The picture shows a mine owned by the South African mining group in Rustenburg, South Africa.
(Photo: BLOOMBERG NEWS)
Frankfurt The currently rising costs for energy and raw materials are putting many companies under pressure. However, there are profiteers who earn a lot from it. These include oil and gas producers and mine operators. Many of them come from emerging countries such as Brazil, South Africa or Chile.
Bottlenecks existed even before the war in Ukraine. Now, with Russia, one of the most important exporters of raw materials is in danger of failing permanently: “It is foreseeable that the prices for energy sources, agricultural commodities and industrial metals will remain at a high level for longer due to the supply uncertainty,” says Janis Hübner, emerging market expert at Dekabank. This is a favorable environment for commodity exporters. “This should also be reflected in the profit development of the energy and raw materials companies.”
Six stocks are among the beneficiaries of the current situation:
1. Gerdau SA
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