Electrification
Commented by Stefan Feulner on July 17th, 2026 | 09:05 CEST
Siemens Energy, HPQ Silicon, BYD: A Clear Course Set
The race for the technologies of the future is rapidly gaining momentum. Artificial intelligence, electric mobility, energy storage, and the global expansion of power grids are triggering a wave of investments worth billions. At the same time, innovative battery materials, hydrogen solutions, and modern energy technology are becoming increasingly important. Companies that develop these key technologies or benefit from the rising demand could secure a strong market position early on and emerge as major winners of the global transformation in the long term.
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Commented by Armin Schulz on July 2nd, 2026 | 07:20 CEST
BHP Group, Power Metallic Mines, and Freeport-McMoRan: How to Profit from the Global Copper Shortage
Copper is the hidden backbone of global electrification. It flows through power grids, powers wind and solar farms, and supplies energy to data centers and electric vehicles. Without this metal, the energy transition remains nothing more than a promise. Copper has long since become a strategic commodity that directly reflects investment cycles and geopolitical tensions. Demand is booming, but supply is expensive, labour-intensive, and politically sensitive to develop. It is precisely this tension that makes copper a barometer for the industry of the future. For investors, this means that those who understand today which companies will reach the next production stage can secure return opportunities early on. Today, we look at BHP Group as an established giant focused on copper, Power Metallic Mines as a promising explorer with recent high-grade discoveries, and Freeport-McMoRan as a direct lever on the copper price.
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Commented by Lars Winter on June 24th, 2026 | 08:00 CEST
Power Metallic Mines, Grupo México, and Anglo American: Three Exciting Stocks for the Great Metal Rush
Critical metals have long been among the most exciting topics on the stock market. Power grids, data centers, electric mobility, renewable energy, and new industrial policies are devouring not only copper but also nickel, platinum, palladium, silver, and other strategic raw materials. At the same time, new mines are emerging only slowly, permits take years to obtain, and politically stable locations are becoming increasingly valuable. This is precisely where the investment potential lies: Those who have access today to the right deposits, producers, or commodity platforms could be among the winners in the next wave of scarcity. We present three interesting stocks that allow investors to approach the topic of critical metals from very different angles.
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Commented by Carsten Mainitz on June 19th, 2026 | 08:40 CEST
Copper Is Hot! Analysts See Nearly 200% Upside for Power Metallic Mines – How Severe Is the Impact on BMW and BYD?
More and more studies are warning of a massive future copper shortage. Forecasts are becoming increasingly alarming, to the point where the International Energy Agency's estimate of a 5.9-million-ton supply gap by 2030 already appears conservative. Building a mine takes 15 to 20 years, and supply is struggling to keep pace with rapidly growing demand. The expansion of modern power grids, the rapid growth of data centers, AI, and the ongoing shift toward electric mobility are exacerbating the situation. This is already evident in the record-high prices of this industrial metal. While automakers such as BMW and BYD face increasing cost pressures, Power Metallic Mines appears to be on the winning side. The Canadian company controls one of the largest polymetallic deposits in North America, characterized by high-grade copper mineralization and first-class metallurgy. According to analysts, the shares could nearly triple in value in the future.
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Commented by Matthias Schomber on June 19th, 2026 | 07:00 CEST
Winners and Losers of the Energy Transition: Cameco Strong, Nel ASA Disappoints, American Atomics Positions Itself
The global energy market is in flux, and stocks across the various sectors are either soaring or plummeting. While the world continues to watch with bated breath the historic peace agreement between the US and Iran—a deal expected to reopen the Strait of Hormuz and noticeably calm global markets—a similarly dramatic transformation is underway in the energy sector. Investors are currently experiencing a rollercoaster of emotions, because while established uranium giants like Cameco are benefiting from the renaissance of nuclear power, Nel ASA is fighting for its future following massive declines in orders. In the background, a smaller stock is poised to make big waves. American Atomics has strategically positioned itself to meet the growing demand for nuclear energy in the US. In a post-war world craving security and independence, Cameco, Nel ASA, and American Atomics are showing who might be among the winners in the reshaping of the energy supply—and who might be left behind.
