BASF SE NA O.N.
Commented by Stefan Feulner on September 6th, 2021 | 14:25 CEST
BASF, Desert Gold, Moderna, BioNTech - Keep going, keep going!
The Delta variant is teaching the markets to be afraid. After the economy was humming in the past two quarters, disillusionment is now slowly setting in. The unexpectedly weak labor market data in the US in August demonstrated this. Outside of agriculture, only 235,000 new jobs were created compared with the forecast of 728,000 new jobs. Thus, the market's fear of an end to loose monetary policy and possible interest rate hikes should also be off the table.
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Commented by André Will-Laudien on August 12th, 2021 | 11:25 CEST
BASF, Meta Materials, IBU-Tec, SGL Carbon - Materials that dreams are made of!
Whether e-mobility, aircraft technology or renewable energies - there are inherent scarcities and political implications in many high-tech materials essential for the German economy and future and resource-efficient technologies. Their production and further processing cost a lot of precious energy, and not all environmental or health impacts have been clarified. Mining companies and processing industries are therefore required to observe sustainability principles and not just implement them on paper. Some companies take a proactive approach to this issue, while others must first be forced into line politically. We take a look at some of the protagonists.
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Commented by Stefan Feulner on July 29th, 2021 | 11:08 CEST
JinkoSolar, Carnavale Resources, BASF - Beware of shortages!
The change from fossil fuels to renewable energy sources due to climate change means that raw materials such as copper, lithium and nickel are increasingly in demand. The increasing demand due to new economic sectors such as wind power, electromobility or photovoltaics is offset by an extremely scarce supply. The result is sharply rising prices and an expected shortage in the coming years. In addition, the trade conflict with China is visibly worsening the shortage. The primary beneficiaries of this dilemma are commodity producers who can at least partially cover the supply deficit outside the Middle Kingdom.
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Commented by Stefan Feulner on July 12th, 2021 | 13:36 CEST
NIO, Kainantu Resources, BASF - Bright prospects
The first half of the 2021 stock market year is over, and the stock market indices continue to march from high to high. While some market participants were hoping for a stronger correction after the Corona rally, they have been disappointed so far. The FED has now laid the foundation for further rising prices. It sees the rising inflation, which is currently at 5% in the USA, as temporary. In favor of growth, interest rates will remain at historic lows for the time being. In addition, the bond-buying program of the monetary guardians continues unabated - a feast for the stock markets.
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Commented by Stefan Feulner on July 7th, 2021 | 14:25 CEST
Infineon, Desert Gold, BASF - Prepared for the future
The energy turnaround and the achievement of climate neutrality are back in the news as the Corona pandemic fades. Politicians around the world are supporting with billions in subsidies. But the industry is under pressure. Climate neutrality requires the introduction of new production technologies in many sectors, and in areas such as basic materials, the conversion of entire production lines. On the other hand, competitiveness should not suffer in this historic transformation.
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Commented by Stefan Feulner on June 30th, 2021 | 11:12 CEST
JinkoSolar, Kodiak Copper, BASF - Caution: This market will explode!
Due to the energy transition, the raw materials sector is undergoing a historic upheaval. Due to a CO2 reduction in the economy and transport, coal, gas and crude oil will lose importance in the future. The demand for metals such as copper will increase exorbitantly in order to expand the capacities for the generation and storage of renewable energies. Copper is and will remain irreplaceable in the electrification of the global economy due to its chemical properties. In 2020, the supply deficit rose to 560,000 metric tons, the highest in a decade. And transportation electrification is just getting started.
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Commented by Nico Popp on June 17th, 2021 | 13:52 CEST
Daimler, Mineworx Technologies, BASF: Investing in the mobility revolution
The world keeps spinning - faster and faster, it feels. New technology is causing certain industries to rethink. Electromobility is one such catalyst: mining companies and companies from the chemical industry and other suppliers must prepare themselves because soon, most cars will run on batteries. There are great opportunities here - for carmakers who are on their toes and for resourceful experts in the field of recycling.
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Commented by Carsten Mainitz on June 7th, 2021 | 10:45 CEST
Mineworx Technologies, BASF, Nestlé - Circular economy investment idea
Everything is finite, every material and every raw material. Here is where the idea of a circular economy comes in. The aim is to develop a regenerative system in which resource use and waste production, emissions, and energy waste are minimized by slowing down, reducing, and closing energy and material cycles. The following three companies are all involved in the circular economy in different ways. Shareholders can also benefit from this.
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Commented by Nico Popp on May 26th, 2021 | 09:36 CEST
White Metal Resources, BASF, K+S: How to react to 4% inflation
As reported by Handelsblatt, the German Bundesbank expects an inflation rate of up to 4% by year-end. Within the eurozone, for which the central bank ECB is responsible, it could be well over 2%. This mixed situation is particularly tricky for Germans. While inflation in Germany is already very high, the lower price momentum within the eurozone could ensure that the ECB leaves its money floodgates open for even longer. In the long term, this could encourage inflation to overshoot. How can investors react to this? We present three stocks.
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Commented by Stefan Feulner on May 21st, 2021 | 10:44 CEST
BASF, White Metal Resources, Deutsche Telekom - The winners of future trends
By 2025, there will be around 1.5 billion vehicles on the road worldwide. This figure is alarming since today we have to contend with rising air pollution and the consequences of climate change. However, the energy transition, which is being accelerated more and more by both politics and business, will increasingly require scarce raw materials and novel technologies. These requirements give rise to young companies that will benefit in the long term from rising sales and bubbling profits.
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