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Up and down: Doublers and halvers among themselves! BYD, VW, DroneShield, and Power Metallic
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Strong tailwind for defense stocks – New buy signals for Antimony Resources, Hensoldt, and Steyr?
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Alternative to Barrick Mining and Equinox Gold: Why Maduro's fall could drive gold prices higher and make LAURION Mineral a strategic target
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Battery supply on a knife's edge – NEO Battery Materials becomes an established industrial partner
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Caution with Plug Power! TKMS with major order! Pasinex Resources completes acquisition!
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Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom
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The new world order after the Venezuela shock: Why Rheinmetall and Bank of America are betting on North America, and Globex Mining is the big winner
Commented by André Will-Laudien on January 6th, 2026 | 07:35 CET
Up and down: Doublers and halvers among themselves! BYD, VW, DroneShield, and Power Metallic
And once again, it is full steam ahead. While last year saw a sunny scenario in terms of returns for AI, defense, and silver stocks, these sectors are performing even better in the new year. Rumors of a physical silver shortage have now been confirmed by futures exchange warehouses. This could mean that the "one-way movement" in strategic metals will continue. Rumor has it that the shortages may even be spreading to a range of industrial metals. As the world's largest producer of these raw materials, China is tightening export controls and redirecting resources toward its domestic industry. Much of this is still unconfirmed, but the recent price explosion to over USD 12,000 for copper speaks volumes. Investors would be well advised to diversify their allocations to be ready for the most important developments!
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Commented by Carsten Mainitz on January 6th, 2026 | 07:30 CET
Strong tailwind for defense stocks – New buy signals for Antimony Resources, Hensoldt, and Steyr?
Defense stocks are the focus of investor interest at the beginning of the year. The chances are good that defense stocks will now quickly iron out the dip in prices caused by profit-taking in the past quarter and surge toward historic highs. The environment is also favourable for (prospective) producers of critical raw materials that are urgently needed by industry, such as Antimony Resources. The escalation of the conflict between the US and Venezuela has added fuel to the fire. Trump is now also threatening Colombia. In addition, disillusionment is setting in regarding the hoped-for peace efforts between Russia and Ukraine. How can investors take advantage of this situation?
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Commented by Nico Popp on January 6th, 2026 | 07:20 CET
Alternative to Barrick Mining and Equinox Gold: Why Maduro's fall could drive gold prices higher and make LAURION Mineral a strategic target
The 2026 stock market year is beginning with a geopolitical earthquake whose tectonic shifts will be felt across global commodity markets for a long time to come. The direct intervention of the United States in Venezuela and the effective removal of President Nicolás Maduro have redefined the global security architecture virtually overnight. While Washington celebrates the move as a necessary restoration of democracy in the Western Hemisphere, geopolitical rivals Beijing and Moscow are responding with sharp rhetoric and brusque diplomatic protests. Uncertainty is spreading like wildfire – from the shores of Cuba, where the regime fears for its survival, all the way to Greenland, where major powers are increasingly competing aggressively for strategic spheres of influence. With gold already rising for months amid mounting uncertainty and monetary policy concerns, investors continue to flee to the safe haven. However, while established producers such as Barrick and Equinox absorb the first wave of panic-driven inflows, strategic investors are turning their attention to the few remaining safe jurisdictions such as Canada. Here, specialized explorers like LAURION Mineral Exploration hold precisely the kind of assets that are becoming the most valuable currency in an uncertain world.
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Commented by André Will-Laudien on January 6th, 2026 | 07:15 CET
Battery supply on a knife's edge – NEO Battery Materials becomes an established industrial partner
The push for e-mobility and rising demand from defense applications are driving a quantum leap in battery technology. At the same time, China is increasingly putting the brakes on as an industrial partner. Beijing recently imposed export restrictions on high-performance Li-ion aggregates. This makes it a real challenge for manufacturers to equip their products with high-quality energy storage. The latest announcement from NEO Battery Materials is therefore a game-changer! Certification as an OEM supplier has been completed. NEO Battery Materials, a company that is at the beginning of industrial scaling and technical differentiation, presents itself as a specialist in silicon-based anode materials with a secured production hub in South Korea. Particularly relevant for investors: high-performance batteries are increasingly being treated as critical infrastructure in Western industrial and defense policy, meaning they are structurally tied to priority investment areas. Geopolitically motivated trade barriers must be navigated carefully. Time is of the essence.
