Electromobility
Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST
Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus
Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!
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Commented by Stefan Feulner on June 23rd, 2026 | 07:40 CEST
Aurubis, Power Metallic Mines, Vale: Eric Sprott Bets on the Next Copper Winner
The copper market is heading toward a historic supply shortage. While AI data centers, electric mobility, and global grid expansion are driving demand to record levels, there is a lack of new large-scale projects to meet that demand. Experts therefore expect a structural deficit to persist for years to come. This presents an extraordinary opportunity for companies with high-grade deposits in secure mining regions. Whoever controls the right deposits could be among the big winners of the coming commodities cycle.
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Commented by Jens Castner on June 23rd, 2026 | 07:05 CEST
STELLANTIS, PURE ONE, AND VOLVO: THREE BETS ON THE FUTURE OF ZERO-EMISSION DRIVETRAINS
Electromobility is a divisive issue—both on the stock market and on the road. While Stellantis is supposedly trading at bargain levels following an 80% drop in its share price, investors are paying a hefty valuation premium for Volvo, the Swedish truck market leader. In between them is Pure One, an Australian micro-cap company that is reinventing the capital-intensive heavy-duty commercial vehicle business using the Apple model—and, according to analysts, has the potential to become a tenbagger. Three companies, three risk profiles, one common theme: Who has the lead in the race for zero-emission propulsion? A status report.
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Commented by Armin Schulz on June 22nd, 2026 | 07:20 CEST
From a Canadian Mine to a German EV: Rock Tech Lithium, BASF, and Volkswagen are Reducing Dependence on China
Electric mobility continues to grow unabated, but the fuel of the future is becoming scarce. Demand for lithium is skyrocketing, while prices are once again heading toward record highs after a slump. European industry faces a critical test between dependence on China and the drive for autonomy. It is precisely in this gap that a window of opportunity opens for savvy investors. It is not the raw material alone that promises returns, but the intelligent integration of mining, refining, and production right on our doorstep. A strategic alliance between Canada and Germany could reshape the market. Three companies occupy the key stages of this value chain: Rock Tech Lithium, BASF, and Volkswagen.
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Commented by Matthias Schomber on June 22nd, 2026 | 06:55 CEST
Price Catastrophe and Despair at SAP and BYD - Almonty Industries On the Verge of a Technical Breakout
The stock market is currently facing challenging times, with SAP and BYD among the companies struggling with significant internal and external headwinds. Investors are struggling to maintain their composure regarding software giant SAP after negative industry news pushed the share price to a multi-year low. A sense of crisis also prevails at Chinese automaker BYD, as declining sales and looming EU punitive tariffs weigh heavily on its operations. However, the picture is quite different beyond these two stocks in the critical raw materials sector. Here, Almonty Industries positions itself as a reliable and emerging player in an increasingly geopolitically uncertain world. With foresight, fresh capital, and substantial resource potential, the company presents a highly compelling alternative investment opportunity. Read on to find out in detail why these three stocks may be worth a closer look right now.
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Commented by Stefan Feulner on June 22nd, 2026 | 06:40 CEST
Siemens Energy, dynaCERT, BYD: The Next Wave of Growth Is Already Underway
The global energy and technology transition is rapidly gaining momentum. AI data centers, electric mobility, and stricter climate regulations are driving demand for electricity, critical raw materials, and efficient energy solutions to new record levels. At the same time, modern technologies for reducing emissions, smart energy grids, and high-performance battery systems are opening up growth markets worth billions. Companies that position themselves early in these future-oriented industries could benefit disproportionately from a long-term investment boom.
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Commented by Carsten Mainitz on June 19th, 2026 | 08:40 CEST
Copper Is Hot! Analysts See Nearly 200% Upside for Power Metallic Mines – How Severe Is the Impact on BMW and BYD?
