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Commented by André Will-Laudien on March 16th, 2026 | 07:30 CET
Is Gold Headed for USD 10,000 as a Survival Strategy? Caution Advised for TUI, Lufthansa, DRC Gold, and Porsche
What do Ed Yardeni, Chris Wood, and Thomas Kaplan have in common? In recent months, all three have mentioned a USD 10,000 price target for gold. Mr. Yardeni, founder of Yardeni Research, sees a global debasement of currencies and believes this target could be reached between 2028 and 2029. Chris Wood, Global Head of Equity Strategy at the research firm Jefferies, considers a five-digit valuation for the yellow metal possible within about five years. His reasoning includes a structural bull market, geopolitical uncertainty, and increasing central bank purchases. Finally, Thomas Kaplan of the Electrum Group also regards this target as realistic if gold is rediscovered as a monetary reserve. All of these arguments are understandable, though whether such a scenario will actually materialize remains uncertain. However, many of the factors cited are already evident today. We therefore look beyond the immediate horizon, broadening our view to include tourism and luxury goods - sectors that currently stand somewhat in the shadow of surging gold prices, yet remain no less interesting.
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Commented by Nico Popp on March 16th, 2026 | 07:25 CET
Energy Crisis Drives Agricultural Transformation: Opportunities in MustGrow Biologics, K+S, and Corteva Agriscience
Agriculture is at a turning point. The reason is the renewed escalation in the Middle East. The Strait of Hormuz, through which roughly one-fifth of global liquefied natural gas shipments and significant volumes of fertilizer-related trade pass, represents one of the world's most critical energy chokepoints. The resulting instability has pushed energy prices higher and stalled the production of synthetic nitrogen fertilizers. Since natural gas is the base raw material for fertilizer production, agricultural companies and farmers must rethink their strategies. In this environment, agricultural innovation will play a crucial role in securing future food supply. Companies such as K+S and Corteva Agriscience are responding to cost pressures in energy raw materials, while MustGrow Biologics is attracting attention with biological solutions that could reduce reliance on synthetic fertilizers.
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Commented by Stefan Feulner on March 16th, 2026 | 07:20 CET
Lynas Rare Earths, Power Metallic Mines, Mosaic – 3 Winners in the Raw Materials War
The global battle for critical raw materials is intensifying. Resources such as rare earth elements, copper, nickel, and cobalt are indispensable for electric mobility, wind power, and power grids, but also for modern defense technology. While China still controls large parts of global processing, the US, Europe, and their partners are attempting to establish new supply chains through multi-billion-dollar programs. Mining projects, recycling processes, and strategic partnerships are therefore moving into focus in this geopolitical race. For commodity companies, this environment is turning critical minerals into one of the defining investment themes of the coming years.
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Commented by Fabian Lorenz on March 16th, 2026 | 07:15 CET
Spain is investing over EUR 400 million in critical raw materials: Deutsche Rohstoff, Group Eleven Resources, and Standard Lithium in focus
Spain is taking the initiative on critical raw materials and has allocated EUR 414 million in public funding. The action plan, which runs through 2030, includes 34 measures aimed at strengthening the exploration, recycling, extraction, and processing of strategically important raw materials. A full EUR 182 million is earmarked for a new national exploration program. This move is noteworthy because Madrid is sending a signal that has long been missing in Europe: securing raw materials is no longer a secondary issue, but a central pillar of industrial policy. Group Eleven Resources could benefit from this shift. The company is currently advancing a zinc-lead-silver project in Ireland, and the stock is gaining momentum. Shares of Deutsche Rohstoff AG have also performed strongly, with analysts seeing further upside potential. And what about investor favorite Standard Lithium?
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Commented by Stefan Feulner on March 16th, 2026 | 07:10 CET
RENK, Silver Viper, Harmony Gold – Silver and Copper in the Global Commodities Race
Silver and copper are increasingly becoming key strategic metals in the new industrial era. The global expansion of renewable energy, power grids, and electric mobility is driving demand skyward. At the same time, demand from the defense industry is also growing. This is offset by a supply that is growing ever more slowly. New mines take years to reach production, while existing deposits, in some cases, are showing declining ore grades. Experts are therefore already warning of structural bottlenecks. For producers, this tension between rising demand and limited supply could become a real profit driver.
