GLENCORE PLC DL -_01
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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Commented by André Will-Laudien on May 6th, 2021 | 10:52 CEST
Deutsche Rohstoff, Varta, ThyssenKrupp, Glencore: These stocks are on the rise!
Commodity companies around the world are producing at the limits of their capacity. The omnipresent supply deficit is not only boosting commodity prices themselves, but it is also giving the mine operators a good boost. The first quarter of 2021 is showing one of the strongest inflationary pushes in the resources sector in 10 years. Copper, for example, is now trading at the USD 10,000 mark, nickel is at a 10-year high of USD 17,700, and there is no stopping palladium. We take a closer look at some of the profiteers.
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Commented by André Will-Laudien on February 22nd, 2021 | 07:40 CET
Deutsche Rohstoff, Glencore, Standard Lithium - Millennial Lithium: Find the best commodity stocks!
Metal prices are going through the roof! Since it is clear that e-mobility and decentralized electricity storage have become the top investment topics of the coming years, metal prices are flying. Nickel and copper reached new 5-year highs of USD 18,900 and USD 8,440, respectively. Driven by unexpected industrial demand, mines are also running at top speed. The reason is undoubtedly the underestimation of the fundamental economic trend by market participants, and there is no sign of cooling in the technology-driven manufacturing companies despite the pandemic. Here we take a look at some of the winners of this trend.
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Commented by André Will-Laudien on January 18th, 2021 | 08:54 CET
Deutsche Rohstoff AG, Glencore PLC, FuelCell Energy: Commodity rally! Further up it goes!
The commodity rally is now really underway. While copper has already gained more than 70% from the March low due to the ongoing e-mobility fantasy, other battery metals are now coming on the scene. With lithium in the bag, Canada's Rock Tech Lithium has undoubtedly taken the cake with a tenfold increase in one month. The name Peter Thiel as an anchor investor boosted the stock. German stocks in the commodities sector are also setting the pace: BASF, K+S and Deutsche Rohstoff AG showed their muscles in recent weeks.
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Commented by André Will-Laudien on January 7th, 2021 | 10:06 CET
Nevada Copper, Glencore, Tesla: E-mobility seeks copper!
Almost unnoticed, the copper price recently climbed to a 7-year high. No wonder, because the political efforts favoring e-mobility are intensified nearly every week! The complete changeover to the "electric car" is seemingly a done deal in Brussels. Regardless of the never-ending discussions about the lopsided eco-balance concerning battery production & disposal, the political will is spreading among the population. With tax incentives, the topic of "solar energy" could also be pushed forward, so why shouldn't company fleets and company cars be promoted appropriately. The consumer often feels good about the income tax, and we can recite a 7-verse poem about this topic in Germany.
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Commented by Nico Popp on January 4th, 2021 | 10:49 CET
Vale, Almonty Resources, Glencore: commodity stocks for 2021
Although the news is primarily dominated by the pandemic and the effects of the lockdown, the economy continues to turn. Many service providers are suffering from the pandemic, and the structural change it has triggered. The situation for producers is quite different: Manufacturers of electrical appliances and electric cars are sitting on full order books and looking to a rosy future. Mining companies are also feeling this optimism: since the pandemic's outbreak, commodity prices have been on the rise. Project financiers and major investors are not backing down or adopting a wait-and-see attitude, even in times of crisis. For private investors, this is a good sign - there is something to be gained in the commodities sector.
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Commented by Carsten Mainitz on December 29th, 2020 | 09:13 CET
Glencore, Almonty, Aurubis - Scarcity drives share price
If you have listened to the old master of the stock market André Kostolany, then you have thought about aluminum in the past, and that's a good thing. If you bet on companies that focus on industrial metals or strategic metals, you should see a good performance next year. Rising demand in the wake of electromobility is driving up the price of copper. But so-called strategic metals, such as tungsten, are also used in various ways and are difficult to substitute. The availability of strategic metals is more limited than that of industrial metals. At times, there can be a large gap between supply and demand. Investors then profit from scarcity prices. We reveal where opportunities are tempting.
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