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Commented by Tarik Dede on June 5th, 2026 | 07:25 CEST
Copper at Record High: Investors Benefit from Ivanhoe Mines, Power Metallic Mines, and Southern Copper
Despite all the concerns about the global economy, copper continues to shine. The red industrial metal is currently trading at an all-time high, and nothing seems capable of derailing this trend. And that is clearly due to supply-side factors. The mudslide disaster at the massive Grasberg mine in Indonesia last September, as well as the recent slump in copper production in Chile (-14% in March), demonstrate just how fragile production is. And that is driving prices up. Banks such as Goldman Sachs and Commerzbank are now extremely bullish. The US investment bank recently raised its forecasts; it now predicts an average price of USD 13,800 per ton for 2027. The Frankfurt-based bank is singing the same tune and sees the price stabilizing in the USD 14,000 range.
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Commented by Tarik Dede on June 2nd, 2026 | 06:10 CEST
Lithium, Uranium, and Copper: How Albemarle, American Atomics, and Antofagasta Are Benefiting from the Energy Revolution!
The world is changing at a rapid pace. The superpowers are locked in competition, and Europe is navigating its path between the US and China. Behind this lie enormous economic shifts that are placing significant demands on businesses and society. The war in the Persian Gulf has brought the extremely diverse yet fragile energy sector back into the spotlight. People are increasingly opting for electric vehicles, batteries are becoming more important, and baseload power has become critical for many nations. Not least, massive investments are needed—especially in Europe and North America—in the often very old and now sometimes dilapidated power grid. These radical changes are driving demand for uranium, lithium, and copper. We are therefore taking a look at the stocks of Albemarle, American Atomics, and Antofagasta!
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Commented by Armin Schulz on May 26th, 2026 | 07:25 CEST
Capitalize on the copper supercycle with Rio Tinto, Power Metallic Mines, and Freeport-McMoRan
The rapid electrification of the global economy is colliding with depleted copper inventories. Power grids, AI data centers, and electric vehicles are consuming vast amounts of the conductive metal, while mining projects are getting stuck in regulatory bottlenecks. This divergence is not creating a short-lived hype cycle, but rather a long-term supercycle. For investors, the landscape can be seen in three layers: the financially strong global player, the polymetallic explorer with hidden potential, and the pure producer that directly benefits from copper price movements. Those who understand these roles can effectively turn scarcity into returns. The opportunity is clear for savvy investors. The three key names are Rio Tinto, Power Metallic Mines, and Freeport-McMoRan.
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Commented by André Will-Laudien on May 22nd, 2026 | 06:50 CEST
Running on Empty? Chaos Around Strategic Metals Drives Prices Higher– Power Metallic in Focus for BYD and Volkswagen
At USD 14,090, the price of copper reached a new all-time high in May. The demand slump predicted at the start of the year has apparently vanished into thin air. Instead, international commodity institutes are falling over themselves with forecasts of a projected shortfall over the next five years. The much-discussed copper shortage stems primarily from structurally rising demand driven by electrification, grid expansion, and data centers, while new mining projects are only coming online with delays and declining ore grades. Institutions such as the International Energy Agency (IEA), S&P Global, and CRU Group consistently anticipate growing supply deficits over the coming decade in their scenarios. The IEA, in particular, identifies potential supply gaps of several million tons by 2035 in its "Critical Minerals" analyses, depending on the pace of the energy transition. The crux of the matter is that even with high prices, mine development requires a lead time of 10 to 15 years, while existing deposits are simultaneously declining in quality. This poses a challenge for the market and investors!
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Commented by Tarik Dede on May 18th, 2026 | 07:35 CEST
Copper on the Rise: Investors Benefit Through Shares of Freeport-McMoRan, Power Metallic Mines, and Glencore
"Dr. Copper" was once considered one of the best leading indicators of the global economy. The price of copper tended to rise ahead of economic upswings and fall before growth momentum weakened. Today, however, the price of the red metal is unlikely to be a reliable indicator of the broader economy. Structural trends now dominate the market: the electrification of the global economy, the modernization of power infrastructure, and the boom in AI data centers are driving demand sharply higher. At the same time, copper supply is struggling to keep pace. That imbalance is already reflected in pricing: copper has risen by more than 40% within just six months. Analysts at JPMorgan forecast a supply deficit of several hundred thousand tonnes for 2026. Their key arguments include the massive expansion of AI computing infrastructure and global power grids. These trends could persist for years and continue fueling demand growth. Against this backdrop, we take a closer look at the shares of Freeport-McMoRan, Power Metallic Mines, and Glencore.
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