Electromobility
Commented by Jens Castner on August 20th, 2026 | 07:50 CEST
Ammunition, Engines, Mines: Rheinmetall, Mercedes-Benz and Power Metallic Mines in the Raw Materials Race
The defence industry is booming, the automotive sector is electrifying—and both are competing for many of the same raw materials: copper, nickel, and platinum-group metals. Their production is often concentrated in politically sensitive regions such as Russia, while China controls a large share of global processing. The result: companies that fail to secure supplies in time risk production lines grinding to a halt. Rheinmetall needs these metals for ammunition and armoured vehicles, Mercedes-Benz needs them for batteries and electric motors, and Power Metallic Mines aims to supply them. We take a closer look at the potential upside for the shares of this trio.
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Commented by Matthias Schomber on August 18th, 2026 | 07:00 CEST
Watch the Rebound Potential of Mercedes-Benz and Nebius Group! Major News from Lahontan! Cars, AI Speculation and a Gold Rush!
The ongoing war in Iran, the tense situation surrounding the blockade of the Strait of Hormuz, and US President Donald Trump's unpredictable approach—ranging from maximum economic isolation of Tehran to surprising signs of de-escalation—are keeping stock markets on edge. The result is sharp swings in energy prices, shifting and sometimes surprisingly geopolitical alliances, and renewed inflation concerns. Decisions in Washington and developments in the Middle East are currently having a major impact on global stock markets. Investors face the difficult challenge of picking the right stocks in a market environment dominated by daily crisis headlines and Trump's unpredictable negotiating tactics. Today, we have selected three stocks to watch: Mercedes-Benz, Nebius Group, and Lahontan Gold. The latter has reported a 22% increase in its mineral resource, bringing the total to nearly 2.39 million ounces of gold equivalent at its flagship Santa Fe project. This report examines the latest figures, market rumors and operational developments at all three companies and highlights where investors should be looking more closely now.
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Commented by Stefan Feulner on August 17th, 2026 | 07:25 CEST
BYD, dynaCERT, Lucid: New Models and New Markets Fuel Share Price Potential
The mobility transition is in full swing, but the internal combustion engine will not disappear overnight. While electric vehicle manufacturers are making inroads with new models, longer ranges, and ever-shorter charging times, millions of trucks, construction machines, and industrial power units worldwide will remain in use for years to come. This creates a massive transition market. New propulsion systems must grow, while existing engines must become more efficient and produce fewer emissions. Three companies are tackling different aspects of this transformation.
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Commented by Matthias Schomber on August 13th, 2026 | 07:10 CEST
BYD, BMW, and RE Royalties in the Spotlight: Price War, Plummeting Profits, Job Cuts, and Green Dividends
Globally, it currently seems as though the auto industry is sitting on a veritable powder keg. Industry giants like BYD and BMW are embroiled in a fierce, perhaps even ruinous, price war. Established automakers are grappling with painful profit slumps and drastic market shifts. Investors, however, are increasingly seeking stable alternatives. As a result, stocks from various sectors, including renewable energy, may now step into the spotlight. One exciting player in this space is RE Royalties. The Canadian company is a pioneer in financing green projects. Even aside from the major automotive crises, it continues to grow steadily. Can this stock really be a safe haven? We take an in-depth look at the current developments at three companies. We compare hard facts and analyze technical charts. Traditional auto manufacturing meets Asian dominance and innovative financing. Read on and discover the opportunities offered by this trio.
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Commented by Matthias Schomber on August 3rd, 2026 | 07:45 CEST
Alarm at Volkswagen, Steyr Motors Takeover Called Off! When Will dynaCERT Spark a Long-Awaited Breakout?
While some of Germany's largest automakers are grappling with a deepening crisis and planning historic restructuring measures, other well-known companies are also facing major challenges. Volkswagen is struggling with a sharp decline in vehicle sales and sweeping cost-cutting plans that have unsettled investors, a trend reflected in the company's weakening share price. At the same time, Austrian engine specialist Steyr Motors is navigating a highly challenging market environment and is being forced to redefine its strategic direction. Most recently, the company put an end to takeover speculation after acquisition talks failed to result in a transaction. Amid these turbulent times, investors are turning their attention to smaller players, such as the Canadian cleantech company dynaCERT. The company has developed an innovative technology for internal combustion engines designed to reduce fuel consumption and emissions, potentially delivering meaningful cost savings for fleet operators.
