GLENCORE PLC DL -_01
Commented by Stefan Feulner on June 8th, 2022 | 10:15 CEST
Glencore, Globex Mining, SGL Carbon - Safeguard your money!
According to the Federal Statistical Office of Germany, inflation in Germany exploded to 7.9% in May. Since the beginning of the Ukraine crisis, the horrendously growing energy prices contributed a large part to the increase. The last time there was a similarly high level was in the 1970s on the occasion of the first oil crisis. Experts do not yet believe that this will ease in the coming months. In addition to high energy prices, the supply shortage of necessary goods and raw materials will likely contribute to continued high inflation rates. Selected investments in commodities are considered suitable instruments to hedge against rising inflation.
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Commented by Carsten Mainitz on May 4th, 2022 | 13:57 CEST
Phoenix Copper, Glencore, Rheinmetall - High demand is intact
In its latest report, the World Bureau of Metal Statistics (WBMS) provided an interesting insight into the general conditions of the metal markets at the beginning of the year. According to this report, there is still a global demand surplus for copper - just as there is for lead and nickel. In the first two months alone, the deficit already amounted to 83,000t of copper, up from 476,000t in 2021. In contrast, mine production rose by just 2.8% in January and February. However, coal and defense products are also currently in demand globally.
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Commented by Stefan Feulner on April 1st, 2022 | 12:44 CEST
Glencore, Nevada Copper, BASF - Extreme fantasy in these shares
Copper is needed everywhere, especially now due to the energy transition. An electric car, for example, requires up to 4 times more copper than a vehicle with a combustion engine. The production of a wind turbine requires 30 tons of copper per turbine, including a connection to the power grid. Meanwhile, prices are exploding, with 1 ton of the red metal already costing over USD 10,300. The trend is likely to continue in the longer term. The primary beneficiaries of this super cycle, besides copper producers, are attractive exploration companies.
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Commented by Carsten Mainitz on January 24th, 2022 | 12:20 CET
Barrick Gold, Prospect Ridge Resources, Glencore - The starting signal has been given!
With the publication of quarterly results last week and the achievement of full-year targets, the share of the second-largest gold producer Barrick Gold was able to gain. As a result, this also boosted the entire sector. In addition, the price of gold, which has maintained the USD 1,800 mark at a level of USD 1,830, provides support. The prospects for investments in gold shares remain good.
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Commented by André Will-Laudien on August 17th, 2021 | 13:01 CEST
Barrick Gold, Blackrock Silver, Glencore - Inflation is coming and commodities are taking off!
In recent months, it has become clear to investors that the global economy will have to contend with price increases after the pandemic. The greatest inflationary pressure comes from scarce raw materials, especially for high-tech industrial goods. The trend toward climate protection is forcing the industry to adapt its manufacturing processes to conserve resources. It requires investment in new equipment, filter systems and more efficient energy use. Explorers and mature commodity companies face different challenges: they now have to invest intelligently in future projects without certainty of how high the demand will be in 5-10 years and at what prices they can sell then. It is all a question of foresight and the validity of mathematical models!
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Commented by André Will-Laudien on June 23rd, 2021 | 14:03 CEST
BHP, Glencore, NewPeak Metals - Scarce, scarce and sold out!
Whoever tries to order an e-bike from the Internet these days sometimes gets the delivery notice: "Due to missing components delivery delayed indefinitely!" Reason: The container ship "Ever Given" in the Suez Canal, shipwrecked, is still fully loaded at the Egyptian quay walls and is waiting to continue its journey. However, the insurance issues have not yet been resolved because the accident caused considerable damage to the canal structure. The riparian states admittedly do not want to pay for the restoration. It may therefore take some time before the insurance sum is paid. Moreover, on the ship are also bicycle components of the manufacturer Shimano, so European bicycle manufacturers cannot deliver!
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Commented by André Will-Laudien on June 14th, 2021 | 10:08 CEST
Glencore, Barrick, Sibanye, Carnavale Resources - Inflation drives commodities!
The metal prices are going through the roof! After the first shock last week, when the People's Republic of China announced that it wanted to actively "fix" the prices for raw materials in the future, the next hammer followed at the end of the week: The consumer price index (CPI) in the USA set inflation at 5% - the highest level since mid-2008. Nevertheless, the central banks still see no reason to reduce the expansive monetary policy; risking an economic collapse in this fragile situation is too high. Given these settings, there are now two options for commodity investors to protect themselves against rising inflation: Invest directly in commodities or buy stocks in the commodities sector.
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Commented by André Will-Laudien on May 25th, 2021 | 11:11 CEST
Attention Crypto Investors! Coinbase, SAP, Glencore, Barsele Minerals - Where are the opportunities?
Those who want to make returns today often attach themselves to well-known names such as Elon Musk, Warren Buffett or even Cathie Wood. The latter is a former portfolio manager at Alliance Bernstein. She has become known in recent years for being a trump card of technology investors. Her ARK funds raised a whopping USD 34.5 billion in 2020. One of its flagship funds is the ARK Innovation ETF, which has its largest positions invested in NASDAQ darlings. For the past month, this fund has had a problem, as 14% declines have rarely been seen on a monthly basis. Tesla, Coinbase, and Zoom are the largest positions and they are dropping big time right now.
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Commented by Stefan Feulner on May 25th, 2021 | 09:52 CEST
Daimler, QMines, Freeport McMoRan, Glencore, BMW - The Gold of Energy Transition
It is not without reason that copper is currently at a 10-year high. On the one hand, the recovering economies in China and the USA have enormously boosted demand for the metal. On the other hand, copper is one of the most important metals in the energy transition. Demand for solar modules, wind turbines and electric cars already exceeded supply last year. Yet, the new technologies are only at the beginning of a new cycle. The copper shortage is expected to increase dramatically in the next ten years. Profit from the new gold.
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Commented by Carsten Mainitz on May 10th, 2021 | 11:47 CEST
Glencore, NSJ Gold Corp., Millennial Lithium - Inflation fear?
In March, prices in the US increased by 0.6% compared to the previous month. The rate of inflation was 2.6%. The reason is bottlenecks in production as well as in transportation, but also rising raw material prices. Economists at Commerzbank have come to this conclusion. Contrary to the Fed's historical policy of halting rising inflation by raising interest rates, Federal Reserve Chairman Powell has reiterated that there are no intentions to curtail loose monetary policy in light of the current difficulties in the Corona pandemic. In general, companies in the commodities and precious metals sectors benefit from an (expected) increase in inflation. Industrial metals and critical commodities with a specific demand and supply situation are worth a closer look. Likewise with precious metals stocks, which often serve as leverage for the "shiny crisis currencies." Here are three investment ideas. Who is making the running?
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