Copper
Commented by André Will-Laudien on March 4th, 2026 | 06:55 CET
New EU standards aim to secure the future of e-mobility! BYD, Nio, Group Eleven Resources, and VW
With the Alternative Fuels Infrastructure Regulation (AFIR), the European Union has been creating binding minimum standards for publicly accessible charging points since the beginning of 2026. In addition, new subsidies have been introduced in many EU countries to promote e-mobility, even though the coffers are empty due to high defense spending. Meanwhile, the overall European vehicle market came under noticeable pressure in January. According to the latest data from the industry association ACEA, new vehicle registrations fell by just under 4% compared to the previous year, marking the first decline in months and reflecting the difficult overall market. However, a clear trend is emerging within this development: electrification is continuing to advance and shifting market shares in favor of battery electric vehicles. At the same time, the next Middle East conflict is unfolding, with oil prices rising sharply above USD 82 per barrel of Brent. This is providing a strong tailwind for alternative drive systems that can withstand global hysteria. Risk-conscious investors should now revise their portfolio structures.
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Commented by Armin Schulz on March 2nd, 2026 | 07:25 CET
From raw materials to vehicles: How Volkswagen, Avrupa Minerals, and BHP Group are driving the electric revolution
The global raw materials landscape will undergo tremendous change in 2026. While electromobility is driving demand for copper and zinc to unprecedented heights, geopolitical tensions and supply chain risks are forcing Western industrialized nations to rethink their strategies. The race for strategic minerals is intensifying, supply bottlenecks are looming, and price explosions are becoming more likely. In this volatile environment, Volkswagen, Avrupa Minerals, and BHP Group are stepping into the spotlight. We take a look at their respective situations.
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Commented by Nico Popp on March 2nd, 2026 | 07:05 CET
Strategic raw materials: How Power Metallic Mines and FPX Nickel secure supply chains and what is important for Mercedes-Benz
The automotive industry is at a critical turning point where the availability of strategic metals is no longer just a question of price, but a basic prerequisite for the transformation to electric mobility. Vehicle manufacturers such as Mercedes-Benz are consistently aligning their production with an "electric-only strategy" and placing the upstream value chain for nickel, copper, and platinum group metals at the center of their planning. Securing these essential raw materials must be done under the strictest environmental, social, and ethical criteria in order to optimize the carbon footprint of the high-performance batteries produced and to meet the requirements of investors and regulatory authorities. In this market environment, specific solution providers from Canada are emerging, serving the rapidly growing demand for clean and transparent raw materials with fundamentally different exploration approaches.
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Commented by Armin Schulz on February 27th, 2026 | 07:30 CET
Entering the commodity supercycle with Rio Tinto, Power Metallic Mines, and Glencore: Three stocks for the portfolio
The world's hunger for commodities has changed fundamentally. What was long considered purely a narrative of energy transition is turning out to be a technological tsunami that is devouring metals on an unprecedented scale. As markets move away from their old dependence on individual commodities, a new ecosystem is emerging in which companies with diversified production portfolios are becoming the decisive players. There are growing signs that 2026 will be the year of differentiation – favoring those companies that are positioned along the entire value chain. We take a closer look at industry giants such as Rio Tinto, the promising explorer Power Metallic Mines, and the commodity trader Glencore in this new environment.
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Commented by Tarik Dede on February 25th, 2026 | 07:30 CET
AI drives demand: Three copper stocks for the boom - Freeport-McMoRan, Power Metallic Mines, and Aurubis!
A few years ago, copper was considered one of the most boring metals. Demand grew steadily, but not dramatically. The red metal was used everywhere, from construction to power lines, but it lacked appeal. And the price remained so low that there was hardly any investment in the development of new deposits over the past decade. With the AI revolution and global electrification, this has changed dramatically. Copper is the most efficient electrical conductor after silver and now plays a major role. For example, an electric vehicle requires three to four times more copper than a combustion engine. Added to this are wind turbines, solar parks, and the massive expansion and modernization of power grids. Analysts estimate that by 2040, the world will need to produce more copper than humanity has consumed in its entire history. After electric vehicles, artificial intelligence has triggered the next wave of demand due to the enormous power requirements of data centers. The huge server farms of NVIDIA, Google, Amazon, and others require kilometers of copper cable and massive copper rails for power distribution. As a result, there is now renewed investment in new copper deposits. Investors should diversify their portfolios to benefit from this development in the long term.