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Commented by Armin Schulz on August 3rd, 2026 | 07:20 CEST
Power Metallic Mines, BYD, Intel: Without This Often-Overlooked Raw Material, Electric Mobility and AI Would Grind to a Halt
In the coming years, electric mobility and artificial intelligence will become key drivers of the economy. Together, they drive the demand for copper. Without this red metal, there would be no electric vehicles, and data streams would dry up too. It is no coincidence that the price of copper has risen significantly over the past year. Many investors still have yet to recognize this bottleneck and are focusing instead on the latest AI models or the increased ranges of electric vehicles. Yet there could be significant untapped potential in the mining sector in particular, because as AI and robotics make production more efficient, the demand for raw materials will increase. Today, we take a closer look at the polymetallic mineral explorer Power Metallic Mines, the electric vehicle manufacturer BYD, and the chipmaker Intel.
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Commented by Nico Popp on July 29th, 2026 | 07:45 CEST
Battery Metals Bottleneck: Volkswagen and BHP Under Pressure as Power Metallic Mines Faces Weeks of Truth
Electric vehicles are becoming an increasingly common sight on German roads, driven in part by the arrival of aggressively priced models from China. However, the rapid growth of electric mobility is placing mounting pressure on automotive supply chains. Automakers are grappling with volatile markets while becoming increasingly concerned about securing reliable access to critical raw materials. Commodities are no longer viewed as readily available inputs but as strategic assets essential to industrial competitiveness. This complex situation calls for new alliances: mining companies, major automakers, and dynamic project developers are pulling out all the stops to secure raw materials for the future.
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Commented by Stefan Bode on July 29th, 2026 | 07:00 CEST
US Uranium Independence in Focus, T-Mobile US Under Pressure, Volkswagen Cuts Forecast – American Atomics, Deutsche Telekom, Porsche
The Iran war and the potential for escalation into neighbouring countries remain firmly on investors' radar despite the temporary pause in US air strikes. This report examines current developments at companies from various sectors that are currently attracting market attention. Whether it is strategic realignments to secure critical raw materials, turbulent share price reactions among telecommunications giants following earnings season, or the margin challenges facing European automakers in the Asian market—the latest market data offers plenty of potential for volatility. Find out which fundamental metrics and trends are now becoming decisive for investors.
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Commented by Carsten Mainitz on July 28th, 2026 | 07:25 CEST
The Automotive Industry Is Under Pressure: Why dynaCERT Could Be the Missing Piece of the Puzzle for Volkswagen and Daimler Truck
The discussion about the future of mobility is currently dominated by electric vehicles and hydrogen, both of which meet the vision of zero-emission transportation. But the road ahead is long; further technological advances and, in particular, the expansion of infrastructure pose challenges. Another crucial factor is often overlooked. In heavy-duty transport in particular, diesel forms the backbone of global logistics and will continue to do so for decades to come. This is precisely where dynaCERT comes in with an innovative bridging technology. The Canadian company's retrofit solution generates hydrogen and oxygen on board as needed. These are fed into the intake system of diesel engines, thereby reducing fuel consumption and emissions. Is a billion-dollar market on the horizon?
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Commented by Nico Popp on July 27th, 2026 | 07:35 CEST
China's Export Restrictions: German Industry Must Invest in Raw Materials. How VW and Rheinmetall Respond & Why Aspermont Could Benefit
For decades, raw materials were commodities in the truest sense of the word—interchangeable goods purchased at the lowest possible price. But in recent years, security of supply has evolved from a procurement issue into a decisive factor for the survival of Western industry. Depending on the sector, shortages can threaten entire business models. To reduce the risks posed by geopolitical tensions, volatile commodity prices and increasingly stringent sustainability requirements, industrial companies are taking a much closer look at their raw material supply chains. Some are investing directly in mining projects, while others are forming strategic partnerships. In either case, access to reliable information on mining projects and the conditions across the value chain is essential for assessing supply risks. Aspermont, a specialist provider of mining and commodities intelligence, could be well positioned to benefit from this shift.
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