Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST

Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus

• Lithium
• Electromobility
• Batteries

Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!

Commented by Stefan Feulner on June 23rd, 2026 | 07:40 CEST

Aurubis, Power Metallic Mines, Vale: Eric Sprott Bets on the Next Copper Winner

• Copper
• PGMs
• Electromobility
• decarbonization
• AI

The copper market is heading toward a historic supply shortage. While AI data centers, electric mobility, and global grid expansion are driving demand to record levels, there is a lack of new large-scale projects to meet that demand. Experts therefore expect a structural deficit to persist for years to come. This presents an extraordinary opportunity for companies with high-grade deposits in secure mining regions. Whoever controls the right deposits could be among the big winners of the coming commodities cycle.

Commented by Matthias Schomber on June 23rd, 2026 | 07:35 CEST

Crash or Buying Opportunity? The Truth About BMW, Chart Star Aixtron, and Strategic Resources—a Hidden Gem in the Commodities Sector!

• VTM
• ironore
• Commodities
• semiconductor
• Automotive
• GreenSteel

The stock markets are currently showing their wildest side. While established German automakers like BMW are suffering from a severe sales crisis and desperately searching for a way out, technology suppliers like Aixtron are riding the massive wave of artificial intelligence from one record high to the next. But without strategic raw materials and green steel, neither new electric vehicles nor gigantic AI data centers will hit the road. We take a look behind the scenes at three stocks that perfectly illustrate the current contrasts in the global economy. Read on to discover which stock(s) might hold the greatest potential for a surprise right now.

Commented by Armin Schulz on June 23rd, 2026 | 07:30 CEST

Do Not Invest in Overheated Defense Stocks! DroneShield, Antimony Resources and MP Materials Show the Smarter Way

• Defense
• Mining
• RareEarths
• antimony
• Drones

Created and published on behalf of Antimony Resources Corp.

The rally in European defense stocks is running out of steam. After months of impressive share price gains, hopes for peace and high valuations are unsettling investors. While Rheinmetall and peers suffer from volatility, the focus is shifting toward a less-watched niche market. The structural uptrend in defense spending remains intact, but tomorrow's winners could be those that benefit from the security boom without producing weapons themselves. This is exactly where opportunities are opening up at companies that serve tomorrow's defense supply chain with drone defense, critical raw materials and high-tech components. DroneShield, Antimony Resources and MP Materials exemplify this strategic shift.

Commented by Matthias Schomber on June 23rd, 2026 | 07:25 CEST

Drones Over Moscow, Trump Threatens Iran Again! Is Lahontan Gold About to Kick Off a Mega-Rally?

• Mining
• Gold
• Silver
• Nevada
• geopolitics

Global hotspots continue to burn fiercely, keeping world markets—and stock exchanges—on edge. A massive drone attack on Moscow has paralyzed air traffic and plunged the Russian capital into a state of absolute emergency. At the same time, the fragile peace talks between the US and Iran in Switzerland are on the verge of collapsing after sharp threats from Donald Trump have escalated geopolitical tensions to unbearable levels. In such turbulent, conflict-ridden times, investors usually seek a safe haven. This is precisely where gold once again comes into focus as the ultimate crisis currency and a reliable hedge for investment portfolios. Those looking to strategically position their portfolio now will find an exciting addition in emerging companies such as Lahontan Gold. The company not only boasts solid financials in a top mining-friendly region but may also be on the verge of a massive surge, according to technical analysis—possibly even a 100% gain.

Commented by Nico Popp on June 23rd, 2026 | 07:20 CEST

Emissions as a Profit Booster: The Business Models of Equinor and Linde—and How Zefiro Methane Excels In a Niche Market

• methane
• OrphanWells
• Oil
• Gas
• decarbonization
• Hydrogen

Rising costs for renewable energy projects, shifting geopolitical conditions, and increasingly stringent emissions regulations are forcing energy companies to adapt. While utility companies' business models were once relatively conservative, success today depends on optimizing every aspect of operational performance—down to the smallest decimal point. In this context, emissions-related costs are becoming a key area of focus. Companies can not only reduce expenses but also generate financial benefits through effective emissions management. Greenhouse gas mitigation and carbon capture technologies have long since evolved into standalone, highly profitable business segments. We examine the market and highlight promising companies.

