Commodities
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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Commented by Fabian Lorenz on December 18th, 2024 | 07:00 CET
Watch out for Renk! TUI and Globex Mining share strong!
The Globex Mining share has performed positively in recent weeks. By investing in the mining incubator, investors can benefit from the commodities boom with a diversified risk profile. Chart-wise, there is upside potential, and the share buyback provides downside protection. In contrast, things are not looking good for Renk. The stock is performing significantly worse than Rheinmetall and Hensoldt. Now, analysts are also slashing their price targets. On the other hand, things are going well for TUI. The latest figures have convinced analysts. However, the first clouds are on the horizon. Is the travel boom waning? Analysts are divided.
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Commented by André Will-Laudien on December 5th, 2024 | 08:50 CET
Copper shortage, Crypto, and a hunger for energy! What is in store for Super Micro Computer, MicroStrategy, SAP and XXIX Metal Corp. in 2025?
Sharp increases in energy commodities are hindering electrification projects. Copper is indispensable for these initiatives and will become one of the key resources driving innovation in the coming years. Without the red metal, electric motors cannot be built and huge amounts of electricity cannot be transported over land. Copper is also a critical component in designing a completely new energy infrastructure. Trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are further exacerbating the energy shortage. Significant demand increases are expected in China and India, whose resource hunger impacts the entire planet. The race against time is already in its third round; new copper deposits must be developed urgently! Which stocks are at the forefront?
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Commented by Armin Schulz on November 6th, 2024 | 07:25 CET
K+S, Almonty Industries, Barrick Gold – Commodities: The secret ingredient for your investment success
In times of economic uncertainty, investing in commodities is becoming increasingly attractive for investors. Not only do commodities offer protection against inflation, but they are also essential building blocks for technological innovation and industrial growth. This market offers natural diversification for any portfolio, from precious metals to energy sources and agricultural products. Historically, commodities have shown that they provide stable returns and long-term value appreciation potential, especially in times of crisis. For investors with foresight, the commodities sector could be a worthwhile addition to their investment strategies.
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Commented by Mario Hose on October 29th, 2024 | 07:00 CET
Barrick Gold, Desert Gold Ventures, Newmont: The Opportunity for Gold in a Commodity-Scarce World
Imagine being part of a gold company before it catches the attention of the market's major players – an opportunity that investors like Ross Beaty have already recognized. At a time when the world's largest gold producers, such as Barrick Gold and Newmont, are struggling with stagnating production volumes and rising costs, companies like Desert Gold Ventures (WKN: A14X09 | ISIN: CA25039N4084 | Ticker Symbol: QXR2) are gaining immense importance. Strategically located next to industry giants such as Allied Gold, B2Gold, and Barrick Gold, with a license for gold production planned as early as 2025, Desert Gold Ventures could be the next takeover candidate. This article explains why now is the right time to invest and what the current market situation means for investors.
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Commented by Stefan Feulner on October 21st, 2024 | 07:00 CEST
First Majestic Silver, Desert Gold Ventures, Skeena Resources – The time has come
Once again, the price of gold has reached a new all-time high, establishing itself above the USD 2,700 per ounce mark. Silver also reached a new twelve-year high after breaking through the horizontal resistance at USD 32. After a long period in which mining stocks failed to gain momentum, they are now celebrating a comeback with a strong upward trend. Should the gold trend continue, as experts expect, surpassing USD 3,000 per ounce, the time may now be ripe for smaller exploration companies.
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Commented by Juliane Zielonka on October 11th, 2024 | 07:00 CEST
PayPal, Prismo Metals, Rheinmetall – Strategic Decisions for the Future
Three companies are setting the course for further growth: PayPal is opening up a new business segment in the US and launching the "PayPal Ads" advertising network to use transaction data for retail media. This move could increase the Company's clout. Meanwhile, the demand for copper is rapidly picking up speed. Prismo Metals is therefore intensifying its exploration activities, particularly at the Palos Verdes project in Mexico, in order to benefit from the increasing demand. Rheinmetall has received an order from the US Army to develop unmanned ground vehicles for the S-MET program, strengthening the Company's position in autonomous military vehicles.
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Commented by Stefan Feulner on October 8th, 2024 | 09:30 CEST
Rio Tinto, Saturn Oil + Gas, BP - Insiders are taking advantage of the commodities correction
Concerns about the economy and even fears of a recession have caused the prices of most commodities to collapse in recent months. The price of lithium, a critical metal for the energy transition, dropped by around 90%. The oil market also saw drastic price declines despite geopolitical uncertainties in the Middle East. Insiders agree that demand for both critical metals and black gold should pick up again, and they are going on a buying spree to be prepared for the subsequent upturn.
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Commented by Armin Schulz on September 27th, 2024 | 07:15 CEST
Barrick Gold, Desert Gold, Commerzbank – Falling interest rates drive the price of gold
Recently, the price of gold reached record highs as interest rates continue to fall worldwide. This economic trend reflects deeper uncertainties and adjustments in global fiscal policy. A record high in gold often indicates that investors seek refuge in supposedly safe investments in times of economic turmoil and rising inflation. At the same time, falling interest rates represent central banks' efforts to stimulate economic growth and encourage investment. This dynamic interaction between the gold price and interest rates raises many questions about the long-term economic prospects. Therefore, today, we are looking at two gold companies and will examine the interest-sensitive Commerzbank.
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Commented by Fabian Lorenz on September 24th, 2024 | 07:30 CEST
Boom in gold and travel: Barrick Gold CEO warns! TUI focuses on luxury! Globex Mining share with catch-up potential!
The gold price is receiving new momentum due to falling interest rates in the US. The takeover merry-go-round is also turning, but the Barrick Gold CEO is warning. Investors should keep an eye on developments in 2010. The Globex Mining share has a lot of catch-up potential. The business of the mining incubator is de-risked and around half of the projects are in the precious metals sector. Meanwhile, business is booming at TUI. Among other things, the Company plans to grow more strongly in the luxury segment. Nevertheless, investors and analysts do not seem convinced by the stock. Is this justified?
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