Commented by Carsten Mainitz on June 19th, 2026 | 08:40 CEST

Copper Is Hot! Analysts See Nearly 200% Upside for Power Metallic Mines – How Severe Is the Impact on BMW and BYD?

• PGMs
• Copper
• Electrification
• Electromobility

More and more studies are warning of a massive future copper shortage. Forecasts are becoming increasingly alarming, to the point where the International Energy Agency's estimate of a 5.9-million-ton supply gap by 2030 already appears conservative. Building a mine takes 15 to 20 years, and supply is struggling to keep pace with rapidly growing demand. The expansion of modern power grids, the rapid growth of data centers, AI, and the ongoing shift toward electric mobility are exacerbating the situation. This is already evident in the record-high prices of this industrial metal. While automakers such as BMW and BYD face increasing cost pressures, Power Metallic Mines appears to be on the winning side. The Canadian company controls one of the largest polymetallic deposits in North America, characterized by high-grade copper mineralization and first-class metallurgy. According to analysts, the shares could nearly triple in value in the future.

Commented by Stefan Feulner on June 19th, 2026 | 07:45 CEST

American Lithium, Rock Tech Lithium, Uranium Energy: Without These Raw Materials, the Energy Transition Comes to a Standstill

• Lithium
• Uranium
• Batteries
• Energy

The global race for technological supremacy, energy security, and artificial intelligence (AI) is intensifying the battle for critical raw materials. Lithium is considered an indispensable component for batteries, electric mobility, and energy storage, while uranium is becoming increasingly important due to the boom in data centers and the global expansion of nuclear energy. Governments are promoting the development of independent supply chains, and investment in strategic raw material projects is growing rapidly. Companies that secure promising deposits early on, build processing capacity, or benefit from government support programs are of particular interest.

Commented by Jens Castner on June 19th, 2026 | 07:40 CEST

CHIPS, WAFERS, AND BATTERIES: TSMC DOMINATES, SILTRONIC STRUGGLES, HPQ SILICON GOES ON THE OFFENSIVE

• Silicon
• cleantech
• semiconductor
• Batteries
• chips

The global technology industry is facing its greatest test yet. The battle for supremacy in microchips and battery materials has long since taken on a highly explosive geopolitical dimension. While nearly the entire tech sector is dependent on the Taiwanese giant TSMC, the operational hurdles faced by the German wafer specialist Siltronic reveal just how vulnerable Western supply chains really are. But away from the billion-dollar conglomerates, a new generation of challengers is quietly emerging. A prime example is the Canadian cleantech company HPQ Silicon, which is preparing to tackle dependence on Asian raw material monopolies at the root through disruptive plasma technologies.

Commented by Nico Popp on June 19th, 2026 | 07:35 CEST

How MustGrow Biologics Benefits from Agrochemical Realignment with Patented Bioactive Technology – Pressure on Bayer and Corteva

• agritech
• agrochemical
• mustard
• biologicals
• fertilizer

Created and published on behalf of MustGrow Biologics Corp.

Extreme heat waves, increasingly degraded soils, and strict regulatory limits on synthetic chemical crop protection products—global agricultural markets are facing a critical period of adjustment. Once temperatures cross the critical threshold of 30 °C, most agricultural crops begin to suffer drastic yield losses, as sterile pollen and weakened cell walls cause irreparable damage to plant biology. According to the joint report by the Food and Agriculture Organization of the United Nations (FAO) and the World Meteorological Organization (WMO) titled "Extreme Heat and Agriculture," even individual heat waves can cause agricultural productivity to plummet by up to 50%. For most major crops, yield losses are already a threat at temperatures as low as 30 °C. The frequency, intensity, and duration of extreme heat events have increased significantly over the past 50 years. These ecological stressors are shifting growing conditions in both temperate and Mediterranean zones, forcing the entire agricultural value chain to rethink its approach.

Commented by Armin Schulz on June 19th, 2026 | 07:30 CEST

How Rheinmetall, First Hydrogen, and Siemens Are Turning AI Drones and Hydrogen Robots Into the New Defence Megatrend of 2026

• Hydrogen
• Robotics
• AI
• Drones
• Defense

Ukraine has brought the future of warfare into sharp focus. Unmanned systems dominate the battlefield. With the EUR 16 billion "Drone Action Plan" and NATO's robotic deployment on the eastern flank, this realization is now becoming an industrial imperative for Europe. The real turning point, however, lies in energy. Hydrogen fuel cells eliminate the range limitations of batteries and give autonomous systems operational superiority. This is giving rise to a new industrial complex in which Rheinmetall, First Hydrogen, and Siemens are positioning themselves to capitalize on the megatrend of the next decade.

Commented by Fabian Lorenz on June 19th, 2026 | 07:25 CEST

SHOCK at Nel ASA! RELIEF at TUI! OPPORTUNITY for Zefiro Methane!

