Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·9 t sittenPerhaps better to have the money somewhere with steady green numbers, than to let this one swallow everything else that is doing okay. Can't wait forever. I'm out at the next suitable opportunity.
·10 t sitten · MuokattuIngress: Energy markets are shaken by the Iran war, but few discuss how sulfur from the Gulf region can affect the silver price. Here is an analysis of the hidden ripple effects investors should be aware of. Silver, sulfur and the Iran war: an overlooked connection in the commodity market Christian Lie, chief strategist at Formue, published an op-ed today in Finansavisen and ABC Nyheter about the economic ripple effects of the Iran war — with consequences that could be important for investors in energy and precious metals. Energy markets may be structurally altered The world's largest LNG complex in Qatar is temporarily closed. An energy index from Gavekal Research is up around 50 percent in the last two weeks, and the gas price in isolation is up approximately 60 percent since 27. februar. As long as the Iranian regime persists, the Strait of Hormuz remains a permanent risk factor. Higher insurance premiums and security costs in maritime transport could become a lasting part of the energy market's cost structure. Sulfur: a little-discussed connection to the silver market Almost half of the world's sulfur exports come from the Gulf region as a byproduct of oil and gas refining. Sulfuric acid is a key input in silver mining and refining — higher sulfur prices therefore pressure mining margins in the short term. Semiconductor production is also affected by disruptions in helium deliveries from Qatar, which could temporarily dampen industrial silver demand. The connection is indirect, but illustrates how energy shocks spread through the commodity chain. Historical parallel During the 1970s oil crises, energy price shocks led to broad cost increases in industry and rising commodity prices. The silver price rose sharply, driven by inflation and increased production costs. The parallel shows how energy shocks can indirectly affect metal markets. Three possible outcomes The most likely scenario is that the USA declares a strategic victory and withdraws, but leaves behind a weakened and more anti-American Iranian regime. Energy prices would then likely remain high and the stagflation argument for precious metals would persist. A more challenging scenario is a political shift in Iran that opens the country to foreign investments — Iran holds the world's fourth largest oil reserves and second largest gas reserves, which would push energy prices down and dampen the inflationary pressure that drives capital towards precious metals. Lie considers this unlikely in the short term, and Danske Bank estimates around 80 percent probability of continued war through large parts of 2026. The currency dimension Increased geopolitical unrest often strengthens the dollar. For Norwegian investors, a stronger dollar means a weaker krone — dollar-denominated commodities can thus provide additional returns measured in Norwegian kroner in the event of further escalation. For discussion: Can sulfur and input costs become an underestimated factor in the silver market, or does the market overestimate such ripple effects? The content is personal analysis and not financial advice. Sources: Christian Lie – ABC Nyheter/Finansavisen: https://www.abcnyheter.no/stemmer/iran-krigens-kompliserte-okonomiske-ringvirkninger/1474316 EIA – Strait of Hormuz: https://www.eia.gov/international/analysis/regions-of-interest/Strait_of_Hormuz IEA – 1970s oil crises: https://www.iea.org/reports/oil-market-history-1970s Silver Institute – historical silver market: https://www.silverinstitute.org/world-silver-survey/
·15 t sittenSo far today yet another "red day"... What do you think about selling out...?
·16 t sittenAlmost forgotten what green looks like, had to google the color that came up in the xl-sheet so far today.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·9 t sittenPerhaps better to have the money somewhere with steady green numbers, than to let this one swallow everything else that is doing okay. Can't wait forever. I'm out at the next suitable opportunity.
- ·10 t sitten · MuokattuIngress: Energy markets are shaken by the Iran war, but few discuss how sulfur from the Gulf region can affect the silver price. Here is an analysis of the hidden ripple effects investors should be aware of. Silver, sulfur and the Iran war: an overlooked connection in the commodity market Christian Lie, chief strategist at Formue, published an op-ed today in Finansavisen and ABC Nyheter about the economic ripple effects of the Iran war — with consequences that could be important for investors in energy and precious metals. Energy markets may be structurally altered The world's largest LNG complex in Qatar is temporarily closed. An energy index from Gavekal Research is up around 50 percent in the last two weeks, and the gas price in isolation is up approximately 60 percent since 27. februar. As long as the Iranian regime persists, the Strait of Hormuz remains a permanent risk factor. Higher insurance premiums and security costs in maritime transport could become a lasting part of the energy market's cost structure. Sulfur: a little-discussed connection to the silver market Almost half of the world's sulfur exports come from the Gulf region as a byproduct of oil and gas refining. Sulfuric acid is a key input in silver mining and refining — higher sulfur prices therefore pressure mining margins in the short term. Semiconductor production is also affected by disruptions in helium deliveries from Qatar, which could temporarily dampen industrial silver demand. The connection is indirect, but illustrates how energy shocks spread through the commodity chain. Historical parallel During the 1970s oil crises, energy price shocks led to broad cost increases in industry and rising commodity prices. The silver price rose sharply, driven by inflation and