Electrification
Commented by Fabian Lorenz on September 25th, 2026 | 07:30 CEST
Sell Hensoldt? Copper at Record Highs! Power Metallic Mines Set to Benefit; Nordex Keeps the News Flow Coming!
Supply concerns are colliding with growing demand driven by power grids, electrification, and the expansion of AI infrastructure. This is pushing copper prices to record highs. One potential beneficiary with catch-up potential is Power Metallic Mines. The Canadian company is developing a world-class project with a high copper content. Analysts and the CEO believe the stock is undervalued. The latest resource estimate impressed, and the project's potential is likely even greater. Hensoldt, by contrast, offers no further upside, according to analysts. They question the company's long-term growth prospects and believe its valuation premium over Renk and Rheinmetall is not justified. Nordex is also considered ambitiously valued. However, the German wind-turbine maker continues to generate fresh share-price momentum through a steady stream of news.
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Commented by Lars Winter on September 15th, 2026 | 07:35 CEST
Power Metallic Mines, Oracle, and Adobe: Three Interesting Stocks Poised for a Revaluation?
Copper and precious metals lie dormant beneath Québec's soil, billion-dollar contracts are piling up in Oracle's order books, and Adobe is earning handsomely despite AI concerns. Yet doubts prevail on the stock market. That is exactly what makes these three stocks so interesting. Canadian explorer Power Metallic Mines has significant upside potential: the first resource estimate for the Lion Zone adds substance to hopes of a new mine. Analysts believe this hot stock could more than double in value. With Oracle and Adobe as well, investors are wondering whether the market is correctly identifying the risks or underestimating the opportunities. Fresh figures and news may provide new reasons to buy. We are taking a closer look at this trio in our stock review.
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Commented by Tarik Dede on September 1st, 2026 | 07:40 CEST
Copper at an All-Time High — and No End in Sight: Lundin Mining, Power Metallic Mines and Ivanhoe Mines Stand to Benefit!
Copper is the top performer this year amongst all exchange-traded metals and is trading at an all-time high. Strong demand is cited as the reason: global growth, AI data centres and the modernization of electricity grids in established industrialized nations. Yet the supply side is quickly forgotten, and it is the bottleneck. When copper was still cheap in the 2010s, there was hardly any investment. Over the years, fewer and fewer deposits have been discovered, and the pipeline of development projects is small. But the structural problems go even further. Many large mines are old, and their ore grades are declining. When, as in September 2025, a disaster such as the one at the Grasberg mine occurs, supply is thrown into disarray. Copper companies are benefiting from this more than ever. Companies that own producing mines today feel as though they are in a commodities paradise. But even those planning to start production in the coming years are likely to be among the winners. We are therefore taking a look today at the shares of Lundin Mining, Power Metallic Mines and Ivanhoe Mines.
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Commented by Carsten Mainitz on August 28th, 2026 | 07:35 CEST
Explosive News: Power Metallic Mines Nears a Decisive Milestone — How Are BASF and BYD Performing?
AI and electrification require enormous amounts of copper. According to the International Energy Agency, a supply shortfall of approximately 6.6 million metric tons is projected by 2035. New mines and functioning recycling loops will therefore be equally indispensable. Power Metallic Mines could arrive at exactly the right time with its polymetallic Nisk project in Québec. The company's initial mineral resource estimate, expected soon, will reveal the deposit's industrial significance and whether the stock is poised for a revaluation. Chemicals giant BASF is strategically positioning itself in raw materials and recycling while gaining additional appeal through the planned spin-off of its agricultural business. BYD demonstrates just how rapidly international demand is growing, with Europe playing an increasingly important role. Who holds the best cards?
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Commented by Stefan Feulner on August 25th, 2026 | 09:10 CEST
BHP Group, Power Metallic Mines and KGHM Polska Miedź: A Revaluation Within Reach
Copper is becoming a strategic bottleneck. Power grids, data centers, electric mobility, and defense are driving demand, while new mines take years to reach production. Major producers are therefore searching for additional deposits and new extraction methods. Projects that contain several scarce metals in addition to copper are becoming particularly attractive. Three companies demonstrate the various ways investors can capitalize on this trend.
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Commented by Tarik Dede on August 21st, 2026 | 07:45 CEST
Keeping a Close Eye on Copper: A Look at BHP, Power Metallic Mines and Freeport-McMoRan
Copper, copper, copper! Whether it is data centers, smartphones, laptops, or electric vehicles—none of them can function without this red metal. Copper has been the top performer among all metals this year and even defied the dollar's strength in the spring. Now, however, it appears that the Greenback itself is entering a period of weakness. Rising yields on US Treasury bonds have forced the Federal Reserve to take action in the market. With a record debt level of USD 40 trillion, the US simply cannot afford such high interest rates. This should put an end, once and for all, to speculation about a Fed rate hike before the midterm elections in November. This environment is bolstering commodity markets, and copper is one of the biggest winners. That is why today we are taking a look at BHP, Power Metallic Mines and Freeport-McMoRan.
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Commented by André Will-Laudien on August 19th, 2026 | 09:00 CEST
Energy and Computing Power - Four Hot Stocks to Watch: Nel ASA, Nordex, NU E Power and JinkoSolar
Created and Published on Behalf of NU E Power
Tomorrow's smart energy grid is rapidly emerging as the ultimate megatrend for forward-thinking investors. When artificial intelligence and gigantic data centers collide with an electrified industry, global electricity demand literally explodes, bringing outdated infrastructure to its knees. Whoever pulls the strings here, whether through the multi-billion-dollar expansion of state-of-the-art distribution grids or as a global systems integrator ensuring maximum grid stability, is sitting on a veritable gold mine. This digital electricity revolution is accompanied by an unbroken boom in highly efficient solar capacity as well as groundbreaking, software-controlled next-generation hydrogen technologies. For the capital market, this creates a high-calibre ecosystem that covers the entire value chain, from smart generation to distribution accurate to the millisecond. Our analysis separates the wheat from the chaff and lays bare which technological approaches could dominate the playing field in the future and where the incalculable risks may lurk.
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Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST
Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon
The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.
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Commented by Stefan Feulner on August 7th, 2026 | 07:10 CEST
Siemens Energy, RE Royalties, American Electric Power: The Electricity Boom Has Only Just Begun
The energy boom continues to gain momentum. AI data centers, electrification, and the global expansion of power grids are driving electricity demand to record levels and forcing companies to make investments worth billions. While a technology conglomerate is heading toward new highs on the back of strong quarterly results, a U.S. utility is expanding its infrastructure at record speed. At the same time, a little-known financing model is opening up the opportunity for long-term cash flows in the booming renewable energy market.
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Commented by Tarik Dede on August 6th, 2026 | 07:25 CEST
Copper Nears Record Highs: How Glencore, Power Metallic Mines, and Lundin Mining Could Benefit
Something unusual occurred in the financial markets last week. The US Federal Reserve and the Bank of Japan reportedly intervened in support of the Japanese yen and against the US dollar, reinforcing expectations that US policymakers are comfortable with a weaker dollar. This aligns with the Federal Reserve's recent decision to leave interest rates unchanged rather than raise them as many market participants had expected. A weak US dollar, however, is good for commodity prices. Gold and silver are already rising sharply. But the king of metals right now is copper, whose price is trading near an all-time high. Strong demand from the AI data center sector is meeting weak supply due to mine closures and lower ore grades at established operations. This combination could mark the beginning of a new uptrend for the copper market. Against this backdrop, it is worth taking a closer look at Glencore, Power Metallic Mines, and Lundin Mining.
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