Batteries
Commented by Nico Popp on September 2nd, 2025 | 07:00 CEST
The auto industry is at a crossroads – Who will solve the lithium problem? BYD, Mercedes-Benz, European Lithium
When the Chinese step on the gas, German premium manufacturers are left in the dust! As a recent article in Handelsblatt shows, Chinese auto suppliers are increasingly overtaking their international competitors. This is fatal – after all, suppliers are the ones driving innovation. One indicator is the battery sector: in the first half of 2025, the two largest Chinese battery manufacturers, CATL and BYD, together controlled 55.7% of the global electric vehicle battery market. The next-largest non-Chinese supplier is LG from South Korea, with a market share of just 9%. As it stands, European car manufacturers remain heavily dependent on Chinese batteries. We examine why this dependence is risky, which companies are already working to reduce it, and which stocks offer opportunities for investors.
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Commented by André Will-Laudien on August 27th, 2025 | 07:10 CEST
Let off some steam! Caution advised for DroneShield, RENK, and Hensoldt - but opportunities at Pasinex
The stock market is entering a correction phase. For overheated stocks in the high-tech and defense sectors, this is a welcome opportunity to let off some steam. Now it is important to put the long-term prospects into perspective against the short-term hysteria. Doing so reveals where it may be worth buying after a correction. The charts are only just starting to rise, and a stronger correction should follow. In this context, the zinc projects of Pasinex Resources appear to be particularly attractive. As always, a balanced portfolio protects against unpleasant surprises. We present a few ideas.
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Commented by André Will-Laudien on August 6th, 2025 | 07:20 CEST
Inevitable: High-tech and AI require strategic metals! Share price gains at Siemens Energy, Nordex, and Power Metallic
The availability of strategic metals is geopolitically risky because China controls the global market for most of these raw materials, from extraction to processing. The EU and the US are increasingly facing the problem that geopolitical conflicts and export restrictions can quickly lead to supply bottlenecks and price spikes. The COVID-19 pandemic and the war in Ukraine have painfully exposed the dependence of Western industrialized countries. In addition, demand for strategic metals is growing rapidly. Experts expect demand for lithium, for example, to increase twentyfold by 2050. Anyone who wants to secure long-term innovation and prosperity, therefore, needs independent sources of supply and new players in the raw materials market. We are looking around!
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Commented by Nico Popp on May 23rd, 2025 | 07:00 CEST
The low-cost electric vehicle is here! Opportunities at BYD, Albemarle Corporation, and European Lithium
The Dolphin Surf is set to be a game-changer for BYD. For the first time, a compact electric vehicle costs less than EUR 20,000. It features modern technology without compromise. The Chinese electric vehicle manufacturer is striking a chord with buyers who have long wished for an affordable electric vehicle for city driving. We explain what this means for the European electric vehicle market and where investors can seize opportunities now.
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Commented by Nico Popp on May 5th, 2025 | 07:10 CEST
Lithium Made in Europe: European Lithium, SQM, Stellantis, and the supply chains of the future
Electromobility is booming - but without lithium, there are no batteries, and without batteries, there is no mobility transition. While major corporations like SQM from Chile dominate the market, European Lithium is working to make Europe more independent. At the same time, manufacturers such as Stellantis are establishing local supply chains to decouple themselves from global supply risks. We outline the situation in the lithium market and take a European perspective.
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Commented by Fabian Lorenz on April 23rd, 2025 | 07:20 CEST
40% SHARE PRICE EXPLOSION! Commodity war drives Standard Lithium and BMW partner European Lithium! News from Evotec!
Price explosion at Standard Lithium! The share price rose by more than 40% yesterday. The joint venture with Norwegian energy company Equinor has been classified as a "critical mineral project" by the US government. This indicates that the raw materials war with China goes far beyond rare earths. European Lithium has lithium and rare earths to offer. The stock is a real bargain, as illustrated by the new details on the rare earth project in Greenland. Talks are already underway with defense companies from the US and Europe, and analysts see multiplication potential. Evotec shareholders had likely hoped for a somewhat bigger price explosion following the presentation of the new corporate strategy. However, the biotech company is bidding farewell to its strong growth trajectory.
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Commented by André Will-Laudien on March 26th, 2025 | 11:05 CET
Steyr, Hensoldt, Mutares, and thyssenkrupp sell, First Phosphate remains a gamechanger
The special fund of up to EUR 1 trillion has been approved. What seemed impossible before the election is now law. Federal President Steinmeier signed the amendment to the constitution at the weekend, thereby sealing the largest economic stimulus package in German economic history. Instead of celebrating, the DAX only rose briefly to 23,136 points, then the sell-off occurred according to the motto "Buy the Rumor, Sell the Fact". The hyped defense stocks could now suffer the same fate. A lot of imagination has been priced in here, but capacity expansion is proceeding slowly. Therefore, not all expectations will immediately translate into positive cash flows. A thorough analysis is needed!
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Commented by Armin Schulz on March 26th, 2025 | 07:10 CET
Volkswagen, European Lithium, BYD – Lithium as a winner in the crisis: Why analysts are predicting a rally despite the chaos
The global energy transition is catapulting lithium into the spotlight. As an indispensable raw material for batteries, the electrification of mobility and energy infrastructure has fueled demand enormously. But after the hype, prices plunged from record highs to below USD 10,000. Now, there are increasing signs of a trend reversal: Production cutbacks, a predicted demand explosion of around 20% this year, strategic investments by large corporations, and technological leaps in extraction could curb the oversupply. Is lithium on the verge of returning as the scarce "white gold"? The stage seems to be set for a revaluation of the market.
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Commented by Juliane Zielonka on March 21st, 2025 | 07:00 CET
BYD, Volkswagen, First Phosphate: Who will shape the future of batteries?
China's electric giant BYD is outpacing Volkswagen. With 322,846 vehicles sold in February 2025, the Chinese automaker is putting the competition under pressure. In addition, Volkswagen continues to lose ground in China, facing a meager profit margin of just 5.9%. The race for e-mobility supremacy is bringing more players into the game: First Phosphate, a Canadian explorer, reports progress in the extraction of high-purity phosphate for lithium iron phosphate batteries. BYD is successfully using these raw materials in its innovative Blade Battery. Volkswagen also aims to score points with electric vehicles and strike back with the ID. EVERY1 model for around EUR 20,000 from 2027. However, access to raw materials remains the ultimate challenge. First Phosphate could become the bottleneck: With the coveted raw material phosphate, the Company could generate USD 700 million in cash flow in three years according to the PEA and thus become a key partner in the battery supply chain. Will this make a Canadian raw materials supplier the secret winner? Investors should follow developments closely.
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Commented by Stefan Feulner on March 10th, 2025 | 08:00 CET
BYD, European Lithium, Lufthansa – It is high time to act
For the first time in history, the German leading index DAX was able to surpass the magic mark of 23,000 points last week, thanks to the possible new Chancellor Friedrich Merz and the sudden lifting of the debt brake. However, the problems remain. Since the start of Donald Trump's second term in office, the global economic order has been in jeopardy. Trade wars and punitive tariffs are on the agenda. Europe must be able to act independently of its big brother in the future, both in terms of security and the supply of raw materials.
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