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Commented by André Will-Laudien on March 5th, 2026 | 07:05 CET
Oil and gas: The new gold? Things are heating up at Shell, BP, Pure One, and Oklo
After a long dry spell for oil, it took a war to bring the necessity of fossil fuels back into focus. But let's not get carried away. The world markets are flooded with oil, and the US and Canada have built up so much capacity over the last 20 years that Iran's 4 million barrels of production can easily be offset. "There's plenty of oil" was the response to the repeated peak oil statements following the work of geologist Marion King Hubbert in 1949. Reserves were supposed to be depleted by 2000, but things turned out differently. Today, researchers estimate reserves to last well over 200 years, making it worthwhile for investors to look at oil stocks. There are many alternatives, including those from Pure Hydrogen and Oklo. The Iran crisis presents another opportunity to restructure portfolios.
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Commented by Mario Hose on March 5th, 2026 | 07:00 CET
Hydrogen madness 2.0: Plug Power soars – Could Nel ASA and First Hydrogen follow? Robotics joins the race!
As history shows, those written off often survive longest. On Tuesday, the stock market delivered a dramatic reminder: Plug Power, the US hydrogen pioneer, staged a remarkable comeback. After what felt like an eternity in the "valley of tears" (an experience usually reserved for solar stocks in winter when the sun hardly shines), the shares of US pioneer Plug Power shot up by double digits, shaking off the doldrums and potentially waking the entire hydrogen sector. Investors are now rightly wondering whether this is the long-awaited starting signal for a new, massive rally in the clean energy sector. While the Americans are impressing with bare figures, other players are already positioning themselves with strategies that go far beyond simple fuel cell propulsion. Canadian newcomer First Hydrogen is causing a stir with its strategy. Scandinavian giant Nel ASA is also waiting in the wings, just waiting to be swept up in the new wave of euphoria. In this report, we analyze why the cards are being completely reshuffled in the hydrogen sector and whether we are on the verge of a historic turning point. There is a sense of optimism in the air, with new technologies and a profit opportunity that many had already written off. Read on, because the momentum we are currently experiencing could keep the markets on tenterhooks for the rest of the year.
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Commented by André Will-Laudien on March 4th, 2026 | 07:35 CET
High volatility, electrifying opportunities! Stellantis, NEO Battery Materials, and DroneShield on the move
A drop of 1,000 points in the DAX, now that is quite something. It is not surprising that some stocks are no longer stable, but it also shows the relative stability compared to larger volatility swings. Experts refer to this relative market risk as the beta factor. The lower this value, the more stable the stock. In a vulnerable environment of geopolitical upheaval, the impact of operational announcements is also noteworthy. Stellantis, for example, took a 25% hit on less-than-good news of a restructuring, while DroneShield is seeing strong gains due to a collaboration with the Australian Department of Defense. NEO Battery Materials is making steady progress in measurable and scalable ways, and capacities are now being adjusted to handle potential defense orders in the medium term. Extremely exciting!
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Commented by Armin Schulz on March 4th, 2026 | 07:30 CET
Antimony Resources: 10,000 m of drilling, CAD 7 million in cash, USD 3 billion in raw material potential – Why this stock is hot
While the global commodities world is fixated on the price development of copper, gold, and tungsten, a revolution is taking place on a completely different front. Antimony, classified as a critical raw material by both the EU and the US, has become a geopolitical bargaining chip and thus one of the most exciting investment opportunities of the coming years. In this environment, a small Canadian company is making headway. Antimony Resources is developing one of North America's most promising antimony deposits at its Bald Hill project in New Brunswick. A new zone was recently discovered during construction work, while work on the first resource estimate is ongoing. Measured by its potential, the current market valuation appears more than moderate.
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Commented by Fabian Lorenz on March 4th, 2026 | 07:25 CET
Gold price in war mode! This gold stock is exploding! Is Desert Gold's 70% rally just the beginning?
With the attack by the US and Israel on Iran, the gold price has definitively ended its breather. On Monday, the precious metal easily surpassed the USD 5,300 per troy ounce mark, bringing it within reach of its record high of USD 5,595. This has added further momentum to the rally in Desert Gold's shares. Even without a rising gold price, however, there are strong arguments for further upside in the stock. After several years of negative headlines, gold companies operating in Mali appear to have finally broken the deadlock. Desert Gold's shares show significant catch-up potential, and the recent 70% rally over the past weeks may only mark the beginning of a broader revaluation. A takeover by B2Gold, for example, also seems conceivable again.
