Electromobility
Commented by Stefan Feulner on August 17th, 2026 | 07:25 CEST
BYD, dynaCERT, Lucid: New Models and New Markets Fuel Share Price Potential
The mobility transition is in full swing, but the internal combustion engine will not disappear overnight. While electric vehicle manufacturers are making inroads with new models, longer ranges, and ever-shorter charging times, millions of trucks, construction machines, and industrial power units worldwide will remain in use for years to come. This creates a massive transition market. New propulsion systems must grow, while existing engines must become more efficient and produce fewer emissions. Three companies are tackling different aspects of this transformation.
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Commented by Matthias Schomber on August 13th, 2026 | 07:10 CEST
BYD, BMW, and RE Royalties in the Spotlight: Price War, Plummeting Profits, Job Cuts, and Green Dividends
Globally, it currently seems as though the auto industry is sitting on a veritable powder keg. Industry giants like BYD and BMW are embroiled in a fierce, perhaps even ruinous, price war. Established automakers are grappling with painful profit slumps and drastic market shifts. Investors, however, are increasingly seeking stable alternatives. As a result, stocks from various sectors, including renewable energy, may now step into the spotlight. One exciting player in this space is RE Royalties. The Canadian company is a pioneer in financing green projects. Even aside from the major automotive crises, it continues to grow steadily. Can this stock really be a safe haven? We take an in-depth look at the current developments at three companies. We compare hard facts and analyze technical charts. Traditional auto manufacturing meets Asian dominance and innovative financing. Read on and discover the opportunities offered by this trio.
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Commented by Matthias Schomber on August 3rd, 2026 | 07:45 CEST
Alarm at Volkswagen, Steyr Motors Takeover Called Off! When Will dynaCERT Spark a Long-Awaited Breakout?
While some of Germany's largest automakers are grappling with a deepening crisis and planning historic restructuring measures, other well-known companies are also facing major challenges. Volkswagen is struggling with a sharp decline in vehicle sales and sweeping cost-cutting plans that have unsettled investors, a trend reflected in the company's weakening share price. At the same time, Austrian engine specialist Steyr Motors is navigating a highly challenging market environment and is being forced to redefine its strategic direction. Most recently, the company put an end to takeover speculation after acquisition talks failed to result in a transaction. Amid these turbulent times, investors are turning their attention to smaller players, such as the Canadian cleantech company dynaCERT. The company has developed an innovative technology for internal combustion engines designed to reduce fuel consumption and emissions, potentially delivering meaningful cost savings for fleet operators.
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Commented by Armin Schulz on August 3rd, 2026 | 07:20 CEST
Power Metallic Mines, BYD, Intel: Without This Often-Overlooked Raw Material, Electric Mobility and AI Would Grind to a Halt
In the coming years, electric mobility and artificial intelligence will become key drivers of the economy. Together, they drive the demand for copper. Without this red metal, there would be no electric vehicles, and data streams would dry up too. It is no coincidence that the price of copper has risen significantly over the past year. Many investors still have yet to recognize this bottleneck and are focusing instead on the latest AI models or the increased ranges of electric vehicles. Yet there could be significant untapped potential in the mining sector in particular, because as AI and robotics make production more efficient, the demand for raw materials will increase. Today, we take a closer look at the polymetallic mineral explorer Power Metallic Mines, the electric vehicle manufacturer BYD, and the chipmaker Intel.
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Commented by Nico Popp on July 29th, 2026 | 07:45 CEST
Battery Metals Bottleneck: Volkswagen and BHP Under Pressure as Power Metallic Mines Faces Weeks of Truth
Electric vehicles are becoming an increasingly common sight on German roads, driven in part by the arrival of aggressively priced models from China. However, the rapid growth of electric mobility is placing mounting pressure on automotive supply chains. Automakers are grappling with volatile markets while becoming increasingly concerned about securing reliable access to critical raw materials. Commodities are no longer viewed as readily available inputs but as strategic assets essential to industrial competitiveness. This complex situation calls for new alliances: mining companies, major automakers, and dynamic project developers are pulling out all the stops to secure raw materials for the future.
