RareEarths
Commented by Carsten Mainitz on April 29th, 2021 | 09:03 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - Equipment for the portfolio
Every day, in our private and professional lives, we ask for products and services. And we expect "it" to work. When things do not go as planned for an extended period of time - and this does not necessarily mean a global pandemic that paralyzes supply chains - we feel the effects. In the following, we take a look at two areas that are essential for us: Energy and critical raw materials. We also have three pearls of return for your portfolio.
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Commented by André Will-Laudien on April 22nd, 2021 | 09:44 CEST
Defense Metals, Lynas, NEL - Profit from the shortage of metals!
Now it depends! The Bavarian Minister President's renunciation of the chancellor's post resulted in a strong shift to the left in the election polls. For the economy, this decision probably means more challenging conditions because the much-discussed shortage of raw materials and the bottleneck in high-tech components will hardly improve in the short term due to this change of political direction. Already today, there are question marks on the faces of industry leaders as to how Europe is to ensure its long-term supply security for essential metals. The new political direction vehemently calls for the climate neutrality of the European economy, but in Germany, we need good ideas rather than bans.
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Commented by Stefan Feulner on April 14th, 2021 | 11:45 CEST
BYD, Defense Metals, Plug Power - China first!
Cars are to run on electricity, trucks are to be powered by hydrogen, and in the future, wind turbines, solar panels and hydroelectric power plants will generate the electricity. All well and good, but beware, dear climate activists, wind, solar energy and electromobility require mineral raw materials that also leave an ecological footprint when they are extracted. These raw materials are not produced in our country, but almost 80% in China. Due to the Middle Kingdom's demand and the ongoing trade war, the Western world is threatened by a shortage of resources, which endangers the well-intentioned but poorly prepared energy transition.
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Commented by Nico Popp on April 1st, 2021 | 05:50 CEST
NIO, Defense Metals, Rheinmetall: These shares have catch-up potential
While Germany is facing a new lockdown rather than finally taking flight, the DAX has risen to over 15,000 points. What this shows: The market is already anticipating the post-pandemic upswing. Around the globe, societies are divided into two; those suffering from the pandemic and those that are pandemic winners. The latter sit on high reserves and are just waiting to finally spend their money again, which suggests a clear upswing. With stocks in a doze, this can lead to great opportunities.
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