Electromobility
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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Commented by Armin Schulz on September 30th, 2025 | 07:20 CEST
Electric vehicles, batteries, wind power: How Volkswagen, Graphano Energy, and Nordex are winning at the energy transition poker game
The energy and mobility transformation is accelerating rapidly. Driven by regulatory requirements and technological leaps, a billion-dollar market is emerging that is breaking down traditional industry boundaries. The key lies in the symbiosis of clean energy, powerful storage, and electric transportation. In this ecosystem of the future, three specialized players are reshaping the value chain. Volkswagen is a giant in the automotive industry, Graphano Energy is an explorer of critical battery raw materials, and Nordex is a pioneer in wind power. Which companies will be the winners of this upheaval?
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Commented by André Will-Laudien on September 30th, 2025 | 07:10 CEST
Gold boom boosts critical metals! Another 100% with Power Metallic, BYD, Hensoldt and RENK
The geopolitical situation continues to escalate, but the stock markets continue to boom! Trade conflicts, sanctions, and military tensions dominate the headlines, but behind the front lines of a new Cold War, another competition has long been raging: the battle for access to critical metals. Without copper, lithium, nickel, cobalt, or rare earths, not only would the e-mobility revolution come to a standstill, but defense technologies, digitalization, and the energy transition would also grind to a halt. Supply chains are coming under increasing pressure from geopolitical power games, and the battle for resources is becoming a key strategic factor in a multipolar world order. For Western industrialized nations, security of supply is becoming a matter of survival, and for investors, this is creating new opportunities. Anyone looking for tomorrow's winners today should keep a close eye on the global raw materials poker game.
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Commented by Carsten Mainitz on September 26th, 2025 | 07:35 CEST
Gerresheimer, dynaCERT, Volkswagen – Exciting developments!
News drives prices. However, the pendulum can swing in both directions. For informed investors, the correct interpretation of events is crucial. Often, this then leads to lucrative entry and exit signals. Gerresheimer was the latest to be hit, but which stock could be next? However, there are also stocks that are due for a realignment, offering opportunities for rising prices.
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Commented by Nico Popp on September 26th, 2025 | 07:20 CEST
One-stop shop – Battery metals from a single source: Umicore, BASF, Power Metallic Mines
Anyone who is often in a rush knows the challenge after work: just a quick trip to the store. In such cases, we usually head to our trusted supermarket, where we can find all the products we need in one place. The same principle applies in mining. Complex products, such as modern high-performance batteries for electric vehicles, require a wide range of metals. Polymetallic deposits are therefore in particularly high demand – they are like the familiar neighborhood supermarket for industrial customers. We explain why Power Metallic Mines has the potential to become a one-stop shop for potential major customers such as Umicore and BASF.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:30 CEST
E-mobility poised for the next boost! Focus now on Mercedes-Benz, Geely, BASF, and Graphano Energy!
The market for electric vehicles is heavily influenced by current battery technology. Advances in high-performance materials and solid-state batteries are significantly improving range, performance, and safety. Faster charging times and longer battery life are leading to greater consumer acceptance. The development of silicon anodes and new cathode materials is enabling more efficient and cost-effective batteries. Sustainable recycling methods are also important, as they strengthen the circular economy and reduce environmental impact. With the expansion of charging infrastructure, range anxiety is decreasing, and EV usage is becoming more convenient. This highly innovative environment opens up opportunities for both manufacturers and investors alike. Those who understand the key players in the space can achieve substantial returns.
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Commented by Nico Popp on September 22nd, 2025 | 07:15 CEST
Serbians don't want mines – Are Europe's battery supply chains at risk? BYD, BMW and European Lithium
A recent article in the Frankfurter Allgemeine Zeitung (FAZ) reveals that the vast majority of Serbians oppose lithium mining in the country. The Journal for International Politics and Society cites a survey according to which 55% of Serbians are against a lithium mine in the Jardar Valley – only 25% are in favor of it. The latest media report paints an even bleaker picture. According to the report, the various population groups in Serbia have rarely been as united as they are in their opposition to the mine. But what does this mean for European battery supply chains? Which companies will be penalized, and which will benefit? We analyze the situation.
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