Electromobility
Commented by André Will-Laudien on August 2nd, 2022 | 12:43 CEST
How much lithium do BYD, VW, Tesla and Co. need? Standard Lithium, Edison Lithium - Who can deliver quickly?
Parallel to the electric car boom, many raw material prices have also exploded. Lithium has risen 1200% in price in Chinese yuan since the beginning of 2021, and nickel has risen by 40%. Against the backdrop of continued high global demand for e-vehicles, many high-performance batteries will be needed. As a result, just about every automaker is planning with its own specifications on how to handle battery procurement. BYD, VW, Daimler and Tesla already have their gigafactories or are currently planning them. Lithium is one of a battery's most important raw material components, along with nickel, cobalt, graphite and copper. However, the quantities available on the markets are limited, as producers are also still thin on the ground. We shed light on a market that is determined by shortages.
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Commented by Carsten Mainitz on July 28th, 2022 | 11:58 CEST
BYD, Almonty Industries, BASF - Positive analyst opinions
The first half of the current stock market year brought heavy losses due to political and economic uncertainties. For the leading American index, the S&P 500, this led to the most significant price correction since the 1970s. In Germany, the DAX 40 lost around 20% of its value. Investors are now eagerly awaiting the second quarter results. In addition to Deutsche Bank, carmaker Mercedes-Benz also posted surprisingly good results. The chemical company BASF is also more confident despite the existing gas crisis.
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Commented by Fabian Lorenz on July 27th, 2022 | 11:45 CEST
Opportunity for BYD, Plug Power and dynaCERT? Russia turns on the gas tap
Since yesterday, significantly less gas is flowing through the Nord Stream 1 pipeline to Germany. Russia is thus currently supplying only 20% of the possible capacity, showing again how unreliable Russia is and how dependent Western Europe - especially Germany is. On the other hand, it shows how important it is to promote alternative energies and energy efficiency, which means opportunities for companies like BYD, Plug Power and dynaCERT. Chinese carmaker BYD wants to expand its battery production and analysts see over 100% share price potential. dynaCERT could be due for a revaluation due to certification. Plug Power shareholders are currently watching the discussion about the government subsidy for hydrogen in the USA with bated breath.
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Commented by Armin Schulz on July 25th, 2022 | 12:55 CEST
Rock Tech Lithium, Edison Lithium, Standard Lithium - Demand for lithium is increasing faster than supply
At an industry workshop on lithium price and supply risks hosted by the German Raw Materials Agency, it quickly became clear that lithium is facing a bottleneck. Demand in 2030 is expected to be between 316,000 and 558,000 metric tons of lithium. By comparison, only 82,000 tons were produced in 2020. The target of 15 million electric cars on Germany's roads is thus at risk. The Handelsblatt recently referred to calculations by the Federal Institute for Geosciences and Natural Resources, which clearly show that there will not be enough lithium. Therefore, we take a look at three companies from the lithium sector that will benefit from the high demand.
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Commented by André Will-Laudien on July 22nd, 2022 | 16:42 CEST
BYD, Tocvan Ventures, Nel ASA, Plug Power - Money is flowing into these turbo stocks!
Some companies were under extreme pressure during the crisis and lost a good 2/3 of their share price. Today, it is essential to assess whether the business models can recover quickly after the crisis or whether the adjustment path could be a bit slower. Following the latest interest rate hikes, also in Europe, the economic environment could cloud over for the time being. That is because higher interest rates also make financing much more difficult. We look at a selection of potential "turbo stocks" that should immediately be back on investors' lists if momentum picks up.
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Commented by Juliane Zielonka on July 21st, 2022 | 11:29 CEST
dynaCERT, Mercedes-Benz Group, Volkswagen - Luxury shopping, retro branding and applicable green technology
The future of automotive is characterized by emission-free drives. Soon, the Mercedes will become a payment device through fingerprint technology in the car. It will be the first automotive company in the world to embed a Visa cloud token framework in its vehicles. Competitor Volkswagen, on the other hand, is focusing on retro branding and strengthening its US business with its own fully electric pickup brand. Meanwhile, dynaCERT offers applicable technology for diesel engines of all types for sustainable greenhouse gas reductions. Investors will find out how far the Company has come with its development in September at the IAA in Hanover.
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Commented by Stefan Feulner on July 20th, 2022 | 13:20 CEST
BYD, Globex Mining, Nio - Unbridled growth due to climate change
Looking through the mainstream media regarding climate change, the German government around Baerbock, Habeck and Co. is calling for an even greater and faster transformation from fossil to renewable energy sources. In this context, the greatest challenges are evident in the transport sector because it is precisely in this area that CO2 emissions have actually risen since 1990, despite the development of more energy-efficient vehicles. According to experts, the all-encompassing solution for radical change is the electrification of the automotive sector. It will require enormous quantities of industrial metals in the coming years. The few producers are likely to profit enormously from the high demand.
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Commented by Fabian Lorenz on July 20th, 2022 | 13:18 CEST
Nel with a liberation blow - When will Varta and Almonty Industries take off?
Nel has long been one of the hopefuls in the hydrogen sector. But recently, Plug Power had somewhat outstripped the Norwegians. The reason: a lack of major orders at Nel to justify its billion-euro valuation. The major order has now finally arrived, and the stock is stepping on the gas. Since Monday, it has already gained more than 10%, and analysts see further room for improvement. It should also boost other shares along the renewable energy value chain: For example, battery manufacturer Varta and raw material producer Almonty Industries. Almonty, which is actually on its way to becoming the largest tungsten producer outside China, has published convincing estimates for a molybdenum project. With Varta, on the other hand, caution is the order of the day. The chart is battered and another insider sale adds to the uncertainty.
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Commented by Nico Popp on July 19th, 2022 | 13:57 CEST
Hydrogen as a billion-dollar market: Amazon, First Hydrogen, BYD
What will the future look like? At the latest, since the gas crisis, it is clear that the future has to be green. Sustainable technology and ESG criteria for the entire economy are gaining importance. More and more traditional companies are recognizing this and investing in green technology like hydrogen. Hydrogen is increasingly hitting the streets. We present three stocks around the hydrogen theme.
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Commented by Stefan Feulner on July 18th, 2022 | 15:00 CEST
Significantly higher targets at BYD and Barsele Minerals, a setback in hydrogen for Plug Power
The preliminary half-year figures of the Chinese electric mobility company BYD have been published and once again beat analyst forecasts. Following the announcement, the various houses showered themselves with newly set price targets far above the current price. In contrast, at the end of last week, US shares of renewable energies, particularly hydrogen-related companies, came under the wheels. Due to the high inflation rate, an enormously important economic and climate package could be called off.
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