Copper
Commented by André Will-Laudien on March 16th, 2022 | 12:20 CET
Rheinmetall, Nordex, Kodiak Copper: The 100% stock sensation in copper and nickel!
At the start of this week, the London Metal Exchange (LME) had to suspend the futures market on nickel because the margin calls overwhelmed some market participants. Forward prices had exploded from USD 25,000 to USD 100,000 within two weeks. As a result, the critical industrial metal is more expensive than ever before. The LME will resume nickel trading today. It will be interesting to see where the short squeeze will drive the price. In the meantime, the few producers of the metal have probably also set out to bring their mined goods to the market in the best possible way. Similar shortages now exist in the electrical conductor metal, copper, and some other battery and high-tech metals. We present a few interesting investments.
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Commented by Nico Popp on March 14th, 2022 | 10:17 CET
Mercedes-Benz Group, Phoenix Copper, JinkoSolar: Learning from history
Investors who kept a cool head after the outbreak of the Corona pandemic in March 2020 were able to enjoy high profits in the months that followed. Immediately after the outbreak began, share prices around the world plummeted. The media proclaimed the end of the economy as we know it. While this was partly true, the markets' conclusions were initially wrong. Instead of economic decline, scarcity determined prices - until today. Even now, the markets are painting a gloomy scenario, right up to the apocalypse. It looks as if supply and demand will ultimately determine prices after all. For investors with a sharp focus and clear understanding, this can be an opportunity. We present three shares.
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Commented by Carsten Mainitz on March 10th, 2022 | 12:09 CET
Nordex, Phoenix Copper, E.ON - Under power
The Ukraine war is making the stock markets nervous. Once again, we realize that normality can end overnight. Massive sanctions have hit Russia. The dependence on our eastern neighbor for energy and raw materials is becoming abundantly clear. The oil and gas prices are soaring, which again strengthens the desire to rely on renewable energies. The growth of electromobility should gain further momentum due to current developments.
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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET
Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!
The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?
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Commented by Armin Schulz on March 4th, 2022 | 12:33 CET
K+S, Phoenix Copper, Barrick Gold - Commodities as portfolio boosters
Prices for raw materials went through the roof last year. On the one hand, the global economy recovered faster than expected. On the other hand, demand for copper increased significantly, especially due to the turnaround in the automotive industry. Now, raw materials are becoming scarce again, as Russia is partially eliminated as an exporter of raw materials. It means that supply is lagging behind demand and resulting in rising prices. Especially for oil, gas and wheat, supply is expected to tighten significantly. Today we present three exciting commodity companies that could benefit from the crisis.
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Commented by Nico Popp on March 4th, 2022 | 11:32 CET
Stagflation! Here is how stocks could react: ThyssenKrupp, Kodiak Copper, BMW
A flood of money for the defense sector, disrupted supply chains and paradigm shifts in many other areas - the war in Ukraine shows us once again that nothing stays the same. The phrase may have been overused in the pandemic, but current events underscore that as we look to the future, we must prepare for things we would not have thought possible just a few years ago. Also economically. The eurozone is on the verge of a stagflation scenario, i.e. rising prices coupled with falling economic output. The ECB would then be in a dilemma. Stocks could be the only way out for investors.
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Commented by Nico Popp on March 3rd, 2022 | 10:44 CET
BYD, Nevada Copper, Mercedes-Benz Group: Price shock also at the charging station
The fact that prices at gas pumps are constantly rising is nothing new for drivers. But with the price shock now also looming at charging stations, it is a new experience for many e-car drivers. Providers of charging infrastructures, such as EnBW, Tesla, Enel and Stadtwerke München, have raised their prices in recent months, in some cases significantly: The kilowatt-hour has become between 8% and 82% more expensive. What will happen now?
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Commented by André Will-Laudien on February 24th, 2022 | 09:41 CET
BYD, Nio, Nordex, Phoenix Copper: Nothing works without copper!
Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it, the research and development of drives, batteries and power-saving components. However, in addition to electricity storage, vehicle cabling and the fitting of high-tech components are also coming to the fore. Today, an electric vehicle requires 3 to 4 times as much copper as it did 20 years ago. Still, the earth's deposits are exhaustible, and copper, in particular, is pretty much stretched to the limit. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. A current conflict, such as Ukraine, provides additional fuel and further rising prices! Where are the opportunities?
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Commented by Carsten Mainitz on February 21st, 2022 | 14:49 CET
E.ON, Nevada Copper, Nordex - The only way it works
In the course of the energy transition, renewable energies such as hydroelectric and solar power, wind energy, geothermal energy and renewable raw materials are replacing fossil fuels. By 2050, renewable energy sources are to cover around 60% of national consumption. Another key challenge is to increase energy efficiency. New storage concepts and intelligent energy networks play a central role here. Not to be forgotten are the essential raw materials such as copper, from whose expected price increases commodity producers can profit.
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Commented by Carsten Mainitz on February 17th, 2022 | 13:22 CET
Allkem, Kodiak Copper, BHP - Profiteers of high commodity prices!
The growth of electromobility will cause the prices of copper, lithium and other battery metals and critical raw materials to rise in the long term. Supply and demand are the determining influencing factors. Whether interest rates rise or not, whether stock markets wobble or not, the price trend will continue. Profiteers are (prospective) commodity producers.
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