• methane
• OrphanWells
• Oil
• Travel
• geopolitics
• Hydrogen

Shock at Nel ASA. The CEO is stepping down. At the time of his appointment, the share price stood at EUR 1.30. Today it is roughly 80% lower. A price jump as a sign of relief would not have been surprising. Instead, the stock of the former hydrogen high-flyer is continuing to fall. Good reasons for rising prices can be found at Zefiro Methane. Recently, the company secured additional major clients and contracts. It aims to close the fiscal year ending in June with revenue of USD 40 million. Next year, that figure is expected to be significantly higher. Beyond the AI hype, this could represent a very interesting investment opportunity. TUI is likely to be among the beneficiaries of peace in the Middle East. Due to the war with Iran, the tourism group had to revise its forecasts downward in April. This week, the stock is catching its breath.

Commented by Tarik Dede on June 19th, 2026 | 07:20 CEST

Silver, Rare Earths & Tungsten: How Aya Gold & Silver, Almonty Industries & Lynas Rare Earths Are Benefiting

• Mining
• Tungsten
• Gold
• Silver
• Commodities
• RareEarths

It appears the war in the Persian Gulf is finally coming to an end. However, the damage—especially for the US—is immense: political, economic, and military. The country must replenish its arsenal. Countless missiles were fired, and fighter jets and helicopters were lost. As early as the beginning of May, US Senator Mark Kelly pointed out, following a Pentagon briefing, that stockpiles had been completely "bled dry" as a result of the war. Ammunition depots—particularly those for Tomahawk missiles, Patriot defence systems, and SM-3 interceptor missiles—were completely depleted. Now the US must rearm. Rebuilding these stockpiles will likely take years. In addition to the defence industry, scarce raw materials in particular are expected to benefit from this. Since many commodity stocks have pulled back in the wake of the conflict, opportunities are emerging for investors. We are therefore looking at the stocks of Aya Gold & Silver, Almonty Industries, and Lynas Rare Earths.

Commented by Carsten Mainitz on June 19th, 2026 | 07:15 CEST

These Stocks Deliver Shareholder Value: RE Royalties and Allianz Leading the Way—Gerresheimer Catching Up?

• royalties
• dividends

The concept of shareholder value is widely recognized in the capital markets. It refers to the value a company creates for its shareholders, with the goal of maximizing that value. Strategic decisions, investments, and acquisitions are made with this principle in mind. Success can be gauged by stock price increases, dividends, and share buybacks, and measured by metrics such as earnings growth, return on equity, and free cash flow. A long-term approach takes precedence over short-term, quarterly thinking. Following an announcement this spring, RE Royalties is consistently pursuing a path to create shareholder value, and the stock has already responded positively. Nevertheless, there is still room for growth. Allianz also stands out as a good allocator of capital. Gerresheimer, on the other hand, has clearly failed in its plans to increase shareholder value over the past two to three years. However, with the entry of activist investors, the picture could soon change. What should investors keep in mind?

Commented by Lars Winter on June 19th, 2026 | 07:10 CEST

Volatus Aerospace, Hensoldt, and Rheinmetall: Three Stocks for the New Drone and Defence Boom

• Drones
• Defense
• hightech
• aerospace
• geopolitics

After the war comes rearmament. The conflict in the Middle East may be nearing an end—the US and Iran recently signed at least a declaration of intent to end the war at the Palace of Versailles. But this will only temporarily slow down global rearmament, if at all. In the long term, the defence boom will continue worldwide. And the wars of the future will no longer be fought solely with tanks, aircraft, and missiles. Drones, sensors, software, autonomous systems, and electronic defence technology are fundamentally transforming the defence industry. What seemed like a niche topic for specialists just a few years ago has now become a multi-billion-dollar growth market. Governments around the globe want to become more independent, secure supply chains, and modernize military capabilities more quickly. This is precisely what is giving rise to new investment opportunities. Volatus Aerospace is currently particularly exciting for speculative investors; those who prefer a more conservative approach can also add Hensoldt and Rheinmetall to a defence-focused portfolio.

Commented by Fabian Lorenz on June 19th, 2026 | 07:05 CEST

Will Falling Oil Prices Trigger a Gold Price Rally? Expert Is Bullish! Lahontan Gold Stock Poised to Outperform

• Mining
• Gold
• Silver
• Commodities
• Oil
• geopolitics

Will falling oil prices fuel a new rally in gold? After all, inflation fears and the associated concerns about rising interest rates have been among the key headwinds for precious metals in recent weeks. With the foreseeable end of the conflict in Iran, this very pressure is easing. Energy costs are becoming cheaper, inflation expectations could subside, and, with them, the likelihood of further interest rate hikes could decrease. The gold price has recently held above the USD 4,000 per troy ounce mark and even briefly exceeded USD 4,300 on Wednesday. Gold expert Markus Bußler is bullish. This should also help gold stocks get back on track. Lahontan Gold is in an exciting phase. The company is currently transitioning from explorer to producer—not just anywhere, but in one of the world's most promising gold regions. While preparing for mine construction, the company is reporting positive drilling results.

