Electromobility
Commented by Juliane Zielonka on February 6th, 2025 | 08:30 CET
Palantir, First Phosphate, BYD – AI, battery raw materials, and e-mobility are driving growth
Fresh quarterly figures and new projects for the electrified world shape this week's stock market. Palantir is posting impressive quarterly figures and achieving new price jumps on the stock market. Investors can expect further growth from the US company with the DOGE project from Trump and Musk. DOGE is streamlining bureaucratic structures, a huge opportunity for Palantir. Raw material producer First Phosphate is positioning itself in the booming market for LFP batteries and is planning sustainable large-scale production of battery raw materials in Canada. Meanwhile, Chinese electric automaker BYD is strengthening its presence in Germany with the appointment of an experienced domestic sales director and setting ambitious sales targets of 50,000 vehicles per year. The details.
ReadCommented by Armin Schulz on February 6th, 2025 | 07:10 CET
Siemens Energy, European Lithium, BYD – Lithium: short-term pressure, long-term opportunities
Even though the lithium price is at rock bottom, many indicators are signalling a long-term recovery of the lithium market. Demand for lithium-ion batteries is being fueled by the increased use of electric vehicles and the expansion of renewable energies. At the same time, producers are already reacting with project delays and mine closures, which could create short-term supply bottlenecks. Given that the EU sources 79% of its lithium from China, a possible trade war should prompt the EU to seek alternatives. Analysts expect a stabilization by 2026 at the latest as the energy transition is progressing. Those who believe in the further electrification of the world should invest now, as the long-term prospects are promising.
ReadCommented by Stefan Feulner on February 4th, 2025 | 07:20 CET
Baidu, dynaCERT, BYD – Using the Trump hammer
After the Trump trades and the subsequent rally, is the Trump hammer coming next? After the stock markets reached historic highs in recent weeks, a sharp correction followed on Monday. The reason for this was the tariffs imposed by the US on Canada, Mexico, and China. The consolidation could continue to expand, given that the Buffett Indicator, which looks at the market capitalization of all US companies in relation to economic output, is at an all-time high. Nevertheless, there are undervalued value stocks that could escape the downtrend.
ReadCommented by Armin Schulz on January 29th, 2025 | 07:20 CET
Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials
With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.
ReadCommented by André Will-Laudien on January 29th, 2025 | 07:00 CET
Watch out! VW and BMW are turning, Benton Resources is stepping on the gas, while Nordex and Siemens Energy are on the sidelines
For the German economy, a 180-degree shift in economic policy is needed to stop the ongoing migration of industries abroad. However, this requires signs of a consistent refocusing on burning issues, which neither the parties with a claim to the government nor the opposition can really present. International investors have refocused on European markets at the beginning of the year, as reforms are expected. The premature praise for Donald Trump has generated new highs in the US, but now the NASDAQ seems to be running out of steam. Germany, as the laggard in terms of economic growth, offers very low valuations that have rarely been seen for longer periods. We highlight some opportunities.
ReadCommented by Stefan Feulner on January 28th, 2025 | 07:00 CET
Rheinmetall, European Lithium, BYD – Drastic measures
The pressure from the former and current US president to increase defense spending among NATO partners remains high, which means that defense companies will likely face a revaluation. By contrast, subsidies for electric vehicles in the US are on the verge of being phased out. However, industry experts and analysts are convinced that the global trend towards electric mobility will remain unaffected. China remains the largest growth market for electric vehicles, with a share of 65% and 11 million vehicles sold, and the trend is rising. As a result, the demand for the basic raw material lithium is increasing.
ReadCommented by Armin Schulz on January 27th, 2025 | 07:10 CET
Volkswagen, Nova Pacific Metals, D-Wave Quantum – Is a trade war about to break out?
Donald Trump is the new president of the United States of America, and he is moving at a rapid pace. On his first day, he issued several decrees, and his inaugural address was also impactful. He announced tariffs on imports. Goods from Mexico and Canada will be subject to 25% customs duties. And tariffs of up to 60% are being considered for products from China. If the US isolates itself like this, China, in particular, could significantly restrict its raw material exports, and the trade war would be officially underway. The race for critical raw materials has already begun. Trump has already put out feelers to Greenland and Canada. Where will high-tech industries source their raw materials from in the future?
ReadCommented by Armin Schulz on January 24th, 2025 | 07:15 CET
First Phosphate, Volkswagen, BYD – The automotive industry is in a flurry again
Donald Trump is wasting no time. On the day of his swearing-in, he signed several decrees and explicitly mentioned higher tariffs in his inaugural address. The new External Revenue Service will be responsible for working out exactly what these will look like. Trump wants to close the loopholes, such as imports via Mexico, in order to protect and strengthen his own economy. This is a disaster for the European automotive industry in particular because, after the difficulties in China, there is a risk of further losses in the second-largest sales market. In addition, vehicle manufacturers need more powerful batteries in their electric vehicles. Lithium iron phosphate (LFP) batteries are becoming more and more popular for this purpose. However, there is a bottleneck here as well. We take a closer look at the automotive market.
ReadCommented by Stefan Feulner on January 21st, 2025 | 08:30 CET
Rheinmetall, ARI Motors, Volkswagen – Trump sets the course
The inauguration of the 45th and 47th President of the United States is currently overshadowing everything else. In the run-up to the event, the leading German index, DAX and the leading cryptocurrency, Bitcoin, reached new all-time highs. However, uncertainty is growing regarding which industries will be among the so-called "Trump Trades" and which can expect less support from the US government. One thing is certain: market volatility is unlikely to decrease anytime soon.
ReadCommented by André Will-Laudien on January 21st, 2025 | 07:00 CET
The stock market boom continues – Power Nickel, BYD, Bitcoin, and MicroStrategy are soaring, and thyssenkrupp is turning a corner!
The stock market started the new year at full speed. Chart analysts see the DAX reaching 21,500 points as early as January! Yesterday, the stock markets in the US were closed for Martin Luther King Day, but Donald Trump was sworn in again as the 47th President. Storm clouds are currently a rarity, and corrections have been limited to just a few hours. Investors have to keep pace with this speed to achieve returns. Stagnation or even setbacks are seen only in Germany's GDP, which has declined for the second consecutive year. However, this is no obstacle for higher stock market valuations. Here is a selection of stocks that continue to cause a stir!
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