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Commented by Nico Popp on February 26th, 2026 | 07:05 CET
Hydrogen transition: How dynaCERT, Plug Power, and Ballard Power Systems are decarbonizing the transportation sector
The market for hydrogen-powered logistics is set to reach a volume of USD 32.47 billion in 2026 and is expected to grow to USD 204.9 billion by the end of the decade. The International Energy Agency (IEA) reports that global demand for hydrogen was nearly 100 million tons last year, but less than 1% of that came from low-emission sources. In the US, tariffs on electrolysers and fuel cells, ranging from 10% to 30%, are forcing the industry to build local supply chains. In Europe, the REPowerEU plan, together with the EU hydrogen strategy, creates a stable framework for investment in infrastructure. However, an immediate and comprehensive replacement of the global heavy-duty fleet with completely emission-free vehicles would be difficult to achieve and also economically nonsensical. Instead, companies are preparing to retrofit existing fleets or promote the hydrogen transition in other ways.
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Commented by Fabian Lorenz on February 26th, 2026 | 07:00 CET
Tungsten Prices Surge as Media Attention Grows: Handelsblatt and Fox Business Report - Almonty Industries in focus
A revaluation is currently underway in parts of the commodities sector. Tungsten has outperformed rare earths, silver, and gold in recent months, with prices nearly doubling since the beginning of 2026. This critical commodity is being discovered not only by a growing number of investors, but also by the media. Most recently, Handelsblatt and Fox Business have reported on it. Lewis Black is always part of the conversation. The CEO of Almonty Industries is currently a man in demand – by governments, companies, investors, and the media. On the one hand, Almonty is the only serious Western producer of this strategically important material used in defense, electronics, aerospace, and many other industries. On the other hand, Black presents market developments in a highly convincing manner. According to him, prices are unlikely to decline significantly.
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Commented by Armin Schulz on February 25th, 2026 | 08:25 CET
Forget tech stocks! Siemens Energy, A.H.T. Syngas, and Linde are the secret money-making machines
With gas storage facilities in Germany at an all-time low and geopolitical tensions shaking up the market, a paradoxical situation is emerging on the global markets. An LNG supercycle is flooding the system with new supply, but the insatiable appetite of AI-driven data centers and energy policy are driving demand. Three German heavyweights are particularly in focus. Turbine manufacturer Siemens Energy is benefiting from new power plant orders, specialist A.H.T. Syngas could be boosted by demand for synthesis gas, and industrial giant Linde is securing key positions in the global LNG infrastructure.
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Commented by Nico Popp on February 25th, 2026 | 08:20 CET
Nuclear comeback offers opportunities: Standard Uranium, Cameco, and Denison Mines dominate the Athabasca Basin
As the world experiences a return to nuclear power, Canada's Athabasca Basin in the province of Saskatchewan is becoming more than ever the strategic heart of global uranium supply. Reports from the International Energy Agency (IEA) officially herald the "age of electrification," in which nuclear energy is transforming from a transitional solution to an indispensable pillar—thanks to climate neutrality. This development is driven by the growing energy demands of artificial intelligence and modern IT infrastructure. Studies by McKinsey and the IEA consistently show that the electricity demand of global data centers is expected to triple by 2030. In view of these fundamental market dynamics, analysts at the World Nuclear Association (WNA) have set the ambitious goal of significantly expanding global nuclear capacity over the next 25 years. In this environment, Standard Uranium is positioning itself as one of the most active and precise explorers, using technologically advanced methods to identify undiscovered corridors in the shadows of industry giants. The company operates in close proximity to the big players and offers investors maximum leverage on the price of uranium in the safest and richest uranium region in the world.
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Commented by Tarik Dede on February 25th, 2026 | 07:30 CET
AI drives demand: Three copper stocks for the boom - Freeport-McMoRan, Power Metallic Mines, and Aurubis!
A few years ago, copper was considered one of the most boring metals. Demand grew steadily, but not dramatically. The red metal was used everywhere, from construction to power lines, but it lacked appeal. And the price remained so low that there was hardly any investment in the development of new deposits over the past decade. With the AI revolution and global electrification, this has changed dramatically. Copper is the most efficient electrical conductor after silver and now plays a major role. For example, an electric vehicle requires three to four times more copper than a combustion engine. Added to this are wind turbines, solar parks, and the massive expansion and modernization of power grids. Analysts estimate that by 2040, the world will need to produce more copper than humanity has consumed in its entire history. After electric vehicles, artificial intelligence has triggered the next wave of demand due to the enormous power requirements of data centers. The huge server farms of NVIDIA, Google, Amazon, and others require kilometers of copper cable and massive copper rails for power distribution. As a result, there is now renewed investment in new copper deposits. Investors should diversify their portfolios to benefit from this development in the long term.
