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SMA SOLAR TECHNOL.AG

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Commented by Stefan Feulner on September 7th, 2021 | 12:04 CEST

SMA Solar, Royal Helium, RWE - Supply is becoming increasingly scarce

  • Helium

Whether for cars or consumer electronics, hardly any machine can do without microchips anymore. Since the beginning of the year, the shortage of semiconductors has been throwing the automotive industry out of step and causing production downtime and short-time work. Meanwhile, there is no end in sight to the supply crisis. Shortages stretch as far as the eye can see, while demand increases due to technological advances. Demand is also rising enormously for raw materials needed to decarbonize the economy.

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Commented by Carsten Mainitz on July 19th, 2021 | 11:05 CEST

Barrick Gold, GSP Resource, SMA Solar - Buy Prices?

  • Copper

Raw materials and energy are central prerequisites for our life as we know it not to stand still. Often it is only when there are supply bottlenecks and significant price jumps that we become aware of the importance of what is suddenly no longer readily available. Due to their fundamental importance, commodities and energy are therefore forward-looking investment themes. We present three exciting companies. Who will win the race?

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