DEFENSE METALS CORP.
Commented by Stefan Feulner on June 17th, 2021 | 11:21 CEST
Volkswagen, Defense Metals, Salzgitter AG - Disastrous consequences!
The NATO summit in Brussels last weekend once again showed the increasingly hardening relations between the USA on the one hand and China and Russia on the other. At the same time, the NATO powers seem to underestimate how dependent they are on the Middle Kingdom in terms of the energy transition. By capping access to rare minerals essential for electric vehicles, wind turbines and drones, the Western states are threatened with a bottleneck that will have a major impact on the development of new technologies.
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Commented by Carsten Mainitz on June 2nd, 2021 | 11:34 CEST
Infineon, Defense Metals, Aixtron - It is getting tight!
Supply bottlenecks in various industries, e.g. wood, metals, semiconductors or chips (see Infineon and Aixtron in this article), are causing prices to skyrocket. Whether only a short-term phenomenon, it remains to be seen. One area that is heading for ever-increasing demand with manageable supply is "rare earths." Particularly for producers or prospective producers or exploration companies, such as Defense Metals, this should pay off in the medium term.
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Commented by André Will-Laudien on May 26th, 2021 | 11:12 CEST
Chips sold out: Nvidia, Infineon, AMD, Defense Metals - E-mobility empties the shelves!
The high-tech industry is currently not coming to rest. The great excitement in the industry is enormous, resulting in delivery bottlenecks for important control and sensor chips, especially for the automotive industry. In addition to delayed deliveries, there are also general resource bottlenecks in the raw materials sector. Often, 50% higher immediate delivery prices for individual components have to be included in the calculation. The chip shortage is a side effect of the Corona Crisis. Due to home offices and misjudgments of the limited manufacturing capacities, supply bottlenecks for semiconductors and components have been occurring since 2020. We take a look at an industry that has had a hard time since the trade war between the USA and China.
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Commented by Stefan Feulner on May 17th, 2021 | 10:20 CEST
Plug Power, Defense Metals, Xiaomi - Easing or escalation?
A trade war between the US and China has been raging since 2018. Now, at the end of last week, news broke that the US Department of Defense has removed Xiaomi, a Chinese technology Company, from its blacklist and all sanctions will be lifted. A ray of hope in relations between the two superpowers? Probably not; after all, the dispute over human rights in China intensifies the conflict between the two countries. Should there be further escalation, the West faces a resource bottleneck that will not only jeopardize the energy transition.
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Commented by Nico Popp on May 10th, 2021 | 09:40 CEST
Ballard Power, Varta, Defense Metals: This trend is still in its infancy
All investors want to invest in the future. But what does this future look like? For many private investors, hydrogen was the topic of the future for many months. But hydrogen investors are now pretty much left out in the cold. Car manufacturers have turned their attention to battery cells, and there are other opportunities for investors to profit from the technologies of the future. But what about the current representatives of hydrogen technology? Are the opportunities for entry favorable right now? Or should investors take to their heels?
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Commented by Armin Schulz on May 5th, 2021 | 09:17 CEST
Defense Metals, Daimler, Siemens Energy: Rare earths facing a new hype?
In 2010, the first hype about rare earths occurred. Even then, it was apparent that digital technology would not be able to do without rare earths. As a result, shares of mining companies increased in price by up to 1,000%.
Currently, there is a lot of talk about e-mobility causing raw material resources to become scarcer. However, the talk is mainly about copper, nickel, lithium and perhaps silver. Rare earths are mostly forgotten, although they are used in many electronic devices, fighter jets and wind turbines.
China controls 80% of the world market and, according to media reports, is considering restricting exports of rare earths. Doing so could have a significant impact on all industries that require rare earths.
Commented by Carsten Mainitz on April 29th, 2021 | 09:03 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - Equipment for the portfolio
Every day, in our private and professional lives, we ask for products and services. And we expect "it" to work. When things do not go as planned for an extended period of time - and this does not necessarily mean a global pandemic that paralyzes supply chains - we feel the effects. In the following, we take a look at two areas that are essential for us: Energy and critical raw materials. We also have three pearls of return for your portfolio.
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Commented by André Will-Laudien on April 22nd, 2021 | 09:44 CEST
Defense Metals, Lynas, NEL - Profit from the shortage of metals!
Now it depends! The Bavarian Minister President's renunciation of the chancellor's post resulted in a strong shift to the left in the election polls. For the economy, this decision probably means more challenging conditions because the much-discussed shortage of raw materials and the bottleneck in high-tech components will hardly improve in the short term due to this change of political direction. Already today, there are question marks on the faces of industry leaders as to how Europe is to ensure its long-term supply security for essential metals. The new political direction vehemently calls for the climate neutrality of the European economy, but in Germany, we need good ideas rather than bans.
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Commented by Stefan Feulner on April 14th, 2021 | 11:45 CEST
BYD, Defense Metals, Plug Power - China first!
Cars are to run on electricity, trucks are to be powered by hydrogen, and in the future, wind turbines, solar panels and hydroelectric power plants will generate the electricity. All well and good, but beware, dear climate activists, wind, solar energy and electromobility require mineral raw materials that also leave an ecological footprint when they are extracted. These raw materials are not produced in our country, but almost 80% in China. Due to the Middle Kingdom's demand and the ongoing trade war, the Western world is threatened by a shortage of resources, which endangers the well-intentioned but poorly prepared energy transition.
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Commented by Nico Popp on April 1st, 2021 | 05:50 CEST
NIO, Defense Metals, Rheinmetall: These shares have catch-up potential
While Germany is facing a new lockdown rather than finally taking flight, the DAX has risen to over 15,000 points. What this shows: The market is already anticipating the post-pandemic upswing. Around the globe, societies are divided into two; those suffering from the pandemic and those that are pandemic winners. The latter sit on high reserves and are just waiting to finally spend their money again, which suggests a clear upswing. With stocks in a doze, this can lead to great opportunities.
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