Copper
Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
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Commented by Armin Schulz on August 17th, 2026 | 07:15 CEST
How to Profit from the Raw Materials Shortage: A Look at the Top Picks—Rio Tinto, Globex Mining and Glencore
A fierce battle is raging over raw materials. The green transition is not the only reason demand has skyrocketed. AI, specifically its data centers, and robotics are also driving demand even higher. Added to this are geopolitical dependencies and national supply concerns. The US is pushing for domestic production. China is buying up raw materials worldwide, and resource-rich countries like the Congo are imposing new export conditions. Those who run out of raw materials will lose their supply chains. We therefore take a closer look at Rio Tinto, Globex Mining, and Glencore today.
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Commented by Fabian Lorenz on August 12th, 2026 | 07:10 CEST
Standard Lithium Surges! Nordex Lands Major Order – Copper Rally and News Flow Drive Power Metallic Mines
Standard Lithium's share price has surged. Investors reacted positively to the update from the US lithium hopeful. According to the update, the company has met key prerequisites for the planned development of the South West Arkansas Project (SWA). Was the 20% rally in Power Metallic Mines just the beginning? The odds are good that it was. Analysts foresee significantly higher prices. Additionally, the copper rally is providing a boost, and important news is on the horizon. The high copper price should actually be causing problems for the wind energy industry. Yet there is currently no sign of that, as Nordex's latest major order demonstrates. The stock is currently taking a breather. Nevertheless, its year-to-date performance stands at over 25%.
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Commented by Stefan Bode on August 11th, 2026 | 07:35 CEST
Beneficiaries of Change: The AI Boom, Infrastructure, and the Hunger for Raw Materials — Deutsche Telekom, Power Metallic Mines, Siemens
Global financial markets are being shaped by far-reaching transformations. From the rapid rise of artificial intelligence and the massive expansion of digital networks to the geopolitically driven push to secure critical supply chains, powerful long-term trends are reshaping the investment landscape. Long-term investors and forward-looking market participants are increasingly looking for the companies set to benefit from these megatrends. The following report highlights three compelling stocks from different sectors that are currently impressing with record results, strategic positioning, and fresh buy signals. Discover which companies are laying the foundation for tomorrow's technology-driven economy.
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Commented by Nico Popp on August 10th, 2026 | 07:25 CEST
German AI Winners technotrans and Deutz—Why the Hype Is at Risk, and the Role Power Metallic Mines Could Play
Data centers are experiencing a massive global boom, both in the United States and elsewhere around the world. However, the resulting waste heat and unexpected power-grid failures need to be managed. This is where specialized German equipment manufacturers are increasingly stepping in, supplying sophisticated cooling systems and backup power generators to customers even in the US. For Germany, this is very good news. But there is a major caveat: suppliers to the AI industry depend on critical raw materials. Without large quantities of copper, nickel, and platinum group metals, the expansion of AI and power grids will stall. In this article, we take a closer look at German companies positioned to benefit from the AI boom, as well as a potential Canadian raw-material supplier that could also score points through its focus on sustainability.
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Commented by Tarik Dede on August 6th, 2026 | 07:25 CEST
Copper Nears Record Highs: How Glencore, Power Metallic Mines, and Lundin Mining Could Benefit
Something unusual occurred in the financial markets last week. The US Federal Reserve and the Bank of Japan reportedly intervened in support of the Japanese yen and against the US dollar, reinforcing expectations that US policymakers are comfortable with a weaker dollar. This aligns with the Federal Reserve's recent decision to leave interest rates unchanged rather than raise them as many market participants had expected. A weak US dollar, however, is good for commodity prices. Gold and silver are already rising sharply. But the king of metals right now is copper, whose price is trading near an all-time high. Strong demand from the AI data center sector is meeting weak supply due to mine closures and lower ore grades at established operations. This combination could mark the beginning of a new uptrend for the copper market. Against this backdrop, it is worth taking a closer look at Glencore, Power Metallic Mines, and Lundin Mining.
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Commented by Stefan Feulner on August 3rd, 2026 | 07:55 CEST
Anglo American, Globex Mining, Lundin Mining: Commodity Giants Poised for the Next Surge
Despite the current market correction, copper, gold, and strategic metals are increasingly taking center stage in the global economy. Power grids, AI data centers, electric mobility, and defence are consuming enormous amounts of raw materials, while new mines are being developed only slowly. It is not just established producers that are benefiting from this. Broadly diversified companies are particularly attractive, as they can earn revenue from investments and royalties in numerous projects without having to finance every mine themselves.
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Commented by Armin Schulz on August 3rd, 2026 | 07:20 CEST
Power Metallic Mines, BYD, Intel: Without This Often-Overlooked Raw Material, Electric Mobility and AI Would Grind to a Halt
In the coming years, electric mobility and artificial intelligence will become key drivers of the economy. Together, they drive the demand for copper. Without this red metal, there would be no electric vehicles, and data streams would dry up too. It is no coincidence that the price of copper has risen significantly over the past year. Many investors still have yet to recognize this bottleneck and are focusing instead on the latest AI models or the increased ranges of electric vehicles. Yet there could be significant untapped potential in the mining sector in particular, because as AI and robotics make production more efficient, the demand for raw materials will increase. Today, we take a closer look at the polymetallic mineral explorer Power Metallic Mines, the electric vehicle manufacturer BYD, and the chipmaker Intel.
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Commented by Nico Popp on July 29th, 2026 | 07:45 CEST
Battery Metals Bottleneck: Volkswagen and BHP Under Pressure as Power Metallic Mines Faces Weeks of Truth
Electric vehicles are becoming an increasingly common sight on German roads, driven in part by the arrival of aggressively priced models from China. However, the rapid growth of electric mobility is placing mounting pressure on automotive supply chains. Automakers are grappling with volatile markets while becoming increasingly concerned about securing reliable access to critical raw materials. Commodities are no longer viewed as readily available inputs but as strategic assets essential to industrial competitiveness. This complex situation calls for new alliances: mining companies, major automakers, and dynamic project developers are pulling out all the stops to secure raw materials for the future.
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Commented by Fabian Lorenz on July 28th, 2026 | 07:05 CEST
Turnaround Stocks with Up to 200% Upside? Renk, Eckert & Ziegler and Power Metallic Mines in Focus
Renk's shares have fallen by around 50% since October 2025. Has this created an attractive entry opportunity? Jefferies certainly believes so, assigning the stock a fair value of EUR 60. The company's upcoming half-year results are expected to be strong, with analysts anticipating an improvement in second-quarter margins. The company has reported operational success in the US. Power Metallic Mines could be on the verge of a strong rally. Copper, one of the world's most sought-after metals, is a key component of the company's world-class polymetallic deposit in Canada. Analysts see nearly 200% upside potential, while several important catalysts are expected in the near future. Meanwhile, Eckert & Ziegler has been in a downtrend for the past year. The market entry of a new competitor has weighed on the shares, but analysts believe investors' concerns are overdone.
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