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28.08.26 - 02:42
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Regulators fast-track lithium battery M&As as China shifts from capacity expansion to consolidation (Digitimes)
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China's lithium battery industry is shifting from an era of aggressive capacity expansion toward consolidation, as regulators rapidly clear deals aimed at revitalizing existing assets and closing gaps across the supply chain. The unconditional approval of six recent transactions involving batteries, energy storage, and new-energy materials — including one cleared in just 10 days — signals that Beijing sees mergers and acquisitions (M&As) as an increasingly important tool for restructuring an industry squeezed by overcapacity and price wars....
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27.08.26 - 20:30
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Zinc Hits Four-Year High As "Extremely Thin" Physical Supply Fuels Squeeze (ZeroHedge)
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Zinc Hits Four-Year High As "Extremely Thin" Physical Supply Fuels Squeeze
Zinc futures in London are headed for their largest monthly close since January, with prices hitting four-year highs this week amid tightening physical supplies.
London futures for the industrial metal initially gained as much as 1% before reversing course. Zinc fell .8% to $3,861 a ton as of 11:40 a.m. local time, halting a seven-day rally.
Despite the pullback, zinc's physical market remains extremely tight.
"Supply constraints boosting zinc: Zinc price has risen 31% since March to $3,966, driven by declining mine output, operational disruptions (fires, delays, and lower grades), and limited project development outside China," Jefferies analyst Sagar Sahu wrote in a note on Tuesday.
Sahu added, "ILZSG, international association for zinc & lead, has revised its 2026 global zinc market forecast to a 19kt deficit vs a 271kt surplus earlier. We raise our FY27-28E zinc price assumptions to $3,615-3,700, still 7-9% below s...
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27.08.26 - 14:12
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Gold & Kupfer weiter im Aufwind: Diese Minen-Aktie sollten Anleger jetzt kennen! (Ariva)
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Nach einer kurzen Konsolidierungsphase zeichnet sich sowohl bei Edel- als auch bei Industriemetallen eine Rallye-Fortsetzung ab. Diese Minen-Aktie profitiert! Trotz steigender Anleiherenditen: Gold, Kupfer & Co. legen wieder zu! Nach einer monatelangen Konsolidierungsphase in Folge eines spektakulären Blow-Off-Tops im Januar zeigt der Trend für Edelmetalle, allen voran Gold, inzwischen wieder nach oben. Dabei konnte Gold sogar dem Anstieg ......
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27.08.26 - 13:30
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Die besten Uran-ETFs: KI-Boom stärkt Nachfrage nach Atomstrom (Fundresearch)
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Der weltweite Strombedarf durch Künstliche Intelligenz und Rechenzentren macht Kernenergie wieder attraktiver. Neue Reaktorprojekte, steigende Stromproduktion und Investitionen in Urananreicherung stärken den Nuklearsektor – auch wenn Uranaktien zuletzt deutlich unter Druck standen....
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