Copper
Commented by André Will-Laudien on October 27th, 2022 | 11:31 CEST
Next push in e-mobility: Porsche, Kodiak Copper, Nio and BYD in investors' focus!
It would not be correct to project the important raw material copper purely onto e-mobility. Of course, global copper demand is rising due to many electrical engineering applications. But it is also falling in the wake of a slowing construction boom. If fewer houses are built worldwide, the copper demand will fall more sharply than repeatedly forecast. In principle, however, the trend for 2024 and beyond points strongly upward. Mobility will have to make a major move in the direction of e-mobility if the climate targets of the politicians currently in power are to be implemented - out with the combustion engine, in with e-mobility. In the medium term, this means three times as much copper is needed as in 2015. Which shares will come into focus?
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Commented by Stefan Feulner on October 13th, 2022 | 11:01 CEST
Geely, Kodiak Copper, Aston Martin Lagonda - Copper with the next chance
If investors had followed the sensitive early economic indicator, they would have been spared a loss of almost 25% in the DAX alone. Because already at the beginning of March, the copper price showed the first signs of fatigue after climbing to a new all-time high of USD 10,813.36 per ton. Almost half a year later, the red metal is not only trading more than 20% lower, but the recession has already arrived globally. However, despite the economic downturn, global demand for the red metal far exceeds supply. Due to the upgrading of renewable energies, the gap is likely to widen even further in the next few years, which argues for a rising base price in the long term.
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Commented by Armin Schulz on September 27th, 2022 | 11:01 CEST
Kodiak Copper, Nordex, BYD - Copper price indicates recovery of the economy!
Copper is considered a leading indicator of the economy. The red metal is built into almost all electrical products and is needed in many industries. If we compare the spot price of copper with the futures, we can see that the premium per metric ton has increased significantly. This is matched by the fact that China imported 8.1% more copper through August, despite the country's Zero-COVID strategy. In contrast, Chile, one of the largest copper producers, exported less than last year. So supply remains tight, partly due to demand from Europe, which is significantly expanding renewables. So today, we look at three companies around copper.
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Commented by Stefan Feulner on September 26th, 2022 | 10:28 CEST
BYD, Globex Mining, Newmont, Freeport-McMoRan - Copper with doubling potential
The price of copper has lost around a third since March of the current stock market year. Investors are selling the metal, which is known as an economic barometer, due to global recession fears and concerns of a drop in demand. However, due to the great importance of copper with regard to the energy turnaround, the tide is likely to turn again soon. Mining companies and commodity traders are already warning of a massive shortage of the world's most important metal. Goldman Sachs expects the price of copper to reach USD 15,000 per ton by 2025, which would mean a doubling of the current level.
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Commented by André Will-Laudien on September 24th, 2022 | 21:30 CEST
The green wave keeps rolling! Siemens Energy, Nel ASA, Alpha Copper, Plug Power - Copper now at 7,800!
Not enough copper is being mined! Despite this, the price has recently corrected by about 25%. It is mainly due to the worse economic expectations for the coming years. The orders are therefore falling, and the price is also falling slightly. However, the warehouses, due to many strong basic trends such as electromobility, will soon ensure that there will be a renewed shortage. These recurring economic trends, the increasingly difficult supply chain issue and the now high-interest rates are causing high planning uncertainty. Ultimately, they also weigh on mine output locally. We look at the opportunities and risks of the green wave!
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Commented by Armin Schulz on September 19th, 2022 | 12:13 CEST
Barrick Gold, Desert Gold, Newmont - Eyes are on the FED
On Wednesday, September 21, the FED is expected to raise interest rates again. After the poor inflation rates in the past week, the fear of a large interest rate step of 100 basis points is going around. The indices reacted immediately and priced in the possible rate hike. So did the gold price, which has been suffering from rising interest rates and the strong dollar for weeks anyway. It does not help that gold has long been considered a hedge against inflation. The precious metal cannot currently take on this function, but that could change if the expectation of Stanley Druckenmiller, a billionaire and former hedge fund manager, is correct that the stock markets will hardly yield any returns in the next 10 years. So today, we look at three gold companies.
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Commented by Nico Popp on September 13th, 2022 | 10:15 CEST
Back to basics: JinkoSolar, Alpha Copper, Varta
Without energy, everything is nothing. Every craft business, for example, in metal processing, depends on energy. The need in industry is much greater. But how can investors profit from the energy turnaround? Are the obvious stocks really the best choice? Or is it more promising to think very fundamentally? Here is an analysis between groundbreaking opportunities and solid basic investments.
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Commented by André Will-Laudien on September 1st, 2022 | 11:04 CEST
Varta, Kodiak Copper, Nordex, BYD: Copper rally 3.0 - showstoppers for climate change looming!
The sharp rise in energy raw materials is an opportunity to accelerate electrification. However, in order to really relieve the atmosphere of harmful gases in this process, we need a lot of GreenTech ideas that allow us to generate energy sparingly from our existing natural resources. Copper is one of the central raw materials around which innovations revolve. Without this red metal, building electric motors and transporting huge amounts of electricity over land would be impossible. They must now be explored and developed. The race against time is already in its third round! Which shares are at the forefront?
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Commented by Stefan Feulner on August 31st, 2022 | 10:36 CEST
JinkoSolar, Alpha Copper, Rheinmetall - Green revolution pushes the market
Over USD 10,800 was paid for a ton of copper last year. Rising demand due to climate neutrality lifted the red metal to new highs. However, the metal, which is known as an economic indicator, is currently undergoing a correction due to rising fears of recession. It has lost around a quarter of its value since the beginning of the year. In the long term, however, demand is enormous due to the achievement of climate targets. Experts forecast that more copper will be mined in the next 25 years than in the entire history of humanity. Thus, copper companies at corrected levels offer attractive long-term investment opportunities.
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Commented by Armin Schulz on August 26th, 2022 | 12:59 CEST
Precious metals producer Manuka Resources facing transformation, what are Barrick Gold and Newmont doing?
The precious metals gold and silver were able to start a rally with the beginning of the Ukraine crisis. With high inflation rates, gold was supposed to be the safe haven, but the strength of the US dollar and interest rate hikes pushed the gold price back down. Additionally, according to Wirtschaftswoche, Ukraine sold USD 12.4 billion worth of gold, more than the country officially owned. However, since gold bounced up at the important USD 1,680 level and was also able to break the downtrend line, now might be the time for gold. Today we look at the two big players, as well as an emerging precious metals producer.
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