Commented by Matthias Schomber on June 19th, 2026 | 07:00 CEST

Winners and Losers of the Energy Transition: Cameco Strong, Nel ASA Disappoints, American Atomics Positions Itself

• nuclear
• Uranium
• Energy
• Electrification
• decarbonization
• Hydrogen

The global energy market is in flux, and stocks across the various sectors are either soaring or plummeting. While the world continues to watch with bated breath the historic peace agreement between the US and Iran—a deal expected to reopen the Strait of Hormuz and noticeably calm global markets—a similarly dramatic transformation is underway in the energy sector. Investors are currently experiencing a rollercoaster of emotions, because while established uranium giants like Cameco are benefiting from the renaissance of nuclear power, Nel ASA is fighting for its future following massive declines in orders. In the background, a smaller stock is poised to make big waves. American Atomics has strategically positioned itself to meet the growing demand for nuclear energy in the US. In a post-war world craving security and independence, Cameco, Nel ASA, and American Atomics are showing who might be among the winners in the reshaping of the energy supply—and who might be left behind.

Commented by Carsten Mainitz on June 18th, 2026 | 10:00 CEST

Architects of the New Energy Economy: How A.H.T. Syngas, Verbio, and E.ON Benefit from the Circular Economy and Decarbonization

• syngas
• biochar
• waste
• cleantech
• Energy
• circulareconomy
• decarbonization

For a long time, the energy transition was primarily associated with solar panels, wind turbines, and the phase-out of fossil fuels. However, the picture is now much more complex and nuanced. Industry, agriculture, municipalities, and energy providers face the challenge of using raw materials more efficiently, reducing waste, lowering CO₂ emissions, and remaining economically competitive. The circular economy, resource efficiency, and the economic utilization of (regional) waste materials are gaining in importance. A.H.T. is positioning itself at this intersection with compelling solutions.

Commented by André Will-Laudien on June 18th, 2026 | 08:05 CEST

AI and Semiconductors Soaring with SpaceX! AMD, Broadcom, Microsoft, and Aspermont in the Spotlight

• bigdata
• Digitization
• AI
• Software
• semiconductor
• Space

With SpaceX's IPO, one thing is clear: the tech rally continues! This brings the favourites of recent weeks back into the spotlight: chip and AI stocks. Leading the way in the return rankings are semiconductor giants AMD and Broadcom. After repeatedly testing the USD 550 mark, AMD recently suffered significant daily losses. Broadcom also set its sights on USD 500 but fell short just before reaching it. We are also keeping an eye on Aspermont. There was an interesting pullback here, and now institutional investors can finally step in. Things certainly remain exciting, as SpaceX had already gained for four consecutive days before correcting for the first time yesterday. Its initial market capitalization of USD 1.8 trillion was heavily criticized, but now Elon Musk's latest venture is valued at USD 2.8 trillion and has caught up to Microsoft quite quickly. We are diving even deeper!

Commented by Fabian Lorenz on June 18th, 2026 | 08:00 CEST

Defence Upside and Multi-Bagger Potential! TKMS, Heidelberger Druckmaschinen, and Antimony Resources

• antimony
• Defense
• hightech

Created and Published on Behalf of Antimony Resources Corp.

Analysts at mwb research view TKMS as an undervalued defense stock. The chances of securing a billion-euro contract are considered strong. By early July, it should become clear whether the German defence contractor will be awarded the contract. Even if not, analysts still consider the stock a "Buy". Analysts see upside potential in Antimony Resources' stock, and the company's latest drilling results underscore this view. The project in Canada appears to be a home run. Heidelberger Druckmaschinen has recently developed into a disappointment. The stock has lost around 25% of its value this year. The latest profit warning was far from signalling a trend reversal. Nevertheless, analysts still recommend the stock as a buy, arguing that defence-related upside has not yet been priced in.

Commented by Armin Schulz on June 18th, 2026 | 07:55 CEST

Forget Pure Diesel Engines: Nel ASA, dynaCERT, and Daimler Truck Offer Green Returns

• Hydrogen
• cleantech
• greenhydrogen
• renewableenergy
• Trucks
• Diesel

The logistics industry is set to undergo what is likely to be its most far-reaching structural transformation in 2026. As diesel prices have hit record highs and the CO₂-based truck toll takes full effect starting next year, new EU regulations are forcing freight carriers to radically rethink their strategies. The pressure on the transportation industry is immense, and this is precisely where a unique investment opportunity is emerging. Three players are addressing this challenge with strategically different yet perfectly coordinated approaches. Nel ASA is delivering the green infrastructure for tomorrow, dynaCERT offers the immediately effective bridge technology for today, and Daimler Truck is working on the production vehicle for the day after tomorrow to capitalize on the growing billion-dollar market.