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Commented by Armin Schulz on May 13th, 2026 | 09:40 CEST

Billions for Hydrogen Steel: thyssenkrupp Needs the Raw Materials – Strategic Resources and Rio Tinto Aim to Supply Them

  • Mining
  • GreenSteel
  • greenhydrogen
  • VTM
  • decarbonization

The steel industry accounts for about 7% of global CO₂ emissions. It must become climate-neutral by 2050—and the key is green hydrogen. But without high-purity iron ore pellets and alloying metals like vanadium, the technology remains ineffective. This is precisely where a long-established corporation suddenly becomes a customer. thyssenkrupp can only operate its multi-billion-euro hydrogen direct-reduction plant in Duisburg economically if reliable suppliers provide the necessary raw materials. Strategic Resources and Rio Tinto could play an important role in supplying the required raw material qualities.

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Commented by André Will-Laudien on May 13th, 2026 | 07:45 CEST

333% Gains: What Comes Next for AMD, LPKF Laser, and Group Eleven?

  • Mining
  • CriticalMetals
  • Silver
  • Copper
  • Technology
  • AI

Erratic movements – sky-high valuations! Right now, investors get the impression that AI and data centers are set to become the salvation of the global economy for the next 100 years. Of course, building AI infrastructure costs the tech giants enormous amounts of money. At the same time, the architects behind these systems are making a fortune. In principle, however, it is a cycle: what one company invests becomes another company's profit. Project this dynamic three years into the future, and nearly every major industry will have implemented its own generative AI systems. From entry-level employees to skilled workers and even at the executive level, there is now dramatic potential for cost savings, which in turn improves the bottom line. But at the end of the day, many people may lose their all-important jobs. The result is obvious: consumption is declining, and ultimately, growth is being replaced by contraction. Dynamic investors are riding the current rallies and then exiting at the right moment. What matters most is timing. Here are a few ideas.

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Commented by Armin Schulz on May 13th, 2026 | 07:35 CEST

The battery alone is not enough – Why BYD, HPQ Silicon, and Plug Power will be the hidden winners of the hybrid future

  • Silicon
  • Batteries
  • greenhydrogen
  • Fuelcells
  • Electromobility
  • decarbonization

The decarbonization of the global economy is no longer a distant ideal, but a fiercely contested race for market share. While some are betting on pure battery solutions, it is becoming increasingly clear that the future belongs to hybrid systems, in which innovative materials and green hydrogen fill the gaps. Three players from different camps exemplify this shift and could be tomorrow's winners. This look at the heart of industrial transformation reveals the roles played by a Chinese electric vehicle giant, a Canadian innovator in superior anodes, and the American pioneer in hydrogen logistics. We therefore take a closer look at what makes BYD, HPQ Silicon, and Plug Power so special right now.

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Commented by Fabian Lorenz on May 13th, 2026 | 07:30 CEST

Takeover at Bayer! Shock at Rheinmetall! Opportunity for MustGrow Stock!

  • agritech
  • Agriculture
  • mustard
  • chemicals
  • fertilizer
  • Defense

Created and published on behalf of MustGrow Biologics Corp.

The blockade of the Strait of Hormuz is turning into a stress test for global food security. Supply chains across the fertilizer industry are coming under pressure — and this could create a significant opportunity for MustGrow Biologics. The company's organic biological fertilizer (biofertilizer) is being approved in an increasing number of US states. And in the field of biological crop protection, they are collaborating with Bayer. Meanwhile, Rheinmetall is grappling with disappointed market expectations. Revenues at the defence contractor are simply not growing fast enough, although the company continues to modernize its product portfolio.

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Commented by Carsten Mainitz on May 13th, 2026 | 07:25 CEST

An unknown player with huge growth potential: Why Zefiro Methane is a Top Pick!

  • methane
  • Oil
  • Gas
  • OrphanWells

This environmental services company is tackling a massive problem and has developed a rapidly growing business model in a market worth USD 400 to 600 billion. Zefiro Methane specializes in the targeted reduction of methane emissions. Methane is significantly more harmful to the climate than CO₂, making it a powerful lever for accelerating efforts to mitigate global warming. The company focuses on a major source of methane leakage: abandoned or unplugged "orphan" oil and gas wells across the United States. These represent a substantial environmental challenge, with an estimated 2.2 million such wells across the country. Government subsidy programs worth billions provide significant political tailwinds, which benefit the company. The business model also includes the sale of credits generated based on emissions savings, which significantly boost margins. With the recently completed acquisition, revenue is expected to rise to over USD 50 million in the next fiscal year. The long-term potential stemming from positioning, market size, and rising margins is not yet reflected in the stock price. A lucrative opportunity for investors!

