Electromobility
Commented by Stefan Feulner on May 11th, 2023 | 07:50 CEST
Plug Power, Canadian North Resources, RWE - Critical metals as a sticking point
The dream of a climate-neutral world still exists, at least in the minds of politicians. Thus, many companies that took on the transformation of the transport and energy sectors were also given plenty of advance praise. However, there are still problems with the implementation and the leap into the profit zone. One reason for the weakening margins is the raw materials needed for the energy transition, which are still at high levels. However, due to the scarcity of many critical metals, a reduction in base prices is likely to remain a pipe dream.
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Commented by Nico Popp on May 10th, 2023 | 09:50 CEST
These cost-cutters make you rich: BMW, Star Navigation Systems Group, Lufthansa
When the economic situation becomes more challenging, companies tighten their costs. That has always been the case. Solution providers that offer corporate customers measurable cost advantages are then in high demand. We look at three listed companies currently adjusting their cost structure and assess the prospects for their shares.
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Commented by Nico Popp on May 9th, 2023 | 09:40 CEST
Security of supply? More and more commodity deals are wobbling: Lynas Rare Earths, Power Nickel, Volkswagen
Critical raw materials, such as lithium, rare earths and nickel, are indispensable for the desired mobility and heat transition. But which companies can secure the raw materials now in demand? And which mining regions are suitable? Recently, producing countries have become more and more self-confident - reason enough for investors to turn to safe mining regions.
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Commented by Stefan Feulner on May 9th, 2023 | 09:25 CEST
The trend continues - BYD, Defense Metals, Hensoldt
In order to achieve the climate targets, both politics and business are taking a high risk. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing in order to build renewable, energy-efficient systems. In addition to copper, cobalt and nickel, the demand for rare earth metals, which have to be imported almost entirely from China, is increasing dramatically. Since the start of the Ukraine war, there has also been growing demand from the defence industry. The producers of critical metals ex-China are likely to profit from this.
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Commented by Stefan Feulner on May 8th, 2023 | 07:20 CEST
Strongly growing demand - Rheinmetall, Almonty Industries, Nio
The turn of the times and the resulting increase in military demand continue to fill the order books of defence companies worldwide. This trend will likely continue well beyond the current year due to the strategy of politicians enforcing peace with heavy weapons. Another boom that has just begun is the transformation of the transportation sector. Meeting the demand requires a significantly higher need for critical raw materials. However, the production facilities are primarily in Chinese hands. To maintain supply chains, alternatives in the Western world are fundamental.
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Commented by Nico Popp on May 8th, 2023 | 07:10 CEST
This battery technology is conquering the West: Mercedes-Benz, BYD, First Phosphate
The days when Chinese companies imitated German products and even copied them brazenly are long gone. At best, Chinese companies are still borrowing from German products in terms of design. When it comes to the technology itself, the Chinese have long been leaders - especially when it comes to batteries for electric cars. BYD, for example, has been producing lithium iron phosphate (LFP) batteries for a long time and uses them in its cars. Now the technology is spilling over into the West. We show what opportunities could arise from this.
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Commented by André Will-Laudien on May 5th, 2023 | 09:50 CEST
The future calls for battery metals! BYD, Grid Metals, VW - The international pecking order in e-mobility is reshuffling!
Since Western governments have finally started to get serious about climate protection, the media have focused on the areas of energy, mobility and health. It is clear to all participants that the changes in the world climate will lead to undesirable developments. Glaciers are melting, the earth's temperature is rising, and the oceans are already too warm for many species. Huge investments are being made in renewable power generation and modern mobility solutions, and it requires access to metals. Some companies are making a name for themselves, and shareholders can profit from this.
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Commented by Armin Schulz on May 5th, 2023 | 08:30 CEST
Mercedes-Benz, Canadian North Resources, Varta - Shortage of battery resources
Electromobility and the energy transition are essential to creating a more sustainable future. However, we need raw materials such as copper, nickel, cobalt and lithium to achieve these goals. These resources are an obstacle for many companies. Therefore, car companies are trying to secure access to these scarce resources to secure supplies for their production. In some cases, they are even developing their own batteries. The best example is Volkswagen, which wants to build 6 battery factories in Europe. So today, we look at Mercedes-Benz, analyze a possible supplier with Canadian North Resources and conclude with Varta, Germany's largest battery manufacturer.
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Commented by Juliane Zielonka on May 4th, 2023 | 08:50 CEST
Bayer AG, First Phosphate, Porsche - In the fast lane with the right stock mix
Can sustainability and profitability go hand in hand? When looking at First Phosphate, a company that recently went public, this is true. The Company has found its place in the niche of LFP batteries for the global energy transition. Porsche AG also knows that electromobility is winning the race. The eMacan is selling so well that CFO Meschke has set a target return of 19%. Is that what Bayer's new CEO, Bill Anderson, is thinking? The conglomerate of Consumer Health, Crop Science and Pharma has more potential than the market is currently pricing in.
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Commented by Stefan Feulner on May 4th, 2023 | 07:30 CEST
Clear signals at BYD, Globex Mining and Plug Power
The growth rates of electric car companies continue to be enormous, as the recently published sales figures of the Chinese market leader BYD show. The trend will likely continue at least until the end of this decade. According to a forecast by Statista, there will be 116 million electric vehicles worldwide in 2030, representing an increase of 1,800% since 2020. However, the transformation of the transport sector is causing an enormous demand for industrial metals. For some critical raw materials, demand is already outstripping supply.
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