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Commented by Nico Popp on February 24th, 2026 | 07:30 CET
Commodity investments: Why Globex Mining is the hidden gem next to Barrick Mining and MP Materials
The global economy is undergoing a fundamental shift from an era of free trade to an era of scarcity. Commodities are no longer mere trade goods, but instruments of national security and expressions of geopolitical power. The US government's announcement that it will create an exclusive commodity trading bloc demonstrates this. At the same time, the International Energy Agency (IEA) has heralded the age of electrification, in which demand for copper, rare earths, lithium, and antimony is rising to historic highs due to the expansion of global data centers for artificial intelligence and the decarbonization of industry. S&P Global forecasts a copper deficit of 10 million tons by 2040. China continues to control over 50% of refined copper production and dominates the supply of 19 out of 20 critical minerals. This concentration is forcing Western countries and investors to rethink their strategies. We present options that have received little attention so far.
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Commented by Nico Popp on February 24th, 2026 | 07:10 CET
Securing raw materials in Europe: How Avrupa Minerals, Altius Minerals, and Elemental Royalty Corporation are organizing supply chains
The EU is looking for domestic sources of copper, zinc, and strategic metals to secure its industrial base. Recent analyses by the European Court of Auditors show a dependence on imports for 10 of 26 critical minerals needed for the energy transition and modern defense systems. Despite the Critical Raw Materials Act, which aims to increase domestic production to 10% of demand, auditors identify bottlenecks in the financing and practical implementation of the requirements. At the same time, consultancies such as McKinsey are forecasting a significant increase in demand for materials for the energy transition, with annual growth rates in the single-digit percentage range through 2035. In this environment, specialized players are positioning themselves to provide access to deposits and manage capital risks for investors. We present three companies with a focus on Avrupa Minerals.
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Commented by Mario Hose on February 24th, 2026 | 07:00 CET
Gold boom in 2026: Why DRC Gold, Newmont Mining, and Agnico Eagle are currently the most exciting names in the precious metals sector
The price of gold is rising, producers are earning record profits, and in the midst of it all, a small newcomer has emerged that has what it takes to shake up the industry. While the big players like Newmont Mining and Agnico Eagle are shining with record figures and cash flows in the billions, DRC Gold is creeping into the spotlight almost unnoticed. With a market capitalization of around CAD 30 million, the company has potential that fires the imagination. Three stocks, three stories, and all have just picked up speed. Those who are invested in the gold sector or want to be should take a closer look now.
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Commented by Mario Hose on February 23rd, 2026 | 07:25 CET
Gold for your portfolio: Why Barrick Mining, First Majestic Silver, and Kobo Resources are now in the spotlight for investors
Precious metals are back in the spotlight, and three stocks in particular show how differently investors can profit from this trend. Kobo Resources is an up-and-coming gold explorer from Canada that is gradually building up an impressive gold deposit in West Africa. Barrick Mining is one of the industry's giants, but is currently struggling with strategic decisions and a decline in production. First Majestic Silver made a remarkable turnaround in 2025 and is ringing investors' cash registers. Three companies, three stories, but all united by one trend: rising metal prices are fueling the imagination. Those who do not take a look now could miss out on a real opportunity.
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Commented by André Will-Laudien on February 20th, 2026 | 07:00 CET
Europe steps on the gas! E-mobility and secure supply chains - Avrupa Minerals, BYD, VW, and Stellantis
The stock market year has gotten off to a turbulent start, but a new megatrend is gaining traction: critical metals! While 2025 was dominated by AI and high-tech stocks, raw material suppliers, essential for maintaining industrial competitiveness, are increasingly moving into focus. Over the past 12 months, they have been able to offer investors dream returns in the three- to four-digit range. At the same time, there has been hardly any growth on the NASDAQ since the beginning of the year. Former high-flyers like Palantir, Nvidia, and Strategy are currently trading below their 2025 highs. International commodity stocks dealing with the issue of "Western supply chains" have now moved up the list of top performers. Without strategic metals, the secure production of electrical infrastructure, renewable energy systems, and defense technology is not possible. It is therefore worthwhile for investors to rethink their tech portfolios and add good commodity stocks to their watch lists. Meanwhile, the automotive sector, under pressure for months, could be stabilizing after the sobering results of 2025. We take a closer look at the key players.
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