Copper
Commented by Armin Schulz on November 12th, 2026 | 05:34 CET
Micron Technology, Power Metallic Mines and BYD – Copper stocks with tailwinds from AI and electromobility
Created and Published on Behalf of Power Metallic Mines
Artificial intelligence and electromobility are simultaneously driving demand for chips and metals. Data centres need memory chips and plenty of copper for power and wiring, while electric vehicles need batteries and copper as well. In early November, Chinese memory manufacturer CXMT reported progress on a new DRAM architecture. Shortly before that, BYD had reported more than 300,000 all-electric vehicles in a single month for the first time in October. If the trend continues, memory chips, copper and electric vehicles will benefit from the same demand. We therefore take a closer look at Micron Technology, Power Metallic Mines and BYD.
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Commented by Tarik Dede on November 9th, 2026 | 05:27 CET
Copper under election pressure: Southern Copper, Power Metallic Mines and Freeport McMoran in focus
Created and Published on Behalf of Power Metallic Mines
Two factors boosted the upward trend in copper over recent months and years. One was the additional demand from the massive expansion of AI infrastructure in the US by the so-called AI hyperscalers. The other was the threat of tariffs hanging over the market. The US government planned such tariffs to promote domestic mining and bring more processing capacity into the country. Both factors have been called into question since last week's midterm elections. The Democrats want to slow the expansion of data centres and regulate AI players such as OpenAI or Anthropic more tightly. Both weighed on the copper price last week, which fell to its lowest level since July. "Markets are still digesting the implications of a blue wave", wrote Daniel Ghali, head of commodities research at Deutsche Bank, summarising the current market situation. This does not jeopardise the structural rise in demand for copper. Nevertheless, progress could be somewhat slower for the time being. For investors, this market situation offers opportunities in battered copper stocks. Today, we take a look at the shares of Southern Copper, Power Metallic Mines and Freeport McMoRan.
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Commented by Armin Schulz on November 4th, 2026 | 05:30 CET
Barrick Mining, DRC Gold and Kinross Gold – An Overview of Gold Stocks, Their Margins, Exploration and Production Potential, and Cash Flow
A leading gold producer realised an average of USD 4,249 per ounce in the third quarter, up 23% from a year earlier. The business therefore remains lucrative, even though the gold price recently slipped below USD 3,900. This plays into producers' hands, albeit in very different ways. Large producers benefit from wide margins, explorers can hope for growing interest in new projects if prices remain high, and companies with strong cash flow can invest or return money to their shareholders. We therefore take a closer look today at Barrick Mining, DRC Gold and Kinross Gold.
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:32 CET
AI needs more than chips: Power Metallic Mines, Siemens Energy and Micron under the investor spotlight!
Created and Published on Behalf of Power Metallic Mines
"Ultimately, it is all a question of supply and demand". The well-known commodities investor Jimmy Rogers reduced a fundamental stock market rule to this simple formula. Several areas determine how quickly AI and digitalisation can advance. Raw materials, energy infrastructure and memory technology must work together. The companies mentioned address different points. Power Metallic Mines aims to develop a high-quality polymetallic deposit in Québec. An important milestone is the indicative valuation announced for the first half of 2027. Business is booming at Siemens Energy and even more so at Micron. Is the air getting thinner, or do the shares still have a long run ahead of them?
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Commented by Stefan Bode on October 30th, 2026 | 08:49 CET
Stock Market Tensions: Margin Pressure, a Commodity Boom and Shifting Guidance – Cancom, Deutsche Rohstoff and Power Metallic Mines
Created and published on behalf of Power Metallic Mines.
International capital markets are currently caught between macroeconomic headwinds from sharply rising interest rates and lucrative, targeted opportunities. While restraint in corporate investment is forcing established providers to exercise strategic cost discipline, the global race for critical raw materials and key metals is driving exploration projects forward at a rapid pace. At the same time, a higher energy price environment and strategic gains from equity holdings at commodity producers are leading to surprisingly dynamic upward earnings revisions. Investors once again face the challenge of separating merely temporary one-off effects from sustainable operating earnings power.
