XXIX Metal Corp.
Commented by Stefan Feulner on January 13th, 2025 | 07:00 CET
Nordex, XXIX Metal, D-Wave Quantum – Demand is driving prices
The decarbonization of the energy industry and the accelerated expansion of data centres for calculating artificial intelligence are creating a steadily increasing demand for energy sources that are as clean and efficient as possible. In addition to the ramp-up of solar energy, wind power plays a major role. The energy transition is leading to an enormous increase in the demand for copper. Forecasts assume that the demand for copper could increase by around 50–70% by 2030. By contrast, the past decade has seen a failure to meet rising demand by developing new projects. As a result, the few copper producers are likely to benefit from rising prices in the long term.
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Commented by André Will-Laudien on January 7th, 2025 | 07:30 CET
Super Rally 2025: Artificial intelligence, crypto and the hunger for energy! TOP performance with MicroStrategy, XXIX Metal, BYD and Mercedes
The sudden cancellation of the government environmental bonus for e-vehicles at the end of 2023 has led to a significant drop in the number of electric vehicles being registered. However, interest in electric vehicles remains, albeit constrained, partly due to the high prices of many electric models. New government measures are expected to boost electric mobility again starting in 2025, with potential incentives of up to EUR 3,600 – though the implementation will likely only happen after the elections. What is being treated as an election promise for Germany has become the norm for the rest of the world. The increasing demand for energy driven by the electrification of various sectors, from high-tech and artificial intelligence to the crypto arena, which is even now being considered as a "reserve currency," highlights how quickly the world is changing in this disruptive environment. However, what all economic and political trends have in common is the need for access to strategic metals, especially copper! Where are the opportunities for investors?
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Commented by Fabian Lorenz on December 27th, 2024 | 07:30 CET
Renk electric tanks with Rheinmetall? Buy Nordex shares? XXIX Metal profits!
Is electric mobility coming to the battlefield soon? This is likely to be only a matter of time. For example, Renk is already working on hybrid models that are expected to offer clear advantages in the field and could also be used to electrify Rheinmetall tanks in the future. In addition, the new transmissions pave the way for autonomous driving tanks. Electric vehicles are driving the demand for copper just as much as artificial intelligence and renewable energies. XXIX Metal is benefiting from this. The Company emerged from a merger this year and has become a leading player. The copper content of the projects, which already exists, is convincing. And what is Nordex doing? The wind turbine manufacturer has reported a new order. The stock has remained relatively stable throughout 2024. Analysts see upside potential, but there are also risks.
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Commented by Armin Schulz on December 20th, 2024 | 07:30 CET
Mercedes-Benz, XXIX Metal, D-Wave Quantum - Copper shortage: Is a bottleneck looming due to new technologies?
Copper is an elementary industrial raw material whose importance is steadily increasing due to technological innovations and global megatrends. In particular, the rapid expansion of electromobility, the development of quantum computers, and artificial intelligence are driving demand to new heights. Electric vehicles require many times more copper than conventional vehicles with combustion engines due to batteries, engines and charging infrastructure. At the same time, demand is increasing in data centres and networks that rely on high-performance cables and cooling systems. Experts predict that global copper demand will increase by millions of tonnes by 2030 – and with it, new challenges for production and supply.
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