Electromobility
Commented by Fabian Lorenz on June 28th, 2023 | 08:05 CEST
Hydrogen vs battery shares: From Plug Power to Standard Lithium and Power Nickel?
Who does the future belong to? Hydrogen or battery technology? The truth likely lies somewhere in the middle, and both technologies will find their place. However, it is clear that batteries currently have the upper hand in the context of electromobility. This can also be seen in the stock market. While companies like Nel ASA and Plug Power are struggling, Tesla, BYD & Co. are celebrating record sales. But success is heavily dependent on the supply of raw materials. Lithium and nickel are scarce and in high demand. Standard Lithium and Power Nickel are among the profiteers. Standard Lithium is recommended as a buy by analysts with around 100% price potential. Power Nickel has again published promising drill results, which could multiply the upcoming resource estimate. Plug Power is currently overshadowed by the Nucera IPO, but there is some interesting news.
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Commented by Armin Schulz on June 22nd, 2023 | 08:45 CEST
First Phosphate, Mercedes-Benz, BYD - 1,500 km range through battery revolution
Until now, solid-state batteries were considered too expensive for electric mobility and could be recharged much less often than today's lithium-ion batteries. Now, thanks to a new technology, car manufacturer Toyota has developed a battery that can be recharged within 10 minutes and has a range of up to 1,500 km. This instantly puts Toyota's electric vehicles in the spotlight. Until now, the Company has been a niche player in the electric car market and has been more successful with hybrid vehicles. Today we look at First Phosphate, which aims to supply phosphate for lithium iron phosphate (LFP) batteries, and we finish by looking at two car manufacturers.
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Commented by Stefan Feulner on June 22nd, 2023 | 07:15 CEST
Second hydrogen wave launched - Plug Power, dynaCERT, Ballard Power
It is well known that green hydrogen has been identified by both industry and politicians alike as a key element for the energy transition. At the beginning of the decade, shares in the sector became the new darlings of the stock market and were given advance praise and valuations in the billions. However, the sector is still struggling with problems such as the high price of gas and the still undeveloped infrastructure. As a result, even market leaders in the sector have lost more than 50% of their stock market value. This presents a long-term opportunity to participate in the future market of hydrogen.
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Commented by Armin Schulz on June 21st, 2023 | 07:30 CEST
Volkswagen, Defense Metals, Rheinmetall - Dependence on China
Without rare earths, the energy transition fails. There would be neither electric cars nor wind turbines without the critical raw material, which has long been on the list of critical metals in Europe and the USA. But these applications are only the tip of the iceberg because this metal is also needed in the defense industry, smartphones, MRIs and many other high-tech devices. China processes the mined rare earths and has a near monopoly. Now that demand is increasing due to the energy transition and the BRICS countries are slowly breaking away from the US, alternatives should be sought. Today, we look at three companies that cannot do without rare earths.
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Commented by Nico Popp on June 15th, 2023 | 08:55 CEST
Breakthrough for the e-truck? Daimler Truck, Siemens Healthineers, Almonty Industries
For a long time, hydrogen was considered the energy carrier for heavy machinery. Now Daimler Truck has high hopes for a battery-powered model of its Actros. We explain the background, shed light on what lies behind Siemens Healthineers' share buyback program and also introduce a company that could benefit equally from advances in medical technology and the run on modern batteries.
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Commented by Fabian Lorenz on June 15th, 2023 | 08:00 CEST
Plug Power share unstoppable! BYD and Globex Mining are on the rise!
Three shares along the energy transition value chain: Plug Power is currently unstoppable. Yesterday, the stock of the hydrogen pureplay again gained around 5%. On a one-month horizon, the gain is now around 50%. And it could go on because Plug Power had fresh orders in its luggage at yesterday's analyst day. The BYD share has also regained momentum in recent weeks. If it manages to jump above USD 33.50, the way is clear for the time being. Globex Mining is also worth a closer look. With this share, investors can add a broad commodity portfolio to their portfolio and thus benefit from the super cycle in a risk-reduced manner.
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Commented by Armin Schulz on June 13th, 2023 | 07:50 CEST
Standard Lithium, Grid Metals, Volkswagen - Lithium is essential for electromobility
Electric vehicle sales continue to outpace sales expectations, driving demand for lithium, nickel and other battery raw materials. At the same time, the supply of these raw materials faces challenges, including technical problems with new types of lithium deposits, permitting procedures and social issues. This situation could lead to a 5-6 year opportunity for sustained higher lithium prices. First-to-market projects can achieve significant market valuation, so companies are focused on rapid implementation and revenue generation. We, therefore, look at two lithium companies and examine how Volkswagen plans to address the challenges in procurement.
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Commented by André Will-Laudien on June 13th, 2023 | 07:00 CEST
More than 100% with energy storage! Varta and Plug Power curious, BYD and Power Nickel mix up the battery sector!
There you go! In the last trading week, Varta and Plug Power turned up the heat and posted a price gain of almost 20%. After a long sell-off, this is the first technical rebound of the Fallen Angels. Long-term investors are wondering if there has been a fundamental change. Momentum traders are not interested in balance sheets, because rising prices attract buyers. We look at the shaken energy storage sector. Are there arguments for a buyback?
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Commented by Nico Popp on June 12th, 2023 | 08:00 CEST
Disruption! From now on, everything will be different: PayPal, BYD, BioNXt
What is now called disruption in the startup scene has always existed. It refers to creative destruction, cutting old ties and rethinking things from the ground up. Companies that create marketable products in this way have an edge over the competition - and score points on the market with their uniqueness. We present three titles.
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Commented by Stefan Feulner on June 12th, 2023 | 07:10 CEST
Varta, Altech Advanced Materials, Freyr Battery - Different Outlooks
The continuous development of batteries plays a crucial role in the success and efficiency of renewable energy and electromobility. Batteries are a key element that can effectively store electricity from renewable energy sources and retrieve it when needed. Several companies have taken on the development of innovative systems. However, the results vary widely.
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