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Commented by Armin Schulz on March 4th, 2026 | 07:20 CET
The Iran War is driving the war economy – Almonty Industries, Rheinmetall, and the RENK Group under scrutiny
The Iran war is causing oil prices to skyrocket, supply chains to break down, and the global order to falter. While shockwaves are rippling through the energy markets, a contrary movement is emerging on the stock market. Investors are flocking to the winners of this new era. Not only is demand for state-of-the-art defense technology being reignited, but the battle for strategic raw materials such as tungsten, which is essential for armor and guided missiles, has also flared up again. In this environment, three companies at the heart of this development are coming into focus: tungsten supplier Almonty Industries, systems giant Rheinmetall, and drive specialist RENK Group.
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Commented by Fabian Lorenz on March 4th, 2026 | 07:15 CET
Over 100% upside potential and takeover speculation! Could raw materials gem Power Metallic Mines follow in the footsteps of Norilsk Nickel?
Norilsk Nickel (Nornickel) is regarded as the benchmark for multi-metal projects in the global mining industry. Anyone aiming to approach the scale of this mining giant sets highly ambitious goals. This is precisely the case with Power Metallic Mines. The company reaffirmed this positioning at a recent investor conference. Its latest drilling results were once again spectacular, indicating that something big may be taking shape. Power Metallic Mines controls a world-class multi-metal deposit containing copper, platinum, palladium, cobalt, gold, and silver. Analysts are enthusiastic and see upside potential of more than 100%. They are also fueling speculation about a possible takeover.
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Commented by Mario Hose on March 4th, 2026 | 07:10 CET
Uranium boom in 2026: Why Cameco, BHP, and American Atomics are now 3 stocks for the global energy revolution!
The renaissance of nuclear power is no longer just a theory, but a tangible reality. With dozens of new reactors planned or already under construction worldwide, one thing is becoming increasingly clear: the fuel for this clean future is a limited commodity that cannot be produced overnight and whose supply can barely meet the massive surge in demand. In this environment, giants such as Cameco and BHP are positioning themselves as reliable pillars of global supply, while a dynamic innovator, American Atomics, is reshaping the playing field from the ground up with a bold vision. It is the combination of established strength and the fresh spirit of discovery that has the potential to transform the entire industry. To understand how tomorrow's energy independence is being forged, we must look to these three players, each of which is laying the foundation for a new era in its own way. Join us for an analysis of strategic foresight, geological treasures, and the unwavering determination to provide the world with safe and sustainable electricity.
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Commented by Nico Popp on March 4th, 2026 | 07:05 CET
Uranium as a geopolitical bargaining chip after the Hormuz shock - Standard Uranium, Kazatomprom, and F3 Uranium in focus
The escalation in the Middle East, which culminated in a de facto blockade of the Strait of Hormuz following the death of Iranian leader Ayatollah Ali Khamenei, has triggered a global energy shock. With around one-fifth of global oil consumption passing through this bottleneck, oil prices have skyrocketed. In their latest market forecasts, analysts at JPMorgan warn of scenarios in which the price could rise to USD 130 or, in extreme cases, up to USD 300 per barrel. This is hitting Asian industrial nations particularly hard and has ruthlessly exposed the vulnerability of international supply chains for fossil fuels. In this environment, uranium is becoming a decisive geopolitical bargaining chip, as nuclear power, at least since the recent conflagration in the Middle East, must no longer be seen merely as a measure of climate protection, but as an instrument of national security and energy sovereignty. We present three uranium companies and highlight which stocks are most interesting for investors.
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Commented by Mario Hose on March 4th, 2026 | 07:00 CET
Iran War: Why TUI and Lufthansa are trembling while RE Royalties plans for the energy of the future!
The world is watching the Middle East with bated breath. What is happening there is not only shaking up the political world map but also inflicting deep wounds on the portfolios of many investors. The giants of the travel and aviation industry, TUI and Lufthansa, are under particular pressure. The uncertainty is visible and palpable as flight schedules are canceled and booking numbers plummet. But while crisis mode prevails, a very different story is unfolding away from the turbulence. RE Royalties shows in 2026 that there are alternatives that are not only relatively crisis-proof, but also actively benefit from global transformation. While the classics of the travel industry are struggling to stay afloat, RE Royalties has already made a remarkable jump from CAD 0.25 to CAD 0.40 in 2026. This may just be the start of a significant upward trend.
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