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Almonty Industries: Poised to Benefit from Tungsten Supply Constraints and Defense Demand
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A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
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Antimony Resources Surges: A Key Commodity in the Age of Drones and Conflict – On Track Toward New Highs
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Apple is joining the energy transition: OR Royalties as a model, RE Royalties as a beneficiary
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Markets Rally After Ceasefire: RENK, Vonovia, and Gold Gem Kobo Resources in focus
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Volatus Aerospace: The Drone Supercycle Is Just Starting—and This Undervalued Stock Stands to Soar
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Wars fuel money printing and drive inflation: Bet on gold now with Barrick Mining, Desert Gold, and B2Gold
Commented by Fabian Lorenz on April 9th, 2026 | 07:40 CEST
Almonty Industries: Poised to Benefit from Tungsten Supply Constraints and Defense Demand
With the ceasefire in the Middle East, a new phase may emerge: increased rearmament. The arsenals in the US, Israel, and the Gulf states have been severely depleted. How quickly the replenishment succeeds is likely to depend heavily on the supply of critical raw materials. And in many cases, China, as a de facto monopolist, holds significant influence. One essential metal is tungsten. It is used not only for ammunition and missiles but also, for example, in the semiconductor industry. In this sector, genuine supply bottlenecks appear to be looming. Major Japanese companies are, in any case, warning of this. Against this backdrop, it is not surprising that the price of tungsten has risen from USD 900 to around USD 3,000 per metric ton unit (MTU) this year alone. Nor is it surprising that Almonty Industries is a real analyst favorite. The tungsten producer is positioned for strong earnings growth.
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Commented by Armin Schulz on April 9th, 2026 | 07:35 CEST
A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
The global energy transition has a quiet but powerful driver: the battery. No longer merely a storage device, it has become the strategic core of mobility, defense, and grid stability. By 2026, geopolitical tensions surrounding raw materials are intensifying, while innovations such as solid-state and sodium-ion cells are reshaping the technological landscape. Those who act decisively now can secure a competitive edge in an industry expected to grow to over USD 630 billion by 2035. However, not all players will benefit equally—success will depend on execution strength, material innovation, and the ability to scale quickly. These are precisely the qualities embodied by Rheinmetall, NEO Battery Materials, and BYD.
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Commented by Mario Hose on April 9th, 2026 | 07:30 CEST
Antimony Resources Surges: A Key Commodity in the Age of Drones and Conflict – On Track Toward New Highs
In a world where political and military dynamics are evolving faster than ever, a particular metal is stepping into the global spotlight. Antimony is currently emerging, alongside tungsten, as one of the most strategically important commodities, as it plays a critical role in modern defense technologies, including drones and advanced weapon systems. As global tensions rise and demand for high-tech military equipment increases, Antimony Resources Corp. is securing a key position in one of the world's most stable mining jurisdictions. The company's stock has shown a strong upward trend and may be positioning for a renewed move toward its previous highs. For investors looking to gain exposure to the evolving defense and technology supply chain, the company presents a potentially compelling opportunity. The following report highlights why Antimony Resources is in the right place at the right time and how recent developments in Canada could help pave the way for greater resource independence in Western markets.
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Commented by Nico Popp on April 9th, 2026 | 07:25 CEST
Apple is joining the energy transition: OR Royalties as a model, RE Royalties as a beneficiary
Today, the financing of renewable energy increasingly relies on an instrument rooted in traditional mining. While established industry leaders like OR Royalties demonstrate through a diversified portfolio of precious and battery metal licenses how investment models can generate high margins without operational risks, RE Royalties is successfully adapting this concept for the renewable energy sector. The company finances solar, wind, and storage projects and, in return, secures long-term revenue shares, providing a predictable alternative to volatile commodity markets. This offering meets the strategic needs of tech giants like Apple, which, as part of its "Apple 2030" initiative, is investing heavily in clean energy projects to make its entire value chain climate-neutral. For investors, RE Royalties thus combines security and scalability in a unique business model.
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Commented by Fabian Lorenz on April 9th, 2026 | 07:20 CEST
Markets Rally After Ceasefire: RENK, Vonovia, and Gold Gem Kobo Resources in focus
Global capital markets reacted with great relief yesterday to the ceasefire in the Middle East. While oil prices fell sharply, equities and precious metals moved higher. The gold price above USD 4,800 per ounce could act as a catalyst for Kobo Resources. The explorer has just completed a capital increase and published positive drilling results. The expected resource estimate could lead to a revaluation of the stock. Vonovia saw a surge in its share price yesterday. However, not all analysts are convinced by the real estate group. RENK's stock has been on an upward trend for several days now. In addition to positive analyst comments, the company recently secured a multi-million-dollar contract.
