Electromobility
Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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Commented by André Will-Laudien on July 28th, 2025 | 07:25 CEST
Gold and silver rally in 2025 – Panic buying ahead! Silver North, BYD, and VW in the fast lane!
Silver has long since ceased to be gold's little brother! Over the past 12 months, silver has clearly outperformed its big brother, rising 38% compared to a 27% increase in gold. This is due to several factors. Firstly, there are only around 240 active silver mines worldwide, compared to 1,350 gold mines. In recent years, silver has established itself as an industrial metal, as it is in high demand in high-tech, e-mobility, defense, and medical applications. This means that less and less of the coveted metal is left for the investment market, and physical stocks on the futures markets are also declining steadily. The time has therefore come to allocate some of your portfolio to silver, the little brother of gold, which has performed well. Silver explorers and developers offer the greatest leverage. Here are a few ideas.
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Commented by Armin Schulz on July 23rd, 2025 | 07:15 CEST
Critical raw materials such as rare earths in the spotlight – How European Lithium is saving RENK, BYD, and your returns
The global battle for lithium and rare earths will determine the future viability of industry. While countries are investing billions to gain control of critical value chains, companies without secure access to raw materials are becoming pawns in the midst of geopolitical tensions. A notable example is the Pentagon's investment in MP Materials. RENK, a defense specialist in high-performance transmissions, and BYD, the electric mobility giant, are existentially dependent on stable supply chains. This is exactly where European Lithium comes in: the Company could break Europe's strategic dependence through domestic production.
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Commented by André Will-Laudien on July 21st, 2025 | 07:20 CEST
150% with Gold, Caution in Defense stocks! BYD, AJN Resources - Are RENK and Steyr headed for a crash?
The stock market is currently experiencing fluctuations. While defense stocks are leading the performance list, precious metals have also been back in focus for several months. The reason: Currency devaluation is accelerating as inflation rates remain high. Now, there are rumors that Donald Trump may want to replace his hawkish monetary watchdog, Jerome Powell. Wall Street is betting that a more dovish figure will soon steer US interest rate policy. That would be the next rocket boost for stocks. However, risk-averse investors are increasingly turning to gold. In 2025, the price per ounce has already risen as high as USD 3,490. Due to low production costs, projects in Africa remain firmly in focus. One example is AJN Resources, which has recently refinanced and is repositioning itself in Ethiopia. Where do the real opportunities lie for dynamic investors?
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Commented by Armin Schulz on July 21st, 2025 | 07:00 CEST
The end of combustion engines? Why Volkswagen, dynaCERT, and Daimler Truck are still cashing in on cleantech
The mobility industry is undergoing a significant upheaval. Stricter CO2 limits are forcing automotive giants and, above all, the transportation industry to undergo a radical transformation. Transportation accounts for approximately 25% of the world's total emissions. The EU is pushing ahead with strict decarbonization targets. By 2030, new vehicles and trucks will have to emit 55% less CO2. Companies are running out of time. Innovations must pay off, or they are out of the game. Volkswagen is revolutionizing fleet emissions by pushing ahead with electromobility, dynaCERT is optimizing existing diesel engines, and Daimler Truck is driving sustainable logistics forward with electric and hydrogen powertrains.
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Commented by Armin Schulz on July 18th, 2025 | 07:10 CEST
Rheinmetall's boom in demand, Power Metallic Mines' key role in critical raw materials, and BYD in crisis?
The global hunt for strategic metals is driving markets into breathtaking volatility. Military expansion and the electromobility boom are driving demand for key raw materials, while geopolitical rifts pose a threat to supply. Whoever masters these bottlenecks controls future technologies and security-critical chains. Investors sense opportunities worth billions, but only a few players are positioning themselves decisively at the critical points. We therefore take a look today at Power Metallic Mines, an indispensable supplier, as well as Rheinmetall and BYD, which represent the raw material-hungry industries.
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Commented by Armin Schulz on July 15th, 2025 | 07:25 CEST
After tungsten, is this the next raw material bottleneck? thyssenkrupp, Pasinex Resources, and Mercedes-Benz under review!
Geopolitical tensions are forcing industrialized nations to radically rethink their strategies. Following strategic metals like tungsten and rare earths, another raw material is coming into the spotlight. The importance of steel refinement and high-tech production is growing exponentially, while supply risks are looming due to market concentration. Those who now secure alternative supply sources or develop substitution technologies will not only secure supply chains but also generate competitive advantages. We take a closer look at companies that rely on zinc, and one company that could help the US remove zinc from its list of critical raw materials.
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Commented by Fabian Lorenz on July 11th, 2025 | 07:10 CEST
More than 100% price gain! Volkswagen, Standard Lithium, and BMW partner European Lithium! Comeback for EVs and lithium!
Lithium shares are staging a comeback - without much attention. Standard Lithium's share price has already more than doubled in the current year. The US-based company is delivering strong news. European Lithium has also performed well recently. And for good reason: not only is the Company developing a large project in Europe, but it also has access to rare earths in Greenland. Will this soon make it a partner of the EU in building up a strategic reserve? After all, Volkswagen, BMW, and Mercedes need more and more batteries. While BYD and Tesla are currently struggling, German manufacturers are celebrating a comeback in the electric vehicle market, at least in Europe.
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Commented by Armin Schulz on July 7th, 2025 | 07:10 CEST
RENK, Globex Mining, BYD: The raw materials gap – A threat to defense and e-mobility, An opportunity for miners
Global industry is facing a turning point. While defense giants like RENK are experiencing record demand yet continue to face investor skepticism, and electric vehicle leader BYD grapples with market saturation, raw materials are redefining the competitive landscape. Raw materials such as tungsten, antimony, and rare earths are essential for high-tech industries. Globex Mining is directly benefiting from this shortage of strategic metals – an effect that is permeating supply chains, from tank manufacturing to electric vehicle production. The diverging paths of these three players underscore the importance of supply security in determining success. An analysis of the current status of RENK, Globex Mining, and BYD reveals the strategic levers for future value creation.
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Commented by Nico Popp on July 3rd, 2025 | 07:45 CEST
Explosive atmosphere in the lithium triangle – Europe stands to benefit: Albemarle, European Lithium, Mercedes-Benz
Electric vehicles need lithium. However, it is not that easy to obtain. According to a report in Die Welt, two companies from China and Russia are currently encountering difficulties in Bolivia. The reason: indigenous peoples have launched a wave of protests and are doing everything they can to prevent lithium mining in the country. Germany had already failed with a similar initiative in Bolivia. The indigenous peoples along the border with Argentina see themselves as the sole and rightful owners of the "white gold." As a result, the "lithium triangle" between Bolivia, Argentina, and Chile, which is home to more than half of the world's lithium reserves, is increasingly becoming a no-go area for companies. We explain the alternatives available and who stands to benefit the most.
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