Electromobility
Commented by Armin Schulz on February 23rd, 2026 | 07:30 CET
BYD drives demand, while Group Eleven Resources and Hecla Mining are the hidden stars of the commodity year
The zinc rally is gaining momentum: as inventories dwindle and demand from the energy transition explodes, prices are testing a three-year high. Investors are sensing opportunity, as the combination of structural supply shortages and geopolitical production programs promises sustained tailwinds for the industrial metals market. Those holding the right positions now could benefit from the tightening supply. In addition, there is a supply gap in silver. We take a closer look at three companies that are particularly in focus in this environment: the electric vehicle pioneer BYD as a driver of demand, the explorer Group Eleven Resources with its zinc, silver, and copper project, and silver-zinc producer Hecla Mining.
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Commented by Armin Schulz on February 20th, 2026 | 07:05 CET
Why Silver North Resources is benefiting from Xiaomi and Broadcom's hunger for silver
Megatrends are shaking up the economy. The AI boom is driving energy demand to dizzying heights. A single data center now consumes as much electricity as 100,000 households. At the same time, the old trading order is crumbling, and an inconspicuous metal is becoming a key strategic resource: silver. The sixth consecutive supply deficit is turning exploration projects into a question of power, because without silver, there would be no smartphones, no chips, and no energy transition. The value chain from Canadian explorer Silver North Resources to ecosystem builder Xiaomi to chip giant Broadcom shows how you can benefit from this situation.
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Commented by André Will-Laudien on February 20th, 2026 | 07:00 CET
Europe steps on the gas! E-mobility and secure supply chains - Avrupa Minerals, BYD, VW, and Stellantis
The stock market year has gotten off to a turbulent start, but a new megatrend is gaining traction: critical metals! While 2025 was dominated by AI and high-tech stocks, raw material suppliers, essential for maintaining industrial competitiveness, are increasingly moving into focus. Over the past 12 months, they have been able to offer investors dream returns in the three- to four-digit range. At the same time, there has been hardly any growth on the NASDAQ since the beginning of the year. Former high-flyers like Palantir, Nvidia, and Strategy are currently trading below their 2025 highs. International commodity stocks dealing with the issue of "Western supply chains" have now moved up the list of top performers. Without strategic metals, the secure production of electrical infrastructure, renewable energy systems, and defense technology is not possible. It is therefore worthwhile for investors to rethink their tech portfolios and add good commodity stocks to their watch lists. Meanwhile, the automotive sector, under pressure for months, could be stabilizing after the sobering results of 2025. We take a closer look at the key players.
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Commented by Nico Popp on February 17th, 2026 | 07:20 CET
Dual return profile: How Antimony Resources combines the security of MP Materials with the potential of Albemarle
In the world of strategic raw materials, true giants often emerge out of necessity. When global supply chains break down, geopolitical alliances crumble, and national security is suddenly at stake, the capital market often responds with a radical revaluation of those companies that hold the strategic solutions. We have observed this phenomenon exemplified by MP Materials, which rose from obscurity to become the indispensable pillar of the American defense industry and delivered dream returns to investors as the only relevant US producer of rare earths. We have also seen this with Albemarle, which transformed itself from a specialized chemical company into the undisputed lithium king of electromobility when the world realized that without lithium, a transport revolution would be impossible.
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Commented by Armin Schulz on February 17th, 2026 | 07:15 CET
Benefiting from the security and energy transition with high-performance batteries: BYD, NEO Battery Materials, and DroneShield
Western countries are facing a major challenge. NATO is calling for record defense spending, while electromobility continues to advance unabated. Germany alone will have a defense budget of over EUR 108 billion in 2026, while global demand for high-performance batteries is set to more than double by 2030. This pincer movement of security constraints and the energy transition is overwhelming traditional industries, but it is opening a window of opportunity for specialized technology leaders who master both worlds. In this tense environment, three companies are catching the attention of investors: BYD, NEO Battery Materials, and DroneShield.
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Commented by Carsten Mainitz on February 13th, 2026 | 07:10 CET
The right stocks, the right timing: Silver Viper Minerals, Siemens, and Infineon – New all-time highs?
Siemens is marching ahead. Business is booming, annual targets have been raised, and the stock is at an all-time high. Infineon is still a long way off the historic levels seen during the New Market era, but it is heading in the right direction. The high price of silver, structural supply deficits, and the growing importance of high-grade properties in established mining regions are bringing Silver Viper Minerals shares into the focus of investor interest – especially after the brief correction at a high level. The timing is right!
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Commented by Fabian Lorenz on February 11th, 2026 | 07:00 CET
Will these stocks now trigger a price surge? BYD, Hensoldt, NEO Battery Materials!
While RENK shares have gained more than 10% in recent days, Hensoldt is treading water. Yet the sensor specialist is shining with major orders. Most recently, partner KNDS ordered systems for the Boxer and Leopard 2 tanks worth hundreds of millions. NEO Battery Materials also appears ripe for a price rally. The technology company offers manufacturers of drones, robots, and electric vehicles exactly what they need: customizable high-performance batteries produced in the West. Production is underway, orders are in place, and the company is already working on the next generation of batteries with strong partners. And what about BYD? The stock is clearly in a downward trend. Yet the company wants to double its sales in Germany and is taking Donald Trump to court in the US.
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Commented by Carsten Mainitz on February 9th, 2026 | 07:10 CET
Stellantis Slumps, BYD Holds Steady, Power Metallic Mines Poised to Soar!
The stock market is not a one-way street. While BYD has established itself as one of the world's largest manufacturers of electric vehicles, Stellantis has had to admit to misjudgments that will lead to write-downs exceeding its current market value. This recently shocked the stock market. By contrast, the outlook for Power Metallic Mines is bright. The Canadians have one of the largest polymetallic deposits in North America. This asset is valuable to many industrial groups. In times of building strategic reserves of critical raw materials, the company should attract more attention. Well-known investors have already jumped on board, and analysts attest to the stock's potential to double in value.
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Commented by Carsten Mainitz on February 6th, 2026 | 08:10 CET
These companies have the perfect growth formula: Silver North Resources, Barrick Mining, and ASTA Energy Solutions!
Favorable conditions and strong balance sheets provide the foundation for share price gains. This formula applies to all three companies mentioned. With its recent IPO and fresh funds, ASTA Energy Solutions can benefit significantly from the megatrend of the energy transition. High gold prices are filling Barrick's coffers, and the spin-off of its North American gold assets will provide an additional return lever. Well-financed Canadian explorer Silver North Resources is making strong progress. High-grade silver properties in Canada are being developed at a rapid pace, creating added value for shareholders. The high silver price provides additional support – a simple equation.
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Commented by Carsten Mainitz on February 4th, 2026 | 07:40 CET
Breaking news! This innovation is transforming the battery industry – What it means for NEO Battery Materials, DroneShield, and BYD
Artificial intelligence, electromobility, and drones are some of the topics that are highly favoured by investors. However, one crucial link in the chain is too often neglected: powerful, flexible battery solutions from Western industrialized countries. China's dominance must be broken as quickly as possible. With a new generation of cells, NEO Battery Materials could now shake up the market. The potential is huge, but this is not yet reflected in the market capitalization of around CAD 100 million.
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