10Mes·

Commodity shortages loom: "Good for investors, bad for the rest" / Which shares are worthwhile

Ok, the headline is a bit sensational. But cool interview from a René.


Among other things, it's about the commodities uranium lithium silver and copper


https://youtu.be/YbebkkKcdS4?si=ZkUYJDr4ApFfILBP


"The outlook for commodities seems good, as far too little has been invested in recent years. However, commodities as an asset class are not quite so simple and there can be nasty surprises. I spoke to Urs Marti, manager of the SIA Long Term Investment Fund Natural Resources, about what is important. I have to say: I've rarely had a guest talk to me in such a humorous way. And welcome to "Rene wants returns"!



Important points:


00:00 What can be learned from the price slump in lithium


05:56 The fluctuations in commodities


07:44 Too little has been invested and that will take its toll


09:45 The fatal impact of ESG on commodities


10:29 Is a commodity shortage looming in the next few years?


11:29 Four percent of production is lost every year


13:23 What could happen next with oil


14:04 The mistakes of the energy transition in Germany: the nuclear phase-out was the lignite phase-in


14:51 Switzerland is doing good business with cheap German electricity


15:49 The price of uranium has risen sharply - will it keep going up?


21:27 Where Urs Marti now sees opportunities


23:33 Not on the marketing straight at


commodities


25:18 Be careful with silver mines


26:30 What to consider when investing in


commodity companies 34:20 Politics is the problem with big companies


companies


35:21 European oil companies on the wrong track $SHEL (+0,27%)
$TTE (-0,58%)


36:17 Stocks that Urs Marti likes:


36:20 Glencore $GLEN (-0,64%)


36:54 Harbour Energy and Aker $AKER (+0,17%)


39:44 Cenovus $CVE (-0,39%)

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1 Commento

immagine del profilo
I took the time to watch the video and agree with the main points of the opinion.
However, I don't understand why a manager of a fund would supposedly blame politics.
Politics sets the framework in which a market economy company operates. It goes without saying that companies have to adapt to this.
However, it is up to the individual management to decide whether the transformation is successful. In this respect, the blame should be placed less on politics and more on the management of the respective companies.
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