Commented by André Will-Laudien on May 18th, 2026 | 07:50 CEST

Act Now or Miss Out – Sharp Correction in Siemens Energy, RE Royalties, and Nel ASA Amid Ongoing Upswing

• royalties
• dividends
• renewableenergy
• Energy

The global energy transition is increasingly facing a structural financing challenge. While governments worldwide are announcing ambitious decarbonization targets, the cost of capital is rising dramatically. However, higher interest rates, skyrocketing government debt, and a weaker economy are fundamentally altering the risk assessment of long-term infrastructure projects. According to analyses by the International Energy Agency (IEA), global investment in clean energy would have to accelerate significantly by 2030 to keep the agreed-upon climate targets within reach. Yet this is precisely where the dilemma begins: many countries have long since reached their fiscal limits. In Europe, North America, and parts of Asia, capital markets are therefore growing increasingly skeptical of heavily subsidized transition models. Against this backdrop, we take a broader view beyond the "green revolution"—where can solid returns still realistically be expected?

Commented by Matthias Schomber on May 18th, 2026 | 07:40 CEST

Almonty Industries Reports 221% Revenue Growth – Tungsten Positions the Company as a Strategic Western Supplier

• Mining
• Tungsten
• Defense
• hightech
• semiconductor
• geopolitics

An extremely rare metal is moving increasingly into focus as geopolitical tensions rise and defence spending accelerates worldwide. Without tungsten, neither modern defence systems nor forward-looking industries can exist today. In this environment, Almonty Industries has positioned itself as one of the West's only true suppliers outside China. The company's latest figures underline this strategic positioning. Revenue growth of more than 200% has attracted growing market attention. While the stock remains near an important technical breakout zone following a broader consolidation phase, the underlying growth story continues to develop in the background. Analysts increasingly view the company less as a speculative resource play and more as an emerging strategic producer with long-term relevance to Western supply chains. Investors seeking to understand why this strategic heavyweight in the tungsten sector could be poised for another upward move in the market may find some of the key answers in the following article.

Commented by Tarik Dede on May 18th, 2026 | 07:35 CEST

Copper on the Rise: Investors Benefit Through Shares of Freeport-McMoRan, Power Metallic Mines, and Glencore

• Mining
• PGMs
• Copper
• Electromobility
• Electrification
• AI

"Dr. Copper" was once considered one of the best leading indicators of the global economy. The price of copper tended to rise ahead of economic upswings and fall before growth momentum weakened. Today, however, the price of the red metal is unlikely to be a reliable indicator of the broader economy. Structural trends now dominate the market: the electrification of the global economy, the modernization of power infrastructure, and the boom in AI data centers are driving demand sharply higher. At the same time, copper supply is struggling to keep pace. That imbalance is already reflected in pricing: copper has risen by more than 40% within just six months. Analysts at JPMorgan forecast a supply deficit of several hundred thousand tonnes for 2026. Their key arguments include the massive expansion of AI computing infrastructure and global power grids. These trends could persist for years and continue fueling demand growth. Against this backdrop, we take a closer look at the shares of Freeport-McMoRan, Power Metallic Mines, and Glencore.

Commented by Armin Schulz on May 18th, 2026 | 07:30 CEST

Do Not Miss the Next Multi-Billion Dollar Market: Enter the USD 600 Billion Opportunity with Zefiro Methane

• methane
• Oil
• Gas
• OrphanWells
• CarbonCredits

Imagine a company that operated in relative obscurity for decades, then underwent a radical transformation, and is now rapidly emerging as a highly sought-after service provider within a multi-billion-dollar government-led remediation initiative. Amid rusting drilling rigs and leaking methane emissions, a specialist has established itself focused on plugging wells since 1970. The third quarter of fiscal year 2026 provides evidence that Zefiro Methane's growth engine is now revving up.