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Commented by Tarik Dede on March 16th, 2026 | 07:05 CET
The Drone Revolution: Investors Focus on Lockheed Martin, Volatus Aerospace, and Northrop Grumman
Drones have fundamentally transformed modern warfare. This has become evident not only in the conflict in Ukraine but also in the escalating tensions in the Persian Gulf. As a result, significant investments are being made in these new technologies. Developments in China and North America show that drones are becoming increasingly important in civilian applications, including logistics, delivery services, and building maintenance. The potential fields of application appear almost limitless.
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Commented by André Will-Laudien on March 16th, 2026 | 07:00 CET
Oil Price Shock and Middle East Panic! The Next 100% with DroneShield, dynaCERT, and Hensoldt
The stock market is currently under significant stress. The ongoing fighting in Iran, as well as conflicts between Israel and neighboring states, poses a serious threat to the global supply of oil and raw materials. Twenty percent of the world's daily oil production passes through the Strait of Hormuz. A closure or mining of the strait could trigger oil price increases of 20 to 30%. Due to widespread nervousness, prices have already surged 50% since the start of the year, reaching USD 100. Beyond the tragic casualties on all sides and the massive destruction everywhere, the conflict acts as a showstopper for industry and global growth. For investors, the question is: Which sectors could thrive in this environment? As a stock market service, the task is to filter out the terrible news and identify the "good." Completely without emotion - not an easy task! Here is an attempt.
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Commented by Mario Hose on March 16th, 2026 | 06:55 CET
The Commodities Bet for 2026: Why Desert Gold Ventures Could Outperform Barrick Mining and How K+S is Benefiting from the Iran War
In the spring of 2026, the gold market is in a phase of extreme volatility that sends shivers down the spines of traders. Following a spectacular all-time high of over USD 5,400 per troy ounce in January, gold is now trading sideways in a volatile range of roughly USD 5,000–5,200. Investors are watching intently the players who extract this precious metal from the earth. At the centre of this is the exciting question of whether "smaller companies" like Desert Gold Ventures will outpace the sluggish giant producers. While Barrick Mining struggles with an unprecedented cost spiral, Desert Gold Ventures is already poised in Mali for its first production. This picture is complemented by a strategic look at K+S, which is currently benefiting from the war in Iran, as 30% of fertilizers pass through the Strait of Hormuz. Who is betting on the right commodity stocks now and will profit from them in 2026?
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Commented by Armin Schulz on March 13th, 2026 | 08:40 CET
Almonty Industries: Analyst price targets continue to rise - Now as high as USD 25.80. What is behind the new targets
It does not happen often that a commodity market that has remained stable for decades suddenly becomes fundamentally disrupted. Yet that is exactly what we are currently witnessing in the tungsten right now. China is curbing exports, the US Department of Defense is banning Chinese tungsten starting in 2027, and prices are surging to historic highs. Amid this perfect storm stands a company that has quietly and persistently been building a Western alternative for years: Almonty Industries. While the world searches for solutions, the Canadian producer has just started operations at its Sangdong mine in South Korea - at precisely the right time and in exactly the right place.
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Commented by André Will-Laudien on March 13th, 2026 | 08:35 CET
Bull market or bear market? Not all that glitters is gold! Evotec, TeamViewer, and Lahontan Gold under review
With volatility at current levels, investors are looking for stable stocks. That is not easy, because on days when oil prices start the morning with a USD 35 premium, stocks are sometimes sold off in a panic. This is a paradise for traders, an opportunity for long-term investors, and a costly mistake for the nervous. This is how modern stock markets operate: AI-driven trading algorithms anticipate possible scenarios based on volatility patterns and reshape order books within milliseconds. For private investors, the key is to keep their nerve and separate the wheat from the chaff. We take a closer look at Evotec, TeamViewer, and Lahontan Gold. Because where there is light, there is also shadow.
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