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Commented by Fabian Lorenz on January 6th, 2026 | 07:10 CET
Caution with Plug Power! TKMS with major order! Pasinex Resources completes acquisition!
In 2026, investors are likely to continue to focus on stocks in the defense, raw materials, and hydrogen sectors. Pasinex Resources currently offers an opportunity to buy or add to positions. The zinc high-flyer impressed investors in 2025, and the positive news flow is likely to continue in 2026. A producing mine is being expanded, and a project is set to go into production soon. TKMS started the new year with a major order, giving the stock a new boost. After halving in value, analysts see Plug Power as a buying opportunity. But caution is advised! The hydrogen pioneer faces an important decision on January 15, 2026.
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Commented by Armin Schulz on January 6th, 2026 | 07:05 CET
Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom
While attention is focused on large defense contractors, a less noticed but lucrative ecosystem is emerging in the shadow of the defense boom. The real winners in the new security landscape are often companies that provide the essential foundations, from critical raw materials for high technology to defense against ubiquitous drone threats to analysis of crucial data streams. These companies are structurally benefiting from billion-dollar budgets and redefining modern security architecture. Three specialized players illustrate this momentum: Almonty Industries, DroneShield, and Palantir.
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Commented by Nico Popp on January 6th, 2026 | 07:00 CET
The new world order after the Venezuela shock: Why Rheinmetall and Bank of America are betting on North America, and Globex Mining is the big winner
The spectacular arrest of the Venezuelan president by US authorities marks another historic turning point that has repercussions far beyond South America. It is the ultimate proof that the era of diplomatic kid gloves is over and that the law of the jungle is increasingly prevailing on the international stage. For global financial markets and strategic investments, this move means a radical reassessment of country risks. If heads of state are no longer safe, then investments in mines and infrastructure in politically unstable regions are certainly not. In this new climate of hard power politics, security of supply is becoming the only currency that counts. That is why the spotlight is now turning to a company that exemplifies North America's commodity security: Globex Mining. With a gigantic portfolio of over 200 projects in the world's safest jurisdictions, Globex offers precisely the geopolitical protective shield that the market is now desperately seeking.
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Commented by André Will-Laudien on January 5th, 2026 | 07:30 CET
Double-digit start to 2026 for Plug Power, Nel ASA, CHAR Technologies, and thyssenkrupp nucera
Things are continuing as they ended in 2025: high volatility, challenging circumstances, and political upheaval. Now the guns are speaking again, because there is no peace in Ukraine after all, putting defense stocks back at the top of the shopping list. However, after years of decline, investors are now venturing back into the alternative energy sector. Since the hydrogen boom in 2021, the industry's protagonists have lost up to 90% of their share price value. So why not venture back into an area where money has not flowed for a long time? Biomass specialist CHAR Technologies is a newcomer on the scene. The rally started here in 2025 and is likely to continue. thyssenkrupp nucera is also worth a look. After being spun off from the Duisburg-based group, the lights appear to be green!
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Commented by Armin Schulz on January 5th, 2026 | 07:25 CET
Precious metals crash after margin shock – Operations continue at Barrick Mining, AJN Resources, and B2Gold
The sudden collapse of gold prices in the last week of December 2025 revealed the hidden levers of the financial markets. The trigger was not fundamental news, but a technical decision. The CME Group's increase in margin requirements forced highly leveraged speculators to sell, abruptly ending the spectacular rally. This forced liquidation reveals how stock market mechanisms can force abrupt corrections even in bullish markets. In this volatile phase, it is worth taking a look at established players and agile explorers. How are heavyweights Barrick Mining, explorer AJN Resources, and growth producer B2Gold positioning themselves for the coming year?
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Commented by Nico Popp on January 5th, 2026 | 07:20 CET
Problems at Masan High-Tech Materials, low grades at Xiamen Tungsten: How Almonty is becoming a strategic lifeline for Boeing, Rheinmetall & Co.
