BHP GROUP LTD. DL -_50
Commented by Armin Schulz on December 29th, 2025 | 07:15 CET
Geopolitical flashpoint: Why Rio Tinto, Globex Mining, and BHP stand to benefit from trade wars
The global race for critical resources has entered an explosive phase. Driven by decarbonization and technological progress, structural shortages prevail. But now geopolitical power struggles are further heating up the situation: protectionist trade barriers and strategic control over supply chains are artificially reducing supply and catapulting the importance of independent producers into new spheres. In this environment, the strategies of commodity giants and emerging players are coming into sharp focus. Against this backdrop, it is worth taking a closer look at the positioning of Rio Tinto, Globex Mining, and BHP.
Read
Commented by Nico Popp on August 26th, 2025 | 07:00 CEST
Two-tier market for raw materials: BHP Group, Power Metallic Mines, BYD
The term "commodity" refers to a standardized, interchangeable product with no unique characteristics. However, this principle is beginning to falter. On the one hand, production conditions are becoming increasingly important for raw materials; on the other, in an era of conflicting power blocs, tariffs, and other trade barriers, raw materials are far from interchangeable. The further processing of raw materials also gives companies in the sector the opportunity to set themselves apart from the competition and generate unique selling points. Commodity? That was yesterday! We explain the current development using the examples of BHP Group, Power Metallic Mines, and BYD, and highlight the opportunities for investors.
Read
Commented by Nico Popp on June 4th, 2025 | 07:10 CEST
Rethinking country risk! BHP Group, Commerzbank, AJN Resources
Commodities are in demand like never before! Gold is trading above the USD 3,000 mark, and the World Bank forecasts that cobalt consumption will rise to 344,000 tons by 2030 - equivalent to annual growth of around 9.6%. Over 70% of cobalt comes from the Democratic Republic of Congo – a country that is repeatedly viewed critically in Western media. But what are the real disadvantages of this location? Which mining jurisdictions are safe? Where are the returns?
Read
Commented by Nico Popp on May 27th, 2025 | 07:00 CEST
This commodity rule no longer applies: Barrick Gold, BHP Group, Globex Mining
The mining industry is undergoing change: ESG criteria are playing an increasingly important role. Megatrends such as the electrification of mobility and industry are changing global demand for commodities. At the same time, security of supply is becoming more critical due to increasing geopolitical tensions. Today, we take a look at three companies – Barrick Gold, BHP Group and Globex Mining – and explain why investors need to rethink their approach to commodity stocks, as old principles no longer apply in today's market.
Read
Commented by Armin Schulz on May 4th, 2022 | 12:04 CEST
K+S, Globex Mining, BHP Group - Commodity stocks for the next supercycle
Decarbonization is taking its toll. If you want to get out of fossil fuels, you need alternatives. But these alternatives require raw materials, some of which are not available in sufficient quantities. The result is rising prices. Goldman Sachs and Wells Fargo see commodities at the beginning of a supercycle, which means that the rally in commodities will last longer than 10 years. Tight supply is now further torpedoed by the Ukraine crisis and supply chain problems visible in China's ports. It is terrible for the industry but good for commodity producers. Today we look at three companies that could benefit from a supercycle.
Read
Commented by Nico Popp on March 9th, 2021 | 07:20 CET
Nornickel, Kodiak Copper, BHP Billiton: From general stores to specialists
While precious metals have been consolidating for months, copper prices continue to climb. Most recently, copper started a new upward movement at the end of February and is now more expensive than it has been for decades. What is the reason for this? On the one hand, copper has always been a sought-after industrial metal. Whenever investments are made in infrastructure worldwide, copper climbs. At the same time, copper benefits from the high demand from the automotive industry. Every electric car contains around three times more copper than conventional combustion engines. We highlight three stocks that can benefit from the copper boom.
Read