Electric cars
Commented by Armin Schulz on November 12th, 2026 | 05:34 CET
Micron Technology, Power Metallic Mines and BYD – Copper stocks with tailwinds from AI and electromobility
Created and Published on Behalf of Power Metallic Mines
Artificial intelligence and electromobility are simultaneously driving demand for chips and metals. Data centres need memory chips and plenty of copper for power and wiring, while electric vehicles need batteries and copper as well. In early November, Chinese memory manufacturer CXMT reported progress on a new DRAM architecture. Shortly before that, BYD had reported more than 300,000 all-electric vehicles in a single month for the first time in October. If the trend continues, memory chips, copper and electric vehicles will benefit from the same demand. We therefore take a closer look at Micron Technology, Power Metallic Mines and BYD.
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Commented by Armin Schulz on November 2nd, 2026 | 05:26 CET
Intel, HPQ Silicon, Volkswagen: A Look at Stocks Across the Silicon Value Chain, from Chips to Batteries, Following Recent Declines
Created and published on behalf of HPQ Silicon Inc.
Silicon is the unassuming raw material behind almost every future technology. For one thing, it is found in processors that power data centres for artificial intelligence. In this area, Intel's management acknowledged in its quarterly results report on October 29 that demand exceeds supply. Next is the battery, where silicon is intended to improve the anode. At the end of the chain is the car, and at Volkswagen, orders for electric vehicles in Europe rose 39% after nine months. This could boost companies that process or refine silicon. Following the recent pullbacks in the three stocks of Intel, HPQ Silicon and Volkswagen, opportunities could open up, provided demand for silicon continues.
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Commented by Armin Schulz on October 16th, 2026 | 05:20 CEST
Power Metallic Mines, Siemens Energy and BYD: The Export Boom in Electric Vehicles Drives Demand for Copper and Electricity
A single Chinese automaker sold 180,700 new energy vehicles overseas in September. That accounts for about 39% of its sales, more than double the figure from a year earlier. Behind this growth lies a substantial demand for raw materials, including copper and nickel for batteries and electric motors, as well as platinum-group metals for catalytic converters in hybrid vehicles. Electricity is also essential to charge all these vehicles. This illustrates what supply chains must look like to keep electric vehicles running. This plays right into the hands of raw material producers and electricity generators. Today, we take a closer look at Power Metallic Mines, Siemens Energy and BYD.
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