KODIAK COPPER CORP.
Commented by Carsten Mainitz on September 23rd, 2021 | 12:51 CEST
Kodiak Copper, Nordex, E.ON - It is not too late!
Certain framework conditions must be in place to successfully implement the energy transition and the roll-out of electromobility. First, sufficient electricity must be produced from renewable energies. Secondly, an efficient energy infrastructure must be established and thirdly, large quantities of relevant raw materials such as copper are required. The three companies below cover the central fields and should therefore be among the winners. Who is making the running?
ReadCommented by Stefan Feulner on September 9th, 2021 | 13:33 CEST
NIO, Kodiak Copper, Siemens Energy - Will green policies end in disaster?
Climate change is supposed to move forward quickly. The parties, above all, the Greens around chancellor candidate Annalena Baerbock, are wooing voters with ever shorter targets for CO2 neutrality. However, the construction of wind turbines, electric cars and solar plants requires an enormous amount of metals. There are already signs of a shortage in 2021, which will be even more drastic in the next few years and will seriously undermine the politicians' plans.
ReadCommented by Nico Popp on September 1st, 2021 | 10:39 CEST
Gazprom, Kodiak Copper, Nordex: This is how the energy transition pays off
Keeping the economy moving requires energy. This energy can come from a variety of sources. Fossil fuels, such as oil and gas, have come under fire for their CO2 emissions. However, what is clear is that these energy sources will remain important for a long time to come. As a climate-neutral alternative, electricity from renewable sources is gaining in importance. However, this requires investments in storage facilities and transmission lines. We present three stocks related to the energy sector.
ReadCommented by Carsten Mainitz on August 27th, 2021 | 12:35 CEST
Orocobre, Kodiak Copper, Infineon Technologies - Good for the climate, even better for your portfolio
Heat records and droughts on the one hand and heavy rainfall and flooding on the other - climate change is no longer an abstract threat but a reality. Speculating about the causes is idle. It is more important to tackle the problem. Phasing out coal-fired power generation by 2038? Much too late, experts criticize. And politicians are also slowly realizing that it is already five to twelve. That is why they are really stepping on the gas! We need to say goodbye to the combustion engine, decarbonize industrial production, and expand renewable energy sources. But this requires certain raw materials. Here are three companies with a bright future ahead of them.
ReadCommented by André Will-Laudien on August 19th, 2021 | 13:27 CEST
BYD, Fisker, Kodiak Copper, E.ON: Copper remains the linchpin!
According to the Paris Protocol, the implementation of the climate targets is based on the conversion to electric drives, the use of renewable energies, and sustainable raw material management. In addition to the development of new raw material deposits, especially in the field of battery metals, the topic of recycling is coming up. Here, too, it is crucial which resources are used to recover the metals. Currently, some copper projects are under development, but it will take 2-3 years before they can deliver. Part of the whole castling will also be the power companies because they have to provide the planned power purchase for the coming years, and this could be tight, especially for Germany.
ReadCommented by Stefan Feulner on August 13th, 2021 | 11:39 CEST
Steinhoff, Kodiak Copper, NIO - At the beginning of the trend
Rising inflation is making living more expensive. The culprit for the increase - in Germany, consumer prices rose by 3.8% in July compared to the same month last year - is increasingly expensive raw materials. In addition to agricultural commodities such as corn and wheat, metals in particular, which are urgently needed for the energy transition, are going through the roof. There is no end in sight to the price increase here; economists are already talking about a supercycle lasting years.
ReadCommented by Carsten Mainitz on July 30th, 2021 | 11:21 CEST
First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential
Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.
ReadCommented by André Will-Laudien on July 20th, 2021 | 12:38 CEST
BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!
The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?
ReadCommented by Stefan Feulner on July 16th, 2021 | 14:45 CEST
Plug Power, Kodiak Copper, NIO - The shortage as an opportunity
Commodity markets are always subject to the forces of supply and demand. The energy transition and the achievement of climate targets pose new challenges for society. With the expansion of electromobility and renewable energies such as wind and hydropower, demand for some mineral raw materials will increase sharply. This is offset by an extremely tight supply and trade conflict with the leading producer China. There is a threat of further rising prices and, to be seen with the current chip shortage, even production losses.
ReadCommented by Nico Popp on July 5th, 2021 | 12:08 CEST
BYD, Kodiak Copper, Varta: E-car investments - here is how investors reduce risks
Copper is the metal of the past fifteen months. Why? Quotations stabilized early on after the Corona Crash. At first, only industry insiders took notice of this relative strength. But it was the starting signal for a copper rally, unlike anything the industrial metal has seen in a long time. From the low in 2020 to the high in 2021, copper has climbed by almost 140%. Which trends are responsible for this, and how investors can invest.
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