Power Metallic Mines
Commented by Armin Schulz on November 12th, 2026 | 05:34 CET
Micron Technology, Power Metallic Mines and BYD – Copper stocks with tailwinds from AI and electromobility
Created and Published on Behalf of Power Metallic Mines
Artificial intelligence and electromobility are simultaneously driving demand for chips and metals. Data centres need memory chips and plenty of copper for power and wiring, while electric vehicles need batteries and copper as well. In early November, Chinese memory manufacturer CXMT reported progress on a new DRAM architecture. Shortly before that, BYD had reported more than 300,000 all-electric vehicles in a single month for the first time in October. If the trend continues, memory chips, copper and electric vehicles will benefit from the same demand. We therefore take a closer look at Micron Technology, Power Metallic Mines and BYD.
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Commented by Tarik Dede on November 9th, 2026 | 05:27 CET
Copper under election pressure: Southern Copper, Power Metallic Mines and Freeport McMoran in focus
Created and Published on Behalf of Power Metallic Mines
Two factors boosted the upward trend in copper over recent months and years. One was the additional demand from the massive expansion of AI infrastructure in the US by the so-called AI hyperscalers. The other was the threat of tariffs hanging over the market. The US government planned such tariffs to promote domestic mining and bring more processing capacity into the country. Both factors have been called into question since last week's midterm elections. The Democrats want to slow the expansion of data centres and regulate AI players such as OpenAI or Anthropic more tightly. Both weighed on the copper price last week, which fell to its lowest level since July. "Markets are still digesting the implications of a blue wave", wrote Daniel Ghali, head of commodities research at Deutsche Bank, summarising the current market situation. This does not jeopardise the structural rise in demand for copper. Nevertheless, progress could be somewhat slower for the time being. For investors, this market situation offers opportunities in battered copper stocks. Today, we take a look at the shares of Southern Copper, Power Metallic Mines and Freeport McMoRan.
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Commented by Jens Castner on October 28th, 2026 | 05:40 CET
The Art of the Turnaround: Microsoft, Power Metallic Mines, innoscripta and CTS Eventim Prepare for a Comeback
Created and published on behalf of Power Metallic Mines
Microsoft showed what a turnaround looks like in the summer. After a weak first half, strong annual results gave the shares a substantial boost. Tonight, the software giant must prove that the recovery is sustainable. Two other stocks could now be on the verge of a similar turnaround. At Power Metallic Mines, a copper price near its record high and a high-grade deposit meet a share price that analysts consider significantly undervalued. Their price targets are around three times the current level. Meanwhile, German growth company innoscripta plunged by more than half following a raid but is already showing signs of recovery. CTS Eventim, the MDAX-listed ticketing company, has also moved beyond its recent lows. Both its CEO and an activist investor consider the stock severely undervalued.
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Commented by Armin Schulz on October 16th, 2026 | 05:20 CEST
Power Metallic Mines, Siemens Energy and BYD: The Export Boom in Electric Vehicles Drives Demand for Copper and Electricity
A single Chinese automaker sold 180,700 new energy vehicles overseas in September. That accounts for about 39% of its sales, more than double the figure from a year earlier. Behind this growth lies a substantial demand for raw materials, including copper and nickel for batteries and electric motors, as well as platinum-group metals for catalytic converters in hybrid vehicles. Electricity is also essential to charge all these vehicles. This illustrates what supply chains must look like to keep electric vehicles running. This plays right into the hands of raw material producers and electricity generators. Today, we take a closer look at Power Metallic Mines, Siemens Energy and BYD.
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