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Commented by Mario Hose on February 25th, 2026 | 07:25 CET
A green industrial giant in the making! Why CHAR Technologies could play a key role in climate-neutral industry - and what ArcelorMittal has to do with it!
Industrial waste should no longer be a burden on our planet, because pure, green energy can now flow from organic residues. We are at this very turning point today. Canadian cleantech company CHAR Technologies has found a way to push the boundaries of physics a little. With its groundbreaking technology, the company is turning what we throw away into the gold of the future. It is about much more than just recycling. It is about an industrial revolution that is taking place right in front of our eyes. We show you how CHAR, as one of the most exciting players in the cleantech sector, could conquer the European market with a strong partner. The projects, vision, and enormous potential of this stock are enormous.
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Commented by Nico Popp on February 25th, 2026 | 07:15 CET
Seizing Defense Billions Now: How NEO Battery Materials Could Enhance Systems from Rheinmetall and Hensoldt
The world's security architecture is no longer what it once was: the future of defense is autonomous, networked, and energy-hungry. Military superiority is no longer determined primarily by the sheer number of deployed units, but by the synergy of autonomous mobility, sensor intelligence, and the corresponding energy capacities. In this environment, players such as Rheinmetall are equipping the next generation of military equipment with autonomous vehicles and drones. At the same time, Hensoldt is providing the necessary intelligence for today's battlefield through high-performance sensor technology and AI-supported radar systems such as the TRML-4D. According to reports from platforms such as Radartutorial.eu, these systems are capable of detecting up to 1,500 targets simultaneously within a radius of 250 km and processing data in fractions of a second. In the field of power supply for unmanned aerial systems, the Canadian-South Korean company NEO Battery Materials is positioning itself to drive a potential breakthrough.
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Commented by Armin Schulz on February 25th, 2026 | 07:10 CET
Canada's CAD 81.8 billion program: Why the new strategy is set to take Volatus Aerospace even higher
There are moments when an industry changes fundamentally overnight. That is exactly what has happened in Canada. With its new defense industry strategy, the government in Ottawa has not simply launched another procurement program, but has rewritten the rules of the game. CAD 81.8 billion is to be invested, but the real sensation lies in the small print. In future, 70% of contracts are to go to Canadian companies. While the public is focused on the big names, a company that many have overlooked has positioned itself in the background. Volatus Aerospace from Quebec is the secret winner of this historic turnaround. It has built an empire of technology, infrastructure, and contracts.
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Commented by André Will-Laudien on February 25th, 2026 | 07:05 CET
The rally in critical metals continues! 250% opportunity with Antimony Resources
Tariff turmoil and geopolitical conflicts such as those in Ukraine, Gaza, and now Mexico are sadly causing extreme volatility in the capital markets. There are currently few opportunities for investors to catch their breath, as the world is in turmoil. Driven by uncertainty and supply bottlenecks, gold and silver continue to rise in the middle of the week, reaching new monthly highs of USD 88 and USD 5,250, respectively. Largely ignored for decades, antimony is now joining tungsten at the center of economic and security policy considerations, as key industries in the high-tech and defense sectors are hardly scalable without a stable supply of antimony. This dynamic is triggered by structural supply bottlenecks, politically motivated export restrictions, and a high concentration of production in a few countries. The result is a market in which even small disruptions trigger massive price movements and expose the vulnerability of global supply chains. Antimony Resources has found an enrichment in its Bald Hill project that could reach industrial dimensions. The stock is poised for a revaluation!
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Commented by Nico Popp on February 25th, 2026 | 07:05 CET
The 'Apple moment' of strategic metals! How Almonty Industries is securing Western sovereignty and emulating Glencore and Rio Tinto
The mining industry is going through a phase that could be described as the 'Apple moment' of strategic metals. Similar to how Apple ushered in a new technological era two decades ago by combining proprietary hardware and closed software architecture, Almonty Industries now occupies a key position for NATO's industrial and military sovereignty. While the public focus has long been on digitalization, critical raw materials are now moving to the center of the geopolitical power architecture. In this context, tungsten has become as indispensable to the modern defense and semiconductor industries as the operating system is to smartphones.
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