Electromobility
Commented by Nico Popp on June 30th, 2025 | 07:40 CEST
Everything is going electric – and this detail could make investors wealthy: Power Metallic Mines, Rio Tinto, Freeport-McMoRan
The future is electric – heating systems and vehicles are already running on electricity today. Those with their own rooftop solar panels welcome this shift, as solar energy becomes essentially free after the initial investment. But this transition also requires massive investment. Experts at EY report that global electrification will require 115% more copper to be mined over the next thirty years than has been mined in all of human history. The scale of the challenge is, therefore, enormous. Making copper mining sustainable is even more so. But there are solutions.
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Commented by Fabian Lorenz on June 26th, 2025 | 07:35 CEST
Sensational news drives shares: RENK, BYD, and Desert Gold
A major announcement from Desert Gold: the gold explorer has secured another exciting project. In an interview, the CEO expressed strong optimism. The new asset offers synergies with the Company's existing mega-project, which is nearing a PEA. The goal is to become a gold producer by 2026 - significantly increasing the likelihood of a takeover. RENK & Co. benefited yesterday from the NATO meeting and a cheerful Donald Trump. The confirmation of the 5% target for defense spending caused defense stocks to rise. In contrast, BYD shares remain weak. The Chinese are rushing from one sales record to another – or were they rushing? Because they seem to be falling victim to their own strategy. Investors are fleeing.
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Commented by Armin Schulz on June 24th, 2025 | 07:05 CEST
Western countries seek rare earth escape route: BYD, European Lithium, and Siemens Energy decoded
Our green future depends on tiny elements: neodymium, dysprosium, and others, which are irreplaceable for e-mobility and wind power. However, since China's export restrictions on rare earths in April 2025, prices have skyrocketed by up to 500%, and looming supply bottlenecks are shaking entire industries. Chinese automaker BYD should have no problems with supplies. European Lithium is a possible alternative for Western countries with its lithium and rare earth projects. At Siemens Energy, the wind power subsidiary Gamesa is particularly dependent on rare earths. We take a closer look at the three companies.
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Commented by Armin Schulz on June 20th, 2025 | 07:00 CEST
Critical metals, crisis-proof profits: BYD, Power Metallic Mines, and Nordex are your key
The global race for clean mobility and energy is fueling an unprecedented hunger for raw materials. Copper, nickel, lithium, and rare earths are the hidden building blocks of the climate transition and are becoming new, strategically vital cornerstones of the economy. Those who secure these critical metals and use them innovatively will dominate the future. But supply risks and price shocks loom. So how can this race be won? It will take companies that revolutionize the entire value chain, from mining to green technology. This is where the strategies of BYD, Power Metallic Mines, and Nordex come into play.
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Commented by André Will-Laudien on June 12th, 2025 | 07:05 CEST
Unbelievable but true! Bonus shares from BYD, VW restructuring, Antimony Resources and thyssenkrupp in focus
With each passing day of escalating geopolitical conflicts, one thing becomes clear: secure supply chains for industry and manufacturing are a thing of the past. The German and European industrial landscape, in particular, is feeling the effects of increasing sanctions, which are narrowing supply chains and, in some cases, drying them up completely. Capital markets are sensitive to such scarcity scenarios, with long-term interest rates rising and risk indicators skyrocketing. How are industrial companies responding to this environment, and is there any hope for a revival of global trade? These are all legitimate questions when following political developments on both sides of the Atlantic. What trends should investors keep an eye on?
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Commented by Nico Popp on June 9th, 2025 | 07:00 CEST
Revolution in the car market: BYD, 123fahrschule, Zoom
The automotive industry has been undergoing change for around ten years. But now, truly profound changes are on the horizon. With the Dolphin Surf, Chinese manufacturer BYD is delivering an electric vehicle for less than EUR 20,000 and, in doing so, redefining what a vehicle needs to have today – which has little to do with the idea that older German customers in particular have of cars. We explain the changes in the automotive industry and show how investors can invest in this transformation.
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Commented by André Will-Laudien on May 28th, 2025 | 07:10 CEST
Can you believe it? Stock market darling BYD plunges, while D-Wave, 123fahrschule and Metaplanet go into express mode!
Bull mode every day? While 30-year government bonds in the US have climbed to the magical 5% yield mark, stock markets are rising to new highs almost daily. However, the focus is no longer on the NASDAQ but on the DAX 40 index - the reason: US President Donald Trump's policies are causing international caution toward the formerly close ally. Tariffs are limiting growth, and tourism is collapsing, weakening the US dollar and prompting fund managers worldwide to look for other investment opportunities. Rising interest rates and a growing budget deficit could thus become economic dynamite for the promised land. In contrast, an increase in investment rates has been observed in Europe since the beginning of the year, with investors investing in digitalization and infrastructure following generous public investment decisions. Where do the opportunities and risks lie?
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Commented by Armin Schulz on May 27th, 2025 | 07:20 CEST
Tariff chaos as a springboard: How Volkswagen, European Lithium, and BYD are securing future profits
The global automotive industry is in a quandary: New US punitive tariffs of up to 50% on imported vehicles threaten to sideline European manufacturers. Even though Donald Trump is giving Europe more time for negotiations, the tariffs are still on the table. These tariffs would result in a slump in exports and shrinking margins. But there is also an opportunity amid the chaos. Those who strengthen local supply chains, drive forward electric innovations, and cooperate strategically will dominate tomorrow's market. Therefore, we look at two major automakers, Volkswagen and BYD, and analyze European Lithium, which will become very important for European supply chains.
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Commented by Nico Popp on May 23rd, 2025 | 07:00 CEST
The low-cost electric vehicle is here! Opportunities at BYD, Albemarle Corporation, and European Lithium
The Dolphin Surf is set to be a game-changer for BYD. For the first time, a compact electric vehicle costs less than EUR 20,000. It features modern technology without compromise. The Chinese electric vehicle manufacturer is striking a chord with buyers who have long wished for an affordable electric vehicle for city driving. We explain what this means for the European electric vehicle market and where investors can seize opportunities now.
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Commented by Armin Schulz on May 20th, 2025 | 07:00 CEST
Hydrogen from niche market to cash cow: BYD, First Hydrogen, and Plug Power – Who is performing best?
The mobility transition is looking for solutions beyond batteries - and is finding them in a technology that refuels faster and drives further than any electric vehicle. While electromobility shines in urban areas, hydrogen is revolutionizing logistics, long-haul transport, and the heavy-duty sector with its seamless practicality. Regulatory initiatives and billion-dollar infrastructure projects are fueling the market. But who will benefit first? Key players are not relying on visions of the future, but on hard facts such as scalable technology, government support, and an industry hungry for decarbonization. While BYD and First Hydrogen are progressing, Plug Power is struggling with financial issues on its path to profitability.
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