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Commented by Stefan Feulner on May 18th, 2026 | 07:15 CEST

SolarEdge, American Atomics, Verbio – The Battle for the Future of Energy Begins Now

  • nuclear
  • Energy
  • Uranium
  • Digitization
  • Electrification

Global energy demand is skyrocketing. AI data centers, electric mobility, and advancing digitalization, in particular, are driving electricity consumption to ever-new record levels. At the same time, existing supply systems are coming under increasing pressure. This is currently creating enormous opportunities across several future-oriented industries simultaneously. While uranium and nuclear fuel supplies could benefit from the renaissance of nuclear energy, modern storage technologies, solar infrastructure, and alternative energy sources are also coming back into sharp focus for investors. Government subsidy programs, geopolitical tensions, and infrastructure investments worth billions could give rise to new favourites in the long term.

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Commented by Armin Schulz on May 18th, 2026 | 07:10 CEST

The Billion-Dollar Opportunity of Base Load Power: Why RWE, Standard Uranium, and Cameco Are the Hidden Winners of the AI Boom

  • Mining
  • Uranium
  • nuclear
  • Energy
  • renewableenergy
  • AI

The insatiable appetite of AI data centers, electric vehicles, and digital networks is driving global electricity demand to record levels. Suddenly, it is not just the carbon footprint that matters, but above all, round-the-clock power availability. The return of nuclear power as a reliable baseload is being discussed again—and is giving savvy investors a second chance. While some are betting on stable grids, others are searching for tomorrow's raw materials or are already controlling the supply chains. Three completely different companies are positioned right at this intersection: RWE, Standard Uranium, and Cameco.

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Commented by Stefan Feulner on May 18th, 2026 | 07:00 CEST

Volatus Aerospace - A Multi-Billion-Dollar Pipeline Meets Explosive Growth Potential

  • Drones
  • Defense
  • hightech
  • aerospace

The global drone market is rapidly emerging as a strategic sector of the future. Geopolitical tensions, rising defence budgets, and the need for autonomous monitoring of critical infrastructure are driving massive demand for modern aerial and data systems. Companies like Volatus Aerospace, which combine hardware, software, and operational services, stand to benefit disproportionately. The Canadian firm is consistently expanding its role as an integrated aerospace platform and has now reported the highest Q1 gross margins in the company's history. At the same time, the NATO-related order pipeline continues to grow, while new software solutions could generate additional recurring revenue.

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Commented by Nico Popp on May 18th, 2026 | 06:55 CEST

West Africa: A Gold Hotspot! What Makes This Region Unique - Desert Gold, Barrick Mining, Endeavour Mining

  • Mining
  • Gold
  • Commodities
  • Africa
  • geopolitics

Without control over high-grade deposits, mines cannot operate sustainably in the long run – this holds true even in the promising West African gold belt. While many market participants are distracted by short-term geopolitical headlines and view countries like Mali rather critically, experienced players focus on geology and grades as the decisive factors. In the current market environment, momentum is shifting away from speculative projects and toward advanced properties with significant potential for future production. As the world's leading growth region, West Africa is at the center of this trend, with the Senegal-Mali Shear Zone (SMSZ) standing out in particular for its geology. We highlight three exciting companies and take a closer look at one promising gold prospector.

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Commented by Matthias Schomber on May 15th, 2026 | 09:40 CEST

Commodity Bulls on the Rise: From Record-Breaking Results at Barrick Mining and Agnico Eagle to the Momentum-Driven Power Metallic Mines!

  • Mining
  • PGMs
  • Copper
  • Gold
  • Commodities

The commodities markets are in an exciting phase in which established gold and other commodity producers are meeting emerging small explorers or near-producers. While industry heavyweights such as Barrick Mining and Agnico Eagle are strengthening their stability and that of the sector through record results, restructuring, and massive buybacks, a smaller to mid-cap player is generating significant attention in the polymetals segment. Power Metallic Mines is currently drawing interest with exceptional drill results and "advanced space-age technology." Will traditional gold stocks be swept up by the new momentum in copper and platinum group metals? In this report, we analyze developments across these three key areas, examine the technical breakout sentiment in Power Metallic Mines, and show why portfolios could be about to see significant movement. Read on—it may well be worth your attention.

