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Commented by André Will-Laudien on January 4th, 2023 | 07:08 CET

The big energy question in 2023: BYD, Altech Advanced Materials, Varta, BASF - Is the thread breaking?

  • Batteries
  • Electromobility

Although the year 2023 starts with rising share prices, Central Europe is entering a difficult period. The start of the New Year brings a new situation for German consumers of refined products, as the purchase of crude oil via the Druzhba pipeline has now been stopped. Germany is thus implementing the oil embargo against Russia decided in the EU and losing a vital supply of oil overnight. As a result, the East German refinery in Schwedt reduced its throughput to 55% and is looking around for other suppliers. Whether this will work out in the short term is more than questionable. If the gas storage facilities are empty at the end of the relatively warm winter, the energy question will arise again. We now realize how fatally energy dependence on Russia has grown over the past decades. How tangible are alternative energies and the high-performance energy storage facilities they require?

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Commented by André Will-Laudien on January 3rd, 2023 | 08:34 CET

E-mobility - Tesla in crisis! BYD, Almonty Industries, Mercedes, Porsche - Who is the best performer in 2023?

  • Mining
  • Tungsten
  • Electromobility

The year 2022 ended with a sell-out at Tesla. Not that the shelves for Tesla vehicles were ransacked - no - the Elon Musk share advanced to the negative leader in the car performance list with a 70% loss. First, there was the egocentric's Twitter takeover, which could only be contested by sales in Tesla shares. Then many funds followed the downward trend, selling heavily until just before Christmas. The news of the construction of a Tesla infrastructure in Turkey helped the stock to a quick revival at the beginning of the year. But who has the best cards among automotive stocks in 2023?

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Commented by Stefan Feulner on December 29th, 2022 | 09:24 CET

Nio, Altech Advanced Materials, Rheinmetall - Still on trend

  • Energy
  • Batteries
  • Electromobility
  • Defense

The prevailing themes from last year will continue to be in vogue in 2023. Due to the political strategy of achieving peace through heavy weapons, the order situation for defense companies should improve even further. In addition, electric carmakers should continue to top the sales figures from the fiscal year ending in 2022. In terms of the efficiency of the battery, which is essential for electromobility, several companies worldwide are fighting for the crown. One German company has two hot irons in the fire.

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Commented by André Will-Laudien on December 29th, 2022 | 09:20 CET

Top Asian Picks for 2023 in place of Tesla: Alibaba, Alpina Holdings, BYD, JinkoSolar: Invest in the best!

  • RealEstate
  • Investments
  • Asia
  • Electromobility

The Asian tech giants have not yet been able to break away from their downward trend in 2022. After losing almost 50% in 2021, e-commerce giant Alibaba again lost more than 15% at the end of the year, while other stocks such as Baidu and Tencent also posted double-digit losses. In the US, the once so-popular stocks were quickly removed from the funds. Currently, only die-hard fans are likely still invested. Fortunately, the tense situation has calmed down somewhat in recent weeks, and even the Chinese regulator is gradually realizing that the heavy monitoring of the digital economy is slowing down the growth prospects of its own economy. Some analysts have already downgraded Chinese GDP growth by a full 1.5 percentage points from 2022 to 2025. However, Asia can still score points in an international comparison. Where are the opportunities?

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Commented by André Will-Laudien on December 29th, 2022 | 08:37 CET

200% possible at ThyssenKrupp and Tocvan Ventures, and question marks at VW and BASF

  • Mining
  • Gold
  • Silver
  • Electromobility
  • Energy

As we approach the end of the year, it is difficult to separate the real economic opportunities from the current war and crisis scenarios. The forecasting institutes are also poking around in the fog with their statements for 2023, with a still conciliatory economic development at the zero line being defined subject to falling interest rates and declining inflation. Under the sword of Damocles of a possible gas crisis starting in March, however, all predictions turn negative because Germany as an industrial location is already struggling considerably with the energy and electricity price increases. So how do you select a top performer for the portfolio?

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Commented by Armin Schulz on December 28th, 2022 | 08:14 CET

Auxico Resources, BYD, Nordex - Energy transition in danger: shortage of critical raw materials

  • Mining
  • RareEarths
  • renewableenergies
  • Electromobility

The energy transition, i.e. the transition to a sustainable, low-carbon and renewable energy supply, is an important step in combating the climate crisis. However, some critical raw materials are needed for the expansion of renewable energies and whose scarcity can pose a threat to the energy transition. These include, for example, rare earths, cobalt and lithium, which are used in the manufacture of solar panels, wind turbines and electric cars. In this context, one should not underestimate the current dependence on China, which has a monopoly position, especially in rare earths. We therefore take a look at three companies around the energy transition.

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Commented by Stefan Feulner on December 27th, 2022 | 06:04 CET

FuelCell Energy, Almonty Industries, SFC Energy - Fatal effects

  • Mining
  • Tungsten
  • Electromobility
  • Energy
  • fuelcell

Even now, commodity prices, which have risen exorbitantly in recent years, are correcting due to fears of a prolonged recession. In the long term, the super-cycles in critical raw materials needed for the energy transition and innovative technologies will likely continue. That is because there is already a threat of supply bottlenecks for the required industrial metals. For investors, this scenario offers a unique opportunity.

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Commented by André Will-Laudien on December 23rd, 2022 | 07:55 CET

Is the e-mobility gold rush coming to an end? Volkswagen, BYD, Alerio Gold, Deutsche Bank - What is going on with Tesla?

  • Mining
  • Gold
  • Electromobility
  • Investments

Elon Musk had a calculated fortune of around USD 280 billion at the peak of the Tesla share. After the crash of the miracle share and the purchase of Twitter, he is now said to own around USD 150 billion less. According to calculations by the analysis firm Factset, Musk still holds around 14% of the shares in electric car manufacturer Tesla. Here alone, there is a gaping loss of over USD 100 billion. New at the world's top for the first time is a Frenchman: Bernard Arnault, the 73-year-old CEO and co-owner of the luxury group LVMH. According to the US magazine Forbes, he has a total fortune of USD 186 billion - and thus passes Musk and Buffet. Has the "climate wonder weapon" electromobility already seen its horizon?

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Commented by Armin Schulz on December 21st, 2022 | 07:14 CET

Kodiak Copper, Volkswagen, Nordex - Copper price rises due to positive news from China!

  • Mining
  • Copper
  • Electromobility

In mid-July, the copper price marked its low for the year. Since then, a slight upward trend has formed, indicating a robust economy. There are as many as three positive signals for copper. First, there is the weakness of the dollar, which is supporting demand for the red gold. Second, China's announcement that it plans to strengthen its economy after easing Corona measures is providing a boost. If China eases its monetary policy, this would strengthen the real estate sector and fuel the hunger for commodities. Third, M&A activity around copper appears to be increasing. Therefore, we look at three companies in the copper space.

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Commented by Armin Schulz on December 19th, 2022 | 13:54 CET

Power Nickel, Rock Tech Lithium, BYD - Race to secure critical raw materials

  • Mining
  • Lithium
  • Electromobility
  • Copper
  • Batteries

Since the major car manufacturers decided to equip their cars with electric drives, the demand for certain raw materials has skyrocketed. The result has been a sharp rise in prices. Some of the most important raw materials needed for the production of electric cars include lithium, cobalt and nickel. At the G20 summit in Bali, Indonesia, the world's largest nickel producer proposed to the Canadians that they set up an organization similar to OPEC for nickel. Such moves are a sign that the battle for key EV commodities is growing. So today, we look at one nickel and one lithium company and see how the battery and electric car maker BYD is positioning itself.

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