Electromobility
Commented by Armin Schulz on March 31st, 2025 | 07:00 CEST
BYD in the fast lane! The gold rally is boosting Benton Resources and Barrick Gold
Inflation is driving the markets, and debt mountains are growing – yet amidst the chaos, two commodities are shining: gold as a safe haven and copper, the secret driver of the energy transition. With the best conductivity after silver, copper is indispensable for e-vehicles, power grids, electricity storage, and renewable energies. While gold is chasing new records, the future of electrification is being decided on the copper front. Three companies are currently in the spotlight. BYD, a pioneer in electromobility; Benton Resources, a promising copper and gold explorer; and Barrick Gold, one of the largest gold producers, a beneficiary of the precious metal rally. Where does the greatest potential lie?
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Commented by Juliane Zielonka on March 27th, 2025 | 07:10 CET
First Hydrogen, BYD, Amazon - How hydrogen, e-mobility, and quality control are transforming the economy
The global economy is changing, opening new doors for investors. Three companies are in the spotlight. First Hydrogen is attracting attention with hydrogen and small reactors as an energy source. The founding of the new subsidiary First Nuclear makes it clear: The energy future is being built here. Electric automaker BYD is pushing forward with all its might, aiming to produce 5.5 million vehicles in 2025 - the ambitious goal: To double sales outside of China. With production sites in the EU and other countries, the Company is cleverly avoiding possible tariffs and conquering new markets. Amazon remains a pioneer in its field and relies on green energy and quality: Wind and solar projects are being developed in Spain and Portugal. In addition, it is taking a tough line against brand counterfeiting – the fight against plagiarism in the marketplace has begun. Hydrogen, electric mobility, and quantum technology – these future drivers could fundamentally change existing industries. How exactly are these companies influencing tomorrow's world?
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Commented by Armin Schulz on March 26th, 2025 | 07:10 CET
Volkswagen, European Lithium, BYD – Lithium as a winner in the crisis: Why analysts are predicting a rally despite the chaos
The global energy transition is catapulting lithium into the spotlight. As an indispensable raw material for batteries, the electrification of mobility and energy infrastructure has fueled demand enormously. But after the hype, prices plunged from record highs to below USD 10,000. Now, there are increasing signs of a trend reversal: Production cutbacks, a predicted demand explosion of around 20% this year, strategic investments by large corporations, and technological leaps in extraction could curb the oversupply. Is lithium on the verge of returning as the scarce "white gold"? The stage seems to be set for a revaluation of the market.
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Commented by Stefan Feulner on March 25th, 2025 | 07:20 CET
BYD, 123fahrschule, RWE – Pure growth
The Chinese market leader for electric vehicles has defied all odds in recent weeks, shooting to a new all-time high despite the trade war and punitive tariffs. Rising sales numbers and continued growth are expected for BYD in the future. Likewise, the disruptor of the German driving school industry, 123fahrschule, is fully focused on expansion. With the placement of a convertible bond and the expansion of the board of directors, the path forward is clearly structured.
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Commented by Juliane Zielonka on March 21st, 2025 | 07:00 CET
BYD, Volkswagen, First Phosphate: Who will shape the future of batteries?
China's electric giant BYD is outpacing Volkswagen. With 322,846 vehicles sold in February 2025, the Chinese automaker is putting the competition under pressure. In addition, Volkswagen continues to lose ground in China, facing a meager profit margin of just 5.9%. The race for e-mobility supremacy is bringing more players into the game: First Phosphate, a Canadian explorer, reports progress in the extraction of high-purity phosphate for lithium iron phosphate batteries. BYD is successfully using these raw materials in its innovative Blade Battery. Volkswagen also aims to score points with electric vehicles and strike back with the ID. EVERY1 model for around EUR 20,000 from 2027. However, access to raw materials remains the ultimate challenge. First Phosphate could become the bottleneck: With the coveted raw material phosphate, the Company could generate USD 700 million in cash flow in three years according to the PEA and thus become a key partner in the battery supply chain. Will this make a Canadian raw materials supplier the secret winner? Investors should follow developments closely.
