Batteries
Commented by Armin Schulz on April 29th, 2026 | 07:10 CEST
Nel ASA, HPQ Silicon, Wacker Chemie: The Energy Transition Faces a Silicon Bottleneck – Time to Invest
Europe's hydrogen revolution hinges on critical micromaterials such as silicon for electrolysers and fumed silica as a thermal stabilizer in fuel cells. The EU currently imports around 80% of these materials from Asia, but the Critical Raw Materials Act now mandates 40% local value creation by 2030. Whoever closes this supply gap can effectively turn geopolitical risk into returns. We take a closer look at how Nel ASA, HPQ Silicon, and Wacker Chemie are scaling fumed silica, high-purity silicon, and electrolyser technologies profitably.
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Commented by Fabian Lorenz on April 28th, 2026 | 11:35 CEST
DRONE STOCKS: Laggard Rheinmetall, Specialist DroneShield, and Hidden Gem HPQ Silicon
Rheinmetall's stock has been a disappointment this year. Although global defense spending is on the rise, Germany's largest defense contractor lacks momentum. However, the company did recently announce an exciting contract in the drone sector. The Düsseldorf-based company finally appears to be gaining a foothold in this segment. HPQ Silicon aims to extend drone flight times. Beyond that, the company has several other exciting technologies in its portfolio. The stock is still a hidden gem. However, this is unlikely to remain the case for much longer. The batteries are performing well in tests, and commercialization is set to begin. DroneShield specializes in drone defense. The stock was one of the rising stars of recent years. Currently, however, the stock is struggling. Yet performance in Q1 was positive, and the pipeline is fully loaded.
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Commented by Mario Hose on April 24th, 2026 | 07:40 CEST
Energy Stocks Under Review: Plug Power, Siemens Energy, and the Tech Innovator and Rising Hope HPQ Silicon
The world of clean energy is at a turning point. On one hand, companies like Plug Power continue to struggle with heavy debt burdens and are still searching for a sustainable business model. On the other hand, Siemens Energy is demonstrating that its radical restructuring is beginning to pay off: the energy technology group has recently returned to profitability and stabilized its operations. But while established players are investing billions into restructuring and infrastructure, a technology-driven newcomer is emerging in the form of HPQ Silicon. The company is drawing attention with impressive breakthroughs in battery technology and initial commercial successes in the drone market. While some companies are still refining their systems, the small pioneer from Canada is already delivering tangible results, such as battery cells with capacities of around 7,000 mAh. Find out in this report why HPQ Silicon could be on the verge of a stock price breakout.
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Commented by Jens Castner on April 23rd, 2026 | 07:50 CEST
THE PENNY STOCK, THE BAKER, AND THE FLOUR SUPPLIER: HPQ SILICON, IBU-TEC, AND AMG CRITICAL MATERIALS ARE SHAKING UP THE BATTERY MARKET
China's dominance in batteries for electric vehicles is a cause for concern among Western politicians. In their speeches, they regularly promise to reduce dependence on Beijing. Little has happened so far. But the tide is slowly turning—though those in power are playing more of a supporting role. The key players work for publicly traded companies like HPQ Silicon, IBU-tec, and AMG Critical Materials. We take a look at how this trio plans to make Europe's battery industry competitive.
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Commented by Nico Popp on April 23rd, 2026 | 07:35 CEST
Automotive Supply Chain Reset: Ford, Mercedes-Benz, and ESG Leader Power Metallic Mines
The automotive industry is under immense pressure: its supply chains for essential battery raw materials such as nickel, copper, and cobalt urgently need to become independent of Chinese imports. According to reports from the International Energy Agency (IEA), China currently controls around 80% of global production capacity for lithium-ion batteries and as much as 97% of the value chain for anode materials. A one-month supply stoppage would result in losses of over USD 8.5 billion in the European Union alone, according to the agency. While automakers such as Ford are transitioning production at their Cologne plant to all-electric fleets and require secure sources of raw materials in stable jurisdictions to do so, Mercedes-Benz is pursuing a strategy of direct participation in mining projects to ensure compliance with the strict environmental standards of its Ambition 2039 initiative. In this tense market environment, Power Metallic Mines is specifically exploring copper, nickel, and platinum group metal deposits in Canada. The flagship project is the Nisk project in Quebec, which is set to supply the entire range of key metals. By utilizing modern exploration technologies, the company is precisely identifying the resources that are indispensable for the next generation of high-performance batteries and catalysts for the automotive giants.
