Electromobility
Commented by Stefan Feulner on November 10th, 2026 | 05:35 CET
BYD, HPQ Silicon and BMW – The battery race escalates
Created and published on behalf of HPQ Silicon
503 km/h in an electric vehicle, a new generation of batteries from Bavaria and silicon technology for more powerful energy storage: the technological race between China and Europe is intensifying. While BYD shows what modern electric powertrains can achieve with a new speed record, BMW is investing billions in industrial production of its next-generation batteries. At the same time, specialist developers are working to push the limits of today's lithium-ion cells. Higher energy density, lower weight and longer operating times are becoming key competitive factors.
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Commented by Lars Winter on November 5th, 2026 | 05:32 CET
Palantir with a Growth Turbo, Amazon with Cloud Power and HPQ Silicon Poised for Its Next Step: Three Stocks with Potential in Focus
Created and Published on Behalf of HPQ Silicon
Palantir is growing rapidly, Amazon is earning handsomely from its cloud, and HPQ Silicon is working toward a commercial breakthrough in its battery technology. Three companies, three different starting points – and plenty of potential. While the two US groups already generate billions in revenue, even modest orders could make a big difference for the small Canadian materials specialist. We take a closer look at these three exciting stocks.
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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 Carsten Mainitz on October 23rd, 2026 | 05:32 CEST
The Race for Efficiency: HPQ Silicon, BYD and Infineon – Who Will Lead and Who Will Fall Behind?
Created and published on behalf of HPQ Silicon
Electrification requires better batteries and more powerful chips. It also depends on companies that can produce these technologies at competitive costs. HPQ Silicon is approaching this critical juncture. The company aims to increase energy density in battery cells, and its operational progress is gaining momentum. Commercialisation is the next major milestone. Most recently, the Canadian company announced an initiative to establish a US battery company with independent financing. BYD is bringing electric powertrains to the mass market but faces intense competition. Infineon supplies key power electronics components. Could the upcoming results boost the stock? Where are the most compelling opportunities for investors?
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Commented by Armin Schulz on October 20th, 2026 | 05:39 CEST
VW, Strategic Resources, Infineon: EVs, Raw Materials and Chips - Three perspectives on the Auto Industry's Transformation
In September, more than one in three new cars registered in Germany was fully electric. According to the Federal Motor Transport Authority (KBA), battery-electric vehicles accounted for 34.5% of new registrations. Automakers must adapt their model line-ups in a short period of time, and this requires substantial investment. But the transformation extends beyond the factory gates. Building electric vehicles requires reliable sources of raw materials such as vanadium, used in high-strength steel (ideally produced using green methods) and in batteries. Power semiconductors are also essential, controlling and converting electrical power within vehicles. Companies capable of supplying these materials and components could benefit from this shift. We therefore take a closer look at Volkswagen, Strategic Resources and Infineon.
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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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Commented by Tarik Dede on October 9th, 2026 | 09:00 CEST
Copper in the Spotlight: BHP, Southern Copper and Power Metallic Mines
Copper prices remain elevated despite ongoing market volatility. Recent developments in the physical market have provided plenty of reasons for concern. Production in Chile, by far the world's largest copper-producing country, remains subdued and is declining at some operations. Strikes are looming at several mines. Most recently, Antofagasta reported the start of a work stoppage at its Centinela mine in the Andean nation. Adding to these concerns, Deutsche Bank's commodities team highlighted the geopolitical aspects in a recent study. Copper is essential to virtually every sector of the economy, from construction and power grids to manufacturing and AI data centres. According to the study, the US and China now control, directly or indirectly, 70% of global copper production. This presents a challenge for Europe and many other regions, where securing reliable supplies of critical raw materials remains a key strategic priority. Against this backdrop, we take a closer look at the copper market and the geopolitical tensions shaping it through three stocks: Power Metallic Mines, BHP and Southern Copper.
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Commented by Carsten Mainitz on October 9th, 2026 | 07:10 CEST
dynaCERT, Volkswagen and Plug Power: Between Breakthrough and Cost Pressure! Who Will Take Off and Who Will Fall Behind?
Volkswagen shows how rising costs and intensifying competition can put even an industry veteran under pressure. Have the deep cuts and strategic adjustments come too late, and can closer partnerships help turn things around? Plug Power recently landed a notable major order. Yet its gross margin in the latest quarter came close to zero. dynaCERT is taking a very different approach. The Canadian company makes diesel engines more fuel-efficient and environmentally friendly through retrofit technology. The innovative bridging technology has proven itself in numerous pilot projects, and commercialization is now gaining momentum. Analysts at the research firm GBC believe the stock is significantly undervalued.
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Commented by Matthias Schomber on October 8th, 2026 | 07:20 CEST
Three Hot Stocks in Focus: Insurance giant Allianz, EV and electronics specialist Xiaomi and drone expert Volatus Aerospace
We kick off today's report with Munich-based insurance giant Allianz, which is shining with its billion-dollar share buybacks and strong financial results, yet is still grappling with investors' concerns about AI. Next, we head to China to look at tech specialist Xiaomi, which is looking to hit the gas with its new auto division and is shaking up the established smartphone market—though margin issues are weighing on its share price. We wrap up with the Canadian drone expert Volatus Aerospace. After a major contract and an attempted technical breakout, something big may be on the horizon. Read on to find out which of these stocks could offer the greatest potential for your portfolio.
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Commented by Matthias Schomber on September 28th, 2026 | 07:20 CEST
The Hunt for Returns Begins: Volkswagen and BYD Set for a Rebound? Globex Mining Breaks Out!
Everyone is looking for returns in the stock market. The autumn hunt for high-return stocks has begun, and we have found some interesting candidates. While Germany's homegrown automaker Volkswagen is in the middle of a difficult and costly transformation, its Chinese rival BYD is pushing aggressively into the European market with smart pricing strategies. Both stocks could now offer rebound potential. But it is not just the automakers that are seeing interesting developments. Smaller companies that are not necessarily on investors' radar also deserve a closer look. The commodities company Globex Mining is not only positioning itself operationally but has also managed a technical breakout above a key resistance level. We take a closer look at these three stocks, assess their return potential and evaluate their current situation.
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