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XPeng Inc ADR

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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 May 4th, 2022 | 10:22 CEST

BYD, Nevada Copper, XPeng - New opportunities for copper shares

  • Copper
  • Electromobility

After a brilliant year on the stock market in 2021 and reaching new 10-year highs, the copper price reached new highs again at the beginning of March, after the start of the Ukraine conflict. Since then, the base price has been correcting at a high level. However, due to the plan of politicians to practice an even faster switch to renewable energies, the demand for the elementary red metal is increasing significantly. Experts forecast a new supercycle for the next few years. Producers of the scarce commodity are the primary beneficiaries of this trend.

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Commented by Stefan Feulner on February 3rd, 2022 | 10:19 CET

TeamViewer, Kodiak Copper, XPeng - Opportunities after the setback

  • Copper

It is numbers season again. The Goeppingen-based company TeamViewer achieved its forecasts, which had been revised downwards twice. Whether the remote maintenance business is sustainable after the pandemic has subsided remains to be seen. By contrast, demand for raw materials for the energy transition is almost sure to be sustainable. In particular, the eminently essential copper is likely to be subject to a further increase in demand for years to come.

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Commented by Stefan Feulner on November 25th, 2021 | 13:42 CET

XPeng, Meta Materials, Aixtron - Welcome to the Metaverse

  • Technology

Sound fundamental analysis is essential to be successful in the stock market in the long term; at least, this was the basic rule before the Reddit hype about GameStop & Co. The news that Facebook wants to reinvent itself under the name "Meta" prompted investors to buy shares in the Company of the same name. The Company is quite promising and has great potential in the long term due to the development of new materials for 5G, photovoltaics and consumer electronics. From our side, "Congratulations, dear Meta shareholders."

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Commented by Stefan Feulner on October 29th, 2021 | 14:13 CEST

XPeng, Graphano Energy, K+S - The fear of emptiness

  • graphite

There are shortages in all sectors. In addition to the chip shortage, which is affecting the automotive industry, there are also shortages of metal, plastic, and even packaging material for Christmas presents. Even at technology giant Apple, there is concern about whether the all-important final quarter can be spared supply disruptions due to fragile global supply chains. There is no end to this problem in sight in the longer term; on the contrary, the shortage of raw materials due to the energy transition exacerbates this circumstance.

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Commented by Stefan Feulner on October 13th, 2021 | 12:19 CEST

XPeng, Central African Gold, Volkswagen - It will not work without metals

  • Gold

Decarbonization is the magic word when it comes to achieving the ever-tighter climate targets. The phase-out of coal and the move away from fossil fuels, oil and natural gas is a done deal. However, considerable quantities of copper, lithium, cobalt and nickel are needed to ensure the energy turnaround, whether for electromobility, solar or wind technology. A limited supply is already matching the enormous demand. A stalling of ambitious plans is already preprogrammed.

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Commented by Stefan Feulner on August 30th, 2021 | 13:22 CEST

BYD, AdTiger, Xpeng - Way clear for further share price gains

  • Digitization

As expected, the highly anticipated symposium in Jackson Hole turned into a non-event. Although FED Chairman Jerome Powell is concerned about inflation at current levels, he considers the price increases to be a temporary phenomenon that does not require any changes in key interest rates. Nor was a specific date given for scaling back bond purchases. The ultra-loose monetary policy is thus preparing the ground for further price rises in the asset classes of equities, real estate and precious metals.

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Commented by Stefan Feulner on July 7th, 2021 | 11:49 CEST

BYD, QMines, Xpeng - Play the Trend

  • Copper

In recent weeks, there have been shortages of many commodities and intermediate goods. The shutdown of production during the Corona pandemic led to supply shortages of lumber, semiconductors and chemicals. In contrast, demand for consumer goods rose sharply after the economy eased. The result was significantly increasing prices due to the shortage. In the long term, this phenomenon will also occur for metals needed for the energy transition. The first tendencies are already becoming apparent. Take advantage of the cycle!

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Commented by Stefan Feulner on June 9th, 2021 | 08:56 CEST

Plug Power, NewPeak Metals, Xpeng - Turbo stocks for your portfolio

  • Commodities

Stock market stars of 2020, the shares of companies in the hydrogen, electromobility and fuel cell technology sectors, recovered after heavy losses in the first quarter and are currently on the verge of further price gains. Future prospects for these sectors remain intact. Due to the demand resulting from the energy transition, investors are also focusing on the necessary raw materials. In this context, the shift to a low-carbon economy is only at the beginning of a major upheaval.

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Commented by Stefan Feulner on May 20th, 2021 | 09:24 CEST

XPeng, Kodiak Copper, NIO - Megatrend scarcity

  • Copper

Bitcoin, Etherum and the entire crypto family are rushing into the basement. The reason for this is once again the Middle Kingdom. After a statement by the Chinese central bank that one may not use digital currencies for payment purposes, they lost more than 20% in value yesterday. China's market power is even greater when it comes to raw materials for the energy transition. Due to the scarcity of the corresponding metals, prices will rise enormously in the long term. Producers who offer alternatives in the Western industrialized countries can profit significantly from this.

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