Copper
Commented by Armin Schulz on May 17th, 2022 | 10:29 CEST
Varta, Nevada Copper, E.ON - Shares for the electrification of tomorrow
More and more people are gaining access to electricity. In order to make this possible, copper is needed because this industrial metal is the best conductor of electricity. Due to the upheaval in the energy industry towards renewable energies and the electrification of vehicles, demand is increasing. Supply cannot keep pace. Although 2021 copper production has increased by 2.2%, it is only 0.3% above the pre-Corona level. That explains the significant increase in copper prices, and we can expect a supply deficit in 2022 as well. We look at three companies for the electrification of tomorrow.
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Commented by Carsten Mainitz on May 4th, 2022 | 13:57 CEST
Phoenix Copper, Glencore, Rheinmetall - High demand is intact
In its latest report, the World Bureau of Metal Statistics (WBMS) provided an interesting insight into the general conditions of the metal markets at the beginning of the year. According to this report, there is still a global demand surplus for copper - just as there is for lead and nickel. In the first two months alone, the deficit already amounted to 83,000t of copper, up from 476,000t in 2021. In contrast, mine production rose by just 2.8% in January and February. However, coal and defense products are also currently in demand globally.
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Commented by Stefan Feulner on May 4th, 2022 | 10:22 CEST
BYD, Nevada Copper, XPeng - New opportunities for copper shares
After a brilliant year on the stock market in 2021 and reaching new 10-year highs, the copper price reached new highs again at the beginning of March, after the start of the Ukraine conflict. Since then, the base price has been correcting at a high level. However, due to the plan of politicians to practice an even faster switch to renewable energies, the demand for the elementary red metal is increasing significantly. Experts forecast a new supercycle for the next few years. Producers of the scarce commodity are the primary beneficiaries of this trend.
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Commented by Nico Popp on April 28th, 2022 | 11:59 CEST
Never invest like Elon Musk! Twitter, Phoenix Copper, BYD
Data is the raw material of the 21st century. Looking at the war in Ukraine and the pandemic, one could also speak of information as an important raw material. After all, data has to be interpreted. In a world that is becoming increasingly complex, some data can be used to draw different and sometimes contradictory conclusions. That makes it all the more important for data to become information and for competent experts to interpret data. Elon Musk's acquisition of Twitter is expected to encourage this. But what does this mean for investors?
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Commented by André Will-Laudien on April 26th, 2022 | 11:12 CEST
Varta, Nordex, Nevada Copper, JinkoSolar: supply chain broken, copper is the new gold!
Global copper inventories and production rates are currently below the level of recent years. This is due to the limited availability of new projects, which can only be put into production slowly and will still consume some investment. In copper recycling, the industry is making progress, but the necessary rates of increase to supply new markets remain too low. Then there are the troubled supply chains, which make it difficult to move larger volumes of raw material at the moment. In the first four months of 2022, copper inventories on commodity futures exchanges were below 2021 levels, and LME inventories in London are likely to fall further because of the demand-pull. The physical copper shortage is not hysteria - it is now a reality on the exchange with spot prices above USD 10,000. Where are the opportunities for investors willing to take risks?
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Commented by Carsten Mainitz on April 25th, 2022 | 13:22 CEST
Mutares, Edgemont Gold, Barrick Gold - Inflation soon to exceed 10%! What to do?
According to some experts, inflation could soon rise above 10%. The possible reaction of the central banks by increasing interest rates to contain inflation remains theoretical so far. After all, can the world's so heavily indebted countries afford significantly higher interest rates at all, and wouldn't a higher interest rate level stifle the economy? The bottom line is that a prolonged period of high inflation is very likely. Investors can effectively position themselves against the loss in value of their assets by investing in tangible assets. That means stocks, bonds, real estate and commodities belong in the portfolio!
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Commented by Stefan Feulner on April 22nd, 2022 | 10:51 CEST
Rio Tinto, Ximen Mining, Barrick Gold - Shares to counter the crisis
The precious metal gold has not yet been able to reach a new all-time high in the current reserve currency, the US dollar. However, the conditions for this to happen soon are extremely favorable. The uncertainties in geopolitics, not only in Ukraine, as well as continued high inflation rates and even higher debt levels in many countries, are a dangerous mixture that should speak for rising precious metal prices. The central banks are called upon to act if it is not already too late. It is therefore advisable to at least partially protect your portfolio.
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Commented by Nico Popp on April 20th, 2022 | 10:29 CEST
The million-dollar opportunity: Valneva, Edgemont Gold, BASF
No one can see into the future. But investors can estimate which topics will move share prices in the near future. There is not always a connection between what is important and what is played out in the media. Issues such as climate change are timeless but disappear from the front pages from time to time. It is currently a similar situation with the pandemic. We dare to take a look into the future and ask what could move prices this summer.
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Commented by Nico Popp on April 19th, 2022 | 14:10 CEST
Hotter than crypto: K+S, Nevada Copper, Shell
While moderate inflation is considered an acceptable accompaniment to a recovery, inflation rates beyond the 7 or even 8% mark are poison for the economy. The first industry associations from the construction sector expect residential construction to slump significantly in 2023. Examples include the Bavarian Housing Industry Association (VdW). According to this, around 86% of housing cooperatives and socially-oriented developers rate the prospects for new construction as "poor" or "very poor". The reasons lie in rapidly rising prices for building materials, which make costing difficult. Accordingly, some craft businesses will no longer accept orders for far in the future to avoid taking risks. China's zero-COVID strategy is also repeatedly causing problems. We present three companies that will be able to deliver in 2023.
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Commented by Stefan Feulner on April 19th, 2022 | 11:43 CEST
Volkswagen, Phoenix Copper, Nordex - Act quickly
The German cabinet wants to minimize dependency on Russian oil and gas and, at the beginning of April, passed the so-called Easter Package at the suggestion of Vice-Chancellor and Federal Economics and Climate Protection Minister Robert Habeck. It has been the largest amendment to energy policy legislation in decades. The Easter package comprehensively amends various energy laws in order to accelerate and consistently drive forward the expansion of renewable energies. To put this amendment into practice, the demand for raw materials, which are already in short supply, will drastically increase, positively affecting producers.
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