Electromobility
Commented by Matthias Schomber on June 26th, 2026 | 07:25 CEST
SAP Testing the Waters, BYD On the Offensive, and MustGrow Biologics Raises Fresh Capital - Is a Rebound on the Horizon?
Created and published on behalf of MustGrow Biologics Corp.
The winds across global equity markets have grown noticeably stronger, bringing sharp moves in both directions. Technology and automotive giants that have long been accustomed to success are feeling the full force of this turbulence. Faced with declining share prices and geopolitical uncertainty, investors are increasingly looking beyond the mainstream for fresh opportunities. While companies such as SAP and BYD are fighting to defend their lofty valuations, intriguing second-tier players are quietly positioning themselves for growth. This raises a legitimate question: should investors allocate capital into "fallen angels" such as SAP and BYD, or focus on lesser-known growth stories with potentially greater upside? We examine the current market environment and take a closer look at three very different companies. Discover why software heavyweight SAP and electric vehicle pioneer BYD are facing challenges, and why Canadian agtech company MustGrow Biologics could be approaching a breakout. One thing is certain: the stage is set for an exciting summer in the markets.
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Commented by Fabian Lorenz on June 25th, 2026 | 07:30 CEST
Electromobility and the Structural Risk for BMW, Mercedes, and Volkswagen: Rock Tech Lithium Stock Poised for Revaluation
Electric vehicle sales in Europe continue to rise steadily. In the EU, new registrations of battery-electric passenger vehicles in the first five months of 2026 were up 35.7% compared to the same period last year. The market share of fully electric vehicles increased to 20.0%. In Germany, growth was even stronger at 40.9%, with BEVs reaching a market share of 23.9%. German manufacturers remain among the leaders in producing the most popular models. However, as with all European automakers, a structural risk persists: dependence on China for batteries. Without secure access to lithium and domestic conversion capacity, European automakers cannot fully control their electric-vehicle value chain. China could, at any time, effectively "turn off the tap" for its competitors. And this is where Rock Tech Lithium comes into play. The company has repositioned itself in recent years and aims to cover the value chain all the way down to battery-grade lithium chemicals. The stock could be poised for a spectacular comeback.
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Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST
Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus
Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!
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Commented by Stefan Feulner on June 23rd, 2026 | 07:40 CEST
Aurubis, Power Metallic Mines, Vale: Eric Sprott Bets on the Next Copper Winner
The copper market is heading toward a historic supply shortage. While AI data centers, electric mobility, and global grid expansion are driving demand to record levels, there is a lack of new large-scale projects to meet that demand. Experts therefore expect a structural deficit to persist for years to come. This presents an extraordinary opportunity for companies with high-grade deposits in secure mining regions. Whoever controls the right deposits could be among the big winners of the coming commodities cycle.
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Commented by Jens Castner on June 23rd, 2026 | 07:05 CEST
STELLANTIS, PURE ONE, AND VOLVO: THREE BETS ON THE FUTURE OF ZERO-EMISSION DRIVETRAINS
Electromobility is a divisive issue—both on the stock market and on the road. While Stellantis is supposedly trading at bargain levels following an 80% drop in its share price, investors are paying a hefty valuation premium for Volvo, the Swedish truck market leader. In between them is Pure One, an Australian micro-cap company that is reinventing the capital-intensive heavy-duty commercial vehicle business using the Apple model—and, according to analysts, has the potential to become a tenbagger. Three companies, three risk profiles, one common theme: Who has the lead in the race for zero-emission propulsion? A status report.
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Commented by Armin Schulz on June 22nd, 2026 | 07:20 CEST
From a Canadian Mine to a German EV: Rock Tech Lithium, BASF, and Volkswagen are Reducing Dependence on China
Electric mobility continues to grow unabated, but the fuel of the future is becoming scarce. Demand for lithium is skyrocketing, while prices are once again heading toward record highs after a slump. European industry faces a critical test between dependence on China and the drive for autonomy. It is precisely in this gap that a window of opportunity opens for savvy investors. It is not the raw material alone that promises returns, but the intelligent integration of mining, refining, and production right on our doorstep. A strategic alliance between Canada and Germany could reshape the market. Three companies occupy the key stages of this value chain: Rock Tech Lithium, BASF, and Volkswagen.
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Commented by Matthias Schomber on June 22nd, 2026 | 06:55 CEST
Price Catastrophe and Despair at SAP and BYD - Almonty Industries On the Verge of a Technical Breakout
The stock market is currently facing challenging times, with SAP and BYD among the companies struggling with significant internal and external headwinds. Investors are struggling to maintain their composure regarding software giant SAP after negative industry news pushed the share price to a multi-year low. A sense of crisis also prevails at Chinese automaker BYD, as declining sales and looming EU punitive tariffs weigh heavily on its operations. However, the picture is quite different beyond these two stocks in the critical raw materials sector. Here, Almonty Industries positions itself as a reliable and emerging player in an increasingly geopolitically uncertain world. With foresight, fresh capital, and substantial resource potential, the company presents a highly compelling alternative investment opportunity. Read on to find out in detail why these three stocks may be worth a closer look right now.
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Commented by Stefan Feulner on June 22nd, 2026 | 06:40 CEST
Siemens Energy, dynaCERT, BYD: The Next Wave of Growth Is Already Underway
The global energy and technology transition is rapidly gaining momentum. AI data centers, electric mobility, and stricter climate regulations are driving demand for electricity, critical raw materials, and efficient energy solutions to new record levels. At the same time, modern technologies for reducing emissions, smart energy grids, and high-performance battery systems are opening up growth markets worth billions. Companies that position themselves early in these future-oriented industries could benefit disproportionately from a long-term investment boom.
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Commented by Carsten Mainitz on June 19th, 2026 | 08:40 CEST
Copper Is Hot! Analysts See Nearly 200% Upside for Power Metallic Mines – How Severe Is the Impact on BMW and BYD?
More and more studies are warning of a massive future copper shortage. Forecasts are becoming increasingly alarming, to the point where the International Energy Agency's estimate of a 5.9-million-ton supply gap by 2030 already appears conservative. Building a mine takes 15 to 20 years, and supply is struggling to keep pace with rapidly growing demand. The expansion of modern power grids, the rapid growth of data centers, AI, and the ongoing shift toward electric mobility are exacerbating the situation. This is already evident in the record-high prices of this industrial metal. While automakers such as BMW and BYD face increasing cost pressures, Power Metallic Mines appears to be on the winning side. The Canadian company controls one of the largest polymetallic deposits in North America, characterized by high-grade copper mineralization and first-class metallurgy. According to analysts, the shares could nearly triple in value in the future.
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Commented by André Will-Laudien on June 18th, 2026 | 07:50 CEST
Gold and Critical Metals in Buy Mode: In the Fast Lane with Barrick, BYD, VW, and North Arrow Minerals!
When it comes to critical metals and gold, Africa is a sought-after continent among investors. West Africa, in particular, has developed into one of the world's most significant gold-producing regions over the past two decades, with Barrick Mining—through its mines in Mali—playing a key role in unlocking the region's enormous geological potential. Deposits such as Loulo-Gounkoto are now among the company's most productive gold mines and impressively demonstrate the value that can be created when promising greenstone belts are systematically explored and developed. Barrick's success story also illustrates that many of today's major gold discoveries are no longer being made in traditional mining regions, but rather in areas that have seen little exploration. This realization is bringing the South African country of Botswana into the spotlight of global metals strategists. The politically stable country not only possesses significant deposits of critical metals such as copper, nickel, and rare battery metals, but also harbours geological structures comparable to the productive gold belts of West Africa. Investors are taking notice.
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