Electromobility
Commented by André Will-Laudien on May 5th, 2023 | 09:50 CEST
The future calls for battery metals! BYD, Grid Metals, VW - The international pecking order in e-mobility is reshuffling!
Since Western governments have finally started to get serious about climate protection, the media have focused on the areas of energy, mobility and health. It is clear to all participants that the changes in the world climate will lead to undesirable developments. Glaciers are melting, the earth's temperature is rising, and the oceans are already too warm for many species. Huge investments are being made in renewable power generation and modern mobility solutions, and it requires access to metals. Some companies are making a name for themselves, and shareholders can profit from this.
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Commented by Armin Schulz on May 5th, 2023 | 08:30 CEST
Mercedes-Benz, Canadian North Resources, Varta - Shortage of battery resources
Electromobility and the energy transition are essential to creating a more sustainable future. However, we need raw materials such as copper, nickel, cobalt and lithium to achieve these goals. These resources are an obstacle for many companies. Therefore, car companies are trying to secure access to these scarce resources to secure supplies for their production. In some cases, they are even developing their own batteries. The best example is Volkswagen, which wants to build 6 battery factories in Europe. So today, we look at Mercedes-Benz, analyze a possible supplier with Canadian North Resources and conclude with Varta, Germany's largest battery manufacturer.
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Commented by Juliane Zielonka on May 4th, 2023 | 08:50 CEST
Bayer AG, First Phosphate, Porsche - In the fast lane with the right stock mix
Can sustainability and profitability go hand in hand? When looking at First Phosphate, a company that recently went public, this is true. The Company has found its place in the niche of LFP batteries for the global energy transition. Porsche AG also knows that electromobility is winning the race. The eMacan is selling so well that CFO Meschke has set a target return of 19%. Is that what Bayer's new CEO, Bill Anderson, is thinking? The conglomerate of Consumer Health, Crop Science and Pharma has more potential than the market is currently pricing in.
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Commented by Stefan Feulner on May 4th, 2023 | 07:30 CEST
Clear signals at BYD, Globex Mining and Plug Power
The growth rates of electric car companies continue to be enormous, as the recently published sales figures of the Chinese market leader BYD show. The trend will likely continue at least until the end of this decade. According to a forecast by Statista, there will be 116 million electric vehicles worldwide in 2030, representing an increase of 1,800% since 2020. However, the transformation of the transport sector is causing an enormous demand for industrial metals. For some critical raw materials, demand is already outstripping supply.
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Commented by André Will-Laudien on May 2nd, 2023 | 08:50 CEST
Nuclear off, secure energy now! Altech Advanced Materials, Varta and BYD - Up 700 % and no end in sight?
The nuclear reactors are now off! As though there was enough energy far and wide, the Berlin government ensemble decided to phase out nuclear energy. The reaction of the electricity suppliers followed immediately. On Monday, April 17, E.ON raised its electricity prices by 43%. Meanwhile, the coalition government cannot be deterred from suggesting to citizens that electricity prices will decrease in the long term. It will now be difficult for private households to behave in a climate-friendly way and still be able to consume. There are plenty of solutions for battery storage, but what is affordable and reliable? We take a look at an industry with a future.
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Commented by Nico Popp on April 27th, 2023 | 08:50 CEST
The batteries of the future: Varta, Altech Advanced Materials, Volkswagen
Affordable e-cars that offer all the comforts and safety - even though many car industry commercials already sound like this, the reality is quite different. E-cars are still expensive, and the charging process forces travellers to take a mandatory break that is more or less relaxing, depending on their schedule. But technology is advancing. Batteries will soon be able to do much more than they do today. We introduce three companies that want to drive innovation.
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Commented by Juliane Zielonka on April 27th, 2023 | 08:30 CEST
Vonovia, Desert Gold Ventures, Daimler Truck - Solid growth surprises investors
Vonovia has secured a strong US partner to further secure its real estate business in Germany. Proceeds from the investment will support Vonovia's capital allocation plans while giving Apollo's insurance and institutional clients access to a portfolio of long-term, high-quality assets. High quality is also the acreage Desert Gold Ventures is exploring in Mali, Africa. New gold exploration areas have been defined that show promise. Gold will continue to gain importance in the near future, as it is a valuable component of numerous solutions in the energy transition. According to Daimler Truck CEO Daum, progress is still far too slow. But the Q1/23 result exceeds all expectations.
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Commented by Fabian Lorenz on April 26th, 2023 | 08:55 CEST
Caution at Nel ASA and drumbeat at Volkswagen: Can Canadian North Resources profit?
Things are getting exciting for shareholders of Nel ASA. The hydrogen pioneer will publish its figures for the first quarter tomorrow. A current buy recommendation does not help the share price. At least the expectations for the figures are anything but high at the moment. Is there anything positive to report on the order book? Plug Power recently placed an order with a competitor. In the battery sector, Volkswagen has caused a sensation. The Wolfsburg-based company has announced its intention to build its largest battery factory to date in Canada. The Canadian government is subsidizing the project and expects thousands of new jobs at VW and its suppliers. The latter could include Canadian North Resources. The Company is currently developing a vast area and has already found copper, nickel, cobalt, platinum, and palladium there. Another drilling programme has just been launched. It is hoped that lithium will also be found.
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Commented by Nico Popp on April 26th, 2023 | 08:40 CEST
Copper is becoming more and more interesting: Mercedes-Benz, Orestone Mining, Plug Power
The price of copper is also known among investors as "Dr Copper". The reason: the price of copper predicts economic crises more reliably than an economist and can be considered an indicator of economic activity. Currently, the demand for copper is exceptionally high because of its role as a jack-of-all-trades among metals. We explain which companies are dependent on copper and who can provide supplies.
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Commented by Stefan Feulner on April 21st, 2023 | 08:20 CEST
Electromobility on the verge of a new era - Freyr Battery, First Phosphate, Nio
In recent years, electromobility has become increasingly important. This is due to the increased demand for environmentally friendly vehicles and the progress in battery technology, which enables a longer range and shorter charging times. The development of new battery technologies remains an essential factor for the future of the industry. Even more existential, however, is access to the raw materials needed, such as lithium, cobalt, nickel and phosphate.
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