Commented by Nico Popp on May 18th, 2026 | 07:25 CEST

Gold's Comeback at Walker Lane: Why the Reactivation of Historic Mines in Nevada Is Putting Pressure on the Majors – Lahontan Gold, Newmont, Kinross Gold in Focus

• Mining
• Gold
• Commodities
• Silver
• Nevada

Gold remains in demand even in challenging times. But as greenfield exploration becomes increasingly risky due to rising regulatory hurdles and skyrocketing costs, the mining industry is shifting its strategy. In Nevada, one of the top mining jurisdictions, value creation is shifting away from the risky search for the next undiscovered mega-deposit toward the reactivation of historic world-class assets. The Walker Lane Trend in western Nevada has emerged as the most dynamic region for the comeback of former producers. We take a closer look at Walker Lane and highlight three companies.

Commented by Fabian Lorenz on May 18th, 2026 | 07:20 CEST

Rheinmetall, Plug Power, Antimony Resources: Buy or Sell?

• Mining
• CriticalMetals
• antimony
• Defense
• Hydrogen

Created and published on behalf of Antimony Resources Corp.

Buy or sell Plug Power stock? Analysts are currently divided on that question. What is clear, however, is that a consolidation phase would likely be healthy. Such a consolidation has already taken place in recent weeks at Antimony Resources, potentially creating an interesting buying opportunity. In May alone, three positive updates reinforced the impression that the company may be sitting on a real treasure trove of raw materials. Analysts currently see upside potential of more than 200%. Meanwhile, Rheinmetall shares have fallen roughly 45% from their all-time high. But the picture is not entirely negative. Analysts increasingly see the stock returning to an attractive valuation level. In recent months, the company has also repeatedly demonstrated that it is far more than simply a supplier of heavy, "traditional" military equipment.

Commented by Stefan Feulner on May 18th, 2026 | 07:15 CEST

SolarEdge, American Atomics, Verbio – The Battle for the Future of Energy Begins Now

• nuclear
• Energy
• Uranium
• Digitization
• Electrification

Global energy demand is skyrocketing. AI data centers, electric mobility, and advancing digitalization, in particular, are driving electricity consumption to ever-new record levels. At the same time, existing supply systems are coming under increasing pressure. This is currently creating enormous opportunities across several future-oriented industries simultaneously. While uranium and nuclear fuel supplies could benefit from the renaissance of nuclear energy, modern storage technologies, solar infrastructure, and alternative energy sources are also coming back into sharp focus for investors. Government subsidy programs, geopolitical tensions, and infrastructure investments worth billions could give rise to new favourites in the long term.

Commented by Armin Schulz on May 18th, 2026 | 07:10 CEST

The Billion-Dollar Opportunity of Base Load Power: Why RWE, Standard Uranium, and Cameco Are the Hidden Winners of the AI Boom

• Mining
• Uranium
• nuclear
• Energy
• renewableenergy
• AI

The insatiable appetite of AI data centers, electric vehicles, and digital networks is driving global electricity demand to record levels. Suddenly, it is not just the carbon footprint that matters, but above all, round-the-clock power availability. The return of nuclear power as a reliable baseload is being discussed again—and is giving savvy investors a second chance. While some are betting on stable grids, others are searching for tomorrow's raw materials or are already controlling the supply chains. Three completely different companies are positioned right at this intersection: RWE, Standard Uranium, and Cameco.

Commented by Fabian Lorenz on May 18th, 2026 | 07:05 CEST

The New Silver Rally Is Coming - Position For Outperformance With Silver Viper!

• Mining
• Silver
• Commodities
• Mexico

The silver price is picking up steam again. With Silver Viper, investors could position themselves for outperformance. After all, "Drill, baby, drill" aptly describes the company's current trajectory. Following spectacular drill results of up to 183.5 g/t gold equivalent, the company plans to keep the pedal to the metal this year. CEO Steve Cope has set the goal of becoming Mexico's largest silver explorer. The environment is positive, and the chances of multi-million-ounce projects are high. To achieve this goal, the company plans to drill more than 60,000 m this year alone, thereby massively expanding the resource base of two projects. In doing so, the company is supported not only by a well-known commodities billionaire but also by the world's largest silver producer. Both are anchor shareholders of Silver Viper. It can really only be a matter of time before the stock takes off again.

