Electromobility
Commented by Armin Schulz on July 18th, 2025 | 07:10 CEST
Rheinmetall's boom in demand, Power Metallic Mines' key role in critical raw materials, and BYD in crisis?
The global hunt for strategic metals is driving markets into breathtaking volatility. Military expansion and the electromobility boom are driving demand for key raw materials, while geopolitical rifts pose a threat to supply. Whoever masters these bottlenecks controls future technologies and security-critical chains. Investors sense opportunities worth billions, but only a few players are positioning themselves decisively at the critical points. We therefore take a look today at Power Metallic Mines, an indispensable supplier, as well as Rheinmetall and BYD, which represent the raw material-hungry industries.
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Commented by Armin Schulz on July 15th, 2025 | 07:25 CEST
After tungsten, is this the next raw material bottleneck? thyssenkrupp, Pasinex Resources, and Mercedes-Benz under review!
Geopolitical tensions are forcing industrialized nations to radically rethink their strategies. Following strategic metals like tungsten and rare earths, another raw material is coming into the spotlight. The importance of steel refinement and high-tech production is growing exponentially, while supply risks are looming due to market concentration. Those who now secure alternative supply sources or develop substitution technologies will not only secure supply chains but also generate competitive advantages. We take a closer look at companies that rely on zinc, and one company that could help the US remove zinc from its list of critical raw materials.
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Commented by Fabian Lorenz on July 11th, 2025 | 07:10 CEST
More than 100% price gain! Volkswagen, Standard Lithium, and BMW partner European Lithium! Comeback for EVs and lithium!
Lithium shares are staging a comeback - without much attention. Standard Lithium's share price has already more than doubled in the current year. The US-based company is delivering strong news. European Lithium has also performed well recently. And for good reason: not only is the Company developing a large project in Europe, but it also has access to rare earths in Greenland. Will this soon make it a partner of the EU in building up a strategic reserve? After all, Volkswagen, BMW, and Mercedes need more and more batteries. While BYD and Tesla are currently struggling, German manufacturers are celebrating a comeback in the electric vehicle market, at least in Europe.
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Commented by Armin Schulz on July 7th, 2025 | 07:10 CEST
RENK, Globex Mining, BYD: The raw materials gap – A threat to defense and e-mobility, An opportunity for miners
Global industry is facing a turning point. While defense giants like RENK are experiencing record demand yet continue to face investor skepticism, and electric vehicle leader BYD grapples with market saturation, raw materials are redefining the competitive landscape. Raw materials such as tungsten, antimony, and rare earths are essential for high-tech industries. Globex Mining is directly benefiting from this shortage of strategic metals – an effect that is permeating supply chains, from tank manufacturing to electric vehicle production. The diverging paths of these three players underscore the importance of supply security in determining success. An analysis of the current status of RENK, Globex Mining, and BYD reveals the strategic levers for future value creation.
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Commented by Nico Popp on July 3rd, 2025 | 07:45 CEST
Explosive atmosphere in the lithium triangle – Europe stands to benefit: Albemarle, European Lithium, Mercedes-Benz
Electric vehicles need lithium. However, it is not that easy to obtain. According to a report in Die Welt, two companies from China and Russia are currently encountering difficulties in Bolivia. The reason: indigenous peoples have launched a wave of protests and are doing everything they can to prevent lithium mining in the country. Germany had already failed with a similar initiative in Bolivia. The indigenous peoples along the border with Argentina see themselves as the sole and rightful owners of the "white gold." As a result, the "lithium triangle" between Bolivia, Argentina, and Chile, which is home to more than half of the world's lithium reserves, is increasingly becoming a no-go area for companies. We explain the alternatives available and who stands to benefit the most.
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Commented by Nico Popp on June 30th, 2025 | 07:40 CEST
Everything is going electric – and this detail could make investors wealthy: Power Metallic Mines, Rio Tinto, Freeport-McMoRan
The future is electric – heating systems and vehicles are already running on electricity today. Those with their own rooftop solar panels welcome this shift, as solar energy becomes essentially free after the initial investment. But this transition also requires massive investment. Experts at EY report that global electrification will require 115% more copper to be mined over the next thirty years than has been mined in all of human history. The scale of the challenge is, therefore, enormous. Making copper mining sustainable is even more so. But there are solutions.
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Commented by Fabian Lorenz on June 26th, 2025 | 07:35 CEST
Sensational news drives shares: RENK, BYD, and Desert Gold
A major announcement from Desert Gold: the gold explorer has secured another exciting project. In an interview, the CEO expressed strong optimism. The new asset offers synergies with the Company's existing mega-project, which is nearing a PEA. The goal is to become a gold producer by 2026 - significantly increasing the likelihood of a takeover. RENK & Co. benefited yesterday from the NATO meeting and a cheerful Donald Trump. The confirmation of the 5% target for defense spending caused defense stocks to rise. In contrast, BYD shares remain weak. The Chinese are rushing from one sales record to another – or were they rushing? Because they seem to be falling victim to their own strategy. Investors are fleeing.
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Commented by Armin Schulz on June 24th, 2025 | 07:05 CEST
Western countries seek rare earth escape route: BYD, European Lithium, and Siemens Energy decoded
Our green future depends on tiny elements: neodymium, dysprosium, and others, which are irreplaceable for e-mobility and wind power. However, since China's export restrictions on rare earths in April 2025, prices have skyrocketed by up to 500%, and looming supply bottlenecks are shaking entire industries. Chinese automaker BYD should have no problems with supplies. European Lithium is a possible alternative for Western countries with its lithium and rare earth projects. At Siemens Energy, the wind power subsidiary Gamesa is particularly dependent on rare earths. We take a closer look at the three companies.
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Commented by Armin Schulz on June 20th, 2025 | 07:00 CEST
Critical metals, crisis-proof profits: BYD, Power Metallic Mines, and Nordex are your key
The global race for clean mobility and energy is fueling an unprecedented hunger for raw materials. Copper, nickel, lithium, and rare earths are the hidden building blocks of the climate transition and are becoming new, strategically vital cornerstones of the economy. Those who secure these critical metals and use them innovatively will dominate the future. But supply risks and price shocks loom. So how can this race be won? It will take companies that revolutionize the entire value chain, from mining to green technology. This is where the strategies of BYD, Power Metallic Mines, and Nordex come into play.
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Commented by André Will-Laudien on June 12th, 2025 | 07:05 CEST
Unbelievable but true! Bonus shares from BYD, VW restructuring, Antimony Resources and thyssenkrupp in focus
With each passing day of escalating geopolitical conflicts, one thing becomes clear: secure supply chains for industry and manufacturing are a thing of the past. The German and European industrial landscape, in particular, is feeling the effects of increasing sanctions, which are narrowing supply chains and, in some cases, drying them up completely. Capital markets are sensitive to such scarcity scenarios, with long-term interest rates rising and risk indicators skyrocketing. How are industrial companies responding to this environment, and is there any hope for a revival of global trade? These are all legitimate questions when following political developments on both sides of the Atlantic. What trends should investors keep an eye on?
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