Electromobility
Commented by Matthias Schomber on July 23rd, 2026 | 12:00 CEST
Mercedes-Benz Dangerously Close to the Brink! BYD Posts Strong Numbers! American Atomics Offers the Solution to the Energy Crisis!
Even in July 2026, parts of the world remain in flames. We have to make sure these flames do not spread further or even paralyze the global economy. While Russia intensifies its airstrikes on Ukrainian cities, including Kyiv, and continues to rely heavily on drone technology from Iran, the fronts in this "global proxy war" are hardening by the day. These ongoing tensions on Europe's eastern flank and in the Middle East are casting a shadow over global energy markets and throwing them into disarray. The relentless pursuit of energy security and technological independence is a major concern for governments and investors alike. It is precisely in this cauldron of conflict that the future of the global economy and individual companies will be decided. Today, we take a closer look at BYD, Mercedes-Benz, and American Atomics, each of which is writing its own story.
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Commented by Stefan Feulner on July 17th, 2026 | 09:05 CEST
Siemens Energy, HPQ Silicon, BYD: A Clear Course Set
The race for the technologies of the future is rapidly gaining momentum. Artificial intelligence, electric mobility, energy storage, and the global expansion of power grids are triggering a wave of investments worth billions. At the same time, innovative battery materials, hydrogen solutions, and modern energy technology are becoming increasingly important. Companies that develop these key technologies or benefit from the rising demand could secure a strong market position early on and emerge as major winners of the global transformation in the long term.
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Commented by Nico Popp on July 17th, 2026 | 07:30 CEST
The End of the Auto Industry Looms: Will Mercedes-Benz & Co. Find a Way Out? BYD as a Role Model, Rock Tech Lithium as a Problem-Solver
The auto industry is in the midst of a deep crisis, as evidenced not only by the news from Volkswagen. The availability of battery raw materials has become a critical factor for automakers. According to a survey by industry experts at Benchmark Minerals, global demand for lithium-ion batteries rose by 29% in 2025 to a total of 1.59 terawatt-hours. While stationary battery storage was the fastest-growing segment, the electric vehicle sector remains the dominant driver of demand in terms of volume. This trend is intensifying global competition for critical raw materials. China is leading the way here. The country controls an estimated 85% of global battery production and processes around 70% of the world's lithium. This poses a risk for Western automakers. They need to develop their own solutions. We analyze the situation and explore a potential solution.
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Commented by Matthias Schomber on July 17th, 2026 | 07:15 CEST
Crash Risk or Buying Opportunity? SpaceX Slides, BMW Eyes a Rebound, and Desert Gold Shines on the Charts
The situation in the Middle East has continued to escalate, with attacks around the Strait of Hormuz driving up oil prices. Brent crude has recently climbed to around USD 85 per barrel, adding another layer of uncertainty to global financial markets. For investors searching for opportunities in the current environment, it is important to look beyond individual stocks and keep a close eye on geopolitical developments. In this article, we examine three companies from very different sectors and highlight where potential opportunities may be emerging. First, we look at BMW, whose shares are currently trading at what many consider an attractive valuation and may be positioned for a rebound. We also examine SpaceX, whose stock has entered what many investors would describe as crash territory, with the share price falling below its IPO level. Finally, we turn to Desert Gold Ventures, a small West African gold explorer that has continued to make steady operational progress largely independent of broader market turbulence—and largely without attracting much attention. Could this overlooked company represent a significant opportunity for investors?
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Commented by Lars Winter on July 17th, 2026 | 07:00 CEST
Long Live Diesel: Why dynaCERT, Deutz, and Daimler Truck Are Worth Watching—Analysts See More Than 500% Upside
The future of transportation may be electric, but the road to getting there will be longer and more complicated than many investors believed. Millions of trucks, construction and agricultural machines, generators, and military vehicles will continue to rely on internal combustion engines for years to come. That reality is creating an intriguing investment opportunity. We take a closer look at three companies that could benefit from this transition: dynaCERT, Deutz, and Daimler Truck.
