Electromobility
Commented by Juliane Zielonka on January 26th, 2023 | 20:10 CET
Freyr Battery, Auxico Resources, Plug Power - Rare earth battery boom in e-Mobility
One of Norway's largest financial services companies is increasing its equity stake in Plug Power, the US hydrogen fuel cell company. The reason: Nikola Motors has selected the Company to upgrade its new e-mobility fleet with clean fuel cells. Freyr Battery also has similar ambitions. Here, Impact Clean Power Technology, the Polish manufacturer of battery systems for heavy-duty vehicles, has signed an agreement with Freyr to purchase clean batteries. Both big deals have one thing in common: demand for rare earths and valuable metals to make green technologies a reality. That is where Auxico Resources, a mineral exploration company focused on Africa, comes in.
Read
Commented by André Will-Laudien on January 25th, 2023 | 13:51 CET
Take cover - Tesla reports figures today! BYD, NIO, Power Nickel, BASF: Here we go with e-mobility!
The tension is rising. How will the annual figures of the industry leader in e-mobility, Tesla, really turn out now? By the end of 2022, there was a 70% slump in the share, and Elon Musk, the founder, had USD 100 billion less in the account within 8 weeks. He himself was to blame because in order to finance the Twitter takeover, he had to part with Tesla shares. For the year 2023, we are now interested in the expectations that will be placed on e-mobility. The fact is that many countries, including Germany, are now gradually withdrawing subsidies. So the new mobility must now learn to walk by itself. Where are the opportunities for investors?
Read
Commented by Armin Schulz on January 23rd, 2023 | 10:15 CET
Almonty Industries, ThyssenKrupp, Volkswagen - Tungsten: The raw material for high-tech applications!
Tungsten is a rare and valuable metal with a high melting point, hardness, corrosion resistance and good electrical and thermal conductivity. It is widely used in industry, national defence and high-tech applications. An important use of tungsten is in alloys, especially steel, where it increases the melting point, hardness and wear resistance. Now applications could be expanded even further. Researchers have developed a cathode material made from a molybdenum tungsten niobate alloy that can be used to charge electric cars in minutes.
Read
Commented by Juliane Zielonka on January 19th, 2023 | 11:23 CET
Apple, Power Nickel, Volkswagen - New flights of fancy due to lithium resources
Apple shines with its new Mac Mini. Gone are the days of Intel processors. With their in-house M2 chips, a new consumer group of young creatives such as influencers, podcasters and other media professionals have an entry-level model at a fair price. No wonder the demand for metals like lithium is multiplying. The Canadian company Power Nickel can make excellent use of this boom. In its current drilling program, the results indicate high nickel deposits. This raw material is also of particular interest to Volkswagen. The group wants to invest in Canadian mines and is building six battery plants to produce and equip its EVs.
Read
Commented by Nico Popp on January 18th, 2023 | 19:01 CET
E-cars? Here comes the next big thing! Mercedes-Benz, Almonty Industries, Varta
Going on vacation with an electric car? For traditionalists, that is out of the question - after all, you need to get to your destination as quickly as possible. New technology now wants to charge batteries to over 90% in 5 minutes. It takes longer to get out and buy a Snickers bar! We explain the background, think out of the box and track down shares that can profit!
Read
Commented by Stefan Feulner on January 18th, 2023 | 10:43 CET
NIO, dynaCERT, Nordex - Different omens
The energy turnaround is a constant companion. Since the Ukraine conflict at the latest, alternatives have been desperately sought in order to free ourselves from dependence on Russia. However, politicians' plans and the reality of timely implementation are far apart. In the area of traffic and transportation alone, it will likely be decades before climate neutrality is achieved. However, there are bridging systems already available that drastically reduce CO2 emissions.
Read
Commented by Juliane Zielonka on January 13th, 2023 | 12:10 CET
First Hydrogen Corp., Volkswagen, Mercedes-Benz Group - Hydrogen or electric drive, who will win the race in Automotive?
Europe is gearing up for a zero-emission sweeping blow. Volkswagen and the Mercedes-Benz Group, two globally producing automotive groups, are launching the electric initiative to say goodbye to the combustion engine quickly. The Canadian company First Hydrogen Corp., on the other hand, is benefiting from its own agility and, together with its strong cooperation partners, is already in the test phase for hydrogen-powered vans on British roads. Its USP is the 360-degree solution for fleet operators. Hydrogen is ahead of battery-powered electric vehicles in terms of range - who will win the race for CO2-free powertrains in Europe?
Read
Commented by Nico Popp on January 11th, 2023 | 13:00 CET
E-mobility - is it all over? BYD, Power Nickel, Varta
"E-cars will disappear just as quickly as they came." Boom! This statement by Georg Brasseur, emeritus professor of Institute of Electrical Measurement and Sensor Systems at Graz University of Technology, is currently making waves. But what drives the retired scientist to make this statement? And what are the consequences for the battery industry and investors? We shed some light on the matter - and even point out opportunities.
Read
Commented by André Will-Laudien on January 6th, 2023 | 10:18 CET
Tesla share continues to crash! Volkswagen, BYD, Kodiak Copper, Mercedes - E-mobility in distress?
E-mobiles still account for a single-digit percentage of all vehicles worldwide, but the growth trends speak a clear language: the world will electrify in mobility! Anyone following the price of copper should note one important point - copper is an important industrial metal that is not only used in cars. The biggest consumers are the construction and infrastructure industries. And these sectors are suffering from extreme inflation, high interest rates and the resulting economic decline in demand. For the copper price, of course, this also means no exuberant scarcity at present, and thus falling prices from around USD 5.00 to currently around USD 3.80 per pound. So, as with all commodities, timing in the economic cycle is the key determinant of investment success. Which stocks are in focus now?
Read
Commented by André Will-Laudien on January 4th, 2023 | 07:08 CET
The big energy question in 2023: BYD, Altech Advanced Materials, Varta, BASF - Is the thread breaking?
Although the year 2023 starts with rising share prices, Central Europe is entering a difficult period. The start of the New Year brings a new situation for German consumers of refined products, as the purchase of crude oil via the Druzhba pipeline has now been stopped. Germany is thus implementing the oil embargo against Russia decided in the EU and losing a vital supply of oil overnight. As a result, the East German refinery in Schwedt reduced its throughput to 55% and is looking around for other suppliers. Whether this will work out in the short term is more than questionable. If the gas storage facilities are empty at the end of the relatively warm winter, the energy question will arise again. We now realize how fatally energy dependence on Russia has grown over the past decades. How tangible are alternative energies and the high-performance energy storage facilities they require?
Read