Commented by Stefan Feulner on May 18th, 2026 | 07:00 CEST

Volatus Aerospace - A Multi-Billion-Dollar Pipeline Meets Explosive Growth Potential

• Drones
• Defense
• hightech
• aerospace

The global drone market is rapidly emerging as a strategic sector of the future. Geopolitical tensions, rising defence budgets, and the need for autonomous monitoring of critical infrastructure are driving massive demand for modern aerial and data systems. Companies like Volatus Aerospace, which combine hardware, software, and operational services, stand to benefit disproportionately. The Canadian firm is consistently expanding its role as an integrated aerospace platform and has now reported the highest Q1 gross margins in the company's history. At the same time, the NATO-related order pipeline continues to grow, while new software solutions could generate additional recurring revenue.

Commented by Nico Popp on May 18th, 2026 | 06:55 CEST

West Africa: A Gold Hotspot! What Makes This Region Unique - Desert Gold, Barrick Mining, Endeavour Mining

• Mining
• Gold
• Commodities
• Africa
• geopolitics

Without control over high-grade deposits, mines cannot operate sustainably in the long run – this holds true even in the promising West African gold belt. While many market participants are distracted by short-term geopolitical headlines and view countries like Mali rather critically, experienced players focus on geology and grades as the decisive factors. In the current market environment, momentum is shifting away from speculative projects and toward advanced properties with significant potential for future production. As the world's leading growth region, West Africa is at the center of this trend, with the Senegal-Mali Shear Zone (SMSZ) standing out in particular for its geology. We highlight three exciting companies and take a closer look at one promising gold prospector.

Commented by Matthias Schomber on May 15th, 2026 | 09:40 CEST

Commodity Bulls on the Rise: From Record-Breaking Results at Barrick Mining and Agnico Eagle to the Momentum-Driven Power Metallic Mines!

• Mining
• PGMs
• Copper
• Gold
• Commodities

The commodities markets are in an exciting phase in which established gold and other commodity producers are meeting emerging small explorers or near-producers. While industry heavyweights such as Barrick Mining and Agnico Eagle are strengthening their stability and that of the sector through record results, restructuring, and massive buybacks, a smaller to mid-cap player is generating significant attention in the polymetals segment. Power Metallic Mines is currently drawing interest with exceptional drill results and "advanced space-age technology." Will traditional gold stocks be swept up by the new momentum in copper and platinum group metals? In this report, we analyze developments across these three key areas, examine the technical breakout sentiment in Power Metallic Mines, and show why portfolios could be about to see significant movement. Read on—it may well be worth your attention.

Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST

Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin

• Mining
• antimony
• Defense
• hightech
• CriticalMetals
• RareEarths
• geopolitics

Prepared and published on behalf of Antimony Resources Corp.

Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.

Commented by Fabian Lorenz on May 15th, 2026 | 09:30 CEST

From 1,000% Gains to Short-Seller Alerts! Siemens Energy, LPKF Laser, A.H.T. Syngas

• biochar
• syngas
• decarbonization
• semiconductor
• Energy
• AI

With share price gains of over 1,000% in a short period of time, Bloom Energy and Siemens Energy are among the winners of the AI-driven energy boom. Analysts have recently raised their price targets for the DAX-listed company. Or is a 40% crash looming? Analysts see around 200% upside potential for A.H.T. Syngas. The energy rally has so far completely bypassed the small-cap company. Yet there are good reasons for a rising share price. In addition to energy stocks, investors are now also flocking to everything related to semiconductors. This is leading to sharp spikes in the charts for companies like LPKF Laser, Infineon, and SÜSS MicroTec, and is drawing short sellers into the fray.

Commented by Carsten Mainitz on May 15th, 2026 | 09:25 CEST

Hydrogen Stocks in Rally Mode: New Developments Continue to Boost dynaCERT, Plug Power, and SFC Energy!

• Hydrogen
• greenhydrogen
• cleantech
• Fuelcells
• Energy
• renewableenergy

Hydrogen stocks have rebounded significantly in recent months. Soaring oil and energy prices are providing a tailwind, as are international guidelines for achieving decarbonization goals. In addition, numerous positive developments can be seen at the corporate level. Plug Power recently exceeded market expectations with its quarterly results, while SFC reported a record order. At dynaCERT, everything is moving in the right direction, particularly its expansion in Southeast Asia, which is fueling optimism. Analysts attest to the Canadian company's significant growth potential.