Copper
Commented by Armin Schulz on December 21st, 2022 | 07:14 CET
Kodiak Copper, Volkswagen, Nordex - Copper price rises due to positive news from China!
In mid-July, the copper price marked its low for the year. Since then, a slight upward trend has formed, indicating a robust economy. There are as many as three positive signals for copper. First, there is the weakness of the dollar, which is supporting demand for the red gold. Second, China's announcement that it plans to strengthen its economy after easing Corona measures is providing a boost. If China eases its monetary policy, this would strengthen the real estate sector and fuel the hunger for commodities. Third, M&A activity around copper appears to be increasing. Therefore, we look at three companies in the copper space.
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Commented by Armin Schulz on December 19th, 2022 | 13:54 CET
Power Nickel, Rock Tech Lithium, BYD - Race to secure critical raw materials
Since the major car manufacturers decided to equip their cars with electric drives, the demand for certain raw materials has skyrocketed. The result has been a sharp rise in prices. Some of the most important raw materials needed for the production of electric cars include lithium, cobalt and nickel. At the G20 summit in Bali, Indonesia, the world's largest nickel producer proposed to the Canadians that they set up an organization similar to OPEC for nickel. Such moves are a sign that the battle for key EV commodities is growing. So today, we look at one nickel and one lithium company and see how the battery and electric car maker BYD is positioning itself.
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Commented by Stefan Feulner on December 7th, 2022 | 09:48 CET
Nordex, Kodiak Copper, Geely - Exploding demand, rising prices
In the coming decades, the electrification of transport is expected to continue to grow strongly, with battery-powered electric cars replacing internal combustion engines. In addition, the shift from fossil fuels to renewable energy sources such as wind and solar power will be greatly accelerated, both to reduce dependencies and to meet established climate targets. This transformation is expected to explode the demand for critical raw materials for climate change. Copper, in particular, plays a vital role in this.
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Commented by Nico Popp on November 24th, 2022 | 11:12 CET
What the heat turnaround means for copper: Siemens Energy, Kodiak Copper, ThyssenKrupp
Investors looking for the latest trends often focus on metals such as rare earths, vanadium and lithium. But if you want to get the future into your portfolio, you don't have to rely on exotic elements; copper offers the best conditions. As the British Building Services Research and Information Association (BSRIA) has shown on behalf of the International Copper Association, the demand for copper alone for climate-related refurbishment will increase to 160,000t by 2035 from the current 40,000t. That represents an annual growth rate of around 10%. We highlight three companies around the trend.
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Commented by Juliane Zielonka on November 10th, 2022 | 11:12 CET
Kodiak Copper, BYD, SolarEdge Technologies - Copper driving the energy transition
Goldman Sachs forecasts a gap of copper on the world market equivalent to about 8 million tons. The reason for the shortage is the high demand due to electrification in the areas of mobility, energy supply and renewable energies. Companies such as BYD and SolarEdge, pioneers of the energy transition, use vast quantities of the coveted metal in their technical solutions. In the last 10 years, the raw materials market has focused on other metals. Kodiak Copper, on the other hand, has taken advantage of this time and secured large areas of copper mineralization in North America, the drilling of which is promising. A strategic move that is now paying off...
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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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