Copper
Commented by André Will-Laudien on June 9th, 2021 | 10:41 CEST
BYD, Nordex, Kodiak Copper: The green revolution!
They have not yet been seen in the state elections of Saxony-Anhalt! However, the political green wave in Germany is starting to warm up for the federal election. Consumers expect greater awareness of the Paris Climate Agreement with corresponding measures in our country, especially in Europe. Already today, this is getting investors to focus correctly on the issues of the future. In plain language, this means continued tax incentives of the highest magnitude for so-called "environmentally friendly technologies" that include solar plants and wind power, including, above all, battery-powered mobility and hybrid vehicles. We shed light on some of the favorite stocks.
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Commented by Stefan Feulner on June 2nd, 2021 | 09:59 CEST
Volkswagen, Nevada Copper, Geely - Things are heating up!
The fear is going around. The new enemy of the economy is no longer the pandemic but the consequences due to the easing. In May, growth in Chinese industrial activity reached its highest level for 2021 due to rising demand from domestic and global markets. Commodity prices are skyrocketing due to supply shortages, and supply chains are broken, affecting the economy. Due to the green revolution, the trend of expensive metal prices will continue. The losers will be the end consumers, while the winners will be the producers of the scarce goods.
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Commented by Stefan Feulner on June 1st, 2021 | 11:26 CEST
Nordex, GSP Resource, Intel - Attention: it is not too late!
Months ago, we already drew your attention to the rising copper price due to the expected shortage. Currently, the base price is at a ten-year high. Due to the enormous demand resulting from the energy transition, the trend is likely to continue in the coming years. Large copper producers such as Freeport McMoRan, Glencore or Copper Mountain have already been able to multiply their prices. But it is not too late to jump on the current supercycle.
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Commented by Carsten Mainitz on May 31st, 2021 | 11:45 CEST
BYD, Kodiak Copper, Xiaomi - Copper: Buy or cash in?
The demand for copper will continue to grow. These are the findings of the recently published study by the International Copper Association (ICA). The ICA predicts that by 2030, more than 250,000 tons of copper per year will be used as part of the windings in electric traction motors. But copper is also in demand in many other industries. Demand exceeding supply or supply bottlenecks can make the raw material more expensive overnight at any time. For this reason, today, we take a look at a budding copper producer. Of course, large demanders such as BYD or Xiaomi must not be missing in the consideration. After all, our everyday companion, the smartphone, contains 15% copper. Let us surprise you with three exciting investment ideas.
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Commented by Nico Popp on May 27th, 2021 | 07:50 CEST
Kodiak Copper, ThyssenKrupp, BYD: Three trends in one share
Copper is the metal of the moment. There are several reasons in favor of copper. Firstly, copper is benefiting from the global economic recovery following the end of the pandemic. The industrial metal has always been the primary beneficiary when infrastructure is invested in or otherwise built. It is precisely in this way that countries want to boost their economies after the pandemic. At the same time, there is a dynamic demand from the e-car industry. E-cars and charging infrastructure, none of that works without copper. And last but not least, inflation is getting to us - the Bundesbank is already expecting inflation rates beyond the 4% mark. Again, commodity prices tend to benefit.
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Commented by Nico Popp on May 27th, 2021 | 07:25 CEST
Nevada Copper, Salzgitter, NIO: The Greens and the Copper Price
Since the end of March 2020, the copper price has doubled. The trend is intact and investors are using every minor interim correction to get in. After the pandemic, countries worldwide want to get their economies back on track and fit for the future. Investments in infrastructure have been overdue for years anyway and are the very first measure for many countries. Sustainable solutions, such as charging infrastructure for electromobility, are also on the agenda. The copper price should continue to benefit. Demand from Germany, in particular, is likely to increase - a look at the polls in the election year suggests that it should soon rain billions for electric cars and their charging infrastructure. Some stocks are already benefiting.
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Commented by Stefan Feulner on May 25th, 2021 | 09:52 CEST
Daimler, QMines, Freeport McMoRan, Glencore, BMW - The Gold of Energy Transition
It is not without reason that copper is currently at a 10-year high. On the one hand, the recovering economies in China and the USA have enormously boosted demand for the metal. On the other hand, copper is one of the most important metals in the energy transition. Demand for solar modules, wind turbines and electric cars already exceeded supply last year. Yet, the new technologies are only at the beginning of a new cycle. The copper shortage is expected to increase dramatically in the next ten years. Profit from the new gold.
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Commented by Armin Schulz on May 21st, 2021 | 09:28 CEST
BYD, Nevada Copper, AT&T - Nothing works without copper
More and more people worldwide have access to electricity. The electrification of the world is progressing and this requires copper - the non-precious metal that conducts electricity best. Copper was one of the most widely used industrial metals even before the advent of renewable energies and e-mobility. It is found in consumer goods such as air conditioners, telephones and everything around power grids. Increased sales of e-cars are also increasing demand for the "red gold" here, as more copper is needed for these than in conventional passenger cars. Added to this is the charging infrastructure for e-cars, which still has to be built nationwide. Demand will certainly not decrease, but since the supply is not growing at the same time, rising prices are the result.
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Commented by Stefan Feulner on May 20th, 2021 | 09:24 CEST
XPeng, Kodiak Copper, NIO - Megatrend scarcity
Bitcoin, Etherum and the entire crypto family are rushing into the basement. The reason for this is once again the Middle Kingdom. After a statement by the Chinese central bank that one may not use digital currencies for payment purposes, they lost more than 20% in value yesterday. China's market power is even greater when it comes to raw materials for the energy transition. Due to the scarcity of the corresponding metals, prices will rise enormously in the long term. Producers who offer alternatives in the Western industrialized countries can profit significantly from this.
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Commented by André Will-Laudien on May 19th, 2021 | 11:00 CEST
BYD, NIO, Nordex, Sierra Growth - Copper soon at USD 20,000?
The meaningfulness of global efforts to curb global warming becomes all the more transparent when one considers the devastating destruction caused by cyclone "Tauktae" in the Indian state of Gujarat. Something has to be done! German industry is attempting decarbonization through various green technologies, aiming to halve greenhouse gas emissions by 2045. Copper is an essential component of electrification; since early 2021, there has been a run on the metal and its suppliers.
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