Electromobility
Commented by André Will-Laudien on December 29th, 2022 | 09:20 CET
Top Asian Picks for 2023 in place of Tesla: Alibaba, Alpina Holdings, BYD, JinkoSolar: Invest in the best!
The Asian tech giants have not yet been able to break away from their downward trend in 2022. After losing almost 50% in 2021, e-commerce giant Alibaba again lost more than 15% at the end of the year, while other stocks such as Baidu and Tencent also posted double-digit losses. In the US, the once so-popular stocks were quickly removed from the funds. Currently, only die-hard fans are likely still invested. Fortunately, the tense situation has calmed down somewhat in recent weeks, and even the Chinese regulator is gradually realizing that the heavy monitoring of the digital economy is slowing down the growth prospects of its own economy. Some analysts have already downgraded Chinese GDP growth by a full 1.5 percentage points from 2022 to 2025. However, Asia can still score points in an international comparison. Where are the opportunities?
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Commented by André Will-Laudien on December 29th, 2022 | 08:37 CET
200% possible at ThyssenKrupp and Tocvan Ventures, and question marks at VW and BASF
As we approach the end of the year, it is difficult to separate the real economic opportunities from the current war and crisis scenarios. The forecasting institutes are also poking around in the fog with their statements for 2023, with a still conciliatory economic development at the zero line being defined subject to falling interest rates and declining inflation. Under the sword of Damocles of a possible gas crisis starting in March, however, all predictions turn negative because Germany as an industrial location is already struggling considerably with the energy and electricity price increases. So how do you select a top performer for the portfolio?
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Commented by Armin Schulz on December 28th, 2022 | 08:14 CET
Auxico Resources, BYD, Nordex - Energy transition in danger: shortage of critical raw materials
The energy transition, i.e. the transition to a sustainable, low-carbon and renewable energy supply, is an important step in combating the climate crisis. However, some critical raw materials are needed for the expansion of renewable energies and whose scarcity can pose a threat to the energy transition. These include, for example, rare earths, cobalt and lithium, which are used in the manufacture of solar panels, wind turbines and electric cars. In this context, one should not underestimate the current dependence on China, which has a monopoly position, especially in rare earths. We therefore take a look at three companies around the energy transition.
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Commented by Stefan Feulner on December 27th, 2022 | 06:04 CET
FuelCell Energy, Almonty Industries, SFC Energy - Fatal effects
Even now, commodity prices, which have risen exorbitantly in recent years, are correcting due to fears of a prolonged recession. In the long term, the super-cycles in critical raw materials needed for the energy transition and innovative technologies will likely continue. That is because there is already a threat of supply bottlenecks for the required industrial metals. For investors, this scenario offers a unique opportunity.
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Commented by André Will-Laudien on December 23rd, 2022 | 07:55 CET
Is the e-mobility gold rush coming to an end? Volkswagen, BYD, Alerio Gold, Deutsche Bank - What is going on with Tesla?
Elon Musk had a calculated fortune of around USD 280 billion at the peak of the Tesla share. After the crash of the miracle share and the purchase of Twitter, he is now said to own around USD 150 billion less. According to calculations by the analysis firm Factset, Musk still holds around 14% of the shares in electric car manufacturer Tesla. Here alone, there is a gaping loss of over USD 100 billion. New at the world's top for the first time is a Frenchman: Bernard Arnault, the 73-year-old CEO and co-owner of the luxury group LVMH. According to the US magazine Forbes, he has a total fortune of USD 186 billion - and thus passes Musk and Buffet. Has the "climate wonder weapon" electromobility already seen its horizon?
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Commented by Armin Schulz on December 21st, 2022 | 07:14 CET
Kodiak Copper, Volkswagen, Nordex - Copper price rises due to positive news from China!
In mid-July, the copper price marked its low for the year. Since then, a slight upward trend has formed, indicating a robust economy. There are as many as three positive signals for copper. First, there is the weakness of the dollar, which is supporting demand for the red gold. Second, China's announcement that it plans to strengthen its economy after easing Corona measures is providing a boost. If China eases its monetary policy, this would strengthen the real estate sector and fuel the hunger for commodities. Third, M&A activity around copper appears to be increasing. Therefore, we look at three companies in the copper space.
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Commented by Armin Schulz on December 19th, 2022 | 13:54 CET
Power Nickel, Rock Tech Lithium, BYD - Race to secure critical raw materials
Since the major car manufacturers decided to equip their cars with electric drives, the demand for certain raw materials has skyrocketed. The result has been a sharp rise in prices. Some of the most important raw materials needed for the production of electric cars include lithium, cobalt and nickel. At the G20 summit in Bali, Indonesia, the world's largest nickel producer proposed to the Canadians that they set up an organization similar to OPEC for nickel. Such moves are a sign that the battle for key EV commodities is growing. So today, we look at one nickel and one lithium company and see how the battery and electric car maker BYD is positioning itself.
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Commented by Juliane Zielonka on December 16th, 2022 | 08:50 CET
Altech Advanced Materials, BYD, Apple - With this innovation Germany becomes an energy driver
Germany is known for its engineering. With Altech Advanced Materials, a new type of battery is paving its way that trumps all previous storage capacities. Together with Fraunhofer IKTS, the Heidelberg-based company is breaking new ground. BYD is also planning another battery plant, but in the USA. So far, the Chinese carmaker has held back in the consumer market there, preferring to focus on electric buses. But it will soon be adding another EV brand to its international portfolio. Apple will soon have to prepare itself. To comply with competition law, the EU demands that the Cupertino-based company open up its iPhone and iPad systems to other app stores. Find out what this means for sales here.
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Commented by Juliane Zielonka on December 15th, 2022 | 10:42 CET
Manuka Resources, Volkswagen, Mercedes Benz - Strong demand for resources for electromobility
A major restructuring is taking place at Volkswagen. The new chief designer will be Michael Mauer, who was previously responsible for the design of Porsche. The Wolfsburg company has big plans and wants to become the No. 1 EV manufacturer in Australia. It is precisely in this country that Manuka Resources mines the essential metals for the energy transition. From gold and silver to vanadium, the Company offers value chains from which investors focusing on renewable energies can benefit. Mercedes Benz, the big flagship from Stuttgart, also relies on renewable energies and is massively expanding its battery production sites.
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Commented by André Will-Laudien on December 14th, 2022 | 12:00 CET
Climate protection & energy crisis: BYD, Mercedes, Globex Mining, Volkswagen - Invest in metals!
Those who want to switch from fossil energy to electrical forms of use forget the sometimes poor efficiency in converting fossil primary energy forms to electricity from the socket. Truly green solutions are defined per se by "GreenTech" applications that improve the overall energy balance or even reduce it to zero. A prerequisite for all efforts is access to inexpensive raw materials, especially high-tech metals. These are copper, iron, nickel, silver, and, as the scope of applications expands, silver, platinum and gold. By the fall of 2022, green power yields were between 43 and 66% of the grid capacity. Fossil fuels had a share of only 15 to 20%. Winter has now set in, and trouble looms as the fossil component is more than uncertain for Europe, and solar power yields are falling. Where is the solution?
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