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Commented by Fabian Lorenz on May 13th, 2026 | 07:20 CEST

100% Rally Started? MP Materials, Standard Lithium, and Power Metallic Mines in Focus!

  • Mining
  • PGMs
  • Copper
  • Lithium
  • RareEarths
  • Defense
  • geopolitics

Has the 100% rally already begun for Power Metallic Mines? At least that is the level of upside potential suggested by analysts. The copper explorer continues to report strong drilling results from its flagship project in Canada, and the stock is gradually gaining momentum. Listening to the CEO, it becomes clear that the share may still have significant upside potential ahead. Potential also exists at MP Materials, the only producer and processor of rare earth elements in the US. However, the company now carries a market capitalization of around USD 12 billion. Most recently, it released quarterly results — the key question is whether the upward trend can continue. A similar trend has recently started to form at Standard Lithium as well. The company also reported on its first-quarter 2026 developments. Investors are now eagerly awaiting the final investment decision for the South-West Arkansas (SWA) project. The timing of that decision remains a key focal point for the market.

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Commented by Matthias Schomber on May 13th, 2026 | 07:15 CEST

Gold Boom in Nevada: Is Lahontan Gold on the Verge of a Major Breakout?

  • Mining
  • Gold
  • Silver
  • Nevada
  • geopolitics

Gold is in greater demand than it has been in years as a safe-haven asset, even though the recent rally has temporarily lost momentum. Amid this environment, one company is attracting increasing attention: Lahontan Gold Corp. With high-potential projects in mining-friendly Nevada and recent developments generating strong market interest, the stock appears to be approaching a pivotal phase. While the gold price searches for fresh momentum, an intriguing technical setup is emerging in Lahontan's chart. A breakout above CAD 0.44 could pave the way for a move toward significantly higher resistance zones. Is the stage being set for a new success story in the Nevada gold sector? We examine why the latest developments at Lahontan Gold may represent more than just short-term momentum and explore the untapped value hidden in the historic Santa Fe tailings piles.

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Commented by André Will-Laudien on May 13th, 2026 | 07:10 CEST

The winners of the defence sector: Volatus Aerospace and DroneShield — While Rheinmetall, RENK, and TKMS are left behind

  • Defense
  • Drones
  • aerospace
  • hightech

Following the explosive rise in share prices of many traditional defence stocks, technical warning signs are mounting in the defence sector. Stocks such as Rheinmetall, RENK, and TKMS are now trading, in some cases, well below their long-term trend lines, while momentum indicators like MACD, RSI, and Stochastics continue to signal a need for correction. At the same time, institutional investors are increasingly shifting their focus from heavy armaments to technology-based defence solutions centred on drone defence, reconnaissance, and autonomous systems. This is precisely where Volatus Aerospace and DroneShield come in, entering a structurally growing market with scalable platforms, AI-driven sensor technology, and rising demand from military and security circles. Over a three-month period, both stocks remain firmly in positive territory, while traditional defence stocks are now failing to meet investors' high expectations and must face up to fundamental realities. The capital market is thus increasingly distinguishing between cyclical defence speculation and long-term, disruptive autonomous systems and intelligent defence technologies, with clear advantages for the specialists of the next generation of security.

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Commented by Nico Popp on May 13th, 2026 | 07:05 CEST

What the quarterly results show: Almonty becomes the tungsten backbone of the West – support from Bank of America and Lockheed Martin

  • Mining
  • Tungsten
  • hightech
  • Defense
  • geopolitics

Without control over critical minerals, there can be no security or economic resilience. This simple equation captures the current situation facing the US. Tungsten, the metal with the highest melting point of all elements and a density comparable to that of gold, is at the center of this development. Long considered a niche metal, tungsten has become a strategic bottleneck due to geopolitical tensions and the large-scale expansion of defence capabilities. In many industrial, defence, and high-tech applications, this unique heavy metal is indispensable. This week, Almonty released its first quarterly results since the start of production at its large Sangdong mine in South Korea. The new figures indicate that the company's transformation into a profitable producer of global significance has been completed. Almonty is now positioned for further expansion.

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Commented by Matthias Schomber on May 13th, 2026 | 07:00 CEST

Why Barrick Mining and Newmont Corp. Could Rebound Now, and Desert Gold Could Be Poised for a Price Surge!

  • Mining
  • Gold
  • Africa
  • Commodities
  • Investments

Given all the negative news, one gets the immediate sense that the global economy might be teetering on the brink of collapse. That is when thoughts inevitably turn to the safest asset in history. Gold has made a resounding comeback in recent months and years. In times of global instability, investors are increasingly turning to the big names in the gold sector, such as Barrick Mining and Newmont Corp., which, after reaching their highs and subsequently undergoing a consolidation phase, could now be on the verge of a massive rebound. But while these gold giants provide stability, something is brewing in West Africa for those with a more speculative mindset. Desert Gold Ventures is on the verge of becoming a producer and is currently delivering a barrage of news that should not be ignored—and every piece of news packs a punch. In this report, we analyze why the combination of the industry leaders' fundamental strength and the operational momentum at a junior explorer currently represents one of the most exciting scenarios in the commodities market. Will the ambitious price targets set by GBC analysts soon become a reality for Desert Gold?