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Commented by Stefan Bode on July 29th, 2026 | 07:00 CEST
US Uranium Independence in Focus, T-Mobile US Under Pressure, Volkswagen Cuts Forecast – American Atomics, Deutsche Telekom, Porsche
The Iran war and the potential for escalation into neighbouring countries remain firmly on investors' radar despite the temporary pause in US air strikes. This report examines current developments at companies from various sectors that are currently attracting market attention. Whether it is strategic realignments to secure critical raw materials, turbulent share price reactions among telecommunications giants following earnings season, or the margin challenges facing European automakers in the Asian market—the latest market data offers plenty of potential for volatility. Find out which fundamental metrics and trends are now becoming decisive for investors.
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Commented by Carsten Mainitz on July 28th, 2026 | 07:25 CEST
The Automotive Industry Is Under Pressure: Why dynaCERT Could Be the Missing Piece of the Puzzle for Volkswagen and Daimler Truck
The discussion about the future of mobility is currently dominated by electric vehicles and hydrogen, both of which meet the vision of zero-emission transportation. But the road ahead is long; further technological advances and, in particular, the expansion of infrastructure pose challenges. Another crucial factor is often overlooked. In heavy-duty transport in particular, diesel forms the backbone of global logistics and will continue to do so for decades to come. This is precisely where dynaCERT comes in with an innovative bridging technology. The Canadian company's retrofit solution generates hydrogen and oxygen on board as needed. These are fed into the intake system of diesel engines, thereby reducing fuel consumption and emissions. Is a billion-dollar market on the horizon?
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Commented by Nico Popp on July 27th, 2026 | 07:35 CEST
China's Export Restrictions: German Industry Must Invest in Raw Materials. How VW and Rheinmetall Respond & Why Aspermont Could Benefit
For decades, raw materials were commodities in the truest sense of the word—interchangeable goods purchased at the lowest possible price. But in recent years, security of supply has evolved from a procurement issue into a decisive factor for the survival of Western industry. Depending on the sector, shortages can threaten entire business models. To reduce the risks posed by geopolitical tensions, volatile commodity prices and increasingly stringent sustainability requirements, industrial companies are taking a much closer look at their raw material supply chains. Some are investing directly in mining projects, while others are forming strategic partnerships. In either case, access to reliable information on mining projects and the conditions across the value chain is essential for assessing supply risks. Aspermont, a specialist provider of mining and commodities intelligence, could be well positioned to benefit from this shift.
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Commented by Stefan Feulner on July 27th, 2026 | 07:25 CEST
Southern Copper, Power Metallic Mines, Vale: The Commodities Story Is Gaining Significant Momentum
The race for artificial intelligence, satellite networks, and global military buildup is intensifying the battle for strategic commodities. Copper, in particular, is becoming a bottleneck for global industry, as power grids, data centers, missiles, and modern weapons systems require enormous quantities of the metal. At the same time, supply remains tight, and even major producers are struggling with declining output. This is bringing exploration companies with high-grade deposits even more into the spotlight, while established mining conglomerates face rising demands and falling production figures.
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Commented by Matthias Schomber on July 26th, 2026 | 07:00 CEST
Volkswagen Under Pressure! Is Porsche AG Ready to Accelerate? RE Royalties Near a Technical Breakout?
The world remains mired in a web of conflicts and wars, leaving financial markets repeatedly holding their breath. Geopolitically, we appear to be heading towards a scenario that would have seemed unthinkable only a short time ago. Will the conflict with Iran escalate further? Are we facing devastating large-scale US air strikes in the Middle East, following the deployment of B-1 bombers to the region? Could the situation even escalate to the use of a tactical nuclear weapon, or is this historic sabre-rattling ultimately a calculated bluff by global powers—designed to trigger panic before the next major "TACO trade" unfolds? While investors grapple with uncertainty, Europe's traditional industries are coming under increasing pressure. The automotive sector and its suppliers are particularly vulnerable. Even iconic German industrial giants such as Volkswagen are showing signs of strain, prompting an increasingly uncomfortable question: Will Volkswagen still exist in five years? In this historic context, the wheat is truly being separated from the chaff. While traditional industries and corporations are fighting for their very survival, smaller niche players are seeing significant opportunities emerge. We take a closer look at where investors may still be able to generate attractive returns.
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