Mobility
Commented by Nico Popp on September 10th, 2025 | 07:25 CEST
German-Canadian raw materials alliance: Graphano Energy, Volkswagen, Magna International
February 1, 2025, came as a shock to many Canadians. On that day, US President Donald Trump imposed tariffs on Canada and repeatedly suggested the country could become a US state. In response to these trade barriers, Canada sought to reduce its dependence on the US. An obvious partner is the EU. The two economies already entered into a strategic raw materials partnership in 2021. In this article, we explore the prospects for joint supply chains for electric vehicle batteries and highlight which companies stand to benefit.
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Commented by André Will-Laudien on June 15th, 2023 | 07:50 CEST
New record prices every day, but where is the perfect battery? Varta, First Phosphate, Volkswagen in focus
Without the next evolutionary step in traction batteries, it will probably be a long time before e-mobility can replace the combustion engine market. Short service life, limited flexibility and high production and disposal costs stand in the way of an economic approach, even if the red-green government likes to downplay these facts. In the end, politics has also failed to provide electricity in an appropriately "sustainable" manner and at an affordable price. Therefore, anyone who wants to promote ecology through politics must ensure that electricity prices are halved, and all currently required fossil components are eliminated from the energy mix. Otherwise, the enlightened consumer may revert to purchasing fuel-efficient internal combustion engine vehicles, even if they eventually have to import them into the EU at some point. Where are the opportunities for dynamic investors?
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Commented by Armin Schulz on August 22nd, 2022 | 11:18 CEST
BYD, First Hydrogen, Lufthansa - Mobility stocks in check
Mobility is a basic need in modern civilization. If people are not mobile, social life suffers. If problems arise, as is currently the case at airports, the long-planned annual vacation is sometimes on the line. There are also problems with motorized means of transport due to the lack of chips. In addition, the internal combustion engine is to be replaced. Which drive will finally prevail in the coming years is still not clear. Electric or hydrogen? The latter, in particular, is experiencing a new hype and is catching up. We take a look at three mobility-related stocks.
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Commented by André Will-Laudien on April 26th, 2022 | 11:12 CEST
Varta, Nordex, Nevada Copper, JinkoSolar: supply chain broken, copper is the new gold!
Global copper inventories and production rates are currently below the level of recent years. This is due to the limited availability of new projects, which can only be put into production slowly and will still consume some investment. In copper recycling, the industry is making progress, but the necessary rates of increase to supply new markets remain too low. Then there are the troubled supply chains, which make it difficult to move larger volumes of raw material at the moment. In the first four months of 2022, copper inventories on commodity futures exchanges were below 2021 levels, and LME inventories in London are likely to fall further because of the demand-pull. The physical copper shortage is not hysteria - it is now a reality on the exchange with spot prices above USD 10,000. Where are the opportunities for investors willing to take risks?
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Commented by Carsten Mainitz on August 31st, 2020 | 05:45 CEST
Varta, Saturn Oil & Gas, Plug Power - something for everyone's taste
"Tastes are different" - this applies to many areas of life. In terms of money and investments, there is a huge range of investment methods and strategies. Shares, which climb new highs, provide buy signals in the chart technique and make further rising prices likely. Then there is the broad mass of securities, which must consolidate and again by good enterprise developments be kissed awake and then again to the climbing of new all time highs start. Here are three stocks for all tastes.
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Commented by Mario Hose on April 13th, 2020 | 11:03 CEST
BMW, Daimler, Volkswagen and dynaCERT - the cleanest diesel ever
In a recent vehicle test, experts examined the BMW 520d, Mercedes-Benz GLE 350 and VW Golf 2.0 TDI models in city traffic, on country roads and autobahns. The magazine 'Auto, Motor und Sport' and the British testing specialist Emissions Analytics have tested the emission of nitrogen oxide (NOx) in road traffic under real conditions and the results are surprisingly good. The advantages of electric mobility are fading.
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Commented by Mario Hose on April 1st, 2020 | 10:32 CEST
Daimler, dynaCERT, Tesla, Volkswagen - Electromobility threatens setback
The world stands still. Only a few vehicles are still rolling on the roads. Trucks supply the supermarkets with food and those who can, take their own car for shopping or for the way to work to avoid the risk of public transport becoming infected. However, most people currently spend most of their time at their home or home office, as it is now called. The exciting question these days is: when can the old normality finally start again? But there is also enormous uncertainty about the personal economic situation. Will your company or your employer manage to survive? The need to buy a new car in such a situation should be close to zero.
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Commented by Mario Hose on March 24th, 2020 | 06:24 CET
Daimler, dynaCERT, Tesla - who has the best Mobility shares?
The Corona Crisis is omnipresent. The discussions about CO2 emissions and climate targets have given way to the pandemic. The streets are empty and the population stays at home. People around the globe are taking a break - or rather, they are being asked to take a forced break and avoid social contact. For the economy, the state of deceleration and standstill is a maximum stress test. Conveyors stand still. Supplies are stuck. The finished products cannot find a customer and salaries must continue to be paid. The German government wants to help quickly and offers support programs for salaries. The state basically distributes tax money that has to be earned sooner or later.
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Commented by Mario Hose on February 17th, 2020 | 09:09 CET
BMW, Daimler, Tesla - who buys whom and why does everything turn out differently?
The entrepreneur Elon Musk has had numerous existential near-death experiences with his battery car manufacturer Tesla since its foundation. Debts, postponements and quality issues were among the reasons why the US company was often closer to the end than to a breakthrough in the past. But somehow Musk always managed to raise money and emotionally pull the investors along. At BMW and Daimler, the management team is much more relaxed - still.
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Commented by Mario Hose on December 27th, 2019 | 07:20 CET
BMW, Daimler or Volkswagen - who gives up first?
Ludwig Erhard, the second German Chancellor and economist, said in the 1950s the much-quoted sentence: "No state can give its citizens more than it has taken from them before". A conscientious government should therefore strive to keep the delta between tax revenue and benefit to the taxpayer as small as possible. In this context, government subsidies are always a sensitive issue. The economic sustainability of government support for technology and innovation must lead to industries and companies learning to stand on their own two feet and the market regulating demand. The solar industry in Germany is a prime example of how tax money can be wasted. No well-known German company in the solar industry has survived in competition with Asia. Is there any reason to worry that German electromobility will suffer a similar fate?
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