  • Commodities

Looking through the mainstream media regarding climate change, the German government around Baerbock, Habeck and Co. is calling for an even greater and faster transformation from fossil to renewable energy sources. In this context, the greatest challenges are evident in the transport sector because it is precisely in this area that CO2 emissions have actually risen since 1990, despite the development of more energy-efficient vehicles. According to experts, the all-encompassing solution for radical change is the electrification of the automotive sector. It will require enormous quantities of industrial metals in the coming years. The few producers are likely to profit enormously from the high demand.

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Commented by Stefan Feulner on July 4th, 2022 | 12:11 CEST

Extreme growth in demand for Ganfeng and Edison Lithium, XPeng and NIO with solid sales figures

  • Electromobility
  • Lithium

The auto industry faces a massive supply problem in the coming years. The reason for this lies in the exploding demand for lithium, an elementary raw material for electromobility. While the lithium market was 33,000t per year globally in 2015, it rose to 85,000t by 2022. By 2030, when the German government plans to have 15 million electric cars on German roads, experts predict an annual demand of up to 400,000t. There is already a clear shortage of supply. The profiteers here are the lithium producers. After a sharp correction in the lithium sector, new opportunities are opening up in the long term.

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Commented by Stefan Feulner on June 22nd, 2022 | 11:22 CEST

New opportunities in the supercycle - Glencore, Defense Metals, NIO

  • Electromobility
  • RareEarths

Concerns about a further sharp rise in inflation sent the stock markets into a tailspin in recent weeks. The main reason for the enormous inflation was exploding energy and commodity prices. In addition to crude oil and natural gas, metals important for industry, such as copper and rare earth metals, are currently correcting. This should again offer an opportunity to participate in the supercycles in the long term.

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Commented by Stefan Feulner on June 14th, 2022 | 13:35 CEST

The stock markets are on fire! What is next for Nio, First Hydrogen and Nel ASA?

  • Hydrogen
  • greenhydrogen
  • renewableenergies

It has been brewing for weeks. The mixture of sharply rising inflation rates, market participants' concerns about further interest rate hikes, and uncertainties surrounding the Ukraine war broke the camel's back and sent global stock markets plummeting through the ranks. The losses cut across all sectors. Along with equities and precious metals, cryptocurrencies are losing disproportionately. Due to the emerging economic concerns, the oil price is also losing ground. The partly exaggerated corrections are already calling bargain hunters on the scene again.

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