Copper
Commented by Stefan Feulner on January 14th, 2021 | 17:34 CET
Geely, Nevada Copper, Xpeng - Invest in the future!
If you think investing in future technologies like blockchain, hydrogen or electric mobility will offer the most significant returns in the coming years, you could be wrong. These new technologies, in particular, require raw materials and metals that are already in short supply. The sales forecasts for electric car manufacturers, for example, point to one thing for the next few years: a shortage of raw materials. This shortage will lead to a drastic excess in demand and thus to exploding prices. The decade of raw materials!
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Commented by André Will-Laudien on January 13th, 2021 | 09:56 CET
Kodiak Copper, Rio Tinto, Gazprom: The next commodity doublers!
An utterly different madness! A perfect illustration of the current mania on the stock market is the price performance of the unknown stock, Signal Advance. The papers of the medical technology company based in Texas drove social media-driven investors, since Thursday, by more than 11,000% upwards, from USD 0.6 to USD 70.0. On Monday, the stock closed at USD 38.7, up more than 438% from Friday. Signal Advance, which, according to research, has not generated any significant revenue in 2019 or 2020, let alone profits, is now suddenly worth more than USD 3 billion on the stock market. Yesterday at the opening, it then went down with -75%, so it is likely better to stay with solid commodity stocks!
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Commented by André Will-Laudien on January 7th, 2021 | 10:06 CET
Nevada Copper, Glencore, Tesla: E-mobility seeks copper!
Almost unnoticed, the copper price recently climbed to a 7-year high. No wonder, because the political efforts favoring e-mobility are intensified nearly every week! The complete changeover to the "electric car" is seemingly a done deal in Brussels. Regardless of the never-ending discussions about the lopsided eco-balance concerning battery production & disposal, the political will is spreading among the population. With tax incentives, the topic of "solar energy" could also be pushed forward, so why shouldn't company fleets and company cars be promoted appropriately. The consumer often feels good about the income tax, and we can recite a 7-verse poem about this topic in Germany.
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Commented by Nico Popp on December 30th, 2020 | 06:50 CET
NEL ASA, Nikola, Nevada Copper, BHP Group: Be part of the next trend from the start
Copper is considered a rather dull industrial metal. Yet copper is more than many investors think: analysts expect that more copper will be mined in the next thirty years than in the entire history of mankind. What sounds enormous is, in reality, so. Copper mines around the world are producing at the limit of their capacity. New projects are waiting in the wings and are urgently needed. One of the main drivers of the copper boom is electromobility. An electric car contains around three times as much copper as a conventional combustion engine. Hydrogen vehicles also contain copper. Reason enough to take a closer look at some interesting stocks around the trend.
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Commented by André Will-Laudien on November 27th, 2020 | 10:12 CET
Ballard Power, Varta, SolGold - Trillions of Biden!
Joe Biden is moving forward in the fight against climate change and wants to boost economic growth with a spending plan worth more than $5 trillion. He wants to start with the completely outdated American energy industry to generate carbon-free electricity by 2035. The plan reflects ideas that were taken up by some of Biden's more progressive allies during the primary elections, such as Jay Inslee, the governor of Washington. Perhaps this is even a point that cost Donald Trump a few votes.
In his plan, Biden promises to spend about $2 trillion over four years to promote his energy proposals, which is significantly more than he proposed during the primaries. In terms of content, he attaches great importance to modernizing American infrastructure and investing in improving the energy efficiency of buildings and housing as well as promoting environmental protection efforts in agriculture. Now that's an announcement!
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Commented by André Will-Laudien on October 15th, 2020 | 13:30 CEST
General Electric, Varta, SolGold: Three times copper is gold!
According to research by IDTechEx (2020), the introduction of electric traction motors in road vehicles will lead to a significant increase in copper demand over the next ten years. The study commissioned by the International Copper Association (ICA) shows that by 2030, the windings in electric traction motors in electric vehicles will require over 250,000 tonnes of copper per year. The increase in copper demand follows the development of the global automotive market, where pure battery-electric cars are due to gain the largest share of the market at the expense of internal combustion engines and hybrid vehicles. By 2030, electric and plug-in hybrid vehicles will account for 19% of the total market, which, according to IDTechEx, will rise to 72% by 2040.
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Commented by André Will-Laudien on September 23rd, 2020 | 11:14 CEST
Varta, United Internet, SolGold: Future copper scarcity is becoming apparent
A study commissioned by the International Copper Association (ICA) shows that by 2030 more than 250,000 tonnes of copper per year will be used as part of the windings in electric motors for all types of vehicles. Added to this is the long-established copper requirement in all conventional electrical appliances, electricity storage systems, generators and, last but not least, in construction, where the patina of roof and rain pipe structures is concerned. Copper is ubiquitous and yet one of the rarest metals on this globe. Current production is around 20 million tonnes of copper per year but is tending to decline by 5% per year due to mine exploitation and closures. South America is the largest copper producer in the world. According to official resource estimates, about 40% of the total copper deposits worldwide are in South and Central America, especially in Chile. The spot price of the rare metal has risen by a staggering 55% since the corona collapse in March and recently reached a new annual high.
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