armaments
Commented by Stefan Feulner on May 9th, 2023 | 09:25 CEST
The trend continues - BYD, Defense Metals, Hensoldt
In order to achieve the climate targets, both politics and business are taking a high risk. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing in order to build renewable, energy-efficient systems. In addition to copper, cobalt and nickel, the demand for rare earth metals, which have to be imported almost entirely from China, is increasing dramatically. Since the start of the Ukraine war, there has also been growing demand from the defence industry. The producers of critical metals ex-China are likely to profit from this.
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Commented by Armin Schulz on May 2nd, 2023 | 08:55 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - US subsidizes rare earths
Rare earths have long been on the list of critical metals in the US and Europe. As tensions build between the US and China over Taiwan, it is important to remember how critical rare earths are. Currently, China has a virtual monopoly, especially in terms of refining. In addition to high-tech products such as smartphones, the critical raw material is needed for steel alloys, in the military and above all, for the energy transition, including electric vehicles. The US now wants to promote the mining of rare earths in its own country and rewards this with a tax credit of up to USD 30 per kg. We, therefore, look at 3 companies that rely on rare earths.
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Commented by André Will-Laudien on April 18th, 2023 | 08:50 CEST
With the shutdown of nuclear power plants comes the end of nuclear power! Siemens Energy, Defense Metals, Rheinmetall, E.ON - Greentech stocks on the rise
Now it is done. The German government is implementing the decision from 2011 with a slight delay due to the crisis and is taking the last three remaining nuclear power plants off the grid. Those who expected a blackout were proven wrong, at least over the weekend. Federal Economics Minister Habeck predicts a complete CO2 renewal for Germany and believes that Germany as an industrial location does not need nuclear power to be profitable. He also believes that electricity prices will fall again in the long run. The primary utility E.ON, however, did not hesitate to combine the nuclear phase-out with a hefty increase in electricity prices by about 45%. After all, what is currently easier to sell to end consumers than an imposed price squeeze that they no longer want to carry on their own books? Politically highly questionable, but a good opportunity for Greentech shares.
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Commented by Nico Popp on April 5th, 2023 | 08:05 CEST
Opportunities for latecomers: Rheinmetall, BYD, Almonty Industries
The Rheinmetall share has been on a rollercoaster ride since the outbreak of the war in Ukraine. Recently, however, the share price has risen significantly. We explain the further perspective, provide alternatives, and shed light on a possible insider tip. In advance, it should be noted the opportunities beyond well-known stocks are great. However, investors need to consider a few details.
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Commented by Stefan Feulner on April 4th, 2023 | 16:51 CEST
Winners of the supercycles - Rheinmetall, Defense Metals, BYD
Rare earths are indispensable for the production of high-tech products in the defence industry and electromobility due to their unique physical and chemical properties. China controls around 80% of the global output and thus has a key role in the global supply chain. Dependence on China poses a security risk, as the country could restrict access to rare earths or use them for political purposes. Therefore, diversifying supply chains and exploring alternative sources of rare earths is of great importance to ensure long-term security of supply.
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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 Nico Popp on January 26th, 2023 | 20:07 CET
Gold and war - rethink now! Barrick Gold, Globex Mining, Rheinmetall
Gold is shining again. The weaker dollar and the existing geopolitical risks are boosting the precious metal. But how should investors invest? What opportunities are there off the beaten track? And: Given the crises, does gold have to be in the portfolio? We highlight three hot stocks and provide insights and outlooks on the gold price and the overall geopolitical situation.
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Commented by Stefan Feulner on October 12th, 2022 | 10:25 CEST
Nordex, Defense Metals, Rheinmetall - Critical situation
Due to geopolitical tensions and the ongoing trade war between the US and China, the supply of critical raw materials is on high alert. Especially for the energy transition and the achievement of climate targets, materials that mostly have to be exported from the largest Asian economy are needed. Now, with the Minerals Security Partnership, MSP, an alliance of Western countries has been founded to establish a complete value chain within the partner countries. As a result, mining, processing and recycling projects from Western countries will be the primary beneficiaries in the coming years.
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Commented by André Will-Laudien on July 27th, 2022 | 13:55 CEST
High-tech bottleneck: Rheinmetall, Defense Metals, JinkoSolar, Nordex: Strategic metals are more necessary than ever!
In addition to the increased risks for the energy supply with primary energy sources, there is also a growing shortage of strategic metals in the industry. These metals are needed in almost all high-tech applications and are difficult to obtain on the world market. The problem is that the leading producer, China, could turn to Russia at any time and slam the door on the West in terms of supply. Without these metals, however, many essential components would no longer be able to be produced. Some tech stocks have already reflected the difficult procurement situation in their share prices. What are the current opportunities and risks?
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Commented by Nico Popp on June 23rd, 2022 | 12:59 CEST
SPD's Klingbeil: Germany as a "leading power" - Rheinmetall, Kleos Space, Airbus
Armaments were long considered the "grubby child" of the capital market. The trend toward ESG-compliant investments ensured that the defense industry was excluded from many investment instruments from the outset. But then came February 24 with all its consequences. In the meantime, even SPD party leader Lars Klingbeil has come out in favour of Germany assuming the role of a "leading power" in military and diplomatic matters. Although the connection between "leadership ordered" and "leadership received" in Germany under Federal Chancellor Olaf Scholz is not so clear so far, the political mills grind slowly, as is well known - especially in Germany. It is a good thing that rearmament is an international trend - at least for investors. We take a look at three stocks.
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