Copper
Commented by Stefan Feulner on April 13th, 2022 | 17:59 CEST
Commerzbank, Kodiak Copper, NIO - Unstoppable trend
Remember last year when both Federal Reserve chief Jerome Powell and ECB frontwoman Christine Lagarde called rising inflation "temporary"? According to the Federal Statistical Office, consumer prices for March have come in fresh across the news tickers, showing a 7.30% increase, the highest level since reunification. On the one hand, of course, the Ukraine conflict impacts rising energy and commodity prices, but even after the end of the warlike activities, many goods in demand because of the energy transition are likely to at least maintain the high price level.
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Commented by Carsten Mainitz on April 13th, 2022 | 17:45 CEST
Nevada Copper, Aurubis, Nordex - Fueling the energy transition!
A study commissioned by the International Copper Association (ICA) concludes that copper demand will be strongly driven by the massive expansion of cabling for solar, wind power and electric vehicle infrastructure. Experts estimate that the volumes demanded from the solar and wind sectors will multiply by 2040. A projected increase in the number of charging ports for electric vehicles from 3.2 million in 2021 to 152.3 million in 2040 will exponentially increase copper demand in this sector. As a result, an increasing supply shortage is emerging, which in turn will lead to further price increases for the industrial metal. Copper producers such as Nevada Copper or recycling companies such as Aurubis will benefit from these general conditions.
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Commented by Stefan Feulner on April 12th, 2022 | 18:37 CEST
Plug Power, Phoenix Copper, JinkoSolar - Shares for freedom
The conflict between Russia and Ukraine, which has been simmering for weeks, dominates world events. Above all, the implementation of the energy turnaround is at the top of the agenda. Due to the declared sanctions, politics and the economy are facing a stress test on becoming more independent from Russian gas and coal in the future. Longer coal and nuclear lifetimes are on the cards. The traffic light politicians agree that the real path to energy independence is to phase out fossil fuels in the long term. However, scarce raw materials such as copper make this an expensive undertaking.
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Commented by Juliane Zielonka on April 7th, 2022 | 14:30 CEST
Phoenix Copper, Nordex, Tesla - Gold rush mood at the beginning of the supply chain
If the EU turns off the gas tap from Russia, alternatives are needed quickly to keep Germany running as a business location. With its wind turbines, Nordex SE is facing cybersecurity challenges, and Tesla shareholders are looking anxiously at the antics of their CEO, who is putting on yet another corporate hat. Producers are reeling from supply chain disruptions and other unreliabilities these days. So it is good to know there are reliable companies at the top of the supply chain: Phoenix Copper, with its raw material deposits of copper, gold and zinc, is not only an explorer on the hunt for the best mineral resources but also a collector.
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Commented by Fabian Lorenz on April 7th, 2022 | 14:20 CEST
Varta, BYD, Nevada Copper: Shares under power
With the "Easter Package", Economics and Climate Protection Minister Robert Habeck wants to accelerate the expansion of renewable energies once again. The central goal is to double the share of electricity from renewable sources to 80% by 2030. In order to achieve this, approval procedures for new projects are to be shortened, among other things. In addition, new areas are to be made available for wind and photovoltaics, and remuneration is to be increased. Electromobility should also benefit because the environment is only really protected if the electricity comes from renewable sources. Companies across the entire value chain should benefit. The Chinese car manufacturer BYD is currently shining with several positive reports. Raw materials producer Nevada Copper also impressed with its quarterly update and is on the verge of a revaluation. At battery pioneer Varta, analysts are having their say after the figures.
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Commented by Stefan Feulner on April 1st, 2022 | 12:44 CEST
Glencore, Nevada Copper, BASF - Extreme fantasy in these shares
Copper is needed everywhere, especially now due to the energy transition. An electric car, for example, requires up to 4 times more copper than a vehicle with a combustion engine. The production of a wind turbine requires 30 tons of copper per turbine, including a connection to the power grid. Meanwhile, prices are exploding, with 1 ton of the red metal already costing over USD 10,300. The trend is likely to continue in the longer term. The primary beneficiaries of this super cycle, besides copper producers, are attractive exploration companies.
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Commented by André Will-Laudien on March 31st, 2022 | 11:57 CEST
Varta, Phoenix Copper, JinkoSolar, Nordex: Numbers upon numbers, where is the explosive?
The copper price reached its preliminary high on March 7, 2022, at around USD 10,730. Since then, we have seen a standard consolidation of 3-4%, which is not an unusual occurrence in the present uptrend. Thus, the coveted metal has exploded by over 100% since the beginning of 2020. Large mining groups and copper mines have often been able to post a multiple of this performance for themselves in the same period. For many market participants, the medium-term upward scenario for the industrial metal remains set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators and governments worldwide are alarmed because the current recoverable capacities cover just 85% of the current year's demand. Who can close the gap?
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Commented by Juliane Zielonka on March 31st, 2022 | 11:21 CEST
Kodiak Copper, Plug Power, BYD - Copper, copper and more copper
Carmaker BYD is finally showing itself without a mask: the brand-new Ocean X model is giving rival Tesla a run for its money. The Chinese electric carmaker is thus tapping into the design-savvy target group in the upper-middle class, which is climate-neutral and cost-conscious and relies on timeless elegance. Powered by electric motors with 203 hp, anyone will then be able to overtake the plug-powered MAN trucks in the left lane from 2023. But only if explorers like Kodiak Copper continue to successfully discover copper areas to meet market demand for the popular metal. 'Teamwork makes the dream work' is especially true for the Canadian Company's top executives.
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Commented by Juliane Zielonka on March 22nd, 2022 | 14:06 CET
Nevada Copper, Mercedes-Benz, BYD - Price increase for copper expected
The battle for raw material supply chains is intensifying in light of the Ukraine crisis. Copper as a raw material is an indispensable component for electric vehicles. According to Goldman Sachs, due to the geopolitical upheavals, the price of copper may rise rapidly in the coming months. To ensure smooth supply chains, the Company is revisiting Cold War strategies and focusing on local resources. Nevada Copper, a copper supplier in the US, can support Mercedes-Benz's new battery plant. In China, Tesla competitor BYD Electronics is also working with the Stuttgart-based automotive giant to test the luxury segment.
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Commented by Fabian Lorenz on March 22nd, 2022 | 12:31 CET
Analysts enthusiastic about S&T, Rheinmetall and Phoenix Copper - TUI share under review
The shares of S&T and Rheinmetall were among the day's winners yesterday. Austrian IT services provider S&T gave a positive outlook for the current year and fended off Viceroy's short attack. The loss of sales in its Russian business is expected to be partially offset by orders in the armaments and cybersecurity sectors. The guidance from January was raised slightly, and the dividend is also expected to increase. Analysts were pleased and the stock gained more than 10%. Rheinmetall shares benefit from positive analyst recommendations, with the price targets increasing up to EUR 210. In contrast, Jefferies is not convinced by the share of TUI. Phoenix Copper is benefiting from the commodity market. The experts at SISM Research see more than 100% upside potential for the commodity explorer.
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