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Commented by Carsten Mainitz on April 9th, 2026 | 07:10 CEST
Volatus Aerospace: The Drone Supercycle Is Just Starting—and This Undervalued Stock Stands to Soar
Unmanned aviation is no longer a niche market. It is evolving into a cornerstone of modern security and infrastructure architectures. As geopolitical tensions and hotspots expand, and technological advances accelerate the need for real-time aerial intelligence, specialized providers like Volatus Aerospace are positioning themselves for the next growth surge. Volatus's rapidly growing defense business is benefiting from NATO contracts and Canada's defense strategy. With the planned Nasdaq listing, the stock is increasingly coming into focus for investors. Investors still have an opportunity to capture the significant valuation discount.
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Commented by Armin Schulz on April 9th, 2026 | 07:05 CEST
Wars fuel money printing and drive inflation: Bet on gold now with Barrick Mining, Desert Gold, and B2Gold
When diplomats fail, gold triumphs. Geopolitical upheavals from the Middle East to Ukraine, along with the US-China power struggle, are shaking confidence in fiat currency. At the same time, record-high debt in Washington, Brussels, and Tokyo is suffocating national budgets. Investors are therefore fleeing to tangible assets like gold to escape inflation. Africa is taking center stage in this context. Resource-rich countries like Mali and Côte d'Ivoire attract investors with low costs and thus high returns, yet some companies still hesitate to invest there. This is precisely where a unique opportunity arises for the bold. Three gold producers stand to benefit disproportionately: Barrick Mining, Desert Gold, and B2Gold.
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Commented by Nico Popp on April 9th, 2026 | 07:00 CEST
Focus on Copper and PGMs: Rio Tinto, Sibanye-Stillwater, and the Opportunity at Power Metallic Mines
Securing supplies of copper and platinum group metals (PGMs) is becoming increasingly important, as these elements are essential for both energy infrastructure and the hydrogen economy. Analyses by S&P Global and McKinsey forecast a rise in copper demand to 42 million metric tons by 2040, representing a 50% increase compared to 2025. At the same time, the International Energy Agency (IEA) reports that demand for hydrogen already reached approximately 100 million metric tons in 2024, driving the need for platinum and palladium in electrolysers. While major corporations like Rio Tinto are securing their market leadership by investing in massive copper projects to meet the industry's long-term needs, PGM specialist Sibanye-Stillwater is increasingly focusing on diversifying its portfolio toward polymetallic deposits in stable jurisdictions. It is in this environment that Power Metallic Mines operates its Nisk project in the Canadian province of Québec. Recent discoveries in the Lion Zone have confirmed exceptional copper grades exceeding 10% as well as significant PGM by-products. This quality in a world-class mining region makes the company attractive—both to investors speculating on strategic consolidations and to major corporations seeking world-class resources.
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Commented by Mario Hose on April 8th, 2026 | 08:20 CEST
Energy Poker 2026: Nordex Trumps the Field, RWE Lurks, and A.H.T. Syngas Sounds the Charge
In spring 2026, the energy market is undergoing significant shifts. Geopolitical tensions are driving volatility, while established companies like Nordex and RWE are poised for new price surges. The industry is transforming faster than ever before. But far from the big headlines, one player is positioning itself for a major breakthrough. After several difficult months, A.H.T. Syngas is showing signs of a turnaround. In this report, we examine the record figures from the wind power giants and explore why A.H.T. Syngas's comeback could be more than just a brief flash in the pan.
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Commented by André Will-Laudien on April 8th, 2026 | 08:15 CEST
Rising Rates, ESG & Private Equity: Financing in Extreme Times – Vonovia, RE Royalties, and Mutares
War, destruction, reconstruction. These are all issues closely tied to financing. Clearly, no one is currently thinking about how to rebuild the destroyed buildings, bridges, and power plants in Ukraine, the Gaza Strip, or Iran. First, peace must return before new investments in conflict zones can even be considered. The US likely already has dedicated plans for Ukraine, as well as for the Gaza Strip. For the companies RE Royalties, Vonovia, and Mutares, financing questions arise on a different level. Here, return requirements are linked to each individual investment. Often, however, it is not the interest rate of the financing instrument that matters, but rather the attractiveness of the specific project. This is highly interesting for investors who view a sufficient return as the primary criterion for their investment. The charts of these key players are swinging wildly back and forth, creating opportunities for agile investors!