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Commented by Armin Schulz on October 30th, 2026 | 05:42 CET
BYD, Globex Mining, Rio Tinto – Humanoid Robots Set to Fuel Demand for Raw Materials
A humanoid robot consists of more than just software. This is illustrated by a design patent the Chinese patent office published on October 9 for a BYD robot. Two arms, two legs and movable fingers need motors, batteries and cables, which means plenty of metal. If the automaker moves into series production, it could further boost demand for metals such as copper and lithium. The Chinese group is not alone in this, as Tesla, Hyundai, Xiaomi and others are also working on it. This development also benefits raw materials companies, from mining groups to royalty companies with broad portfolios. Today we take a closer look at BYD, Globex Mining and Rio Tinto.
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Commented by Armin Schulz on October 29th, 2026 | 05:22 CET
Gold Stocks – Barrick Mining, Lahontan Gold and Newmont: Balancing Production Costs and Gold Prices
Barrick is set to report its third-quarter results on November 9, and the gold sector is heading into earnings season with favourable momentum. High gold prices boost producers' profits, provided they keep costs under control. The major producers are already benefiting from these conditions today. Developers can expect the economics of building new mines to improve. Strong demand for gold works in the industry's favour. To understand how companies are positioned in this environment, it is important to look at both operating mines and projects that have yet to be built. We therefore take a closer look at Barrick Mining, Lahontan Gold and Newmont.
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Commented by Jens Castner on October 28th, 2026 | 05:40 CET
The Art of the Turnaround: Microsoft, Power Metallic Mines, innoscripta and CTS Eventim Prepare for a Comeback
Created and published on behalf of Power Metallic Mines
Microsoft showed what a turnaround looks like in the summer. After a weak first half, strong annual results gave the shares a substantial boost. Tonight, the software giant must prove that the recovery is sustainable. Two other stocks could now be on the verge of a similar turnaround. At Power Metallic Mines, a copper price near its record high and a high-grade deposit meet a share price that analysts consider significantly undervalued. Their price targets are around three times the current level. Meanwhile, German growth company innoscripta plunged by more than half following a raid but is already showing signs of recovery. CTS Eventim, the MDAX-listed ticketing company, has also moved beyond its recent lows. Both its CEO and an activist investor consider the stock severely undervalued.
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Commented by Nico Popp on October 20th, 2026 | 05:33 CEST
Rio Tinto, Glencore, Power Metallic Mines: Copper Offensive Meets Growing Demand for Raw Materials
Created and Published on Behalf of Power Metallic Mines
Electrification and the rapid expansion of grid infrastructure are driving demand for strategic metals needed to support the energy transition. Major banks such as Goldman Sachs expect the copper market to slip into a supply deficit from 2027. While established industry giants such as Rio Tinto and Glencore are investing billions to counter declining ore grades, major mining companies are increasingly looking to promising exploration companies to replenish their project pipelines. In Québec, Power Metallic Mines is positioning itself as a potential supplier to the North American market, with high-grade copper discoveries and an economic assessment now getting underway.
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Commented by Lars Winter on October 19th, 2026 | 05:31 CEST
Commodities, Record Assets and AI Chips: Good News from Globex Mining, BlackRock and TSMC
Globex Mining, BlackRock and TSMC are doing good business and benefiting from popular stock market trends. Globex is working with partners to explore for sought-after commodities, BlackRock is benefiting from growth in assets under management, and TSMC is at the heart of the AI boom. All three companies are currently delivering strong news and have promising prospects. While BlackRock and TSMC are already firmly established names in the stock market, Globex is only gradually attracting broader market attention. In our stock check, we examine potential opportunities for investors and assess which types of investors each stock may suit best.
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