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NIO INC.A S.ADR DL-_00025

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Commented by Stefan Feulner on February 3rd, 2022 | 13:46 CET

Allkem, Edison Lithium, NIO - The battery of the future

  • Lithium

The transformation from diesel- or gasoline-fueled vehicles to battery-powered electric vehicles is underway, the market is growing strongly, and automakers are increasingly adopting an electric strategy. However, this requires the necessary raw materials such as cobalt, copper, lithium and nickel. Increased demand meets a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales in the coming years.

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Commented by André Will-Laudien on January 25th, 2022 | 13:27 CET

Volkswagen, Yorkton Ventures, BYD, NIO: E-Mobility 2022 - The Tesla hunters are coming!

  • Lithium

Are we on the verge of another big year for e-mobility? You might think that with all the hype surrounding Elon Musk, things should be going right for Tesla. That is only partially true. While Tesla clearly leads the sales list in Europe with the Model 3 with more than 115,000 vehicles sold, according to Statista, the Californians are far behind VW worldwide. In the meantime, the ramp-up of the new plant in Berlin Grünheide has been delayed, and the Tesla share price has been hit hard. We analyze the Tesla pursuers!

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Commented by Nico Popp on January 10th, 2022 | 12:47 CET

BYD, Noram Lithium, NIO: The lithium market is developing a life of its own

  • Lithium

Chinese state capitalism is characterized by promotion and demand. Young technology has always found good conditions in China. But as soon as companies become too powerful for Beijing, they face headwinds - or at least have to stand firmly on their own two feet. Most recently, the central government announced that it would provide less support to automakers like BYD and NIO in the future. We explain what this means for investors and whether there are alternatives.

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Commented by Nico Popp on January 4th, 2022 | 07:00 CET

Unique opportunity in emerging markets: Nordex, Hong Lai Huat, NIO

  • Investments

Risk appetite is returning to the market - the DAX recently reached the 16,000 point mark again. At the same time, the focus is once again increasingly on emerging markets. The experts at the fund company Jupiter Asset Management believe that the wind could soon turn for emerging markets. Nick Payne, Head of Strategy, Global Emerging Markets Focus at Jupiter Asset Management, sums up the situation: "If the vaccination programs in emerging countries catch up, their economies will open up again quickly, which could greatly support their equity markets." But what are the options for investing? We present three stocks.

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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 8th, 2021 | 10:34 CET

NIO, Defense Metals, BASF - Trade war with China

  • RareEarths

Didi Global's delisting on the New York Stock Exchange after less than six months of membership shows, on the one hand, the tremendous regulatory fury of the Chinese government, but on the other hand also the tensions between the USA and China. This trade war has been going on since 2018, and even the change in the US presidency has not brought any relief. At least both sides exchanged views in mid-November and do not want a cold war. China has also warned Europe against too much independence. However, since the Corona Crisis, it has become clear how dependent many countries are on China. A rethink is discernible, also because high container costs mean that imports are no longer profitable in some cases. Today we look at three companies that are at least indirectly affected by the trade dispute.

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Commented by Stefan Feulner on December 6th, 2021 | 11:41 CET

NIO, Nevada Copper, Volkswagen - Business is booming

  • Copper

It is hard to imagine climate change without electromobility. The shift from combustion engines to battery-powered vehicles promises bright growth prospects for the automotive lobby. Despite the rosy outlook, a problem is emerging, one that has been known for years and is likely to become even greater in the future - the shortage of raw materials. Above all, the sharp rise in prices for essential metals is expected to eat into the margins of the automotive industry.

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Commented by André Will-Laudien on November 25th, 2021 | 15:19 CET

Varta, Graphano Energy, BYD, NIO: Who supplies the blockbuster battery?

  • Electromobility

There is no way around a high-performance battery when benchmarking for those who see electromobility at the forefront. In the last 3 years, there have been no real leaps forward in development. Still, at least power compression in lithium-ion technology achieved a doubling of range and, in parallel, also lowered the previously long charging times. As a result, this has made an electric vehicle suitable for long distances for the first time, even though recharging must be expected in winter due to non-engine services such as heating. But technological development continues, new materials are being tested, and one day it will be available - the super battery. We look at some industry players.

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Commented by André Will-Laudien on November 2nd, 2021 | 13:26 CET

BYD, NIO, Defense Metals - Save the climate, make a profit!

  • RareEarths

No one at the G20 meeting had expected any great leaps forward in climate policy - the participants had already made sure of that in advance by lowering expectations considerably. Nevertheless, there was a common goal before the summit in Rome: to send a strong signal for the UN Climate Change Conference in Glasgow. So postponed is not canceled. Of course, everyone is aware that this is the least that the heads of state and government of the 20 largest industrialized and emerging countries can do. After all, together, their countries are responsible for 80% of global greenhouse gas emissions. If they do not act, climate protection will be in a dire state. We take a look at exciting investments with climate relevance.

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Commented by Stefan Feulner on October 12th, 2021 | 11:55 CEST

NIO, Defense Metals, Plug Power - It is getting critical

  • RareEarths

Today we are faced with ever-tighter climate targets on the one hand and the availability of critical minerals for a safe and fast energy transition on the other. The disparity between scarce supply and steadily increasing demand is widening. There has been a threat of extreme scarcity and a crashing failure of the widely announced climate change for many years. The few producers of strategic materials are likely to have a bright future.

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