Copper
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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Commented by Stefan Feulner on February 16th, 2022 | 12:29 CET
Glencore, Nevada Copper, Newmont - Commodities as an investment
An escalation of the situation in Ukraine and a possible war directly in Europe is keeping the stock markets in turmoil. In addition, a faster than expected rise in interest rates in the US is causing uncertainty among investors. As a result, the precious metal gold has risen to its highest level since mid-2021 and, at least in the short term, will live up to its status as a crisis currency. Companies from the commodities sector are also performing strongly. The price of a ton of copper, for example, once again exceeded the psychologically important USD 10,000 mark. Due to the strong demand resulting from the energy transition, this trend is also likely to prevail in the longer term.
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Commented by Stefan Feulner on February 3rd, 2022 | 10:19 CET
TeamViewer, Kodiak Copper, XPeng - Opportunities after the setback
It is numbers season again. The Goeppingen-based company TeamViewer achieved its forecasts, which had been revised downwards twice. Whether the remote maintenance business is sustainable after the pandemic has subsided remains to be seen. By contrast, demand for raw materials for the energy transition is almost sure to be sustainable. In particular, the eminently essential copper is likely to be subject to a further increase in demand for years to come.
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Commented by André Will-Laudien on February 2nd, 2022 | 13:48 CET
Nordex, Nevada Copper, JinkoSolar: Earning in the copper decade!
According to a 2020 study by the International Copper Study Group (ICSG), Chile, Peru, China and the US were the largest copper producers in the world. Other significant deposits can be found in Australia, Indonesia, Russia, Canada, Zambia, Poland, Kazakhstan and Mexico. While most mines have copper concentrations between 0.2 and 0.8%, there are even deposits in Central and South Africa that can contain 5 - 6% copper. In Europe, the largest copper deposits are found in Russia and Poland. Expert opinions differ considerably when calculating the copper market for the next few years. According to a study by Wood Mackenzie, primary copper demand will increase by 30% to about 25 million tons by 2030. And ore is already in more than short supply today. Where are the opportunities for investors?
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