Copper
Commented by Armin Schulz on May 30th, 2023 | 10:00 CEST
Barrick Gold, Desert Gold, Deutsche Bank - What happens after the US debt ceiling is lifted?
In the US, the Democrats and Republicans have agreed on a compromise in the debt dispute. This means that the US can take out more loans, which will ultimately result in an increasing money supply. This could further fuel inflation, while on the other hand, it could boost the gold price. In recent months, the gold price has soared due to the turbulence in the banking sector and was able to mark a new high. Nevertheless, this is remarkable because the FED had raised interest rates significantly, which would typically have tended to argue for a falling gold price. If interest rates do not rise further or even fall, this would be another positive signal for gold. We, therefore, look at 2 gold companies and analyze Deutsche Bank.
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Commented by Nico Popp on May 17th, 2023 | 08:10 CEST
Heat pump madness and grid expansion: Vonovia, JinkoSolar, Grid Metals
A few weeks ago, Federal Economy Minister Habeck and Saxony-Anhalt Prime Minister Haseloff broke ground for the "SuedOstLink" converter. From 2027, wind energy will flow over the route to Bavaria for the first time. But the north-south connection is only part of the solution. Experts are sounding the alarm and consider massive investments in "the last mile" to be necessary. We take a look at what lies ahead and which companies could benefit.
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Commented by Armin Schulz on May 15th, 2023 | 07:40 CEST
BYD, Orestone Mining, SMA Solar - Copper is the lifeline of the energy transition
Copper is an essential component of the energy transition. It has proven to be a key material for the production and operation of electric cars and solar plants because it is conductive, flexible and durable. It is also used in many other applications. The copper price has been in an intact upward trend since July last year. Copper serves as a leading indicator for the economy, and even if the price has recently come back a little, experts expect a further increase in the 2nd half of the year. Electric vehicles are on the rise worldwide and especially in China. The Middle Kingdom is hungry for raw materials. In the past few months, more gold has been bought. Today we look at three companies for which copper is important.
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Commented by André Will-Laudien on May 3rd, 2023 | 07:15 CEST
The copper war! Nordex, Orestone Mining, Nel ASA, ThyssenKrupp - Shortage of copper weighs on Greentech expansion
The World Copper Conference 2023 took place in Chile in mid-April. According to the experts, the global energy turnaround requires huge investments in new industrial metal mines, especially copper. The red metal has become very rare, and the large deposits are working at their capacity limits. One figure made the conference participants turn pale. According to estimates by the International Copper Association (ICA), at least USD 105 billion must be invested to provide enough mining capacity for the upcoming demand. Converted into quantities, this means 6.5 million tonnes more than the production from 2022. Anyone hearing these figures doubts the successful solution to climate change. Some stocks are to be considered in this context.
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Commented by Nico Popp on April 26th, 2023 | 08:40 CEST
Copper is becoming more and more interesting: Mercedes-Benz, Orestone Mining, Plug Power
The price of copper is also known among investors as "Dr Copper". The reason: the price of copper predicts economic crises more reliably than an economist and can be considered an indicator of economic activity. Currently, the demand for copper is exceptionally high because of its role as a jack-of-all-trades among metals. We explain which companies are dependent on copper and who can provide supplies.
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Commented by Armin Schulz on April 12th, 2023 | 10:31 CEST
Deutsche Bank, Desert Gold, Barrick Gold - Gold price on the way to an all-time high
After the collapse of Silicon Valley Bank and the rescue of Credit Suisse through the merger with UBS, the great trembling has begun. In the 2008 financial crisis, the FED fired up the printing press to stabilize the banks. In order to avoid inflation, the banks were paid to park their money with the FED. Thus, there is USD 5.7 trillion at the FED, on which interest of more than USD 700 million is due every day. That drives up the money supply and inflation. It is no wonder that alternatives to fiat money are booming. The gold price is already above USD 2,000, and cryptocurrencies have also rebounded. We, therefore, look at two gold companies and analyze Deutsche Bank.
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Commented by André Will-Laudien on March 29th, 2023 | 08:30 CEST
Copper massively missing - what to do? Nordex, Orestone Mining, JinkoSolar - Greentech shares in the focus of investors
The energy transition in Europe can only work if critical metals such as copper, lithium or nickel remain available. For an almost complete electrification of road traffic from 2035 onwards, quantities of copper 3 to 7 times the current consumption are required. At present, however, hardly any new mines are coming on stream. It will therefore be exciting to see which copper source the EU will soon tap in order to supply industrial sites with the coveted metal. So the EU Council of Experts should urgently look for a few mining consultants and have the current decisions verified by the Fairy Tale Department. How do we manage it after all?
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Commented by Armin Schulz on February 20th, 2023 | 13:55 CET
Barrick Gold, Alerio Gold, Newmont - Can these stocks defy the interest rate scare?
What is next for gold? Since the beginning of November, gold prices have risen rapidly by over USD 300. Inflation figures in the US fell significantly during these months. Last week, therefore, all eyes were again on the inflation data in the US. Inflation fell in January, but not as much as experts had expected. Interest rate fears are already spreading again, pushing the indices down. If interest rates continue to rise, this will draw investors away from the gold market. However, state banks continue to buy gold. In January, Turkey purchased 68 tons of gold. We take a closer look at three gold companies.
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Commented by Juliane Zielonka on February 2nd, 2023 | 08:00 CET
Copper on the rise: Kodiak Copper, BASF and JinkoSolar benefit
Global copper demand is estimated to double by 2035, requiring new mines, mine expansions and technological improvements at existing mines to boost production. One beneficiary of this boom is Kodiak Copper. Assay results from the recently completed drilling in late 2022 have increased the known mineralized envelope at both the Gate & Prime Zone discoveries at its British Columbia project. At the 6th International Investment Forum on February 15, CEO Claudia Tornquist will share more about this with interested investors. BASF is also taking steps to bridge the looming copper shortages due to high demand. A new cooperation is expected to accelerate copper mining. JinkoSolar, on the other hand, as a user of the highly sought-after metal, has struck another new deal. Hedge fund managers are excited.
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Commented by Fabian Lorenz on January 25th, 2023 | 13:54 CET
Bayer shares soon to reach triple digits? Barrick Gold and Desert Gold praised by analysts
Will Bayer be broken up, or will triple-digit share prices beckon? According to media reports, more and more investors are calling for the former. Most recently, Bluebell Capital Partners. According to the Bloomberg news agency, the British investor is calling on the DAX-listed Company to separate its Crop Science and Pharmaceuticals divisions. This could lead to a 70% increase in value for shareholders. Analysts also see considerable share price potential and believe that triple-digit prices are possible. Gold is also shining again. However, this has yet to be realized by exploration companies in particular. Experts see the chance of a revaluation at Desert Gold, for example - through takeover fantasy and drilling results. Besides B2Gold, Barrick Gold also comes into question as a buyer. The industry leader is also recommended as a buy, despite weakening Q4 results.
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