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Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST

Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin

  • Mining
  • antimony
  • Defense
  • hightech
  • CriticalMetals
  • RareEarths
  • geopolitics

Prepared and published on behalf of Antimony Resources Corp.

Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.

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Commented by Fabian Lorenz on May 15th, 2026 | 09:30 CEST

From 1,000% Gains to Short-Seller Alerts! Siemens Energy, LPKF Laser, A.H.T. Syngas

  • biochar
  • syngas
  • decarbonization
  • semiconductor
  • Energy
  • AI

With share price gains of over 1,000% in a short period of time, Bloom Energy and Siemens Energy are among the winners of the AI-driven energy boom. Analysts have recently raised their price targets for the DAX-listed company. Or is a 40% crash looming? Analysts see around 200% upside potential for A.H.T. Syngas. The energy rally has so far completely bypassed the small-cap company. Yet there are good reasons for a rising share price. In addition to energy stocks, investors are now also flocking to everything related to semiconductors. This is leading to sharp spikes in the charts for companies like LPKF Laser, Infineon, and SÜSS MicroTec, and is drawing short sellers into the fray.

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Commented by Carsten Mainitz on May 15th, 2026 | 09:25 CEST

Hydrogen Stocks in Rally Mode: New Developments Continue to Boost dynaCERT, Plug Power, and SFC Energy!

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Fuelcells
  • Energy
  • renewableenergy

Hydrogen stocks have rebounded significantly in recent months. Soaring oil and energy prices are providing a tailwind, as are international guidelines for achieving decarbonization goals. In addition, numerous positive developments can be seen at the corporate level. Plug Power recently exceeded market expectations with its quarterly results, while SFC reported a record order. At dynaCERT, everything is moving in the right direction, particularly its expansion in Southeast Asia, which is fueling optimism. Analysts attest to the Canadian company's significant growth potential.

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Commented by Matthias Schomber on May 15th, 2026 | 09:20 CEST

From Gold and Silver Giants Newmont and First Majestic Silver to a Vanadium Hidden Gem with Potential Upside: Strategic Resources

  • Mining
  • Gold
  • Silver
  • VTM
  • Vanadium

The "building blocks of our modern prosperity" have moved sharply back into focus in recent months: commodities. While global markets grapple with inflation fears and fluctuate amid technological advances driven by AI, three mining companies are navigating the sector in very different ways. We are talking about the undisputed gold king, Newmont, the large, dynamic silver specialist, First Majestic and a small but highly ambitious player named Strategic Resources, which has made it its mission to redefine the electric mobility value chain. Investors seeking stability often gravitate toward the major producers. But those willing to look further ahead may find considerable upside potential among emerging resource developers. This analysis explores why the ground beneath our feet may hold far more than raw materials—it may also contain the foundations of tomorrow's investment opportunities, at least if you look for it in the right region.

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Commented by Carsten Mainitz on May 15th, 2026 | 09:15 CEST

Precious metal prices on the rise: Why DRC Gold, Barrick Mining, and First Majestic are promising investments right now

  • Mining
  • Gold
  • Commodities
  • Africa
  • Silver
  • PreciousMetals

Gold and silver have held their own as safe-haven assets in recent weeks. Investors continue to flock to these safe havens amid mounting global debt and escalating geopolitical conflicts. Central banks are buying more gold than they have in decades. So the big picture looks good. For producers like Barrick Mining and First Majestic, this means booming profits. For exploration companies like DRC Gold, high gold prices act as a powerful lever as project developments progress. Where do the biggest opportunities lie?

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