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Commented by André Will-Laudien on April 18th, 2023 | 08:50 CEST

With the shutdown of nuclear power plants comes the end of nuclear power! Siemens Energy, Defense Metals, Rheinmetall, E.ON - Greentech stocks on the rise

  • Mining
  • RareEarths
  • renewableenergies
  • armaments
  • Electromobility

Now it is done. The German government is implementing the decision from 2011 with a slight delay due to the crisis and is taking the last three remaining nuclear power plants off the grid. Those who expected a blackout were proven wrong, at least over the weekend. Federal Economics Minister Habeck predicts a complete CO2 renewal for Germany and believes that Germany as an industrial location does not need nuclear power to be profitable. He also believes that electricity prices will fall again in the long run. The primary utility E.ON, however, did not hesitate to combine the nuclear phase-out with a hefty increase in electricity prices by about 45%. After all, what is currently easier to sell to end consumers than an imposed price squeeze that they no longer want to carry on their own books? Politically highly questionable, but a good opportunity for Greentech shares.

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Commented by Stefan Feulner on April 14th, 2023 | 10:15 CEST

Battle for scarce raw materials - Nordex, Orestone Mining, Glencore

  • Mining
  • RareEarths
  • Lithium
  • renewableenergies
  • Commodities

The battle for raw materials has become increasingly intense in recent years due to the energy transition. The increasing demand for renewable energies to reduce global dependence on fossil fuels and combat climate change has led to increased scarcity. Metals such as copper, lithium, cobalt and rare earths are crucial for the production of batteries, solar cells and other renewable energy technologies. Competition for access to these raw materials has political, economic and social implications worldwide.

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Commented by Stefan Feulner on April 4th, 2023 | 16:51 CEST

Winners of the supercycles - Rheinmetall, Defense Metals, BYD

  • Mining
  • RareEarths
  • armaments
  • Electromobility

Rare earths are indispensable for the production of high-tech products in the defence industry and electromobility due to their unique physical and chemical properties. China controls around 80% of the global output and thus has a key role in the global supply chain. Dependence on China poses a security risk, as the country could restrict access to rare earths or use them for political purposes. Therefore, diversifying supply chains and exploring alternative sources of rare earths is of great importance to ensure long-term security of supply.

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Commented by Armin Schulz on March 29th, 2023 | 08:19 CEST

Defense Metals, Rock Tech Lithium, BYD - Shares for the energy transition

  • Mining
  • RareEarths
  • Tungsten
  • Lithium
  • Electromobility

The energy transition is a major challenge for the world, as it requires transitioning from fossil fuels to renewable energy. In order to switch to renewable energies in the long term, large quantities of critical raw materials such as rare earths and lithium are needed. However, these raw materials are important not only for the energy transition but also for numerous other applications in modern industry. Rare earths are particularly important for the production of powerful magnets used in electric motors and generators. Lithium, on the other hand, is an essential component of lithium-ion batteries used in electric vehicles and renewable energy storage. Today, we look at three companies that can help drive the energy transition.

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Commented by Nico Popp on March 20th, 2023 | 08:00 CET

BYD, Defense Metals, JinkoSolar - Energy transition reloaded! This is what matters now

  • Mining
  • RareEarths
  • Electromobility
  • Solar

If you order a new photovoltaic system today, you cannot avoid products from China. Even German brands often work with Chinese partners and benefit from local technology at favorable prices. But the energy transition is facing a turning point: The gap between East and West is getting deeper and deeper. We look at what this means for companies in the sector and where opportunities could arise.

