Note: This text is a translation from the original language, German.
Whether gold, silver, or copper—commodities are making a real comeback. But there is more to these new all-time highs than pure cyclicality: the energy transition, artificial intelligence, and electromobility are changing the global balance. So are commodities an underestimated global power—and what does that mean for investors? Dana Kallasch, co-founder and CEO of Commodity Capital AG, provides answers in an interview with stock market presenter Andreas Franik – recorded at the Fund Congress in Mannheim.
The conversation focuses on the current exceptional situation on the commodity markets: Are we only at the beginning of a long-term bull market – or has a lot of euphoria already been priced in? Dana Kallasch assesses how supply and demand for gold and silver are developing, why she believes silver is one of the most exciting bottleneck commodities, and what role copper is likely to play in the future in terms of inflation, the energy transition, and geopolitical dependencies.
It also addresses structural challenges on the supply side – from lengthy approval processes to the reactivation of old mining projects – and the key question of whether the commodity boom will also lead to a new geostrategic balance of power.
The interview shows why commodities are currently much more than a cyclical investment – and how investors can strategically classify this development.
Watch the video here on FinanceNewsTV: https://www.youtube.com/watch?v=QGfzwUC605g
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