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Commented by Tarik Dede on May 11th, 2026 | 10:30 CEST
New Opportunities in Gold Stocks: Pan American Silver, North Arrow Minerals, and B2Gold
The war in the Persian Gulf appears to be entering its final phase. It is becoming increasingly clear that the US government wants to withdraw as quickly as possible and declare victory, leaving the rest to its own narrative management. This sentiment is also reflected in the gold price. Most recently, Deutsche Bank helped fuel momentum by issuing a price target of USD 8,000 for gold. Now, a key technical decision may be approaching. Gold has reached the resistance zone around USD 4,850, putting the April highs within reach. If a breakout succeeds, the path toward the USD 5,200 level would at least be technically open from a chart perspective. An end to the war could provide the right momentum here. The main beneficiaries of a higher gold price are gold stocks. We therefore take a closer look at the shares of Pan American Silver, North Arrow Minerals, and B2Gold.
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Commented by Fabian Lorenz on May 11th, 2026 | 07:25 CEST
A Ticking Time Bomb in the US! Zefiro Methane Targets a Billion-Dollar Market - Is the Stock a Bargain?
A time bomb is ticking in the United States — in fact, millions of them. Millions of abandoned oil and gas wells are leaking climate-damaging methane into the atmosphere. In some cases, the consequences have been dramatic, as videos showing burning tap water and even house explosions have demonstrated. The US government has meanwhile responded with multi-billion-dollar funding programs. One company benefiting from this trend is Zefiro Methane. The company plugs orphaned wells, reduces methane emissions, and is aggressively expanding into new states. With a market potential estimated at more than USD 400 billion, rapidly rising revenues, and a recent acquisition, Zefiro could still be at the very beginning of an extraordinary growth story. Against this backdrop, the company's current valuation of only around CAD 63 million could make the stock appear significantly undervalued.
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Commented by Stefan Feulner on May 11th, 2026 | 07:20 CEST
AngloGold Ashanti, Power Metallic Mines, Lynas Rare Earths – Commodities on the Verge of Another Surge
The next commodities rally may be just getting started. As inflation remains stubbornly high worldwide and geopolitical tensions between China, the US, and the Middle East escalate, critical commodities are increasingly coming into the markets' focus. Copper and rare earths, in particular, are considered strategically indispensable, both for the energy transition and for AI, defence, and modern infrastructure. At the same time, disrupted supply chains and looming export restrictions are exacerbating the supply situation. Experts are already warning of massive supply shortages. For investors, this could create an explosive environment in which select commodity and mining stocks are poised for a new upward surge.
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Commented by Armin Schulz on May 11th, 2026 | 07:15 CEST
Geopolitical Risks Are Turning Energy into a Weapon – Why Investors Should Now Take a Closer Look at Nordex, RE Royalties, and First Solar
Electricity demand is surging due to artificial intelligence (AI), industrial expansion, and electric mobility—yet geopolitical risks are increasingly turning energy into a strategic weapon. In 2025, renewable energy sources accounted for 55.3% of electricity consumption in Germany, but that alone is not enough. Those who invest in green energy today secure competitive advantages and reduce long-term cost risks. The real bottleneck? Stable financing over the long term. Only when capital flows are steady can green electricity production be industrialized and scaled effectively. We take a closer look at wind power specialist Nordex, renewable energy financier RE Royalties, and solar company First Solar.
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Commented by André Will-Laudien on May 11th, 2026 | 07:10 CEST
Critical metals will shape the future: BYD, NIO, Strategic Resources, and VW in the e-mobility race
While Europe is pumping billions into new charging infrastructure and power grids, a brutal, cutthroat competition is beginning to unfold in the global auto market. Volkswagen is fighting to maintain its industrial dominance, while BYD is pushing ever harder into Europe with aggressive pricing and massive vertical integration, and NIO is targeting the premium segment. At the same time, with every additional electric vehicle, the demand for strategic metals is exploding, and their supply chains are coming under increasing geopolitical pressure. This is precisely where Strategic Resources could suddenly come into focus, as Western industries are desperately seeking secure sources of raw materials outside China. The Middle East conflict and oil prices nearing the USD 100 mark are acting as a catalyst for alternative powertrains while simultaneously heightening nervousness in the commodities markets. For investors, this marks the beginning of a phase in which automakers are no longer likely to be the sole winners of the mobility transition, but rather, above all, those companies that have access to the critical metals of the next industrial revolution.