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Commented by Nico Popp on April 22nd, 2026 | 07:30 CEST
At the Heart of Industrial Transformation: HPQ Silicon, Plug Power, and Evonik
Industry increasingly requires advanced materials for the energy and mobility transitions. Both megatrends depend on highly specialized inputs—whether for more powerful batteries, more efficient energy storage, or scalable hydrogen infrastructure. Established chemical companies like Evonik Industries contribute to this development through the production of materials such as pyrogenic silica, which supports thermal stability and performance in modern battery systems. At the same time, hydrogen pioneers like Plug Power are building comprehensive ecosystem solutions. The younger company HPQ Silicon fits into this picture with innovative processes for the low-emission production of nanomaterials and silicon anodes. Through its collaboration with Novacium, HPQ recently reported a milestone: prototype GEN4 battery cells with capacities exceeding 7,000 mAh, significantly outperforming conventional industrial cells. At the same time, the on-demand hydrogen production technology developed by HPQ offers a decentralized alternative to electrolysis infrastructure, such as that offered by Plug Power. Investors should take note: HPQ Silicon is positioning itself at the intersection of specialty chemicals and emerging hydrogen-related applications.
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Commented by Armin Schulz on April 9th, 2026 | 07:35 CEST
A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
The global energy transition has a quiet but powerful driver: the battery. No longer merely a storage device, it has become the strategic core of mobility, defense, and grid stability. By 2026, geopolitical tensions surrounding raw materials are intensifying, while innovations such as solid-state and sodium-ion cells are reshaping the technological landscape. Those who act decisively now can secure a competitive edge in an industry expected to grow to over USD 630 billion by 2035. However, not all players will benefit equally—success will depend on execution strength, material innovation, and the ability to scale quickly. These are precisely the qualities embodied by Rheinmetall, NEO Battery Materials, and BYD.
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Commented by Fabian Lorenz on April 8th, 2026 | 07:25 CEST
ENTRY OPPORTUNITY in the Drone Sector? NEO Battery Materials Tests in a Military Border Zone
An intriguing entry opportunity is currently emerging in the drone sector with NEO Battery Materials. Amid recent market volatility, shares of this specialist in batteries for drones, robotics, and electric mobility have declined by more than 20%. At the same time, geopolitical conflicts, most recently in the Middle East, continue to highlight the growing strategic importance of drones. NEO's batteries, manufactured in South Korea, have demonstrated in practical tests the potential to significantly extend flight time by up to 100%, while also offering faster charging capabilities. In a recent interview, the company outlined the technological advantages behind these improvements. There is also notable operational progress: NEO is collaborating with the South Korean military to further develop its products, and this is happening at what is arguably one of the world's most critical borders. It can really only be a matter of time before the stock takes off again.
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Commented by Stefan Feulner on April 7th, 2026 | 07:00 CEST
Snap, NEO Battery, Saab – Something Big Is Brewing Here
The recent correction in one of the most exciting markets of the future is opening up new opportunities for forward-thinking investors. While many stocks have come under pressure, the structural growth drivers remain intact: rising demand for high-performance batteries, rapidly growing drone and robotics markets, and geopolitically driven investments in secure supply chains. Technologies centered on silicon anodes, in particular, could deliver the next leap in efficiency. Those who think countercyclically now could benefit disproportionately from the next upward move.
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Commented by Mario Hose on April 2nd, 2026 | 07:20 CEST
Defense Sector Insider Picks: BYD, DroneShield, NEO Battery
The tech world is undergoing a rapid transformation, driven in part by AI and global conflicts, that goes far beyond simple software solutions. It is about physical power, energy, and the defense of assets in an unstable geopolitical landscape. While BYD is conquering the roads with electric mobility, DroneShield is securing airspace against threats. In the shadow of these industry giants, a development is emerging that could transform the very heart of both worlds. We are talking about a new battery technology being developed in South Korea. NEO Battery Materials is poised to push the boundaries of what is possible. In this report, we examine how these three players will shape the energy and security market in 2026, and why one of them, in particular, is attracting the military's attention right now.
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