Volkswagen
Commented by Armin Schulz on October 20th, 2026 | 05:39 CEST
VW, Strategic Resources, Infineon: EVs, Raw Materials and Chips - Three perspectives on the Auto Industry's Transformation
In September, more than one in three new cars registered in Germany was fully electric. According to the Federal Motor Transport Authority (KBA), battery-electric vehicles accounted for 34.5% of new registrations. Automakers must adapt their model line-ups in a short period of time, and this requires substantial investment. But the transformation extends beyond the factory gates. Building electric vehicles requires reliable sources of raw materials such as vanadium, used in high-strength steel (ideally produced using green methods) and in batteries. Power semiconductors are also essential, controlling and converting electrical power within vehicles. Companies capable of supplying these materials and components could benefit from this shift. We therefore take a closer look at Volkswagen, Strategic Resources and Infineon.
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