Commented by Fabian Lorenz on June 23rd, 2026 | 07:15 CEST

Nordex Surges Higher! Sharp Revenue Decline at thyssenkrupp nucera! Is dynaCERT a Buy Now?

• cleantech
• Hydrogen
• greenhydrogen
• renewableenergy

Nordex appears to have completed its consolidation phase. Following a sharp correction, the wind turbine manufacturer's stock has rebounded strongly in recent weeks. Yesterday, orders from the US provided fresh momentum. Investors could also speculate on a significant share price recovery driven by new orders at dynaCERT. The cleantech company's stock has corrected significantly in recent weeks. The German management team has focused on series production and sales in recent months, which should bear fruit in the second half of the year. Analysts are certainly bullish. There is also a "Buy" recommendation for thyssenkrupp nucera. However, the most recent quarterly report has caused some disillusionment. While order intake was positive, the revenue decline was quite dramatic.

Commented by Tarik Dede on June 23rd, 2026 | 07:10 CEST

Royalties & licensing: investors can win with ARM Holdings, RE Royalties and Franco-Nevada!

• royalties
• cleantech
• dividends

You can build business models with high margins without owning a single factory or site. On the capital markets, that's mainly companies that collect license fees or royalties. Companies provide capital and in return share in their partner's revenue. This has long been the case in the music industry, and likewise in mining, the chip industry, the cleantech sector and the pharmaceutical industry. For investors, such companies offer big advantages, since in most cases they carry little or no operating risk. Because the contracts often run for years or decades, the income they generate is also very stable. While mining and cleantech players tend to offer steady payouts, tech pioneers use the cash flow for massive growth. Today we therefore look at the shares of ARM Holdings, RE Royalties and Franco-Nevada!

Commented by Jens Castner on June 23rd, 2026 | 07:05 CEST

STELLANTIS, PURE ONE, AND VOLVO: THREE BETS ON THE FUTURE OF ZERO-EMISSION DRIVETRAINS

• Hydrogen
• cleantech
• ZeroEmission
• Electromobility
• decarbonization

Electromobility is a divisive issue—both on the stock market and on the road. While Stellantis is supposedly trading at bargain levels following an 80% drop in its share price, investors are paying a hefty valuation premium for Volvo, the Swedish truck market leader. In between them is Pure One, an Australian micro-cap company that is reinventing the capital-intensive heavy-duty commercial vehicle business using the Apple model—and, according to analysts, has the potential to become a tenbagger. Three companies, three risk profiles, one common theme: Who has the lead in the race for zero-emission propulsion? A status report.

Commented by Armin Schulz on June 23rd, 2026 | 07:00 CEST

Value Creation Through Realignment: Why thyssenkrupp, Desert Gold, and Meta Are Now Fundamentally Attractive

• Mining
• Gold
• Commodities
• Africa
• Steel
• AI

The stock market is a barometer of change. Few things drive stock prices as much as a company's fundamental realignment—whether through radical operational changes or entry into promising technologies. For investors, these phases often open a window of opportunity in which the valuation does not yet fully reflect the company's actual potential. The trick lies in identifying those companies where the vision is already translating into a measurable path to value creation. We therefore take a closer look today at thyssenkrupp's divestiture plans, Desert Gold's transition from explorer to producer, and Meta's AI push.

Commented by André Will-Laudien on June 22nd, 2026 | 07:30 CEST

Data Centers and the Uranium Shortage: The Solution Lies with Standard Uranium, SAP, ServiceNow, and Oracle

• Uranium
• nuclear
• Energy
• Software
• cloud

The past trading week was dominated by the SpaceX IPO. Elon Musk's masterpiece caused quite a stir after its market value soared from USD 1.8 to 2.7 trillion shortly after the initial listing. The first profit-taking did not occur until the end of the week, yet the stock is still trading 30% above its offering price. Analysts are puzzling over this debut, given the harsh criticism in the run-up to the IPO over its high pricing. A fourfold oversubscription ultimately silenced all critics, and now the real valuation process can begin. AI and software stocks remain perennial topics on the US growth exchange, NASDAQ. While semiconductor stocks are stringing one rally after another, software stocks are taking a beating almost daily. Doubts about their role in the next AI era persist among analysts, which is weighing on stock prices. Uranium stocks, however, have reason to celebrate, as they represent the raw material solution for the trillion-dollar investments in modern data centers. After all, the consensus—and Donald Trump—is that electricity will be supplied by nuclear power in the long run. We do the math!

