E-mobility
Commented by André Will-Laudien on October 22nd, 2026 | 05:48 CEST
NATO Steps Up - Defence Stocks In Focus: Dassault Aviation, OHB, HPQ Silicon and DroneShield
Created and published on behalf of HPQ Silicon
The foiled drone attack in Leipzig provided an initial wake-up call for Western NATO partners regarding the threat situation in Europe. Alongside intra-European cooperation, closer ties with Canada in the defence and raw materials industries are also coming to the fore. The latest talks point to decisions with strategic, economic and geopolitical implications, setting a pioneering framework for the coming years. Enhanced transatlantic cooperation combines European expertise with Canada's vast wealth of resources to sustainably strengthen joint defence capabilities. By gaining direct access to key deposits, Europe is reducing its risky dependence on raw materials from autocratic states such as China and third countries. Canada has many of the 34 raw materials the EU has classified as critical, including essential lithium, nickel, cobalt and copper. These metals form the indispensable foundation for modern military technologies such as electronic components, engines and highly sensitive communication systems. To underpin this bilateral bridge, the governments and institutions involved have approved enormous budgets and framework agreements for the coming years. The European SAFE programme for rearmament and defence procurement therefore has an initial volume of EUR 150 billion, with subsequent expansions subject to further decisions. For investors, this set-up provides a good basis for portfolio gains. We delve a little deeper.
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Commented by André Will-Laudien on October 13th, 2026 | 05:24 CEST
E-Mobility in Rally Mode! VW and Stellantis Face TÜV Inspections as dynaCERT, BYD and Tesla Show Steady Growth
Donald Trump's surprise diesel deal with Vladimir Putin breaches Western sanctions, but the commitment to Ukraine stands. At the same time, Houthi attacks on Riyadh's airport are driving oil prices to unpredictable heights. With Brent above USD 100 a barrel, that is reason enough to switch powertrains! Supported by the electric vehicle environmental incentive, motorists are increasingly fleeing the price spiral at the pump, with alternative technologies in greater demand than ever. The clean transition relies heavily on e-mobility and green hydrogen as the future's ultimate energy carriers. But the energy transition does not only produce winners! While the struggling giants VW and Stellantis are deep into restructuring amid shrinking margins, agile challengers from the Far East and overseas dominate the field. Pioneer Tesla is delivering good figures, but its Chinese competitor BYD has long since overtaken it. At the same time, dynaCERT is demonstrating how highly innovative hydrogen technologies can make powertrains in heavy goods transport more energy-efficient. Investors should sharpen their focus, as the automotive market is currently reinventing itself.
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