I am often asked about my investments in the mining- and commodities sector⛏️
The critical role of the mining and commodities sector in shaping the future requires an understanding of the sector's economic, technological, and environmental significance. Here are some key arguments with examples from your investments:
1. Foundation for Technological Development:
🟢 Critical Materials: Companies like $VALE (Vale SA-ADR) and $FCX (Freeport-McMoRan Inc) provide essential materials such as nickel and copper, necessary for producing batteries for electric vehicles and energy storage systems. These materials are also crucial for electronic devices, renewable energy technologies, and other advanced technological applications.
🟢 Innovation in Green Technology: $NHY.OL (Norsk Hydro) produces aluminum, which is important for lightweight constructions in the automotive and aerospace industries, contributing to lower energy consumption and CO2 emissions.
2. Economic Contribution:
🟢 Job Creation and Economic Growth: The mining and commodities sector, represented by companies like $BOL.ST (Boliden AB) and $GOLD.BARRICK (Barrick Gold) creates millions of jobs globally and significantly contributes to GDP in many countries. This generates economic opportunities and fosters stability in both developed and developing nations.
🟢 Investments and Innovation: Large investments in companies like $SZG.DE (Salzgitter) lead to innovation and improved extraction methods that can increase efficiency and reduce environmental impact.
3. Energy Transition and Sustainability:
🟢 Renewable Energy Infrastructure: Raw materials from companies like $VALE and $FCX are necessary to build and maintain renewable energy infrastructure such as solar and wind power plants. Without these materials, the transition to a green economy would be much more challenging.
🟢 Environmental Progress: Companies like $NHY.OL and $BOL.ST are working to reduce their CO2 emissions through investments in renewable energy and more efficient production methods, supporting global climate goals.
4. lobal Supply Chain:
🟢 Strategic Importance: Access to raw materials from companies like $GOLD.BARRICK and $VALE is strategically important for national security and economic stability. Control over these resources ensures a stable supply of essential materials, which is crucial for many industrial processes.
🟢 Diverse Applications: Raw materials from companies like $SZG.DE and $NHY.OL are used in a wide range of industries, from construction and infrastructure to high-tech sectors like aerospace and electronics. This makes the sector critical for many aspects of the modern economy.
5. Technological Improvement and Efficiency:
🟢 Digitalization and Automation: New technologies such as AI, IoT, and automation, implemented by companies like $BOL.ST improve efficiency and safety in the mining industry, reduce costs, and minimize risks for workers.
🟢 Recycling and Circular Economy: $NHY.OL focuses on recycling aluminum to create a more circular economy, where raw materials can be reused, reducing the need for new extraction and minimizing environmental impact.
These arguments demonstrate that the mining- and commodities sector is not only the foundation of our current industrial society but also a key player in the transition to a sustainable, technologically advanced future. By investing in companies like $VALE, $NHY.OL , $BOL.ST$GOLD.BARRICK$FCX and $SZG.DE we can ensure stability, innovation, and growth while working towards a greener and more sustainable world.... Show More