Commented by Armin Schulz on June 22nd, 2026 | 07:20 CEST

From a Canadian Mine to a German EV: Rock Tech Lithium, BASF, and Volkswagen are Reducing Dependence on China

• Lithium
• Batteries
• BatteryMetals
• Electromobility

Electric mobility continues to grow unabated, but the fuel of the future is becoming scarce. Demand for lithium is skyrocketing, while prices are once again heading toward record highs after a slump. European industry faces a critical test between dependence on China and the drive for autonomy. It is precisely in this gap that a window of opportunity opens for savvy investors. It is not the raw material alone that promises returns, but the intelligent integration of mining, refining, and production right on our doorstep. A strategic alliance between Canada and Germany could reshape the market. Three companies occupy the key stages of this value chain: Rock Tech Lithium, BASF, and Volkswagen.

Commented by Tarik Dede on June 22nd, 2026 | 07:10 CEST

Gold and Silver in Focus: Shares of Hecla Mining, Desert Gold, and Kinross Gold Offer Opportunities

• Mining
• Gold
• Silver
• Africa
• Commodities
• Investments

Peace negotiations between the US and Iran have begun. The groundwork has been laid, and there is still plenty of time to reach a long-term agreement. Curiously, investors flocked to the US dollar during the hostilities—a currency that has actually been losing value for years. It remains something of a mystery to the stock markets why, of all things, the currency of a completely over-indebted country is supposed to be a safe haven. Many attribute this to developments in interest rate expectations. However, a strong dollar has weighed on the price of gold in recent months. The price has now stabilized above USD 4,000 per ounce. Goldman Sachs recently issued a market update and set a price target of USD 5,000 by year-end. While this is a few hundred dollars below the previous target, if the analysts' forecast proves accurate, gold stocks are likely to benefit significantly. That would represent a gain of about 20% over the current price. The situation is very similar in the silver market. There is a tight supply of physical silver, and the rising dollar has caused price pullbacks. We are therefore taking a look today at the stocks of three attractive companies in the precious metals sector: Hecla Mining, Desert Gold, and Kinross Gold.

Commented by Nico Popp on June 22nd, 2026 | 07:05 CEST

HALEU Enrichment Bottleneck Threatens Cameco and Amazon—American Atomics Benefits

• nuclear
• Energy
• Uranium

The electricity demand of AI data centers cannot be met by renewable energy alone—even the greatest idealists have come to understand this by now. The result is an unprecedented renaissance of nuclear energy. The latest "Red Book Report" from the OECD Nuclear Energy Agency (NEA) and the International Atomic Energy Agency shows that, with accelerated reactor expansion, existing mining capacity would not be sufficient to meet demand in the medium term. Decades of underinvestment in mining projects have led to a supply deficit, while geopolitical risks and severe production bottlenecks at the world's largest producer, Kazatomprom, are further exacerbating the situation. As a result, established players in the nuclear value chain are under pressure to act. Investors are capitalizing on this to make investments in secure jurisdictions.

Commented by Fabian Lorenz on June 22nd, 2026 | 07:00 CEST

Just One Stock with Nearly 200% Upside Potential: Siltronic, The Platform Group, and Aspermont Under the Microscope

• bigdata
• AI
• Software
• Digitization

The Platform Group cannot seem to escape the negative headlines. Following the latest allegations from "Manager Magazin," the stock plummeted to a new all-time low, and the bond price is almost pricing in an insolvency. Starting next week, the company plans to buy back bonds. But analysts remain skeptical. Analysts are bullish on Aspermont. The transformation story remains intact following the half-year results. The price target has been raised slightly, making a return of nearly 200% possible. At Siltronic, on the other hand, analysts are advising investors to take profits. The company has raised fresh capital, even though it is actually fully funded. The wafer specialist is benefiting from the AI boom. Analysts expect that Siltronic will not turn a profit in the coming years. Yet the environment could hardly be better due to the AI boom.