Electromobility
Commented by Armin Schulz on October 21st, 2025 | 07:25 CEST
Who benefits, who suffers? The raw materials crisis in e-mobility: BYD, Graphano Energy, and Volkswagen
The future of mobility is being decided in the battery factory. Innovative battery cells promise longer ranges and lower costs, but the road to getting there is marked by a fierce race for scarce raw materials and technological supremacy. This tension between disruptive progress and geopolitical risks creates unique opportunities for companies that navigate the transformation strategically. Today, we take a closer look at how BYD, Graphano Energy, and Volkswagen are currently positioning themselves.
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Commented by André Will-Laudien on October 17th, 2025 | 07:10 CEST
E-mobility and hydrogen take off – BYD, Nio, Graphano Energy, and Plug Power in focus!
The German government is resolutely driving forward the transition to e-mobility by 2035 - a clear signal at a time when climate targets and energy dependence are the subject of intense debate. The market for electric vehicles is benefiting from innovations in battery technologies and a growing charging infrastructure. Advances in solid-state batteries, silicon anodes, and new cathode materials are significantly increasing range, performance, and safety. Faster charging times and longer service life are making the switch increasingly attractive for consumers. At the same time, recycling processes and the circular economy are gaining in importance to conserve resources and promote sustainability. With government support and growing competition, enormous opportunities are emerging for manufacturers and investors. But while electromobility is booming, hydrogen is also increasingly becoming the focus of the energy transition as a complementary technology. Investors are free to decide where to invest for the best returns.
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Commented by Armin Schulz on October 15th, 2025 | 07:00 CEST
Volkswagen in a tight spot: Why European Lithium and Standard Lithium are now the more valuable players
The global electric vehicle revolution is facing its biggest test yet. China's looming export restrictions on critical battery raw materials threaten to destabilize Western manufacturers' supply chains from 2025 and increase production costs. But it is precisely these geopolitical tensions that are catapulting independent lithium producers into the spotlight. While established giants are fighting for their security of supply, agile players are benefiting from this power vacuum. The strategic maneuvers of Volkswagen, European Lithium, and Standard Lithium reveal who the real winners of this upheaval will be.
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Commented by Armin Schulz on October 13th, 2025 | 07:20 CEST
The beneficiaries of the raw materials crisis: How BYD is circumventing the problem, and how Power Metallic Mines and Albemarle are profiting
The global energy transition is fueling an unprecedented hunger for strategic metals. However, China's recent tightening of export controls on critical raw materials has triggered a global supply alert and sent markets into turmoil. This geopolitical turning point is forcing the West to radically rethink its approach and is fueling a fierce race for secure supply chains. In this volatile environment, smart players are repositioning themselves along the entire value chain. Who are the winners in this new reality? The strategies of BYD, Power Metallic Mines, and Albemarle provide decisive answers.
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Commented by André Will-Laudien on October 9th, 2025 | 07:25 CEST
E-mobility tax-free through 2035! Keep an eye on BYD, NEO Battery Materials, NIO and BASF
In the third quarter of 2025, the global market for electric mobility continued to develop dynamically: over 4.2 million new electric vehicles were registered, an increase of around 28% compared to the previous year. While China confidently maintained its leading position as the largest single market, Europe also grew strongly with double-digit growth rates. Driven by manufacturers such as BYD, Tesla, and Volkswagen, NIO is also slowly entering the scene. At the same time, more and more capital is flowing into innovative battery technologies to meet rising demand in the long term. NEO Battery Materials is emerging as a specialist in the innovative battery solutions business. This rapid development illustrates how closely technology, raw material markets, and the electric mobility boom are intertwined. We present some ideas for investors.
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Commented by Nico Popp on October 7th, 2025 | 07:15 CEST
Indonesia shock for car manufacturers – NISK offers hope: Mercedes-Benz, Ford, Power Metallic Mines
Indonesia is the global hotspot for nickel. According to the Institute for Energy Economics and Financial Analysis, around 50% of the global supply comes from this Asian country. But recently, the media and NGOs have put the country's "dirty" nickel in the spotlight. Environmental organizations are sounding the alarm: in the mining regions of Sulawesi and the Moluccas, the soil and coastal waters are reportedly contaminated, and in some places the sea is turning red due to mining residues. As reported by German broadcaster ZDF a few weeks ago, Mercedes-Benz also indirectly sources nickel from Indonesia. We take a look at what the consequences of these allegations are and why a promising nickel location may now return to the focus of industry.
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Commented by André Will-Laudien on October 3rd, 2025 | 07:00 CEST
DAX breaks 24,000 – E-mobility booming! Keep an eye on BYD, Pasinex Resources, Nordex, and Siemens Energy
In the third quarter of 2025, the global e-mobility market once again grew strongly: more than 4.2 million new electric vehicles were registered worldwide, an increase of around 28% over the previous year. China remains by far the largest single market, but Europe is also recording double-digit growth rates, driven by manufacturers such as BYD, Tesla, and Volkswagen. At the same time, investment in new battery technology is increasing in order to secure the rising demand in the long term. The raw material zinc is becoming increasingly important, not only for corrosion protection and alloys, but also as a key component in innovative zinc-air batteries, which could represent a cost-effective and sustainable alternative to lithium. This development underscores how closely raw material markets and e-mobility growth are intertwined. Here are a few investment ideas.
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Commented by Nico Popp on October 2nd, 2025 | 07:15 CEST
Graphite problem solvers with small valuation: SGL Carbon, Mercedes-Benz, Graphano Energy
Battery-grade graphite is classified as a critical element in both the US and the EU. The reason: supply chains have been too dependent on China. Recent geopolitical shifts have caused decision-makers on both sides of the Atlantic to rethink their approach to graphite and other critical raw materials. Secure sources are now in high demand. At the same time, sustainability and environmental protection remain key requirements for projects. In this article, we explain the latest developments in the graphite market and how investors can benefit from them.
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Commented by Armin Schulz on October 1st, 2025 | 07:10 CEST
How BYD Leverages Its Lead, How Power Metallic Mines Benefits, and Why Mercedes-Benz Needs to Catch Up
The next phase of electromobility has begun. It is no longer vehicle sales that determine the winners and losers, but rather the fierce battle for the raw materials used in their construction. While demand for copper, lithium, nickel, and cobalt is exploding, supply bottlenecks and political dependencies threaten to slow down the profitable ramp-up. Those who secure the most valuable resources today will control the entire market tomorrow. Reason enough to take a closer look at the strategic moves of BYD, Power Metallic Mines, and Mercedes-Benz, which are now setting the course for the coming decade.
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Commented by Nico Popp on September 30th, 2025 | 07:25 CEST
Is the industrial heart of Europe dying? Mercedes-Benz, Porsche, AJN Resources
Uncertainty in Germany is greater than ever: Increasingly, companies in the automotive industry are cutting jobs. According to industry experts at EY, around 51,100 jobs were lost in the automotive industry within a year, corresponding to around 7% of all jobs. Companies in other sectors are also making cuts. Most recently, Lufthansa also laid off staff. This bad news is accompanied by a worrying mood of doom and gloom among the German population – especially in the traditionally wealthy southwest of the country. In this article, we explain how the industrial giants Porsche and Mercedes-Benz are faring and why more and more investors are turning their attention to gold stocks as a result.
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