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Commented by André Will-Laudien on July 15th, 2021 | 13:25 CEST

Defense Metals, Varta, Nordex - Scarce metals are the new gold!

  • RareEarths

Whether gallium, chromium or rare earths - many metals are indispensable for modern technology. Where supply bottlenecks or shortages threaten, researchers have now determined the criticality of 62 elements in the most comprehensive analysis to date. As it shows, the supply risk is particularly high for the metals needed for the highly specialized tasks in high-tech devices. Iron, copper, nickel and tin, and almost all other metals of the periodic table, make our modern civilization possible. Most technical applications would not exist without them - from cars and computers to televisions and cell phones. How do companies deal with fragile supply chains and shortages?

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Commented by André Will-Laudien on June 28th, 2021 | 13:38 CEST

Infineon, Nvidia, BMW, Defense Metals - Exploding commodity prices ahead!

  • Commodities

The explosion in commodity prices is foreseeable. Due to the fatal misjudgment of the governments on how the COVID pandemic will develop, the economies are currently in a supply shock. The months-long lockdowns have broken off some supply chains, and the breakdown in the Suez Canal has further aggravated the situation. Ever Given's wrecked ship is still stuck in the Egyptian Bitter Lake with 20,000 containers on board. Whether in cell phones, electric vehicles, non-fossil power generation and storage, or modern server farms - industrial metals are needed everywhere. For special applications, we even need rare earths, which makes it highly political.

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Commented by Nico Popp on June 22nd, 2021 | 15:02 CEST

JinkoSolar, Defense Metals, Gazprom: Values for the yield kick

  • Investments

The fight against climate change is an ideological issue in many places. That is why there are bitter opponents of the measures. But clean energy should be in everyone's interest - at least if it is profitable to produce. Many people rightly have reservations about pushing technology onto the market solely based on subsidies. History has shown that this creates the wrong incentives and even restricts the development of technology that could become established in the long term.

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Commented by Stefan Feulner on June 17th, 2021 | 11:21 CEST

Volkswagen, Defense Metals, Salzgitter AG - Disastrous consequences!

  • RareEarths

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!

  • RareEarths

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!

  • Investments

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?

  • RareEarths

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

  • RareEarths

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?

  • RareEarths

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.

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Commented by Carsten Mainitz on April 29th, 2021 | 09:03 CEST

ThyssenKrupp, Defense Metals, Rheinmetall - Equipment for the portfolio

  • RareEarths

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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