More and more studies are warning of a massive future copper shortage. Forecasts are becoming increasingly alarming, to the point where the International Energy Agency's estimate of a 5.9-million-ton supply gap by 2030 already appears conservative. Building a mine takes 15 to 20 years, and supply is struggling to keep pace with rapidly growing demand. The expansion of modern power grids, the rapid growth of data centers, AI, and the ongoing shift toward electric mobility are exacerbating the situation. This is already evident in the record-high prices of this industrial metal. While automakers such as BMW and BYD face increasing cost pressures, Power Metallic Mines appears to be on the winning side. The Canadian company controls one of the largest polymetallic deposits in North America, characterized by high-grade copper mineralization and first-class metallurgy. According to analysts, the shares could nearly triple in value in the future.
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Commented by André Will-Laudien on June 18th, 2026 | 07:50 CEST
Gold and Critical Metals in Buy Mode: In the Fast Lane with Barrick, BYD, VW, and North Arrow Minerals!
When it comes to critical metals and gold, Africa is a sought-after continent among investors. West Africa, in particular, has developed into one of the world's most significant gold-producing regions over the past two decades, with Barrick Mining—through its mines in Mali—playing a key role in unlocking the region's enormous geological potential. Deposits such as Loulo-Gounkoto are now among the company's most productive gold mines and impressively demonstrate the value that can be created when promising greenstone belts are systematically explored and developed. Barrick's success story also illustrates that many of today's major gold discoveries are no longer being made in traditional mining regions, but rather in areas that have seen little exploration. This realization is bringing the South African country of Botswana into the spotlight of global metals strategists. The politically stable country not only possesses significant deposits of critical metals such as copper, nickel, and rare battery metals, but also harbours geological structures comparable to the productive gold belts of West Africa. Investors are taking notice.
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Commented by Fabian Lorenz on June 16th, 2026 | 08:05 CEST
BYD in Formula 1? Defence and drone ambitions at Daimler Truck, Mercedes, and HPQ Silicon
Watch out for BYD! Is the Chinese electric vehicle manufacturer spreading itself too thin? In its home market, the price war is causing profits to plummet. At the same time, the company is lagging behind its own goals in its European expansion. There are problems in Turkey, the fast-charging network will cost billions, and whether the rumoured entry into Formula 1 makes sense is open to debate. In that light, HPQ Silicon's expansion seems more logical. After the company's new battery generation already impressed in drone tests, it has now unveiled an entire drone propulsion system with partner Novacium at Eurosatory 2026 in Paris. Daimler Truck and Mercedes are now also eyeing the defence sector. Will drones soon be taking off from the roof of the G-Class?
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Commented by Tarik Dede on June 16th, 2026 | 08:00 CEST
Electric Vehicle Sales Are Booming: Taking a Closer Look at Albemarle, Rock Tech Lithium and BYD
The electric vehicle market is booming and may have received an additional boost from the conflict in the Persian Gulf. However, the global picture remains mixed. The strongest growth is taking place in the world's largest automotive market: China. There, the electrification rate has now surpassed the 50% threshold. More than one in two newly registered vehicles in the country is a plug-in. EV growth of 10-15% is forecast for this year. Germany, the world's third-largest automotive market, has also returned to a dynamic growth path following a weak 2024. Sales figures for 2025 stood at more than half a million electric vehicles. If plug-in hybrids are included, total sales exceed 800,000 units, representing an increase of over 40%. The United States, the world's second-largest automotive market, remains the exception, showing weaker development, largely due to political headwinds from Washington. The share of newly sold electric vehicles in the overall market there is estimated at just 7%-8%. Globally, however, battery-powered vehicles remain on the fast track to success, accounting for roughly 25% of the market. In addition, a new sales record was reached in 2025, with more than 20 million electric vehicles sold worldwide, up 20% year over year. This momentum is reason enough to take another look at attractive stocks in the sector. Today, we examine the shares of Albemarle, Rock Tech Lithium, and BYD.
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