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Commented by André Will-Laudien on March 14th, 2023 | 11:33 CET

Bank failure and new heaters! Nordex, Defense Metals, JinkoSolar - Greentech shares in the focus of investors

  • Mining
  • RareEarths
  • renewableenergies
  • GreenTech

German Economics Minister Habeck wants to stick to his controversial plans to ban the installation of new oil and gas heating systems from 2024. In press releases, he describes the "heat turnaround" as mandatory. However, criticism of the plan is getting louder rather than quieter. What other countries do not even discuss is to be implemented here as quickly as possible due to a lack of fossil raw materials. The government in Berlin is worried about the climate targets set by law and still believes in the prosperity-securing transformation of the German economy and private households. The financing side of these projects is being forgotten because not everyone will be able to afford the purchases. FDP parliamentary group leader Dürr sent Habeck's plans back to the "assembly hall" for the time being on the talk show "Anne Will" because of various construction defects. The crux of the matter is energy availability, which is crucial for a green transformation. Which values now belong in the portfolio?

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Commented by André Will-Laudien on March 13th, 2023 | 13:12 CET

Armaments and e-mobility! Rheinmetall, Almonty Industries, Mercedes-Benz - Rare raw materials in demand as never before!

  • Mining
  • Tungsten
  • RareEarths
  • Electromobility
  • climatechange

The climate and energy transition are taking their toll. Long approval phases, too little exploration and a lack of investment capital have caused the supply of raw materials to decline over the past 10 years. These deficits are increasingly showing up as a problem for industry. In copper alone, there is a USD 100 billion investment deficit. In the EU, it is estimated that there is an investment backlog of EUR 300 billion to even come close to achieving the proclaimed climate targets. To reach climate targets, copper, nickel, lithium, zinc, special metals like tungsten, and rare earths are needed. Which values should you bet on now?

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Commented by Juliane Zielonka on March 3rd, 2023 | 10:00 CET

Rheinmetall, Defense Metals, BASF - Rearmament in the defense industry, restructuring in the chemical industry

  • Mining
  • RareEarths
  • Defense
  • chemicals

A new chapter can begin for Ukraine's defense. Rheinmetall will supply the country with border surveillance technology. Analysts raise the share price target from EUR 240 to EUR 300. A solution to the conflict with Russia is not in sight, so demand for rare metals urgently needed in armaments is rising all the higher. This is where Defense Metals comes into play. The Canadian explorer has initial data from the crushing samples and can now better estimate the costs for the feasibility study. BASF is also concerned with costs. The Company put its red pen to work and cut 2/3 of its jobs, especially at a site in Germany. A planned agar project in the US has also been suspended until further notice.

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Commented by Nico Popp on February 27th, 2023 | 14:50 CET

Mercedes-Benz, Almonty Industries, Rheinmetall - New battery trend from Korea

  • Mining
  • Tungsten
  • RareEarths
  • renewableenergies

Major companies like Mercedes-Benz are fully committed to electric mobility. This can be seen in the numerous initiatives to open factories worldwide. Whether in Hungary, Thailand or Germany, Mercedes is planning a dense network of battery factories. But where are the raw materials coming from? And which batteries will prevail in the future? We provide an overview and highlight a new battery trend from South Korea.

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Commented by Fabian Lorenz on February 22nd, 2023 | 13:22 CET

Beware of Plug Power and Tesla. Better to bet on BYD and Defense Metals?

  • Mining
  • RareEarths
  • greenhydrogen
  • Electromobility

Caution is advised with e-car pioneer Tesla: Over the weekend, a video of an accident involving a Tesla and a stationary fire truck made the rounds on the Internet. This could once again bring the US authorities onto the scene. They had just ordered a "recall" for more than 360,000 vehicles. The reason was an increased risk of accidents. Tesla has to install an online update of the driver assistance software. And then Charlie Munger had also spoken out clearly for BYD and against Tesla. It was almost ridiculous, said the partner of Warren Buffett, how strongly BYD had asserted itself against Tesla. While Tesla is lowering prices, BYD has raised them. Experts also advise caution for Plug Power. Chart-wise, the stock is still battered, the estimates for the coming years seem ambitious, and a capital increase to finance the expansion is hardly avoidable. At the same time, electromobility and hydrogen are absolute topics of the future. Are investors therefore better off betting on BYD and Defense Metals?

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