Uitgever ETF: WisdomTree

Ticker: ALUM

ISIN: GB00B15KXN58 

Valuta: euro

Beurs: Milaan

Bad economic times are coming. The demand for aluminum will then decrease somewhat. The reason why I still buy this ETF is the cost of making aluminum. A lot of energy is needed to make aluminum. The energy costs have risen enormously. Many aluminum companies cannot make a profit with the current high energy prices and relatively low aluminum prices. That is the reason why more and more production has to be stopped, such as Damco (Aldel) in Delfzijl. The price for aluminum will have to go up or a shortage will arise due to the loss of production, which will automatically lead to higher prices.

Uitgever ETF: WisdomTree

Ticker: PHAG

ISIN: JE00B1VS3333

Valuta: Euro

Beurs: Euronext Amsterdam

The silver price is now so low that many silver mining companies are going to make a loss. In the long run, silver mines will close and new ones will not be started. That while the demand for silver has been greater than what mines produce for years. So either the silver price will rise in the short term or there will be a lack of silver in the slightly longer term, causing the silver price to rise automatically.

Uitgever ETF: ETF Securities

Ticker: PHAG

ISIN: JE00B1VS3333

Valuta: Euro

Beurs: Euronext Amsterdam

The silver price is under pressure due to the expectation of more interest rate hikes and the high dollar. However, silver is more dependent on supply and demand. For years, the demand for silver has been greater than what mines produce. The energy transition will further increase the demand for silver. At the current low silver price, the supply will decrease further. There will come a time when there will be a shortage of silver. That will cause the silver price to rise sharply.

Uitgever ETF: WisdomTree

Ticker: COPAP

ISIN: GB00B15KXQ89

Valuta: Euro

Beurs: Euronext Parijs

Now that concerns about the economy are mounting, many raw material prices are falling. The copper price has also fallen for this reason. I expect an economic contraction. But I don't expect a declining demand for copper. Because copper is necessary for the energy transition. More and more are going to become electric and that requires copper. Despite an economic contraction, the demand for copper will continue to increase. Increasing the supply of copper is not easy or quick to achieve. It takes years to start up a copper mine. There is already evidence that there will be a copper shortage in the long run. The LME (London Metal Exchange) issues a monthly report with the copper stock. The lowest level in this century was reached in June. Reason for me to buy this copper ETF.

Uitgever ETF: WisdomTree

Ticker: PHAG

ISIN: JE00B1VS3333

Valuta: Euro

Beurs: Euronext Amsterdam

The silver price has suffered greatly from the rising dollar. The silver price has now reached a level that many silver mines will lose. This will ensure that unprofitable silver mines close earlier and new silver mines with too high costs will not be started. Last year, less silver was mined than the market demand. However, because everything will be electric, the demand for silver will increase even further. Less supply and more demand. In such a situation, the silver price will rise sharply again.

Uitgever ETF: WisdomTree

Ticker: PHAG

ISIN: JE00B1VS3333

Valuta: Euro

Beurs: Euronext Amsterdam

The silver price today has reached a level where many silver mining companies are going to make a loss. Not that they will immediately close the silver mines. But it will reduce production rather than increase it. And that while last year the demand for silver was already greater than the production. Due to the high oil price and the problems with Russia, the energy transition to electricity will go even faster. And that takes a lot of silver. Much more than is now brought above the ground per year. With a lack of silver in the near future, it is inevitable that the silver price will rise.