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Commented by Tarik Dede on August 21st, 2026 | 07:45 CEST

Keeping a Close Eye on Copper: A Look at BHP, Power Metallic Mines and Freeport-McMoRan

  • PGMs
  • Copper
  • Commodities
  • Electromobility
  • Electrification

Copper, copper, copper! Whether it is data centers, smartphones, laptops, or electric vehicles—none of them can function without this red metal. Copper has been the top performer among all metals this year and even defied the dollar's strength in the spring. Now, however, it appears that the Greenback itself is entering a period of weakness. Rising yields on US Treasury bonds have forced the Federal Reserve to take action in the market. With a record debt level of USD 40 trillion, the US simply cannot afford such high interest rates. This should put an end, once and for all, to speculation about a Fed rate hike before the midterm elections in November. This environment is bolstering commodity markets, and copper is one of the biggest winners. That is why today we are taking a look at BHP, Power Metallic Mines and Freeport-McMoRan.

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Commented by Armin Schulz on August 6th, 2026 | 07:35 CEST

BHP Group, Strategic Resources, and Freeport McMoRan: AI and Robotics Are Triggering a Commodity Supercycle

  • VTM
  • ironore
  • Robotics
  • AI
  • Commodities
  • GreenSteel

Commodity markets are on the verge of a supercycle. The rapid expansion of digital infrastructure, from AI data centers to robotics, is driving demand for a wide variety of commodities to new heights. As soon as production becomes more efficient, sufficient materials will be needed. Copper, the backbone of electrification, is a prime example of the looming supply shortage. Overall, the combination of growing demand and only gradual expansion of mining operations is the perfect breeding ground for a sustained rise in commodity prices. This price surge will ultimately have a positive impact on the balance sheets of commodity companies. Three companies that stand to benefit from this trend are BHP Group, Strategic Resources, and Freeport McMoRan.

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Commented by Stefan Bode on August 4th, 2026 | 07:25 CEST

Commodity Companies Poised for Growth: BHP, Rio Tinto, Zefiro Methane

  • methane
  • OrphanWells
  • Energy
  • Commodities
  • Oil

Megatrends such as the energy transition and the expansion of AI data centers continue to dominate stock market activity. This transformation requires massive investments in critical commodities and infrastructure. The following report analyzes three promising companies that are addressing precisely these structural bottlenecks. Whether as a global provider of essential metals with a solid dividend or as a specialized problem-solver in the modernization of old and construction of new energy grids—these stocks offer investors strategic entry opportunities into rapidly growing billion-dollar markets. Read now to find out which stocks promise long-term potential.

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Commented by Nico Popp on July 29th, 2026 | 07:45 CEST

Battery Metals Bottleneck: Volkswagen and BHP Under Pressure as Power Metallic Mines Faces Weeks of Truth

  • PGMs
  • Copper
  • Electromobility
  • CriticalMetals

Electric vehicles are becoming an increasingly common sight on German roads, driven in part by the arrival of aggressively priced models from China. However, the rapid growth of electric mobility is placing mounting pressure on automotive supply chains. Automakers are grappling with volatile markets while becoming increasingly concerned about securing reliable access to critical raw materials. Commodities are no longer viewed as readily available inputs but as strategic assets essential to industrial competitiveness. This complex situation calls for new alliances: mining companies, major automakers, and dynamic project developers are pulling out all the stops to secure raw materials for the future.

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Commented by Armin Schulz on July 2nd, 2026 | 07:20 CEST

BHP Group, Power Metallic Mines, and Freeport-McMoRan: How to Profit from the Global Copper Shortage

  • Copper
  • PGMs
  • Electrification

Copper is the hidden backbone of global electrification. It flows through power grids, powers wind and solar farms, and supplies energy to data centers and electric vehicles. Without this metal, the energy transition remains nothing more than a promise. Copper has long since become a strategic commodity that directly reflects investment cycles and geopolitical tensions. Demand is booming, but supply is expensive, labour-intensive, and politically sensitive to develop. It is precisely this tension that makes copper a barometer for the industry of the future. For investors, this means that those who understand today which companies will reach the next production stage can secure return opportunities early on. Today, we look at BHP Group as an established giant focused on copper, Power Metallic Mines as a promising explorer with recent high-grade discoveries, and Freeport-McMoRan as a direct lever on the copper price.