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Commented by Armin Schulz on May 11th, 2026 | 07:05 CEST
How Nel ASA, A.H.T. Syngas, and Occidental Petroleum Can Help Capitalize on the Energy Transition
Since the strategic Strait of Hormuz in the Persian Gulf was blocked, gas prices have been climbing dramatically. Electricity bills for average households are rising by double digits, and industry is groaning under record-high energy costs. Brussels is countering with a multi-billion-euro acceleration program, but dependence on fossil fuel imports remains a sore spot. Green alternatives like hydrogen or synthetic gas are still too expensive, but the pressure is mounting. This is precisely where profit opportunities arise: with Nel ASA, which builds electrolyzers; A.H.T. Syngas, a specialist in biomass gasification; and Occidental Petroleum, which excels in CCS technology.
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Commented by Nico Popp on May 11th, 2026 | 07:00 CEST
Hydrogen Transformation: Why dynaCERT Is Becoming Indispensable as a Bridge for Industry – Background on NEL and Caterpillar
The energy crisis is driving change. While experts from the International Energy Agency (IEA) and McKinsey make it clear that the 1.5-degree target is now virtually unattainable, a transformation process has also been set in motion across industry and logistics amid high energy prices. The ongoing tensions in the energy markets, exacerbated by geopolitical instability in key regions such as the Strait of Hormuz, have transformed hydrogen from a future-oriented topic into an economic imperative. In sectors considered difficult to transform, including heavy industry, the maritime sector, and heavy mining, there are few viable alternatives to energy sources such as hydrogen. By 2030, green hydrogen is expected to achieve cost parity with fossil fuels in many areas, provided the infrastructure is finally scaled up. But this is precisely where the problem lies: while the world waits for tomorrow's major infrastructure solutions, industry needs efficient bridge technologies today to remain competitive. One company is already on the market and is currently enjoying more popularity than ever.
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Commented by Stefan Feulner on May 11th, 2026 | 06:55 CEST
Lahontan Gold – Historic Mine Poised for a Comeback
While oil prices are fluctuating sharply due to the Iran conflict, gold is likely to benefit once again from its role as a safe haven in the long term. Despite the ongoing correction, experts say the upward trend remains intact. Rising geopolitical risks, high government debt, and massive central bank purchases should continue to drive investors toward the precious metal. According to the World Gold Council and analysts at JPMorgan, gold could even rise to over USD 6,000 per ounce by the end of 2026. It is precisely in this environment that developers with high exposure to the gold price are coming into focus. Lahontan Gold could be on the verge of a decisive revaluation.
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Commented by Fabian Lorenz on May 11th, 2026 | 06:50 CEST
Over 100% with these COMEBACK STOCKS?! RENK, TeamViewer, and Gold Gem Kobo Resources
Gold seems to be gaining momentum again. The USD 5,000 per troy ounce mark is back in sight. Or is even over USD 6,000 possible? Analysts see over 100% upside potential for Kobo Resources stock. The gold explorer certainly has a good chance of outperforming in the coming months, as important news is on the horizon. TeamViewer has already celebrated a comeback in recent weeks. Analysts see another 100%, but there are also voices of caution. And what about RENK? Despite record-high defence spending, sentiment in the industry is poor. The price target for Rheinmetall has been slashed significantly. Even a Buy recommendation could not help RENK.
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Commented by André Will-Laudien on May 11th, 2026 | 06:45 CEST
Silver Back at USD 80: Silver Viper Goes on the Offensive; Caution Advised for Siemens Energy, TKMS, and Rheinmetall
The silver market seems electrified, having reclaimed the USD 80 mark. While investors are already betting on the next commodity wave, risks related to supply bottlenecks, geopolitical blockades, and strategic dependencies are intensifying for key industrial metals. This shifts the focus to stocks whose valuations have long since outpaced their fundamentals. Siemens Energy, TKMS, and Rheinmetall are among the names where expectations had become extremely high. Investors looking solely at momentum now easily overlook the fact that even strong stories on the stock market eventually hit their valuation limits. Smaller stocks are faring differently. They were completely overlooked during the upswing, even though they had done their homework. Silver Viper Minerals appears particularly exciting in this environment, as the company holds projects in Mexico that could suddenly unleash a whole new level of economic leverage if precious metal prices continue to rise. So, in the shadow of the general euphoria, a few surprise winners could well emerge in the near future.
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