increased production costs. The parallel shows how energy shocks can indirectly affect metal markets. Three possible outcomes The most likely scenario is that the USA declares a strategic victory and withdraws, but leaves behind a weakened and more anti-American Iranian regime. Energy prices would then likely remain high and the stagflation argument for precious metals would persist. A more challenging scenario is a political shift in Iran that opens the country to foreign investments — Iran holds the world's fourth largest oil reserves and second largest gas reserves, which would push energy prices down and dampen the inflationary pressure that drives capital towards precious metals. Lie considers this unlikely in the short term, and Danske Bank estimates around 80 percent probability of continued war through large parts of 2026. The currency dimension Increased geopolitical unrest often strengthens the dollar. For Norwegian investors, a stronger dollar means a weaker krone — dollar-denominated commodities can thus provide additional returns measured in Norwegian kroner in the event of further escalation. For discussion: Can sulfur and input costs become an underestimated factor in the silver market, or does the market overestimate such ripple effects? The content is personal analysis and not financial advice. Sources: Christian Lie – ABC Nyheter/Finansavisen: https://www.abcnyheter.no/stemmer/iran-krigens-kompliserte-okonomiske-ringvirkninger/1474316 EIA – Strait of Hormuz: https://www.eia.gov/international/analysis/regions-of-interest/Strait_of_Hormuz IEA – 1970s oil crises: https://www.iea.org/reports/oil-market-history-1970s Silver Institute – historical silver market: https://www.silverinstitute.org/world-silver-survey/
- ·15 t sittenSo far today yet another "red day"... What do you think about selling out...?
- ·16 t sittenAlmost forgotten what green looks like, had to google the color that came up in the xl-sheet so far today.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·9 t sittenPerhaps better to have the money somewhere with steady green numbers, than to let this one swallow everything else that is doing okay. Can't wait forever. I'm out at the next suitable opportunity.
- ·10 t sitten · MuokattuIngress: Energy markets are shaken by the Iran war, but few discuss how sulfur from the Gulf region can affect the silver price. Here is an analysis of the hidden ripple effects investors should be aware of. Silver, sulfur and the Iran war: an overlooked connection in the commodity market Christian Lie, chief strategist at Formue, published an op-ed today in Finansavisen and ABC Nyheter about the economic ripple effects of the Iran war — with consequences that could be important for investors in energy and precious metals. Energy markets may be structurally altered The world's largest LNG complex in Qatar is temporarily closed. An energy index from Gavekal Research is up around 50 percent in the last two weeks, and the gas price in isolation is up approximately 60 percent since 27. februar. As long as the Iranian regime persists, the Strait of Hormuz remains a permanent risk factor. Higher insurance premiums and security costs in maritime transport could become a lasting part of the energy market's cost structure. Sulfur: a little-discussed connection to the silver market Almost half of the world's sulfur exports come from the Gulf region as a byproduct of oil and gas refining. Sulfuric acid is a key input in silver mining and refining — higher sulfur prices therefore pressure mining margins in the short term. Semiconductor production is also affected by disruptions in helium deliveries from Qatar, which could temporarily dampen industrial silver demand. The connection is indirect, but illustrates how energy shocks spread through the commodity chain. Historical parallel During the 1970s oil crises, energy price shocks led to broad cost increases in industry and rising commodity prices. The silver price rose sharply, driven by inflation and increased production costs. The parallel shows how energy shocks can indirectly affect metal markets. Three possible outcomes The most likely scenario is that the USA declares a strategic victory and withdraws, but leaves behind a weakened and more anti-American Iranian regime. Energy prices would then likely remain high and the stagflation argument for precious metals would persist. A more challenging scenario is a political shift in Iran that opens the country to foreign investments — Iran holds the world's fourth largest oil reserves and second largest gas reserves, which would push energy prices down and dampen the inflationary pressure that drives capital towards precious metals. Lie considers this unlikely in the short term, and Danske Bank estimates around 80 percent probability of continued war through large parts of 2026. The currency dimension Increased geopolitical unrest often strengthens the dollar. For Norwegian investors, a stronger dollar means a weaker krone — dollar-denominated commodities can thus provide additional returns measured in Norwegian kroner in the event of further escalation. For discussion: Can sulfur and input costs become an underestimated factor in the silver market, or does the market overestimate such ripple effects? The content is personal analysis and not financial advice. Sources: Christian Lie – ABC Nyheter/Finansavisen: https://www.abcnyheter.no/stemmer/iran-krigens-kompliserte-okonomiske-ringvirkninger/1474316 EIA – Strait of Hormuz: https://www.eia.gov/international/analysis/regions-of-interest/Strait_of_Hormuz IEA – 1970s oil crises: https://www.iea.org/reports/oil-market-history-1970s Silver Institute – historical silver market: https://www.silverinstitute.org/world-silver-survey/
- ·15 t sittenSo far today yet another "red day"... What do you think about selling out...?
- ·16 t sittenAlmost forgotten what green looks like, had to google the color that came up in the xl-sheet so far today.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet95,4%
- Muut3,7%
- Lyhyt korko0,9%