Copper
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?
Read
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?
Read
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!
Read
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.
Read
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.
Read
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.
Read
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.
Read
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.
Read
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.
Read
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.
Read