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Commented by Jens Castner on April 8th, 2026 | 08:10 CEST
YELLOW CAKE, KAZATOMPROM, AND STALLION URANIUM: THREE WAYS TO PLAY THE URANIUM BOOM
Nuclear power is poised for a boom worldwide. This promises bright prospects for the uranium market. What seemed politically dead is being mercilessly disproved by the reality of exploding energy demand for artificial intelligence and data centers. The price of uranium has more than tripled since 2016, and experts see further potential. For investors, there are three interesting but very different investment opportunities: from the solid stockpiler Yellow Cake to the global market leader Kazatomprom to the promising challenger Stallion Uranium.
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Commented by Armin Schulz on April 8th, 2026 | 07:30 CEST
From pipeline inspections to defense contracts to drone defense: Why Volatus Aerospace Is Undervalued
Some stocks have two sides. Volatus Aerospace operates a dual-engine business model: a commercial services division generating stable, recurring revenue from energy and infrastructure inspections, and a rapidly expanding defense segment benefiting from NATO contracts and Canada's evolving defense strategy. While many drone companies either sell only hardware or offer only services, Volatus has combined both under one roof. And with a decisive advantage: NATO is right there in the cockpit.
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Commented by Fabian Lorenz on April 8th, 2026 | 07:25 CEST
ENTRY OPPORTUNITY in the Drone Sector? NEO Battery Materials Tests in a Military Border Zone
An intriguing entry opportunity is currently emerging in the drone sector with NEO Battery Materials. Amid recent market volatility, shares of this specialist in batteries for drones, robotics, and electric mobility have declined by more than 20%. At the same time, geopolitical conflicts, most recently in the Middle East, continue to highlight the growing strategic importance of drones. NEO's batteries, manufactured in South Korea, have demonstrated in practical tests the potential to significantly extend flight time by up to 100%, while also offering faster charging capabilities. In a recent interview, the company outlined the technological advantages behind these improvements. There is also notable operational progress: NEO is collaborating with the South Korean military to further develop its products, and this is happening at what is arguably one of the world's most critical borders. It can really only be a matter of time before the stock takes off again.
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Commented by Nico Popp on April 8th, 2026 | 07:20 CEST
Mitigating Risk, Capturing Opportunity: Pan American Silver and Franco-Nevada – Upside Potential at Globex Mining
In this volatile market environment, commodity investors are once again turning more heavily to safe havens to reduce their risks. While established producers like Pan American Silver are solidifying their market position by operating large mines in North and South America and taking full advantage of rising silver and gold prices, the royalty model has proven its worth on the financing front. Industry leaders such as Franco-Nevada have demonstrated for decades how a broadly diversified portfolio of royalties can generate consistent cash flows without having to bear the risks of active mining. Globex Mining operates in the same strategic niche with a portfolio of over 270 projects and 107 royalties, consistently focusing on politically stable jurisdictions such as Canada and the US. The combination of a strong cash position, stakes in partner companies such as Pan American Silver, and the steady generation of new royalties paints a clear picture: Globex Mining operates like a smaller-scale version of Franco-Nevada, offering investors both stability and growth opportunities. Since this agile project generator is even active in critical metals like antimony, investors should take a closer look at the company.
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Commented by André Will-Laudien on April 8th, 2026 | 07:15 CEST
Oil Prices Be Damned: SpaceX IPO in Focus - Alphabet, First Hydrogen, and Oklo in the spotlight
The time has come! Last week, Bloomberg and the Wall Street Journal reported that SpaceX had filed an application for a stock offering with the US Securities and Exchange Commission (SEC). Despite all the headwinds facing the capital markets, Elon Musk is convinced that he will raise up to USD 75 billion with the initial public offering of the space technology startup. Only just under 5% of all shares are expected to be freely tradable. This is already causing major ETF providers to break out in a cold sweat, as they must somehow replicate the new market heavyweight - with an initial valuation of nearly USD 2 trillion - as a "MAG 8" stock. The target date for the stock offering is June. It remains to be seen whether the current market climate can even handle such a massive offering. It is unlikely to be a surefire success. Alphabet has already positioned itself with a stake acquired in 2015. We calculate what that might mean this summer and present some other good ideas.
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