Copper
Commented by Nico Popp on September 30th, 2026 | 07:40 CEST
Copper Rally Nears Record Highs: What Production Shortfalls at Freeport-McMoRan and Ivanhoe Mines Mean for Explorers Like Power Metallic
The world relies on copper to keep running. Whether it is artificial intelligence, massive data centres, or military equipment, demand is rising across key sectors. According to a recent study by S&P Global, the market is heading toward an annual deficit of 10 million metric tons by 2040. While commodity exchange prices are hitting new record highs and US tariff threats are depleting physical inventories, supply chains are revealing fundamental weaknesses. A strategic realignment of the mining industry seems inevitable. We examine the current situation and key players.
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Commented by Tarik Dede on September 25th, 2026 | 07:35 CEST
Gold Under the Spell of Interest Rates: Opportunities in Lundin Gold, Kobo Resources and Barrick Mining
Higher or lower interest rates? The Federal Reserve has responded to pressure from the bond markets and raised interest rates for the first time in many years. This is putting enormous strain on the US budget and could also further weigh on an already struggling real estate market. Gold investors initially reacted negatively, with the price correcting. However, this is likely to be only a temporary setback. Savvy central bankers, such as those at the People's Bank of China, are taking advantage of current prices to make substantial purchases. Buying activity in gold ETFs is also picking up. The current correction in the gold price should therefore be viewed primarily as an opportunity for stock investors looking at promising stocks. Today, we take a closer look at Lundin Gold, Kobo Resources and Barrick Mining.
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Commented by Fabian Lorenz on September 25th, 2026 | 07:30 CEST
Sell Hensoldt? Copper at Record Highs! Power Metallic Mines Set to Benefit; Nordex Keeps the News Flow Coming!
Supply concerns are colliding with growing demand driven by power grids, electrification, and the expansion of AI infrastructure. This is pushing copper prices to record highs. One potential beneficiary with catch-up potential is Power Metallic Mines. The Canadian company is developing a world-class project with a high copper content. Analysts and the CEO believe the stock is undervalued. The latest resource estimate impressed, and the project's potential is likely even greater. Hensoldt, by contrast, offers no further upside, according to analysts. They question the company's long-term growth prospects and believe its valuation premium over Renk and Rheinmetall is not justified. Nordex is also considered ambitiously valued. However, the German wind-turbine maker continues to generate fresh share-price momentum through a steady stream of news.
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Commented by André Will-Laudien on September 22nd, 2026 | 07:20 CEST
Tanks, Ships, and Ammunition: How Rheinmetall, Renk, thyssenkrupp, TKMS and Power Metallic Mines Can Make Your Portfolio Bulletproof
Geopolitical upheavals are throwing global markets into turmoil and forcing investors to rethink their strategies. It is becoming increasingly clear: The European defence industry is heading toward a massive wave of market consolidation. However, disillusionment is setting in among the defence industry's former high-flyers following the initial hype, as the internal work required for integration is far from complete and operational potential has been overestimated. Completely detached from this trend is the Essen-based maritime division, which has secured a front-row seat thanks to a government deal worth billions. A massive fleet order is injecting a whole new dynamic into the sector. Naturally, strategic raw materials are also taking centre stage, since without them, not a single tank can roll, or a single ship can be launched. In this segment, the wheat is currently being separated from the chaff, as concrete facts and proven reserves far outpace utopian dreams of the future. Investors who want to profit from this tension and build a crisis-proof portfolio must now spread their risks extremely wisely across the globe.
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Commented by Armin Schulz on September 22nd, 2026 | 07:10 CEST
The Copper-Gold Boom: How Rio Tinto, Globex Mining and Franco-Nevada Benefit from the Same Megatrend
Copper and gold are both climbing to high levels at the same time. This is a rare occurrence. On the London Metal Exchange, a metric ton of copper most recently cost USD 14,779, while gold is trading at over USD 4,300 per ounce. Central banks purchased 288.9 metric tons of the precious metal in the second quarter alone. At the same time, global copper mine production fell by 1.1% in the first half of the year. It takes 12 to 15 years from discovery to the first metric ton mined. So the high prices cannot give the mines a quick boost. We will therefore look at three companies profiting from the shortage: Rio Tinto, Globex Mining and Franco-Nevada.