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Commented by Armin Schulz on March 12th, 2025 | 07:00 CET
Nel ASA, First Hydrogen, Volkswagen – The EU and Germany are pumping billions into hydrogen – who is cashing in?
As the global search for alternatives to oil and gas gathers pace, hydrogen could become the secret star of the energy transition. Green hydrogen could become a game changer not only for factories but also in the transport sector. The EU has now launched a multi-billion funding program – in Austria alone, 112,000 tons of green hydrogen are to be produced with it, and in Lithuania, 13,000 tons. One thing is clear: from 2027, it will be noticeably more expensive at the gas station. Experts expect price jumps of between 38 cents and 1 euro per liter. Suddenly, many are looking again more closely at emission-free drives. Innovative companies are driving this technology forward and positioning themselves as pioneers of an emission-free era. Opportunities are opening up for investors. Those who invest in hydrogen players early on could benefit from the upheaval in the energy and automotive industries. But which companies are setting the trends?
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Commented by Stefan Feulner on March 10th, 2025 | 08:00 CET
BYD, European Lithium, Lufthansa – It is high time to act
For the first time in history, the German leading index DAX was able to surpass the magic mark of 23,000 points last week, thanks to the possible new Chancellor Friedrich Merz and the sudden lifting of the debt brake. However, the problems remain. Since the start of Donald Trump's second term in office, the global economic order has been in jeopardy. Trade wars and punitive tariffs are on the agenda. Europe must be able to act independently of its big brother in the future, both in terms of security and the supply of raw materials.
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Commented by Juliane Zielonka on March 5th, 2025 | 07:25 CET
BYD, XXIX Metal Corp, Volkswagen – Copper crowns the electric boom
Electric mobility is gaining momentum worldwide, and copper is becoming an indispensable fuel for this energy transition. Without the metal, there would be a lack of batteries, electric motors, and the necessary infrastructure like charging stations. In the automotive sector, Chinese electric vehicle pioneer BYD is setting the course for its global expansion with a multi-billion dollar share issuance. The Company aims to produce 6 million vehicles in 2025. This boom will benefit the demand for raw materials such as copper. Here, the Company XXIX Metal shines. The Canadian copper explorer holds nearly 5 billion pounds of copper and could become a key player in this boom. Its name says it all: "XXIX" for the Roman numeral 29, which represents the atomic number of copper in the periodic table. Volkswagen can breathe a sigh of relief thanks to relaxed EU CO₂ regulations, but the Company is burdened by the planned US tariffs and technical setbacks. We provide the details.
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Commented by Juliane Zielonka on March 4th, 2025 | 08:00 CET
Used car boom and electric offensive: Credissential, BYD, and VW in the race for the future
In the US and Europe, high inflation is causing a loss of purchasing power. The used car market is becoming increasingly attractive for balancing price and performance in times when money is tight. Related topics such as financing and insuring vehicles must also be smartly considered. This is where the tech company Credissential comes in, with a platform solution that meets the modern purchasing behavior of Gen Z. Optimized for smartphones, tablets, and laptops, Credissential provides millions of US users with digital access to connected used car dealers. In the future, financial and insurance issues will also be seamlessly integrated with Credissential. Meanwhile, electric vehicle manufacturer BYD is dominating the new car market with affordable EVs. Potential buyers are impressed by the modern technology, but the Chinese manufacturer faces regulatory hurdles. The Volkswagen Group, once an industry giant, is struggling with declining market shares in China and consumer protection allegations, as recent Italian investigations into battery longevity show. For investors, the picture is clear: those who can strike the right balance between cost awareness, sustainability, and innovation could lead the way in the future. Who will win the race for price-sensitive, modern buyers?
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Commented by Armin Schulz on March 4th, 2025 | 07:00 CET
BYD, Nova Pacific Metals, Nordex – From raw materials to electric vehicles or wind turbines: The strategies behind the boom
In a world caught between climate targets and geopolitical tensions, three companies in seemingly different industries are driving the green transformation with disruptive technology and strategic foresight. In recent months, the EU has announced two infrastructure packages worth billions for renewable energies and critical raw materials. Whether e-mobility, mineral raw materials or wind power – they all share one goal: to redefine their sectors. However, the starting point is always the raw materials needed for the electrification of the world.
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