Batteries
Commented by Armin Schulz on September 27th, 2023 | 09:05 CEST
Nikola, Saturn Oil + Gas, BASF - A Buy in difficult times?
These are challenging times on the stock market. Central banks have not announced the end of interest rate hikes, which is poison for growth companies. In addition, extreme weather conditions are affecting the production of some companies, and there are geopolitical tensions to consider, including the ongoing Ukraine conflict and the simmering dispute between the US and China. Recently, there have also been tensions between China and Germany. Following critical statements by Foreign Minister Baerbock to China's Xi Jinping, the German ambassador was summoned. Energy shortages are becoming increasingly significant for many companies in Germany. Today, we look at three companies suffering from the problems described.
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Commented by Juliane Zielonka on September 21st, 2023 | 07:55 CEST
dynaCERT, Amazon, FREYR Battery - Those who are focused on CO2 reduction and successful at it
At the Fleet Services Expo in Ottawa, dynaCERT will showcase its "Hydrogen-on-Demand" technology. For the first time, dynaCERT is demonstrating its fully functional HydraGEN™ technology on a company-owned Mercedes Sprinter Van, providing environmentally friendly hydrogen power to fleet vehicles in Ontario. This innovative solution reduces CO2 emissions and also lowers operating costs. On the other hand, as the upcoming seasonal business approaches, Amazon is increasing its workforce, most of whom use non-CO2-reducing vehicles to make deliveries in the US. A renowned institute has, therefore, removed Amazon from the CO2 index. Meanwhile, the Norwegian battery manufacturer FREYR Battery is moving to the US. The Company has filed its documents for incorporation in Delaware and sees a lot of benefits for business expansion and shareholders with its US location.
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Commented by Nico Popp on September 21st, 2023 | 07:00 CEST
Turnaround cancelled? Where 100% is possible: Varta, BYD, Manuka Resources
When soccer players move to a better team, it usually comes with higher earnings. Sometimes, the training is more intense, and the tasks off the pitch are more extensive. It is no longer comparable to the idyllic life at their former club. Athletes are then faced with the question, "Give up or bite the bullet?" The situation is similar for battery pioneer Varta, which is implementing its e-car plans with Porsche, of all companies. The sports car manufacturer offers major growth opportunities but is also considered meticulous among engineers. We highlight Varta's stock, take a look at BYD and outline opportunities at a company many have never heard of!
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Commented by Stefan Feulner on September 19th, 2023 | 09:00 CEST
ExxonMobil, First Phosphate, Shell - The fight against black gold
In order to combat climate change, politicians and industry are focusing on moving away from coal, oil and gas as quickly as possible. Burning fossil fuels, whether for electricity or in car engines, releases enormous amounts of greenhouse gas and is the primary driver of global warming. But the reality is different. Oil prices continue to rise, and multinationals are reaping record profits. Now, however, a lawsuit from the US could reverse the trend.
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Commented by André Will-Laudien on September 19th, 2023 | 08:05 CEST
Hydrogen on sale! Here is the alternative: BYD, Altech Advanced Materials, BASF, Volkswagen
While the IAA Mobility ended with satisfied faces, it did not bring good vibes to local automotive stocks. More than 500,000 visitors attended to be convinced of innovations for a climate-friendly future. Half of the 750 exhibitors came from abroad, and 109 nations were represented. However, those who went with the expectation of finding major breakthroughs were disappointed. The familiar lithium-ion battery still dominates with over 95% usage. Industrially viable alternatives, however, are already in the development stage. Those who think ahead are opting for modern battery concepts.
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Commented by Nico Popp on September 6th, 2023 | 09:00 CEST
Insider report shocks investors: Volkswagen, Mercedes-Benz, Altech Advanced Materials
The ongoing international decline of German automakers is a recurring theme in the media. In reality, the consequences could be fatal for companies and Germany as a whole. An insider report from the German automotive industry reveals where the biggest problems lie and in which areas Chinese competitors have already outpaced Volkswagen, Mercedes-Benz and Co. Additionally, it delves into what is crucial for a comeback of the German automotive industry.
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Commented by André Will-Laudien on August 30th, 2023 | 07:45 CEST
The IAA is just around the corner, and e-mobility is faltering - Where is the super battery? BYD, Tesla, Varta and First Phosphate in focus
Professor Ferdinand Dudenhöffer sees electric mobility on the decline. Despite the EU's ban on internal combustion engines from 2035, the switch to electric drive will take even longer than expected. In a recent interview, he sees the declining subsidies as of September 1 of this year as a possible showstopper. The reason: most purchases of e-vehicles are tax-motivated, and the increased interest rates have made expensive electric cars less competitive in leasing models. In addition, there are the technical limitations in safety, range and operating time compared to the mature, fuel-efficient combustion vehicles. So the challenge is to invent clean, efficient and safe battery technology. Where are the opportunities in this highly dynamic industry?
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Commented by Armin Schulz on August 29th, 2023 | 06:40 CEST
Volkswagen, Altech Advanced Materials, Varta - The future is electric - who will benefit?
The future of mobility is rapidly moving towards electrification, with more and more vehicles on the road being powered by electric motors. The trend towards electrification is expected to intensify in the coming years, bringing numerous benefits such as improved energy efficiency and reduced environmental impact. Talk of an "electric future" is gaining momentum in this context. The combination of technological progress and growing environmental awareness makes it clear that the "electric future" is not just a vision, but rather an unstoppable development that will fundamentally change our understanding of mobility and sustainability. Which companies will profit from this transformation?
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Commented by Juliane Zielonka on August 27th, 2023 | 09:00 CEST
Altech Advanced Materials, Volkswagen, FREYR Battery - Investment opportunity in the future energy storage market
The booming energy storage market will bring investments of USD 620 billion over the next 22 years, according to BloombergNEF. In this context, the focus shifts to Heidelberg-based Altech Advanced Materials AG, which specializes in emission-free energy storage solutions. Their innovative approach to generating energy from an abundant raw material in Europe - salt - is worth highlighting. Volkswagen is also striving for seamless supply in the electrification market and is re-sorting its semiconductor supply chains with the help of German taxpayer money. At Norway's FREYR Battery, quarterly results are in, surprising analysts.
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Commented by Armin Schulz on August 21st, 2023 | 08:15 CEST
BYD, First Phosphate, JinkoSolar - Benefiting from the growing energy storage market
The electrification of the world is an important step in reducing dependence on fossil fuels and achieving climate goals. Energy storage systems and batteries are essential to balance the fluctuating generation from renewable energy sources such as solar and wind. They can store excess electricity and release it when needed. One promising technology for electricity storage and rechargeable batteries is lithium-iron-phosphate (LFP) batteries, which are safer and cheaper than traditional lithium-ion batteries and have a longer service life. Moreover, the first automakers are exploring the usability of LFP batteries. The market for energy storage is growing rapidly. We take a look at three companies that stand to benefit from developments in the energy storage market.
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