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Commented by Stefan Bode on September 21st, 2026 | 07:55 CEST
Excitement In The Air: Amazon, Bilfinger, Generac and Power Metallic Mines
On the stock market, it is not just financial metrics that matter, but also expectations and potential turning points in a company's story. A billion-dollar AI-related contract, a milestone in the commodities sector and a dramatic collapse in earnings show how quickly opportunities and risks can be reshuffled within days. It is precisely this mix of euphoria, hope and sharp setbacks that makes these three very different stocks so compelling right now – and provides investors with valuable clues as to where potential lies and where caution may be warranted.
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Commented by Matthias Schomber on September 16th, 2026 | 07:20 CEST
Allianz: Is Sentiment Turning? AI Shock at Aixtron! Resource Gem Power Metallic Mines Poised for an Upswing?
Allianz has been stoically following its upward trend, or so it seemed until recently, but that may now be coming to an end, as sentiment threatens to shift. Aixtron, the former high-flyer in the semiconductor sector, has already been through this—amid heated AI debates, the stock recently took another sudden, massive tumble before plummeting. Is that it, or is there more to come? Meanwhile, new hope is sprouting in the commodities sector, as Power Metallic Mines is causing a stir with its high-grade discoveries. Does the stock's recent drawdown now present an attractive buying opportunity? So many questions! We take a detailed look at the numbers, risks, and opportunities for these three stocks. Find out where an interesting investment for your portfolio might be lurking right now.
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Commented by Lars Winter on September 15th, 2026 | 07:35 CEST
Power Metallic Mines, Oracle, and Adobe: Three Interesting Stocks Poised for a Revaluation?
Copper and precious metals lie dormant beneath Québec's soil, billion-dollar contracts are piling up in Oracle's order books, and Adobe is earning handsomely despite AI concerns. Yet doubts prevail on the stock market. That is exactly what makes these three stocks so interesting. Canadian explorer Power Metallic Mines has significant upside potential: the first resource estimate for the Lion Zone adds substance to hopes of a new mine. Analysts believe this hot stock could more than double in value. With Oracle and Adobe as well, investors are wondering whether the market is correctly identifying the risks or underestimating the opportunities. Fresh figures and news may provide new reasons to buy. We are taking a closer look at this trio in our stock review.
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Commented by Armin Schulz on September 14th, 2026 | 07:50 CEST
Power Metallic Mines, Volkswagen and RWE: Raw Materials, Cells, Grid — Benefiting from the Germany-Canada Pact
Europe aims to expand battery production in 2026, but without raw materials, cells, and electricity, every target remains fragile. Regulations on carbon footprints and battery passports are increasing the pressure. Europe remains dependent on supply chains from Asia. Anyone looking to reduce this dependence needs secure access to raw materials, gigafactories and energy storage. Germany and Canada are currently in formal talks on a comprehensive Canada-Germany Strategic Partnership Agreement, which is also intended to cover raw materials, energy and investments. The aim is to strengthen raw material security—all the more reason to take a closer look at Power Metallic Mines, Volkswagen and RWE.
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Commented by Stefan Feulner on September 11th, 2026 | 07:55 CEST
Ivanhoe Mines, Power Metallic Mines, Rio Tinto: Commodity Giants on the Offensive
Copper is more expensive than ever before. On the LME, the price temporarily climbed to over USD 14,600 per metric tonne. At the same time, demand is growing due to power grids, data centres, electric mobility, and defence spending, while new mines take years to reach production. The industry's response to the current situation is clear. Major mining companies are securing additional deposits, while exploration companies are seeking to define the mines of tomorrow through new resource discoveries.
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