Mining
Commented by Stefan Feulner on February 16th, 2023 | 22:05 CET
Encavis, Globex Mining, Freeport-McMoRan - Like in a fairy tale
Germany still has 22 years to achieve its goal of climate neutrality. By then, electricity will be generated purely from the sun and wind, and buildings will be so perfectly insulated that they will no longer need to be heated. Cars will only be fueled by electricity or green hydrogen. On paper, the energy mix transformation reads simple, but the implementation seems almost impossible, given current developments. Massive problems are likely to arise in procuring critical raw materials, as global demand is already outstripping supply for many metals.
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Commented by Juliane Zielonka on February 16th, 2023 | 22:03 CET
Alerio Gold, Plug Power, JinkoSolar - Commodity boom for RE turnaround
The commodity market surged in 2022, driven by energy procurement shifts due to conflicts with Russia and China. Also, central banks continue to fight galloping inflation. One beneficiary of the crisis is precious metals, and companies like Alerio Gold specialize in mining them. The experienced team is working on three promising projects in Guyana. Companies like JinkoSolar are shaping the energy transition. Analysts predict a growth boom, especially for the Asia-Pacific region, as this is where most solar companies are conquering markets worldwide with innovative products. To expand its market power, Plug Power has chosen a renowned partner to further advance green hydrogen as an energy source.
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Commented by Nico Popp on February 15th, 2023 | 12:11 CET
Inflation picks up again! Here is what the figures mean for Mercedes-Benz, Power Nickel and Varta
Inflation rates in the US remain high. Consumer prices rose more than expected in January. For investors, this has several meanings: On the one hand, the spectre of recession is likely to have been dispelled; on the other hand, the US Federal Reserve could continue to turn the interest rate screw. What does this mean for innovative companies involved in the mega-trend of electrification? We provide the answers!
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Commented by Armin Schulz on February 15th, 2023 | 12:07 CET
Barrick Gold, Desert Gold, Endeavour Mining - Is the gold price getting wings?
On Valentine's Day, all eyes were on the US inflation rate for January. The inflation rate in the US was 6.4%, 0.1% better than in December. However, analysts had expected only 6.2%. That is because gold is sensitive to interest rates. This scenario was well observed last year when the gold price was pushed down as interest rates rose. Now, with signs of a decline in inflation, the gold price was able to rise to almost USD 1,960 by the beginning of February. It remains to be seen how the FED will react to the new numbers. We look at three gold companies today.
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Commented by Fabian Lorenz on February 15th, 2023 | 11:40 CET
Is Tesla hunter BYD almost 100% in? Has the Nel share run hot? When will Manuka Resources jump on?
The Nel share has performed amazingly well in recent months. From mid-October to early February, it increased by around 70% to EUR 1.70. Since then, the stock has been taking a well-deserved breather. Will the rally continue? According to Goldman Sachs, the air is getting thin. But there is also positive news. There is also that of BYD. The Tesla hunter is building another battery factory, and analysts are raising their estimates after solid figures. Manuka Resources wants to present strong drilling results. For this purpose, a new drilling program near an existing mine has now been approved. In addition to gold and silver, high-grade copper deposits, zinc, and lead are expected. In addition, a complete reassessment is still possible.
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Commented by Stefan Feulner on February 15th, 2023 | 11:07 CET
Shell, Saturn Oil + Gas, BP - Records upon records
According to the will of German politics, the future's energy mix should consist of 100% renewable energy sources. Coal, oil and natural gas are to be abandoned due to the high CO2 emissions. In addition, the shutdown of the remaining 3 nuclear reactors has already been decided. The fact that this wishful thinking can hardly be put into practice in the coming decades is shown by the strategic shift of the oil multinationals, which, due to the high demand for oil and gas, significantly lowered the originally planned reduction in oil production.
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Commented by Stefan Feulner on February 13th, 2023 | 20:09 CET
Rheinmetall, Almonty Industries, Lynas - Rearmament, now!
The decision on the Leopard deliveries to Ukraine has already been made, but now the discussion is turning to the provision of further heavy guns such as the "Panther" super tank developed by Rheinmetall. In addition, the NATO states are discussing the provision of combat aircraft. Once again, an important point is being forgotten. The production of these weapons systems requires critical metals, whose market is primarily dominated by China. The next dependency is thus preprogrammed.
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Commented by Armin Schulz on February 10th, 2023 | 12:40 CET
Defense Metals, Rheinmetall, Encavis - New technologies cannot do without this critical raw material
What do metal alloys, magnets, phosphors, ceramics, glass, catalysts and chemical processes need to function well? Rare earths - a critical raw material that is primarily processed in China. Without this raw material, there are no smartphones, computers, wind turbines or electric vehicles. There have been tensions between China and the United States for some time. If these tensions escalate and China stops its rare earth supplies, the Western world will have a problem. As demand for rare earths continues to rise, it is important to ensure sufficient supplies to meet the growing demands of the technology industry.
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Commented by Nico Popp on February 9th, 2023 | 19:54 CET
Comeback opportunity or a complete washout? These facts decide: Deutsche Bank, K+S, Tocvan Ventures
Various sectors have enjoyed a boom in recent months. Commodity companies benefited from rising prices, and banks from higher interest rates. But the trees do not grow to the sky even for stocks favoured by the market. Every trend comes to an end. Where investors can believe in comebacks and where uneasiness could threaten - we take a close look for you!
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Commented by Nico Popp on February 9th, 2023 | 19:47 CET
Banks and their risky gold bets: Credit Suisse, PayPal, Desert Gold
Credit Suisse will publish its quarterly figures on Wednesday, February 15, and answer analysts' questions. The market is looking very closely at the details of the crisis bank, which is in trouble because of the bankruptcy of Greensill Bank and the implosion of a hedge fund in 2021. Now stress is also looming around Credit Suisse's gold exposure. Reason enough to raise awareness of risks and highlight opportunities!
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