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Commented by André Will-Laudien on July 13th, 2026 | 07:50 CEST
The Unexpected Lithium Rally 2.0: Mercedes, Porsche AG, Rock Tech Lithium, and BASF in Focus
It has finally happened! The looming global power shortage is unexpectedly becoming a massive catalyst for a new boom in the commodities market, once again propelling lithium stocks into the spotlight. The renowned Fraunhofer Institute has reached the clear conclusion that European demand for high-purity lithium hydroxide will increase sixfold by 2030. Analysts explicitly emphasize that only companies with closed, regional supply chains will be able to successfully circumvent the looming production bottlenecks caused by power and raw material shortages. This is because Western industrialized nations aim to drastically reduce their dependence on Asia and rely on their own raw material reserves. For investors, this fundamental transformation builds a highly attractive bridge to the next generation of beneficiaries. While automotive groups such as Mercedes and Porsche are now radically securing their supply chains through partnerships, Rock Tech is poised to move into supplier status in the near future. The chemical company BASF, an indispensable partner for cathode materials, is also part of the picture. Savvy investors are using the current consolidation phase to position themselves early among the winners of this megatrend.
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Commented by Matthias Schomber on July 10th, 2026 | 07:20 CEST
Missiles in the Middle East! War Fears Push Oil Prices Higher, Xiaomi and BYD Battle for Market Share – Is This dynaCERT's Moment?
The global geopolitical situation remains tense. The ceasefire between the United States and Iran has effectively collapsed. The night before last, US forces once again struck around 90 targets in Iran, and Tehran responded with attacks on US bases in Bahrain and Kuwait. The Strait of Hormuz, one of the world's most important oil transport routes, is once again nearly at a standstill, and oil prices are rising noticeably. Amid this tense environment, a power struggle of its own is raging on the stock markets. While Asian heavyweights like Xiaomi and BYD are poaching customers from one another in a ruthless price war, investors are also turning their attention to smaller companies that could benefit from rising oil prices. One such company is Canadian cleantech firm dynaCERT, whose emissions-reduction technology appears well aligned with current market trends. From a technical perspective, the stock is also approaching an important inflection point. Today, we take a closer look at three very different stocks: BYD, Xiaomi, and dynaCERT.
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Commented by Armin Schulz on July 10th, 2026 | 07:00 CEST
Zero-Emission Commercial Vehicles in 2026: Why Daimler Truck, Pure One, and Plug Power Are Benefiting from the Logistics Revolution
Since July 2025, the EU has mandated a gradual decarbonization of heavy-duty transportation, and the logistics industry is grappling with the right technology. Batteries or hydrogen? The answer is: both. The complexity of long-haul transport requires a mix of propulsion systems and a robust infrastructure. While batteries excel in short-distance travel, hydrogen offers the potential for heavy loads and fast refueling. Three key players exemplify this transformation: the vehicle giant Daimler Truck, the cleantech specialist Pure One, and the infrastructure pioneer Plug Power.
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Commented by Armin Schulz on July 8th, 2026 | 07:20 CEST
The Underrated Return Pillar: BYD, Rock Tech Lithium and Mercedes-Benz – Lithium Storage Boom Opening Up Opportunities
Green electromobility is technically ready to go, yet the true Achilles' heel of the electric revolution lies not on the road but in the raw-material supply. While politicians speak of sovereignty, the market is grappling with exploding demand for battery raw materials. This situation is amplified by energy storage for power grids. Anyone who now grasps the bigger picture recognizes the decisive shift in power in the global race between Chinese dominance and the West's drive for independence. This is exactly where the e-car giant BYD, the emerging lithium producer Rock Tech Lithium and the traditional group Mercedes-Benz come in, with opposing but equally trailblazing strategies.
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Commented by Nico Popp on July 8th, 2026 | 07:05 CEST
Canada and Europe Are Jointly Securing Raw Materials: Why BMW and Volkswagen Should Keep an Eye on Power Metallic Mines
The automotive industry's transition to electric mobility is disrupting traditional supply chains. While efficient assembly used to be the key factor, in the era of electric vehicles, secure, environmentally responsible access to critical minerals matters most. Above all, strict legal requirements, such as the European Supply Chain Due Diligence Act, are forcing automakers to fully document the origin of their raw materials all the way back to the mine. In this complex landscape, Canada has emerged as one of the most important partners for European industry. The standards and mineral content are just right here—we introduce the market and potential beneficiaries.
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