DEFENSE METALS CORP.
Commented by André Will-Laudien on March 16th, 2021 | 09:50 CET
Defense Metals, Geely Motors, ThyssenKrupp - Watch out, China is coming!
The commodity rally is still in full swing. A messed-up economic forecast has turned into a witch hunt for all major ingredients for high technology products. Whether it's cell phones, electric vehicles, non-fossil fuel power generation and storage, or modern server farms, they are needed everywhere - industrial metals. For special applications, we even need rare earths; these, in turn, are the process of a political chain of demands against the leading supplier - China. If China no longer supplies these crucial materials, modern high-tech products can no longer be manufactured. But where to get them, if not steal them?
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Commented by Stefan Feulner on March 10th, 2021 | 09:36 CET
NIO, Defense Metals, Baidu - it's five to twelve!
Whether solar plants, wind turbines or electric cars, the change from fossil fuels to a sustainable energy supply through renewable energy requires, above all, many metals. These are becoming increasingly scarce due to rising global demand. In addition, the trade war instigated by the Trump presidency will most likely not be settled in the short term, even by the new leader Joe Biden. On the contrary, at the moment, the fronts seem to be hardening. It is a battle for resources. The clock is ticking!
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Commented by Carsten Mainitz on March 1st, 2021 | 09:48 CET
E.ON, Defense Metals, SAP - Outperform with strong sustainability companies!
Sustainable investments play an increasingly important, sometimes decisive role for asset managers and institutional asset management. The embedding of ESG (Environment, Social and Governance) criteria in the corporate philosophy of the "money multipliers" and in particular in the process of investing money serves to differentiate from the competition, to improve risk management, to open up new business areas and to act in anticipation of possible EU regulations. For listed companies, this means making themselves attractive to investors through a transparent and comprehensive ESG policy. Several examples show that investors can outperform the broad market with ESG stocks. We present three promising investments.
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Commented by André Will-Laudien on February 19th, 2021 | 10:25 CET
Defense Metals, BYD, NEL, Plug Power - Rare earths, who is the fastest?
Scarcity is the issue in 2021! Western governments have completely miscalculated regarding technological progress. They are now being driven by the industry; decisions that should have been made 5 years ago are now being followed abruptly. Since Battery Day in mid-September 2020, it has been clear that a technology giant like Tesla, led by Elon Musk, will enter large-scale battery mass production. What is missing is the complete closing of ranks between battery and car manufacturers so that the produced and expensively developed high-performance batteries are also installed in e-cars through corresponding demand. In coordination rounds between the automotive industry and the EU, the decision has probably already been made: E-mobility will come, and it will come in the big version...!
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Commented by Stefan Feulner on February 10th, 2021 | 08:00 CET
NIO, Defense Metals, Geely - collapse looms!
The energy turnaround is in full swing. The sales figures for electric cars alone increased by over 100% compared to the previous year. The demand for the new vehicles is unbroken. The demand for raw materials needed to build new-generation batteries and motors already significantly exceeds supply. Added to this is the trade war with China. If no adequate alternatives are found here, there is a threat of collapse.
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Commented by Carsten Mainitz on January 26th, 2021 | 08:05 CET
Lynas Rare Earths, Defense Metals, Arafura Resources - Rare Earths: still in time to get in before the boom!
China has dominated the rare earths market for a long time. A supply shortage in the People's Republic and a substantial increase in demand can lead to a massive price increase of the commodity group at any time. These price increases are then often reflected in the share price of relevant players. Rare earth metals are in demand in a wide range of industries and to close the emerging supply gap the production of rare earth metals must be increased outside of China. We present three opportunity stocks that will benefit from industry trends and scarcity prices as producers or prospective producers.
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Commented by Nico Popp on January 18th, 2021 | 09:48 CET
BYD, Defense Metals, Nornickel: Still investing in electromobility?
Electromobility is a trend that is making waves on the stock market: Car manufacturers such as Tesla or BYD are benefiting from the rising demand and the vision of the future, but so are commodity companies. The reason: If you want to drive electric cars with low emissions, you need more raw materials for energy storage and motors than for classic combustion engines. Typical candidates are copper, cobalt, or lithium. Rare earth metals play a unique role. So far, most of them have come from China - and some are mined under dubious conditions. But anyone serious about sustainability must look at the entire value chain when it comes to electromobility and pay attention to raw materials from producers with a good ESG profile. For raw material companies outside China, this is an opportunity.
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Commented by André Will-Laudien on January 11th, 2021 | 10:32 CET
Defense Metals, Millennial Lithium, Orocobre: Metals are exploding!
The rally in industrial commodities continues - precious metals, on the other hand, are experiencing the biggest daily slump since November. The reasons are simple, although not always obvious: The economic momentum has been underestimated since the middle of last year, analysts are currently gradually moving away from their gloomy forecasts. In particular, mines in the industrial metals sector have seen lower production and exploration following the pandemic outbreak, resulting in closures. Some have closed following price collapses. Currently, things are going the other way: metals, especially copper and lithium, are in strong demand and are soaring, with the producers' shares following suit. The situation is different with precious metals: The need for hedging is decreasing, the propensity to take risks is increasing: precious metals are thus tending to decline. The overall market follows the general battle cry: RISK-ON!
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Commented by Stefan Feulner on January 7th, 2021 | 09:50 CET
JinkoSolar, Defense Metals, BYD - demand boom leads to catastrophe!
The sales figures for all major electric car manufacturers for the full year 2020 are on the table. 100% more e-cars were sold compared to the same period last year. But even more significant for the future is that vehicles with electric motors have overtaken pure combustion engines in new deliveries. The disruptive replacement is in full swing. However, shortages are emerging in the raw materials needed for the production of batteries and motors.
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Commented by Carsten Mainitz on December 23rd, 2020 | 08:27 CET
Lynas Rare Earths, Defense Metals, Energy Fuels - Rare Earths, Uranium & Co.
We encounter rare earths in many ways in everyday life in the form of smartphones, notebooks, LED lights and electric cars. However, the raw material is not earth, but metals. The total of 17 elements, which can additionally be categorized as light and heavy, are also not rare. However, the concentration in which they occur is low, and thus economic extraction is often tricky. China has the largest deposits worldwide. Many countries and industries are interested in discovering and producing rare earths outside of China to become less dependent on the market power of the People's Republic. Should supply and demand diverge too sharply, this could - as in the past - lead to drastic price increases at times and cause share prices to move sharply. We introduce you to three exciting commodity companies.
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