BatteryMetals
Commented by Nico Popp on September 26th, 2025 | 07:20 CEST
One-stop shop – Battery metals from a single source: Umicore, BASF, Power Metallic Mines
Anyone who is often in a rush knows the challenge after work: just a quick trip to the store. In such cases, we usually head to our trusted supermarket, where we can find all the products we need in one place. The same principle applies in mining. Complex products, such as modern high-performance batteries for electric vehicles, require a wide range of metals. Polymetallic deposits are therefore in particularly high demand – they are like the familiar neighborhood supermarket for industrial customers. We explain why Power Metallic Mines has the potential to become a one-stop shop for potential major customers such as Umicore and BASF.
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Commented by Nico Popp on June 30th, 2025 | 07:40 CEST
Everything is going electric – and this detail could make investors wealthy: Power Metallic Mines, Rio Tinto, Freeport-McMoRan
The future is electric – heating systems and vehicles are already running on electricity today. Those with their own rooftop solar panels welcome this shift, as solar energy becomes essentially free after the initial investment. But this transition also requires massive investment. Experts at EY report that global electrification will require 115% more copper to be mined over the next thirty years than has been mined in all of human history. The scale of the challenge is, therefore, enormous. Making copper mining sustainable is even more so. But there are solutions.
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Commented by Armin Schulz on May 27th, 2025 | 07:20 CEST
Tariff chaos as a springboard: How Volkswagen, European Lithium, and BYD are securing future profits
The global automotive industry is in a quandary: New US punitive tariffs of up to 50% on imported vehicles threaten to sideline European manufacturers. Even though Donald Trump is giving Europe more time for negotiations, the tariffs are still on the table. These tariffs would result in a slump in exports and shrinking margins. But there is also an opportunity amid the chaos. Those who strengthen local supply chains, drive forward electric innovations, and cooperate strategically will dominate tomorrow's market. Therefore, we look at two major automakers, Volkswagen and BYD, and analyze European Lithium, which will become very important for European supply chains.
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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 Juliane Zielonka on March 28th, 2025 | 07:00 CET
Tariffs and Markets – Where investors should strike now with Power Metallic Mines, Steyr, and Vonovia
The new US tariffs on cars and goods have become a reality this week, and the markets are reacting with uncertainty: Companies like Power Metallic Mines, Steyr Motors, and Vonovia are in focus – their share prices are responding differently. This moment offers opportunities for investors. The Canadian junior explorer Power Metallic Mines offers long-term investors an exciting field of copper, gold, and valuable battery metals. Steyr Motors shines as a stable growth stock with a EUR 200 million order backlog in the defense sector, despite a price scandal. Vonovia attracts those seeking stability with a 4.2% dividend yield. However, the real estate crisis continues to erode the Company's fundamentals. Market sentiment is tense. The tariffs are testing the resilience of these companies – how they react could set the tone for the coming weeks.
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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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Commented by Stefan Feulner on February 19th, 2025 | 07:50 CET
BYD, First Phosphate, AppLovin – Unstoppable
After the numbers season reached its peak last week, the US stock markets remained closed due to Presidents' Day, which is celebrated every year on the third Monday in February and honors the Presidents of the United States, particularly George Washington and Abraham Lincoln. Nevertheless, the markets were in turmoil, partly due to US Vice President J.D. Vance's speech at the Munich Security Conference. The Ukrainian index continued to rise on the back of expected peace talks between the US and Russia, while the DAX continued its record streak, surpassing 22,700 points.
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Commented by André Will-Laudien on November 11th, 2024 | 07:00 CET
Traffic light madness! The turnaround at BASF, Altech Advanced Materials, Nordex and Siemens Energy
The traffic light coalition departs – and the economy breathes a sigh of relief. Key future topics such as the energy transition, e-mobility and the energy storage market now have good prospects. With a redefinition of industrial policy in Germany, confidence is returning to small and medium-sized companies. With a constant stream of new regulations, high energy costs and excessive bureaucracy, the failed coalition had many things in mind – but not the economic well-being of Germany. A murmur is going through the fragile industrial complexes with the announced new election. We expect a surge of innovative ideas, especially in the areas of energy security and mobility. Check your portfolio!
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Commented by Fabian Lorenz on November 6th, 2024 | 07:35 CET
Soaring share prices, battery revolution, sales record! BYD, Plug Power and Altech Advanced Materials shares!
Altech Advanced Materials is getting ever closer to the battery revolution. And it is all happening in Germany! The prototype of their revolutionary solid-state battery is operational, and there is an initial declaration of intent in the three-digit million-euro range. The Company is valued at around EUR 25 million, providing solid reasons for a potential rapid 50% price increase. Meanwhile, Plug Power's stock has shot up a good 20% since Friday. Is this just a blip, or is there more to it for the former hydrogen high-flyer? In any case, Plug shareholders should be cautious next week. There is also a lot to be said for rising prices at BYD. The Chinese electric carmaker is in a thrilling race with Tesla for industry leadership, and analysts are forecasting over a 20% upside potential.
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Commented by Armin Schulz on October 29th, 2024 | 08:00 CET
BYD, Altech Advanced Materials, JinkoSolar – Better batteries are key to a green revolution
Batteries are essential to the future of electrification. However, both technologies need to be improved in terms of performance and safety. EV batteries require higher energy density for better range and lighter weight, with technologies such as solid-state batteries that could reduce the risk of overheating and fire. On the energy storage side, long-lasting, environmentally friendly solutions are needed to balance out fluctuations in renewable energies and ensure grid stability. Innovative approaches in both areas are crucial to making e-mobility sustainable, high-performance, and safe.
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