Electromobility
Commented by André Will-Laudien on November 10th, 2025 | 07:00 CET
Takeover fever! BYD is amazed, Graphano celebrates, and Lyft buys FreeNow from Mercedes and BMW!
If the electric vehicle market wants to overtake combustion engines, further advances in battery technology are still needed. Consumers need to be convinced, which means that economic realities should be at the forefront of their purchasing decisions. Major innovations require high-performance materials, including graphite, which is a key component of modern lithium-ion batteries. Graphite contributes to a greater range, higher energy density, and improved safety. At the same time, innovative approaches to silicon anodes and novel cathode materials are ensuring more efficient and cost-effective production processes. With the steady expansion of charging infrastructure, range anxiety among consumers is diminishing, further boosting the adoption of e-mobility. This highly dynamic innovation environment thus opens up attractive prospects for both technology developers and investors, as the industry is changing rapidly.
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Commented by Armin Schulz on November 7th, 2025 | 07:05 CET
BYD and Graphano Energy are driving the energy storage revolution - even Nordex is benefiting indirectly
The energy landscape is undergoing radical change. The key no longer lies solely in the generation of green electricity, but in its intelligent storage and use. Electric vehicles are mutating into rolling power tanks that can stabilize grids, while extensive stationary storage facilities compensate for the fluctuating feed-in from wind and solar power. This revolution opens up massive savings potential for consumers and reduces the need for expensive grid upgrades. We take a look at whether BYD, Graphano Energy, and Nordex can benefit from this booming ecosystem.
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Commented by André Will-Laudien on November 4th, 2025 | 06:55 CET
Critical metals plus gold equals returns! Another 100% with Power Metallic, BYD, Mercedes, thyssenkrupp, and TKMS
Is it good or bad news that the US government is not supplying Tomahawk missiles to Ukraine? It is hard to say, especially if you live in Central Europe. The perceived threat from Russia has seemingly tripled within just a few months, as have the share prices of defense technology providers and suppliers of critical materials. Investors recognize that everything is interconnected these days. Artificial intelligence is boosting certain industries while simultaneously creating millions of unemployed people over the next few years, on top of an already shrinking economy. Those who are still able to consume happily will likely be the fortunate shareholders who bet on the right horses in this complex mix. We have a few examples in store for risk-conscious investors.
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Commented by Nico Popp on November 3rd, 2025 | 07:10 CET
Trade war over? Not at all! Here is what's happening now with Graphano Energy, Porsche, and Volkswagen
The US and China have agreed to a kind of truce in their trade conflict. China's export restrictions on metals, which were only announced in October, have been lifted. In return, China will purchase agricultural products from the US, and the agreement will be renegotiated in a year's time. What US President Donald Trump is selling as a major victory is, at best, a temporary ceasefire. The past few weeks have shown that the preliminary agreement will change little for Western industrial companies: they have gained time and must make good use of it.
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Commented by Nico Popp on November 3rd, 2025 | 06:55 CET
Commodity-based investments without the boredom: Globex Mining, Royal Gold, Mercedes-Benz
The agreement in the trade dispute between the US and China is increasingly being seen for what it is – a temporary pause in escalation. The fact that negotiations are set to resume after a year and that China is only lifting the most recent trade restrictions shows that the era of globalization will not return. Going forward, China and the US will continue to monitor each other closely and try to secure the best deal for themselves. This carries the potential for further escalation. One collateral damage is already evident in the automotive industry. Here is why there are currently many arguments in favor of crisis-driven investments in the commodities sector.
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Commented by Armin Schulz on October 29th, 2025 | 07:10 CET
In the China-commodities chess game: Power Metallic Mines as a beneficiary, BYD facing tariffs, Volkswagen on the defensive
China's new lithium export controls are creating clear winners and losers. While mining companies such as Power Metallic Mines are benefiting from the restrictive measures and rising commodity prices, other companies are facing immediate challenges. Chinese electric vehicle pioneer BYD must arm itself against trade policy countermeasures and tariffs abroad, but is fundamentally resilient thanks to its integrated supply chains. The situation is quite different for German automotive giant Volkswagen, which faces significant supply risks and is struggling to secure its battery supply and chips.
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Commented by Nico Popp on October 23rd, 2025 | 07:30 CEST
Battery metals before the hype? Battery clusters are emerging in Québec: Northern Graphite, Graphano Energy, and General Motors
Graphite is a crucial material for battery anodes. Natural graphite, in particular, is in high demand and scores with its unique properties. As China tightens export restrictions on raw materials and focuses on supplying finished batteries, Western automakers like General Motors are growing increasingly concerned about supply security. At the same time, innovation is needed to remain competitive against low-cost Chinese producers. Currently, there is only one operating graphite mine in all of Canada, despite the material's strategic importance. We explain the background and introduce a potential beneficiary that has so far flown under the radar of many investors.
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Commented by Nico Popp on October 23rd, 2025 | 07:20 CEST
Next DRONE BOOST ahead: NEO Battery Materials, Kratos Defense, AeroVironment
Drones have become indispensable in modern warfare. That much is now clear. NATO and EU countries are therefore pooling considerable resources for unmanned systems: this year, NATO allies decided to increase defense spending to a total of 5% of economic output. Germany alone announced that it would invest EUR 10 billion in drones of all kinds in the coming years. These massive investments underscore that there is no way around drones. To ensure the supply of high-performance drones, battery technology is increasingly coming into focus. China dominates this field and has recently restricted military exports. The up-and-coming Canadian company NEO Battery Materials is closing the gap.
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Commented by Nico Popp on October 22nd, 2025 | 07:10 CEST
Hype and day-to-day business – What matters now: European Lithium, BMW, Mercedes-Benz
European Lithium shares have recently caused quite a stir. But what is behind the surge that has multiplied its value within just a few days? What role does the Company actually play - for the US and also for Europe? We sort through the many reports on European Lithium and show where the Company could be headed in the medium term. One thing seems certain: Without European Lithium, the outlook for the automotive industry on both sides of the Atlantic looks bleak. Reason enough to take a closer look at the background.
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Commented by Carsten Mainitz on October 21st, 2025 | 07:40 CEST
Power Metallic Mines, RENK, BYD – An explosive combination! And the winners are?
Many topics are dominating the headlines. Peace in Gaza – and soon in Ukraine? This prospect initially put a significant damper on defense stocks – but only temporarily. After just a few days of correction, prices are already rising again. Gold at an all-time high is another major topic being covered in the media. Meanwhile, the geopolitical shifts we were reluctant to acknowledge for far too long are now catching up with many companies: China is cutting the world off from critical raw materials and rare earths. Read here to find out how investors can identify promising high-potential opportunities in this constellation.
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