Commodities
Commented by André Will-Laudien on March 23rd, 2022 | 11:54 CET
Next oil crisis? Shell, Globex Mining, Glencore, Gazprom - Which stocks can deliver?
Ongoing armed conflicts in Ukraine may escalate into a global commodity and economic crisis. After all, supply chains have already been severely impacted by the global COVID pandemic. Believing that these irrationalities will eventually be put behind us, Central Europe, in particular, is now threatened with an energy shortage not seen for 50 years. The last oil crisis dates back to 1972/73 when on November 25, 1973, car traffic came to a standstill throughout Germany for the first time. In response to the rising fuel and heating oil prices, the German government had imposed a driving ban on four Sundays under the Energy Conservation Act. Will it come to that again - almost unthinkable today? We take a look at crucial raw material suppliers.
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Commented by Carsten Mainitz on March 17th, 2022 | 10:08 CET
Uranium Energy Corp., Barsele Minerals, Endeavour Silver - Commodities for the future
We live in turbulent times: Climate change, e-mobility, traffic change. After the pandemic, the war in Ukraine is now shaking the world. Investors are fleeing to safe-havens. Precious metal prices have recently risen significantly, with the price of a troy ounce of gold moving towards an all-time high. Cryptocurrencies also made gains. Given the geopolitical and energy situation, high stock market fluctuations are still expected. Where is it worth taking a closer look now?
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Commented by Armin Schulz on March 14th, 2022 | 11:24 CET
BASF, Globex Mining, Deutsche Post - Undervalued stocks belong in the portfolio
At the moment, there are many hot spots on the stock exchange, not only the Ukraine crisis, inflation or the Corona pandemic but also the expected interest rate hikes. The latter are announced for next Wednesday, March 16. But will the rate hike come while the Ukraine conflict is smoldering? Embargoes of the Western countries burden their own economy, and at the same time, Russia threatens with a stop of energy exports, which are partially not yet suspended. The Corona numbers are rising again, and Karl Lauterbach has warned of a summer wave. Inflation is rising all the time. All these factors have caused some stocks to collapse that are worth investing in now. We take a look at three stocks that we believe are undervalued.
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Commented by Fabian Lorenz on March 10th, 2022 | 10:22 CET
Nordex, K+S, Desert Gold: Commodities out of control
While the broad stock market suffers from Russia's war of aggression in Ukraine, commodities are becoming increasingly expensive. On Tuesday, the price of nickel had doubled, and the London Metal Exchange even suspended trading. Prices are also going through the roof for virtually all other commodities such as oil, gold, gas and wheat. Accordingly, shares from these sectors are currently in demand. Such as the potash producer K+S because large competitors from Russia and Belarus are currently cut off from the world market. Analysts have recently been cautious. Desert Gold is benefiting from the high gold price. In addition, the Canadian explorer has published promising resource estimates. Driven by the political announcements to replace fossil fuels even faster with renewable energies, Nordex was one of the past week's winners. Now, however, the Company has published sobering figures. But hope remains.
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Commented by Nico Popp on March 9th, 2022 | 10:06 CET
Is this how Kostolany would invest? BASF, Globex Mining, Gazprom
War only knows losers. On the stock exchange, however, things look a little different. The stock market reflects tomorrow's changes today and ensures the allocation of capital. When money flows from one sector to another, opportunities also arise for investors. Those who bet on the right horse at the right time, win. Those who make the mistake of betting on the high flyers of the past may experience a financial Waterloo.
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Commented by Carsten Mainitz on December 22nd, 2021 | 11:01 CET
Kinross Gold, Almonty Industries, K+S - Is rising inflation the trigger for commodity stocks?
Two topics are currently occupying the markets: the impact of the new Corona Omicron variant on global supply chains and the further course of inflation. Experts disagree on both topics. While everyone assumes that the Omicron variant will lead to another global wave, most experts now see the supply chains as so stable that a fundamental disruption is now virtually impossible as was at the beginning of the pandemic. Concerning inflation, there are increasing voices that this should not be regarded as merely temporary. That should drive commodity stocks.
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Commented by Armin Schulz on November 26th, 2021 | 12:37 CET
Barrick Gold, Sierra Grande Minerals, Yamana Gold - False breakout in gold?
On November 5, it seemed gold had finally broken out of its established triangle in the chart. However, since November 19, the bears have retaken the helm for the time being. Investors, who have otherwise relied on gold for inflation and other hedges, are still reacting hesitantly. One reason is the expansion of the money supply, which is displacing people's fear. Nearly all central banks see inflation as temporary. Another reason is the cryptocurrencies, which are also used as capital protection and thus represent competition. If interest rates rise, that would be a bad sign for gold. If inflation remains, global gold demand could increase, with demand from India and China already picking up. The newly formed uptrend in gold is only broken below USD 1,721.1 on a daily basis, so we currently expect gold prices to rise. We, therefore, analyze three gold companies.
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Commented by André Will-Laudien on November 17th, 2021 | 12:40 CET
Leoni, Sierra Grande Minerals, Varta, Nordex - Critical raw materials, skyrocketing prices!
According to the active suggestions of many climate protectionists, we are all best off riding bicycles. Because the climate measures, in particular the CO2 taxes, will soon make movement with fossil fuels impossible. In October, the E10 fuel price reached the EUR 2.00 mark at some filling stations. As a result, 80% of the gasoline price target formulated by the Greens in the 1990s of 5 D-Marks has been achieved. Calculated on the oil price, a liter of refined fuel would only cost about EUR 0.60; the rest is made up of duties and taxes, as is well known. Interestingly, in the Federal Audit Office records, it is precisely the political climate protection protagonists who stand out with an impressive number of car trips and air miles. It seems that only some people are supposed to restrict themselves, while other more privileged groups enjoy a free ride. Is this the future of individual mobility?
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Commented by Nico Popp on November 1st, 2021 | 10:29 CET
Shell, Sierra Grande Minerals, K+S: 4.1% inflation - here is how investors counteract it
Inflation in the eurozone climbed to a new record in October - at 4.1%, one can confidently speak of inflation. At the same time, the European Central Bank (ECB) continues to adopt a wait-and-see approach. Although the markets are pricing in an interest rate hike in the eurozone, analysts and the ECB believe these expectations are premature. Given the stuttering economic recovery, it might make sense from the central bank's point of view to delay the exit from the ultra-loose monetary policy a little longer - with all the risks.
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Commented by Fabian Lorenz on October 28th, 2021 | 12:52 CEST
Nordex, Standard Lithium, Central African Gold: Raw materials for the energy transition
The energy turnaround is supposed to save the climate and significantly reduce the consumption of fossil fuels. But what is often overlooked: In practice, this means that demand for other raw materials is rising massively. In the EU alone, demand for cobalt is expected to increase more than tenfold by 2030. Copper and lithium are also in hot demand. Nordex, for example, needs rare earths for the production of wind turbines. Standard Lithium benefits from the exploding demand for batteries and Central African Gold's raw materials are included in practically every future technology.
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