Copper
Commented by Nico Popp on July 5th, 2021 | 12:08 CEST
BYD, Kodiak Copper, Varta: E-car investments - here is how investors reduce risks
Copper is the metal of the past fifteen months. Why? Quotations stabilized early on after the Corona Crash. At first, only industry insiders took notice of this relative strength. But it was the starting signal for a copper rally, unlike anything the industrial metal has seen in a long time. From the low in 2020 to the high in 2021, copper has climbed by almost 140%. Which trends are responsible for this, and how investors can invest.
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Commented by Stefan Feulner on June 30th, 2021 | 11:12 CEST
JinkoSolar, Kodiak Copper, BASF - Caution: This market will explode!
Due to the energy transition, the raw materials sector is undergoing a historic upheaval. Due to a CO2 reduction in the economy and transport, coal, gas and crude oil will lose importance in the future. The demand for metals such as copper will increase exorbitantly in order to expand the capacities for the generation and storage of renewable energies. Copper is and will remain irreplaceable in the electrification of the global economy due to its chemical properties. In 2020, the supply deficit rose to 560,000 metric tons, the highest in a decade. And transportation electrification is just getting started.
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Commented by Nico Popp on June 29th, 2021 | 14:04 CEST
SAP, Barrick Gold, GSP Resource: How to invest smartly
Stocks rise and rise. A little more than a year ago, the hope that not everything would be so bad in the end boosted share prices. The end of the pandemic now seems to be near. Linked to this is the hope that the future will bring many new things and that established companies, in particular, will be able to secure a large piece of the pie. But which sectors are exciting? We take a look at two different industries and discuss the opportunities and risks.
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Commented by André Will-Laudien on June 29th, 2021 | 11:47 CEST
Varta, JinkoSolar, Ballard Power, Sierra Growth - Energy technology on the test bench
What will mobility look like in 10 years? Will we all be riding bicycles because climate regulations make it impossible to move around using electricity or fossil fuels? Or are there still revolutionary developments that go beyond the battery as a universal remedy? Germany continues to experience an energy shortage because we buy cheap nuclear power from abroad. That is how things can go when a messed-up energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material is in short supply.
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Commented by André Will-Laudien on June 21st, 2021 | 12:52 CEST
Porsche, Gazprom, Teck Resources, GSP Resource - The raw materials rally continues!
There was a minor decline on Friday. Rarely could the DAX in recent weeks get caught up in a correction. But on triple witching, it fell from the morning onwards and lost a full 2% to 15,420 points over the course of the day. The all-time high at 15.808 is now a bit removed, and the sidelines also had to give up a bit. The S&P 500 had its first bad week since the significant May correction. However, the chart technicians are still calm; it was probably just a correction in the uptrend. Commodities were largely spared from the correction, Brent and WTI oil at highs near USD 74 and 71 respectively, and copper still just under USD 10,000.
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Commented by Armin Schulz on June 18th, 2021 | 12:33 CEST
Kodiak Copper, Deutsche Telekom, Varta - What is going on in commodities?
The hype around wood lasted until May 25, after which the rally ended and the price consolidated by a whopping 40%. Gold was trading above USD 1,900 last week. In parallel to this article's writing, the price is below USD 1,800. A minus of about 5.5% within five days, and the industrial metal for electrification and copper, dropped by 8%. Currently, all factors speak for a further increase in commodity prices. Real interest rates are still negative, and inflation should also remain high. The Fed could not help calm the markets, although interest rate hikes were not announced until 2023. However, the Fed intends to continue its bond purchases. Consolidation can always occur after strong increases, and so we will see long-term rising commodity prices, especially for precious metals and copper.
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Commented by André Will-Laudien on June 9th, 2021 | 10:55 CEST
NIO, JinkoSolar, Siemens Energy, Nevada Copper - This is the copper sensation!
The copper shortage continues as demand is continuously increasing. The current slightly weakening copper price should not hide the general state of the market. Resources are scarce, procurement markets are depleted, and demand remains at a high level. Current trends in the economy are further exacerbating this situation. Modern electric vehicles use about three to four times as much copper as a conventional internal combustion vehicle. It should not be forgotten that the construction of the charging infrastructure also requires significant amounts of copper. New mines are not currently in sight, but there is news from Nevada.
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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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