Electromobility
Commented by Nico Popp on May 5th, 2026 | 07:50 CEST
The Electric Revolution at Mercedes-Benz: HPQ Silicon and Cenovus Energy Deliver Range and Green Energy
Competition in the automotive industry has shifted. Internal combustion engines are playing an increasingly minor role, while Asian pioneers are gaining ground with comfort and technological innovations. Operationally, too, the focus is no longer solely on manufacturing capacity, but on technological and environmental efficiency. While China, in particular, has already left many manufacturers in the dust through aggressive vertical integration, Western automakers like Mercedes-Benz are in a phase of radical strategic realignment. Success today depends primarily on two factors: the ability to push the limits of existing battery chemistry and the need to consistently make the entire industrial supply chain sustainable. In this market environment, Mercedes-Benz and HPQ Silicon, in particular, are driving the transition to highly efficient, silicon-based electric mobility. We highlight potential opportunities for investors.
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Commented by Armin Schulz on May 5th, 2026 | 07:35 CEST
A Billion-Dollar Market in the Shadow of E-Mobility – Plug Power, dynaCERT, and Daimler Truck Unlock the Potential
Geopolitical tensions are exposing the risks of reliance on fossil fuels. At the same time, pressure is mounting on logistics and heavy-duty transport to decarbonize economically. While e-mobility is making strides in passenger vehicles, long-haul and construction fleets remain a challenge. Range, frequency, and existing fleets are forcing a rethink. This is precisely where a market is emerging for retrofit solutions with immediate impact, hydrogen integration, and more efficient powertrains. Immediate CO₂ and cost benefits are taking precedence over purely futuristic visions. Plug Power, dynaCERT, and Daimler Truck are addressing this tension with very different but complementary approaches.
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Commented by Fabian Lorenz on May 4th, 2026 | 07:40 CEST
40% CORRECTION for Siemens Energy? Buy recommendation for BYD and an opportunity with dividend gem RE Royalties!
Could Siemens Energy shares correct by more than 40%? Yes, if analysts are to be believed. The forecast upgrade and the healthy order backlog are not enough for them. They see the high valuation as a major risk. A major opportunity could be emerging for RE Royalties' shares, not just because of its dividend yield of over 10%. Management is rightly dissatisfied with the stock price and is exploring all strategic options, including a sale. Will there be news on this on May 20? BYD shares have been a disappointment in recent years. The stock is trading at the same level as in the fall of 2021. Yet analysts recommend buying.
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Commented by Carsten Mainitz on May 1st, 2026 | 07:35 CEST
Between the AI Boom and the Battery Revolution: HPQ Silicon, Siltronic, and Aixtron Are on the Winning Side
The next tech wave is rolling through the stock market, and it could stem from an unassuming raw material of all things: silicon. Silicon is a key component of numerous future-oriented industries, ranging from solar cells and semiconductors to batteries for electric vehicles. While the AI boom is driving demand for high-performance chips to skyrocket, and thus increasing the need for wafers, new battery technologies featuring silicon anodes are also capturing investors' attention. Initial breakthroughs promise significantly higher energy densities and could take electric mobility, drones, and AI applications to a whole new level. This is where the Canadian company HPQ Silicon comes into play with its innovative solutions.
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Commented by Tarik Dede on April 23rd, 2026 | 07:45 CEST
Boom After the War: BYD, RE Royalties, and SMA Solar in Focus!
Who would have thought that Donald Trump, of all people, would trigger a boom in renewable energy and alternative mobility concepts? As a result of the conflict he initiated in the Persian Gulf and the rising prices for fossil fuels, not only are electric vehicle and heat pump sales increasing, but a broader shift in mindset is also becoming evident in many countries. Interest in solar and wind energy is rising significantly. After all, who wants to remain permanently dependent? But which companies stand to benefit from this development? We take a look at the stocks of BYD, RE Royalties, and SMA Solar.
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Commented by Armin Schulz on April 20th, 2026 | 08:35 CEST
Copper Rally: How BYD Is Suffering as a Consumer – and Why Power Metallic Mines & Freeport McMoRan Are Cashing In Now
The global energy transition, e-mobility, and the AI boom are causing copper demand to skyrocket. At the same time, supply is shrinking: aging mines, declining ore grades, and years-long exploration times for new deposits. This gap between structurally rising demand and production that can barely be expanded is fueling the debate about a commodities supercycle. Those who build the right positions now could benefit disproportionately. It is precisely in this context that a closer look at three companies is warranted: BYD, Power Metallic Mines, and Freeport McMoRan.
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Commented by Armin Schulz on April 20th, 2026 | 08:15 CEST
Rheinmetall, First Hydrogen, and Volkswagen: Betting on Unmanned Systems to Boost Returns
Autonomous systems are no longer just conquering the military—they are becoming the driving force behind an entire economic transformation. From self-flying drones to intelligent ground robots: artificial intelligence, falling sensor costs, and new propulsion systems are catapulting unmanned technologies out of the niche and into the mass market. Investors are facing a structural growth trend comparable to that of electric mobility or the internet. Those who identify the right players now could benefit disproportionately from the next wave of innovation. Three companies from different sectors are already addressing this field with concrete products: Rheinmetall, First Hydrogen, and Volkswagen.
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Commented by Mario Hose on April 2nd, 2026 | 07:20 CEST
Defense Sector Insider Picks: BYD, DroneShield, NEO Battery
The tech world is undergoing a rapid transformation, driven in part by AI and global conflicts, that goes far beyond simple software solutions. It is about physical power, energy, and the defense of assets in an unstable geopolitical landscape. While BYD is conquering the roads with electric mobility, DroneShield is securing airspace against threats. In the shadow of these industry giants, a development is emerging that could transform the very heart of both worlds. We are talking about a new battery technology being developed in South Korea. NEO Battery Materials is poised to push the boundaries of what is possible. In this report, we examine how these three players will shape the energy and security market in 2026, and why one of them, in particular, is attracting the military's attention right now.
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Commented by Carsten Mainitz on April 2nd, 2026 | 07:00 CEST
The Metal of the Energy Transition: Avrupa Minerals and Barrick with Upside Potential, BYD Under Pressure
The EU list of critical raw materials comprises 34 substances, including, among others, metals used in batteries and the energy transition, such as lithium, cobalt, nickel, and copper. Copper, the "metal of the energy transition," plays a pivotal role in renewable energy, electric mobility, and infrastructure. Europe, in particular, still has considerable ground to make up when it comes to developing domestic raw material sources. This is precisely where the Canadian company Avrupa Minerals comes in with a compelling strategy. At the same time, Barrick Gold is steadily evolving into a major copper player, while BYD faces an increasingly challenging market environment. Which stock offers the greatest potential?
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Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET
Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD
As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.
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