DEFENSE METALS CORP.
Commented by Nico Popp on August 23rd, 2021 | 11:03 CEST
Rheinmetall, Defense Metals, NEL: What can work in this market
The current events in Afghanistan show that countries will have to invest in their defense in the future in order to meet geostrategic requirements. Currently, the Bundeswehr is fighting tooth and nail against bureaucracy and time to save as many Germans or local forces and their families as possible from the Taliban. Modern equipment is just as necessary for this as efficient decision-making chains. In this article, we look at two defense-related companies and conclude with the current situation with NEL's hydrogen stock.
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Commented by André Will-Laudien on August 11th, 2021 | 11:16 CEST
Standard Lithium, Defense Metals, Gazprom - This bottleneck costs real money!
Electromobility is becoming increasingly important for the energy transition in transportation. And with it the research, development and production of batteries, especially in Germany as a high-tech location. In addition to performance, the sustainability of batteries plays a decisive role. In particular, this includes fair and sustainable sourcing of raw materials, a high proportion of renewable energies, and optimal energy efficiency in production. Completing the battery cycle would be intelligent reuse and a closed resource cycle through recycling. Some metals on this earth are extremely scarce and rarely occur in nature. They take on a strategic dimension in the context of climate protection.
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Commented by Carsten Mainitz on August 4th, 2021 | 10:11 CEST
Defense Metals, BYD, Nordex - Buy the trend!
Whether a laptop, cell phone, electric motor or wind turbine - rare earths are an indispensable raw material for producing all these goods. The megatrends of electromobility and renewable energies, in particular, are fuelling demand. Motors for electric vehicles and generators for wind power plants require powerful permanent magnets, and this is where rare earths such as neodymium and dysprosium come into play. We show you how to profit from this trend.
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Commented by Stefan Feulner on July 30th, 2021 | 13:28 CEST
Aixtron, Defense Metals, Nordex - Strong growth
The global economic recovery and rising investment in more climate-friendly energy infrastructure are driving higher commodity prices amid supply chain disruptions. Shortages of industrial metals, which are urgently needed for climate change, are likely to materialize further in the coming years. The swelling trade conflict between the USA and China will exacerbate this significantly. There is a threat of massive bottlenecks in production and sharply rising prices for the respective materials.
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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!
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!
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
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!
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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