supercycle
Commented by Stefan Feulner on September 11th, 2026 | 08:30 CEST
GE Vernova, NU E Power, Sunrun – Power Shortage Is Turning into a Supercycle
Created and Published on Behalf of NU E Power Corp.
The global power market is coming under pressure. AI data centres, electrification, and industry are driving demand, while new power plants and transmission lines often take years to complete. Reuters is already referring to a potential "power price supercycle". This is creating a new billion-dollar market for investors. Demand is not limited to additional solar and wind farms; more powerful grids and energy storage systems are also needed to distribute existing electricity more intelligently.
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Commented by Lars Winter on June 17th, 2026 | 07:00 CEST
Rio Tinto, KSB, Desert Gold Ventures: Three Winners of the Commodity Supercycle
Commodity markets have performed strongly over the past two years. Despite recent corrections in gold and silver, precious metals remain in high demand. Copper, tungsten, and rare earths are also benefiting from a boom in demand that extends far beyond a typical economic cycle. The drivers include the energy transition, the global expansion of data centers, the electrification of industry, and rising defence spending. At the same time, the supply of strategic commodities is increasingly becoming a matter of national security. Three winners of the commodities supercycle are Rio Tinto, KSB, and Desert Gold Ventures. With stocks from the speculative, value, and infrastructure sectors, investors have three different ways to bet on one of the most exciting trends of the coming years.
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Commented by Fabian Lorenz on June 11th, 2026 | 07:25 CEST
Copper Super Cycle: Trouble for Nordex? Freeport-McMoRan, Glencore, and Power Metallic Mines benefit!
Copper is typically considered a leading economic indicator. However, the supercycle is turning that rule on its head. While the global economy is faltering, experts predict copper prices will rise to USD 15,000. There are even warnings of a broader "super-squeeze" if the Strait of Hormuz remains closed. Freeport-McMoRan and Glencore are benefiting from the copper rally. Both of these core investments have already performed well. That makes it worth taking a look at the explorers. And within this group, Power Metallic Mines stands out positively. Analysts see nearly 200% upside potential. At a recent investor conference, management made a strong impression. The first resource estimate is set to be published as early as July. Additional catalysts include a PEA (Preliminary Economic Assessment) and a NASDAQ listing, which are already in the pipeline. Siemens, Siemens Energy, and Nordex are among the companies that could face medium-term challenges due to high copper prices in Germany. Nordex shares have fallen sharply recently, although a new order provided positive momentum yesterday.
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Commented by Fabian Lorenz on February 20th, 2025 | 07:10 CET
Renk in a SUPERCYCLE! Elon Musk wants gold! USD 3,500 an ounce? Barrick off to a good start, but Globex Mining does better!
Will Renk shares soon reach an all-time high? The EUR 30 mark was broken yesterday. According to analysts, the defense stock will likely continue its FOMO rally. Like Hensoldt and Rheinmetall, the transmission manufacturer is in the supercycle. There is also news from Elon Musk. He wants to examine US gold reserves! This is once again leading to conspiracy theories – this time, the question is whether there is actually gold in Fort Knox. Meanwhile, experts see the gold price marching towards USD 3,500. The rally has now even reached the crisis-stricken Barrick Gold, with the stock climbing after recent announcements. Is all the bad news priced in? The stock of Globex Mining is performing significantly better than Barrick. And at the mine incubator, the price is being driven by positive newsflow. With its risk-diversified commodity portfolio, the stock still has potential.
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