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Commented by Carsten Mainitz on May 11th, 2022 | 11:29 CEST

Defense Metals, ThyssenKrupp, Allkem - Raw materials for armaments

  • RareEarths
  • armaments

Times of war have their own dynamics. Many sectors of the economy suffer from the uncertainties it brings. However, one sector can confidently be called a war winner because, without defense equipment, there is no war. The supplier industries are also among the profiteers, provided demand does not collapse elsewhere to a greater extent. In addition, the defense industry is increasingly being classified as sustainable, which opens up access to previously closed ESG portfolios.

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Commented by Carsten Mainitz on February 17th, 2022 | 13:22 CET

Allkem, Kodiak Copper, BHP - Profiteers of high commodity prices!

  • Copper

The growth of electromobility will cause the prices of copper, lithium and other battery metals and critical raw materials to rise in the long term. Supply and demand are the determining influencing factors. Whether interest rates rise or not, whether stock markets wobble or not, the price trend will continue. Profiteers are (prospective) commodity producers.

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Commented by Stefan Feulner on February 3rd, 2022 | 13:46 CET

Allkem, Edison Lithium, NIO - The battery of the future

  • Lithium

The transformation from diesel- or gasoline-fueled vehicles to battery-powered electric vehicles is underway, the market is growing strongly, and automakers are increasingly adopting an electric strategy. However, this requires the necessary raw materials such as cobalt, copper, lithium and nickel. Increased demand meets a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales in the coming years.

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Commented by Carsten Mainitz on January 25th, 2022 | 11:14 CET

Allkem, Triumph Gold, K+S - Take advantage of price setbacks!

  • Gold

What moves prices? When reduced to the core, it is supply and demand. So simple and yet so complicated. The forecast or anticipation of the two factors and the pricing of the future is what moves the stock market. Many developments and general conditions speak for rising commodity prices. While the prices of industrial and battery metals have been rising significantly for many quarters, the increases in precious metal prices, on the other hand, have been moderate. Where are the opportunities to take advantage of price declines?

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Commented by Carsten Mainitz on January 5th, 2022 | 11:23 CET

Noram Lithium, Varta, Allkem - Profit from the growing hunger for lithium!

  • Lithium

Along with cobalt and manganese, lithium is one of the raw materials of the mobility revolution. The silvery white-grey light metal is needed to produce rechargeable batteries with a very high energy density, such as those used in electric cars. Demand is growing enormously, but there is insufficient production capacity. As a result of this constellation, the price of battery-grade lithium carbonate has risen fivefold in the last year and a half. And it does not look like the situation will ease. Mining group Rio Tinto warns that in the future, only 15% of the supply deficit of battery-grade lithium carbonate can be extracted from existing projects. Lithium producers and explorers will benefit from these conditions. Which lithium stock will make the running this year?

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Commented by Carsten Mainitz on December 20th, 2021 | 12:56 CET

Manganese X Energy, Allkem, Nordex - Winners for 2022!

  • Investments

Electromobility is a megatrend. The central challenges are efficient storage of emission-free, i.e. "green", produced electrical energy and the development of the corresponding infrastructure. Scientists and experts agree that raw materials such as copper, lithium, manganese, cobalt, silver and gold will be indispensable with increasing electrification.

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