Electrification
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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Commented by Stefan Feulner on May 18th, 2026 | 07:15 CEST
SolarEdge, American Atomics, Verbio – The Battle for the Future of Energy Begins Now
Global energy demand is skyrocketing. AI data centers, electric mobility, and advancing digitalization, in particular, are driving electricity consumption to ever-new record levels. At the same time, existing supply systems are coming under increasing pressure. This is currently creating enormous opportunities across several future-oriented industries simultaneously. While uranium and nuclear fuel supplies could benefit from the renaissance of nuclear energy, modern storage technologies, solar infrastructure, and alternative energy sources are also coming back into sharp focus for investors. Government subsidy programs, geopolitical tensions, and infrastructure investments worth billions could give rise to new favourites in the long term.
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Commented by André Will-Laudien on May 6th, 2026 | 08:00 CEST
Strategic Power Trio: How Rheinmetall, Infineon, and Power Metallic Are Shaping the Backbone of the Future of Industry
The global race for critical metals such as lithium, cobalt, and rare earths has long since moved beyond the realm of harmless market mechanisms; today, it is a matter of strategic buildup. Copper has emerged as the true "common thread" of the energy transition and the AI revolution. As an indispensable component of every high-tech enterprise, from AI chips and complex sensor systems to massive energy grids, copper has become a structural bottleneck. A compulsive, at times painful, marriage prevails: for the Western industrial world is existentially dependent on a smooth supply to maintain technological supremacy. In other words, the industrial fate of the world hangs on the red metal. The vulnerability of these high-tech supply chains is currently being laid bare in all its harshness by the Strait of Hormuz blockade. When restrictive export rules from major producers collide with maritime paralysis, the geopolitical escalation has an immediate impact on the calculations of global goods production. 3 companies, 3 positions—clear hallmarks of a winning team!
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Commented by Tarik Dede on May 4th, 2026 | 07:30 CEST
Alcoa, Strategic Resources, and Glencore: War and the Energy Transition Are Driving Business!
The energy transition and energy prices are arguably the most significant factors currently driving the stock market. The AI revolution and the trend toward sustainable energy production are forcing a reevaluation of the current approach. Added to this is the disruption of key production resources due to the war in the Persian Gulf. Whether it is oil, gas, aluminum, or fertilizers, the repercussions are likely to keep global trade occupied for quite some time. That is why it is worth taking a look at potential winners on the stock market. Alcoa, Strategic Resources, and Glencore could be among them.
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Commented by Jens Castner on April 30th, 2026 | 06:50 CEST
DEFENSE, RAW MATERIALS, RETURNS: POWER METALLIC MINES, ERAMET, AND NICKEL INDUSTRIES FACE A STRESS TEST
While gold and silver have lost significant ground following their price surge at the start of the year, other precious metals are attracting investors' attention. Leading the way is nickel, an indispensable raw material for the defence industry. The price per ton has just climbed to a new multi-year high above USD 19,000. We take a look at what this means for the shares of Power Metallic Mines, Eramet, and Nickel Industries.
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Commented by Armin Schulz on April 9th, 2026 | 07:35 CEST
A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
The global energy transition has a quiet but powerful driver: the battery. No longer merely a storage device, it has become the strategic core of mobility, defense, and grid stability. By 2026, geopolitical tensions surrounding raw materials are intensifying, while innovations such as solid-state and sodium-ion cells are reshaping the technological landscape. Those who act decisively now can secure a competitive edge in an industry expected to grow to over USD 630 billion by 2035. However, not all players will benefit equally—success will depend on execution strength, material innovation, and the ability to scale quickly. These are precisely the qualities embodied by Rheinmetall, NEO Battery Materials, and BYD.
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