CSG NV
Commented by André Will-Laudien on January 28th, 2026 | 07:15 CET
Silver soon at USD 200? Buying at elevated levels or seizing opportunities with CSG, American Atomics, and Carl Zeiss Jena
After a nervous start to the year, commodities and energy issues are once again firmly in focus on global capital markets. Recent discussions around trade tariffs and geopolitical dependencies, topics that also dominated the World Economic Forum in Davos, have triggered pronounced volatility. At the same time, heightened volatility is opening up attractive opportunities for investors. Whether silver, copper, nickel, lithium, or uranium, these metals are essential for industry, the energy transition, and electromobility. Their growing strategic importance is driving up prices and increasingly acting as an inflationary force in Western economies. The underlying factors include disrupted supply chains, export-policy uncertainties, and a tight structural supply deficit. In China, for example, solar module manufacturers are reportedly beginning to stockpile silver, as physical material is becoming increasingly difficult to source. As a result, the price of silver has multiplied within just one year, and physical demand now significantly exceeds global annual production. Investors should take note.
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Commented by André Will-Laudien on January 27th, 2026 | 07:00 CET
Trump 3.0 and gold at USD 5,000! Critical metals continue to skyrocket with Almonty, Rheinmetall, DroneShield, and CSG
US President Donald Trump appeared on the international stage in Davos and triggered mixed reactions. With his well-known "America First" slogan, the most powerful man in the world once again made clear which priorities dominate from a US perspective. For the international community, this reinforces concerns about transatlantic reliability and the growing realization that, in a crisis, countries may increasingly have to rely on their own capabilities when dealing with dictatorships and autocratic systems. This development exemplifies the geopolitical turning point already described by Klaus Schwab in Davos in 2020 as "The Great Reset." Geopolitical uncertainty is giving rise to constraints and unsettled investors. They are increasingly turning to true values, which are believed to lie in the commodities sector. Against this backdrop, critical metals, gold, and silver remain firmly in focus – a trend that has been gaining momentum for weeks. Here are a few tips for risk-conscious investors.
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