Conversation topics for your festive dinner

We all like to put off things that do not bring us joy. This is completely normal, as long as this “procrastination” does not threaten serious financial consequences. In such cases, psychologists refer to it as “procrastination.”

How about you? Do you follow our updates but haven’t become a customer yet? Then you have missed out on quite a bit. Anyone who invested 10,000 euros in technology metals and rare earths at the beginning of this year can look forward to 19,688 euros by the end of the year. With an investment start on 2020-01-01, it is even 20,502 euros. The price of hafnium has almost quadrupled from 2021-01-01 to now. But the other technology metals and rare earths have also performed well; see for yourself:

Whether the aforementioned represents good or bad news is up to you. But even if you have not yet invested in technology metals and rare earths, there is encouraging news for you. Because the new raw material cycle is only just beginning!

Humanity surpassed the 8 billion mark in population growth this past year. More people means a greater hunger for raw materials, especially in cities. Furthermore, there is the question of energy supply. This arises at a time when we are saying goodbye to CO2. Only a few days ago, the European Parliament approved new rules for emission rights. Within this framework, the electricity and steel industries, for example, will receive increasingly fewer emission certificates and must therefore produce in an increasingly CO2-neutral manner. However, “green” energy requires a new class of raw materials. “Energy metals” such as neodymium oxide, indium, gallium, and germanium are increasingly replacing fossil fuels like coal, oil, and gas.
While the energy transition, much like the electrification of transport, drives demand for these raw materials, production initially lags behind. New mines take up to 20 years before they can be put into operation, and until then, dependence on a few countries like China remains. Although Europe is increasingly establishing raw material partnerships, for example with South Africa and Australia, some of the mining projects there are also only in their early stages, so we can expect scarcity and associated price increases for a while longer. This results in sensationally good opportunities for investors.

A study by the auditing firm Ernst & Young GmbH, commissioned by the Federal Ministry for Economic Affairs, shows that more and more countries are establishing state raw material reserves. This step is also being discussed in Germany in order to become independent of raw materials from autocratically governed countries. Whether the government actually takes this step is questionable. China could feel provoked and react with delivery stops. These, in turn, would lead to supply bottlenecks and associated price jumps.

But even if China were not to react with “irritation”: technology metals and rare earths are currently still a small, exclusive market. That would change abruptly if the state intervened there. Government participation would channel a huge amount of money into the market. This, in turn, would lead to exploding prices.

Those who invest in technology metals and rare earths now are well prepared for both scenarios. We offer the opportunity to do so. In our opinion, storage by private companies is the best way to bring critical commodities into the country. Investors can look forward to attractive returns, tax-free storage and tax-free sale, including technical protection of the investment goods in accordance with the latest standards.