Mining
Commented by Armin Schulz on February 4th, 2025 | 07:10 CET
Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?
The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.
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Commented by Juliane Zielonka on February 3rd, 2025 | 07:00 CET
Apple, First Nordic Metals, Barrick Gold - Technology sector meets commodity markets in transition
The global economy is showing its dynamic side at the beginning of 2025. Apple presents strong quarterly figures with record revenue of USD 124.3 billion. The Services division, in particular, stands out with a growth of 14% to USD 26.34 billion. First Nordic Metals Corporation offers high gold exploration potential thanks to its properties in the Scandinavian countries of Sweden and Finland. In Mali, West Africa, on the other hand, the leading gold producer, Barrick Gold, is facing further difficulties with the Malian government. This geopolitical development highlights the shift towards raw material projects in politically stable regions, which also offer a significant tax advantage.
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Commented by Fabian Lorenz on February 3rd, 2025 | 06:50 CET
Renk, Hensoldt, Newmont, Benton Resources: New RECORDS for gold and defense stocks
Will Hensoldt and Renk step out of Rheinmetall's shadow in 2025? At least both defense stocks have started the new year strongly. Analysts see significant price potential for Renk. Is there room for another 50%? Hensoldt could benefit from problems at Continental and Bosch. Both want to lay off employees, and plant closures are also possible. Hensoldt sees an opportunity to attract sought-after specialists. Even the gold price is unstoppable. But the big producers are hardly being sought, do Newmont and especially Barrick Gold have to invest more in takeovers again? How about Benton Resources? The Company is developing an exciting copper-gold project in Canada. Ongoing drilling programs offer upside potential.
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Commented by Armin Schulz on January 30th, 2025 | 07:20 CET
Barrick Gold, First Nordic Metals, Commerzbank – The gold rally is fueled by falling interest rates
The gold price is once again on track for a new all-time high. A number of factors suggest that the rally will continue. The FED is expected to cut interest rates twice this year, central banks have been buying significantly more gold since 2022, and geopolitical tensions are fueling increased interest in the precious metal. In addition, Trump's policies could drive up inflation again in the long term, which would put the USD under pressure. This would also help the gold price. However, it remains to be seen whether the US central bank would actually cut interest rates twice. We are therefore looking at 2 gold companies and analyzing Commerzbank, for which the interest rate environment is very important.
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Commented by Juliane Zielonka on January 30th, 2025 | 07:10 CET
D-Wave, Power Nickel, Amazon - Copper as a key raw material for the technological revolution
The increasing demand for copper for new technologies such as quantum computers, power grids, and solar system expansion is putting pressure on the global raw materials market. D-Wave, a pioneer in quantum computing, requires copper for its highly complex systems. With fresh capital of USD 150 million, the Palo Alto-based company is continuing its growth strategy. In the immediate vicinity, the Canadian raw materials company Power Nickel is tapping into promising copper and precious metal deposits with its NISK project. The ongoing boom in raw materials is ideal for Power Nickel. The current drilling is delivering promising results from a nickel-copper-cobalt-PGE deposit and a high-grade copper-precious metal zone. Amazon, in turn, is pushing ahead with its zero-emissions strategy with its 58-MW solar projects in Japan. Here, too, copper plays a key role in the construction of the solar plants. The economic sustainability of individual countries depends heavily on their available raw material resources and suppliers. Three companies exemplify how copper is becoming the strategic metal of the digital transformation.
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Commented by Fabian Lorenz on January 30th, 2025 | 07:00 CET
Nel ASA, Siemens Energy, F3 Uranium: Up to 100% upside potential or DeepSeek disaster?
The DeepSeek quake has also shaken the shares of Germany's Siemens Energy. In response, numerous analysts have spoken out. Opinions on the upside target price differ widely. Could the share price halve despite strong operating performance? By contrast, analysts see an upside potential of over 100% for F3 Uranium. The Company offers one of the greatest opportunities among uranium explorers. F3 is active in one of the world's most promising uranium areas; the resource is already highly valued, and the takeover fantasy is increasing. In contrast, Nel currently offers little upside potential. One piece of bad news follows another. The latest investment should also not be viewed positively. New lows are looming.
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Commented by Armin Schulz on January 29th, 2025 | 07:20 CET
Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials
With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.
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Commented by Fabian Lorenz on January 29th, 2025 | 07:10 CET
New BUY WAVE! D-Wave, TUI, and Saturn Oil + Gas want to break through resistance
Quantum stocks have come through Monday's AI quake relatively well. This shows that investors are differentiating and not blindly selling. D-Wave has proven good timing with a strategic move. Is the next purchase wave coming? Saturn Oil & Gas also appears ripe for rising prices. The Canadian oil producer is planning a massive free cash flow in the coming years and is buying back substantial amounts of new shares. The stock can be worthwhile for traders and long-term investors. TUI also makes a positive impression. The tourism Company's stock is currently gathering strength after the price rally in the second half of 2024. Buy now?
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Commented by André Will-Laudien on January 29th, 2025 | 07:00 CET
Watch out! VW and BMW are turning, Benton Resources is stepping on the gas, while Nordex and Siemens Energy are on the sidelines
For the German economy, a 180-degree shift in economic policy is needed to stop the ongoing migration of industries abroad. However, this requires signs of a consistent refocusing on burning issues, which neither the parties with a claim to the government nor the opposition can really present. International investors have refocused on European markets at the beginning of the year, as reforms are expected. The premature praise for Donald Trump has generated new highs in the US, but now the NASDAQ seems to be running out of steam. Germany, as the laggard in terms of economic growth, offers very low valuations that have rarely been seen for longer periods. We highlight some opportunities.
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Commented by Stefan Feulner on January 28th, 2025 | 07:00 CET
Rheinmetall, European Lithium, BYD – Drastic measures
The pressure from the former and current US president to increase defense spending among NATO partners remains high, which means that defense companies will likely face a revaluation. By contrast, subsidies for electric vehicles in the US are on the verge of being phased out. However, industry experts and analysts are convinced that the global trend towards electric mobility will remain unaffected. China remains the largest growth market for electric vehicles, with a share of 65% and 11 million vehicles sold, and the trend is rising. As a result, the demand for the basic raw material lithium is increasing.
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