In the world of critical metals, a lesson in market power and geopolitical dependence is currently unfolding. Tungsten, which is indispensable for the defense industry, toolmaking, and semiconductor technology due to its extreme hardness and heat resistance, is becoming scarcer and more expensive – prices for APT are expected to reach four-figure territory by 2026. For many years, Chinese market leader Xiamen Tungsten has impressively demonstrated how lucrative the tungsten business can be. However, while Western industrial companies such as Rheinmetall and Boeing are desperately searching for material, it is becoming apparent that existing alternatives in Vietnam, namely Masan High-Tech Materials, cannot fill the gap due to geological limitations. It is precisely into this supply vacuum that Almonty Industries is moving. With the commissioning of the high-grade Sangdong mine in South Korea and the planned expansion in the US, Almonty offers much-needed security of supply and enables investors to participate in the high margins of the sector, but without the geopolitical risk of China and with additional unique advantages.
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Commented by Carsten Mainitz on January 5th, 2026 | 07:15 CET
Short-Term Politics, Long-Term Megatrends: Investing in NEO Battery Materials, RENK, and TKMS for 2026!
Following the spectacular arrest of Venezuelan President Maduro by US special forces, the international financial markets are entering a new phase of geopolitical uncertainty with direct and indirect effects on commodity markets and strategic supply chains. Washington's military action in the capital, Caracas, and the subsequent transfer of Maduro to New York have triggered sharp international criticism and raised urgent questions under international law. Despite these challenges, the megatrends of sustainable mobility and energy storage will continue. At the same time, defense industry players remain among the winners. Canadian company NEO Battery Materials is active across all these fields and represents a high-opportunity investment.
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Commented by Fabian Lorenz on January 5th, 2026 | 07:10 CET
Solar, wind & co. with a breakthrough in 2025: Is now the time to buy Nordex, JinkoSolar, or RE Royalties stock?
The science magazine "Science" has declared the global boom in renewable energy the "Breakthrough of the Year 2025." The industry is booming. But shares in the sector are struggling. One share that clearly has catch-up potential is RE Royalties. The financing company has a convincing, diversified business model, and its dividend yield currently stands at a sensational 16%. The stock should really be moving higher. 2025 was very volatile for JinkoSolar. A halving of the share price was followed by a doubling. What do analysts say? One of the clear high flyers of the sector in 2025 was Nordex. Will the rally continue?
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Commented by Nico Popp on January 5th, 2026 | 07:05 CET
The Syrah Resources effect: Why Graphano Energy provides the blueprint for Volkswagen's graphite strategy
Graphite is the often-overlooked heavyweight of electromobility. While the world largely focuses on lithium and cobalt, the anode of a lithium-ion battery consists predominantly of graphite by weight. China controls this market almost entirely, which poses massive problems for Western automakers. With its groundbreaking deal with Tesla, Syrah Resources has proven that building a Western supply chain is not only possible but vital for OEMs. Despite current challenges, this development serves as a blueprint for the entire sector. As Volkswagen aggressively searches for raw materials in Canada through its subsidiary PowerCo, Graphano Energy is positioning itself through its activities in Québec as a logical beneficiary of this new geopolitical reality.
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Commented by André Will-Laudien on January 5th, 2026 | 07:00 CET
Turbo profits with the energy transition! Net zero or 100% with E.ON, Oklo, American Atomics, and D-Wave
To kick off the year, a look at EU energy policy reveals a clear shift: nuclear power is regaining strategic relevance. Governments across Europe are increasingly focusing on small modular reactors (SMRs). Countries including Poland, Romania, the Czech Republic, Sweden, Estonia, Finland, France, and Italy are currently planning or developing concrete SMR plans in order to better combine nationwide security of supply with overarching climate targets. New reactor concepts for electricity and heat generation are a major focus here. While the first plants are still in the planning stage, the initial rollout of SMRs in Europe is expected to take place primarily in the 2030s. Investors need to think ahead because nuclear energy is no longer a taboo subject but part of the strategic energy future. The US and China are likely to take a leading role in this, because their hunger for energy is huge! Where should investors put their money now?
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Commented by Armin Schulz on January 2nd, 2026 | 07:30 CET
China's battery brake: Why Fortune 500 companies from the US and Asia are now stocking up on NEO Battery Materials
The map of global battery production is shaking. China's latest export restrictions on high-performance lithium-ion batteries and key materials have sent shockwaves through technology companies and governments worldwide. Suddenly, the search for reliable, high-performance alternatives outside China is no longer a nice-to-have, but a strategic necessity. Into this gap steps an unusual player: NEO Battery Materials, a Canadian company that, at just the right moment, has leased a production-ready facility in South Korea. Its first customers, two global Fortune 500 automotive giants, are already setting the tone.
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