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Commented by Nico Popp on May 12th, 2026 | 09:10 CEST

Biotech and the Efficiency Revolution: Why the Final Mile Matters Most for Novartis, BioNTech, and BioNxt

  • Biotechnology
  • Biotech
  • patents

While biotech investors long believed that only the discovery of an entirely new molecule could pave the way for a billion-dollar exit, the current market reality paints a far more nuanced picture. Savvy investors and industry analysts are increasingly recognizing that the true bottleneck in modern medicine is no longer the discovery of active ingredients alone. Instead, the strategic focus is shifting toward bioavailability, targeted drug delivery, and improved patient compliance. This transformation is being accelerated by the looming patent cliff, which threatens the pharmaceutical industry with combined annual peak revenues of several hundred billion US dollars by 2030. We take a closer look at the market and highlight emerging opportunities.

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Commented by Carsten Mainitz on May 12th, 2026 | 07:40 CEST

Almonty Industries: No investor should miss out on this strategic investment!

  • Mining
  • Tungsten
  • CriticalMetals
  • Defense
  • hightech
  • AI
  • semiconductor
  • geopolitics

As the saying goes, political stock markets are short-lived. But as we all know, there are no rules without exceptions. Nervousness on the stock markets has now subsided again. However, the Iran conflict and its associated economic repercussions cannot be ignored. How can investors position themselves in this environment? Commodity producers in general, and particularly those producing critical raw materials, will be among the winners, regardless of how the stock markets perform in the coming quarters. And this is where Almonty Industries stands out. The company is one of the leading producers of the critical raw material tungsten. Tungsten has become indispensable across several industries and is virtually irreplaceable, and the market has undergone a fundamental shift. Prices are surging, and Almonty Industries is the only source of Western production outside of China, which dominates 80% of the market. Almonty's enormous geopolitical significance is one of the many reasons to buy the stock, which analysts believe has significant upside potential.

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Commented by Stefan Feulner on May 12th, 2026 | 07:35 CEST

Ballard Power, dynaCERT, Ceres Power – The Downward Spiral Ends

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Energy

Sentiment in the hydrogen sector is noticeably shifting. After months of sell-offs, many stocks are now benefiting from rising oil prices and growing concerns about the global energy supply. Hydrogen is regaining strategic importance, particularly in heavy-duty transportation and industrial applications. Investors are increasingly betting that governments and companies will continue to pursue their decarbonization goals despite the weak economy. The recent recovery of many hydrogen stocks has been correspondingly strong.

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Commented by Matthias Schomber on May 12th, 2026 | 07:30 CEST

China's Stranglehold and the Achilles' Heel of Military Build-Up: The Thriller Involving Rheinmetall, RENK, and Antimony Resources

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech

Created and published on behalf of Antimony Resources Corp.

The world is arming itself, and on the stock market, the big names in the defence industry celebrated an unprecedented rally. But recently, things have been going downhill for Rheinmetall & Co. on the stock market! Behind the gleaming facades of factory buildings and the impressive order books of Rheinmetall and RENK lies an uncomfortable truth. The massive production of ammunition and high-performance propulsion systems also depends on an almost forgotten raw material that China controls almost single-handedly. Antimony is the secret link that determines victory or defeat in industrial logistics. While industry giants search for stable sources, a Canadian exploration company is emerging that could close a strategic gap in the West. It is a game with extremely high stakes, where geopolitics, military necessity, and enormous profit opportunities collide head-on. When might share prices for Rheinmetall & Co. start rising again?

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Commented by Armin Schulz on May 12th, 2026 | 07:25 CEST

Do not miss the return of the Industrial Revolution: Mercedes-Benz, First Hydrogen, and Rockwell Automation are leading the way

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Digitization
  • AI
  • Robotics

The next stage of the green transformation is targeting two stubborn sources of emissions: heavy-duty transportation and energy-intensive industry. Green hydrogen is replacing diesel and coal in these sectors, while driverless transport systems and autonomous robots are revolutionizing logistics and manufacturing. However, the key lies in the intelligent integration of both technologies—only this will pave the way for emission-free, efficient value chains. Those who recognize this synergy early on can benefit from future markets worth billions. It is precisely this pioneering role that Mercedes-Benz, with its autonomous driving concepts, First Hydrogen, with its unmanned hydrogen vehicles, and Rockwell Automation, with its data-driven production automation, are claiming.

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