Electromobility
Commented by Juliane Zielonka on August 31st, 2023 | 09:05 CEST
Strategic turning points in Chemicals, Automotive and Energy: Investment opportunities with Defense Metals, Volkswagen and BASF
Rare earths are becoming increasingly important due to digitalization, especially for the electronics industry. Defense Metals, a company from Canada, is focusing on the extraction of rare earths at the Wicheeda project. Geotechnical investigations are progressing rapidly in order to develop the valuable raw material. Volkswagen reports an impressive 17.9% increase in car sales in July. Nevertheless, the Company is lowering its annual sales forecast due to growing competition in China. Germany's energy transition is affecting major corporations like BASF. The US company Cheniere Energy will supply BASF with liquefied gas in the future. To adapt to the new market conditions, BASF has successfully completed the spin-off of its mobile exhaust catalyst and precious metal services businesses. The new site surprises.
Read
Commented by Fabian Lorenz on August 31st, 2023 | 08:30 CEST
Is the breakthrough coming? BYD, Plug Power, dynaCERT share in check
Shares related to the energy and mobility transition have not had it easy in recent months. But will the autumn bring a liberation blow? The negative sentiment could be a good contraindicator. BYD recently published convincing figures. However, analysts foresee fierce competition in the coming years. Plug Power has recently seen its price targets plummet. Does that mean the worst is behind us? At dynaCERT, the AEM electrolyser for green hydrogen is becoming a big seller. More and more industrial companies are testing it. Now, green hydrogen is also expected to contribute to green steel production in Canada.
Read
Commented by André Will-Laudien on August 30th, 2023 | 07:45 CEST
The IAA is just around the corner, and e-mobility is faltering - Where is the super battery? BYD, Tesla, Varta and First Phosphate in focus
Professor Ferdinand Dudenhöffer sees electric mobility on the decline. Despite the EU's ban on internal combustion engines from 2035, the switch to electric drive will take even longer than expected. In a recent interview, he sees the declining subsidies as of September 1 of this year as a possible showstopper. The reason: most purchases of e-vehicles are tax-motivated, and the increased interest rates have made expensive electric cars less competitive in leasing models. In addition, there are the technical limitations in safety, range and operating time compared to the mature, fuel-efficient combustion vehicles. So the challenge is to invent clean, efficient and safe battery technology. Where are the opportunities in this highly dynamic industry?
Read
Commented by Armin Schulz on August 29th, 2023 | 06:40 CEST
Volkswagen, Altech Advanced Materials, Varta - The future is electric - who will benefit?
The future of mobility is rapidly moving towards electrification, with more and more vehicles on the road being powered by electric motors. The trend towards electrification is expected to intensify in the coming years, bringing numerous benefits such as improved energy efficiency and reduced environmental impact. Talk of an "electric future" is gaining momentum in this context. The combination of technological progress and growing environmental awareness makes it clear that the "electric future" is not just a vision, but rather an unstoppable development that will fundamentally change our understanding of mobility and sustainability. Which companies will profit from this transformation?
Read
Commented by Fabian Lorenz on August 16th, 2023 | 05:35 CEST
BYD, Nel ASA and First Phosphate: These shares promise excitement!
Tension at BYD. Competitor Tesla continues to turn the price screw in China, and there is a surprise in the future topic of autonomous driving. Do the Chinese really not believe in technology in which other companies are investing billions? BYD, on the other hand, is going full throttle with its global expansion and presents a new vehicle. The latest news from First Phosphate also makes for exciting reading. The economic evaluation of the project for the extraction and processing of phosphate for the production of lithium-iron-phosphate batteries has resulted in a capital value of CAD 795 million. This compares with a market capitalization of about CAD 18 million. Nel ASA still brings EUR 1.8 billion to the stock exchange scales. Analysts do not see any upside potential for the Norwegian company.
Read
Commented by Nico Popp on August 15th, 2023 | 05:45 CEST
E-car flash in the pan or summit rush? The key players: Varta, Rock Tech Lithium, Almonty Industries
After a challenging climb, we often reap the rewards of our efforts - this is just as true on the stock market as it is after a day in the Alps. While clear skies, Alpine delicacies, and traditional hut festivities might be limited to holidaymakers, a lucrative reward beckons permanently on the stock exchange after thorough research. We look at how investors can navigate the recent price fireworks in e-car shares.
Read
Commented by André Will-Laudien on August 15th, 2023 | 05:40 CEST
E-mobility 2.0 - Better batteries, longer ranges: BYD, Nikola, Manuka Resources, and Varta in the spotlight!
The fact that the e-mobility wave will continue in the medium term depends greatly on the performance components and public subsidies. Government subsidies for buying a Stromer or hydrogen-powered vehicle are falling. In order to encourage rapid uptake, there are subsidies from the government and manufacturers, known as the environmental bonus. But the total budget for the federal support for the bonus is limited. In 2023, only EUR 2.1 billion was initially planned, but Economics Minister Habeck has since announced an increase to EUR 2.5 billion. In 2024, only EUR 1.3 billion is currently planned, which is a cut of 50%. So the race against time has begun. Which shares are particularly interesting now?
Read
Commented by Stefan Feulner on August 9th, 2023 | 08:40 CEST
BYD, Defense Metals, Rheinmetall - Rare opportunities
In the race to meet climate targets, both politics and business are entering uncharted territory. The rapid departure from fossil fuels calls for alternative energy sources, increasing dependence on metallic raw materials, especially copper, cobalt, nickel and rare earth metals. But these essential resources, predominantly sourced from China, pose not only economic but also security challenges for the West, as they also play a key role in armaments.
Read
Commented by Stefan Feulner on August 7th, 2023 | 07:25 CEST
Breakthroughs in the hydrogen sector - Nikola, First Hydrogen, Plug Power
Just last week, the German cabinet approved the update of the National Hydrogen Strategy from 2020, which is now being further developed to meet the increased level of ambition in climate protection and the new challenges in the energy market. Hydrogen is seen as the missing piece of the energy transition puzzle, and not just for Germany. Considerable progress has been made in the development of vehicles powered by hydrogen and fuel cells. At the same time, many innovative companies from this sector appear promising in the long term after the correction.
Read
Commented by Juliane Zielonka on August 4th, 2023 | 07:40 CEST
Saturn Oil + Gas, Vonovia, First Hydrogen, VW - How energy and propulsion are changing the markets, winners, and losers
Saturn Oil & Gas is adding three experienced forces to its leadership team. Janet Yang brings her expertise in finance and strategy, Andrew Claugus is a versatile petroleum engineer, and Grant MacKenzie will serve as Chief Legal Officer. Their knowledge and years of experience in the oil and gas industry make them valuable resources for the Company and its future development. Vonovia is severely undervalued due to the current real estate situation in Germany. First Hydrogen is making strides with a hydrogen refueling that covers a distance of 630 km, while Volkswagen is reducing the production of its electric car, ID.4. Let's find out who the winners and losers are in the stock market this time.
Read