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Commented by Armin Schulz on June 17th, 2026 | 07:00 CEST

Raw Material Giants and a Hidden Gem: Rio Tinto, Strategic Resources, and BHP Group Are Driving the Steel Market

  • VTM
  • ironore
  • GreenSteel
  • Commodities
  • CriticalMetals

The decarbonization of steel production is no longer a marginal environmental issue, but rather the central economic survival issue for industry. While the European emissions trading system is steadily increasing the costs of conventional blast furnaces, major buyers in the automotive industry are forcing supply chains to undergo a green transformation. The technology—in the form of hydrogen-based direct reduction—is ready for the market, but the bottleneck is increasingly shifting to raw material deposits. Whoever controls the strategic metal resources needed for this production transition will secure tomorrow's margins. Today, we take a look at Rio Tinto, Strategic Resources, and the BHP Group.

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Commented by Tarik Dede on April 28th, 2026 | 07:20 CEST

A More Defensive Approach to Investing in Commodities: How Franco-Nevada, Globex Mining, and BHP Diversify Their Risk

  • Mining
  • royalties
  • Commodities

Investors looking to avoid single-stock exposure in the commodities sector can turn to broadly diversified companies. These companies typically provide capital and, in return, receive license fees—so-called royalties. The advantage: they do not bear the operational risks of running a mine. In addition, royalties are generally calculated based on revenue rather than profit. When costs rise—such as in the current environment of higher energy prices—the impact falls primarily on the mine operator, not the royalty holder. With this business model, Franco-Nevada has grown into one of the largest royalty companies in the industry. However, smaller players like Globex Mining are also worth a closer look. Meanwhile, mining giant BHP represents an alternative approach through scale and diversification across multiple commodities.

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Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET

Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD

  • Copper
  • zinc
  • CriticalMetals
  • Oil
  • geopolitics
  • Electromobility
  • Electrification

As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.

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Commented by Mario Hose on March 4th, 2026 | 07:10 CET

Uranium boom in 2026: Why Cameco, BHP, and American Atomics are now 3 stocks for the global energy revolution!

  • Uranium
  • cameco
  • bhp
  • americanatomics

The renaissance of nuclear power is no longer just a theory, but a tangible reality. With dozens of new reactors planned or already under construction worldwide, one thing is becoming increasingly clear: the fuel for this clean future is a limited commodity that cannot be produced overnight and whose supply can barely meet the massive surge in demand. In this environment, giants such as Cameco and BHP are positioning themselves as reliable pillars of global supply, while a dynamic innovator, American Atomics, is reshaping the playing field from the ground up with a bold vision. It is the combination of established strength and the fresh spirit of discovery that has the potential to transform the entire industry. To understand how tomorrow's energy independence is being forged, we must look to these three players, each of which is laying the foundation for a new era in its own way. Join us for an analysis of strategic foresight, geological treasures, and the unwavering determination to provide the world with safe and sustainable electricity.

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Commented by Armin Schulz on March 2nd, 2026 | 07:25 CET

From raw materials to vehicles: How Volkswagen, Avrupa Minerals, and BHP Group are driving the electric revolution

  • CriticalMetals
  • Commodities
  • Electromobility
  • Electrification
  • Copper
  • zinc

The global raw materials landscape will undergo tremendous change in 2026. While electromobility is driving demand for copper and zinc to unprecedented heights, geopolitical tensions and supply chain risks are forcing Western industrialized nations to rethink their strategies. The race for strategic minerals is intensifying, supply bottlenecks are looming, and price explosions are becoming more likely. In this volatile environment, Volkswagen, Avrupa Minerals, and BHP Group are stepping into the spotlight. We take a look at their respective situations.

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