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Commented by Fabian Lorenz on May 5th, 2026 | 07:05 CEST

Shockwave in the tungsten sector! Trump getting involved? Almonty is the real winner either way!

  • Mining
  • Tungsten
  • Defense
  • semiconductor
  • hightech
  • Investments

A major shake-up in the tungsten sector. This critical metal is essential not only for the defence industry and semiconductor production. To date, China controls around 80% of the global market. Tungsten prices have multiplied this year alone. This now appears to be catching the Trump family's attention as well. According to various US media reports, the Trump clan is looking to enter the tungsten market. The whole situation has at least a somewhat questionable undertone. And it will likely take many years before production begins—if it ever gets that far. As a result, tungsten is likely to become even more well-known among US investors, and thus Almonty Industries as well. The company is already producing today and selling at prices previously considered unthinkable.

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Commented by André Will-Laudien on May 5th, 2026 | 07:00 CEST

SpaceX is still a long way off, but gold is within reach: Lahontan Gold Advances Toward Production in Nevada

  • Mining
  • Gold
  • Silver
  • Nevada
  • Investments
  • Commodities

Geopolitics is about as predictable as the weather in April: one moment, bright sunshine; the next, another storm in the Middle East. It is good when your portfolio is not left out in the rain, but is instead successfully mining in Nevada. Lahontan Gold is living proof that, even as a neighbour in the big leagues, you can shine as an agile developer. After all, the Santa Fe project scores with what is currently worth its weight in gold on the stock market: good management, planning certainty, and a dose of operational grit. For months, the stock chart has shown an almost indecent strength: a record-breaking 2,000% performance that remains unfazed by geopolitical headlines. Elon's SpaceX would have to try hard to match that! So, for those who want to invest not in utopian visions but in tangible development stories, here is a solid gold anchor with plenty of potential for the next valuation jump.

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Commented by Fabian Lorenz on May 4th, 2026 | 07:40 CEST

40% CORRECTION for Siemens Energy? Buy recommendation for BYD and an opportunity with dividend gem RE Royalties!

  • royalties
  • dividends
  • renewableenergy
  • Electromobility
  • Energy

Could Siemens Energy shares correct by more than 40%? Yes, if analysts are to be believed. The forecast upgrade and the healthy order backlog are not enough for them. They see the high valuation as a major risk. A major opportunity could be emerging for RE Royalties' shares, not just because of its dividend yield of over 10%. Management is rightly dissatisfied with the stock price and is exploring all strategic options, including a sale. Will there be news on this on May 20? BYD shares have been a disappointment in recent years. The stock is trading at the same level as in the fall of 2021. Yet analysts recommend buying.

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Commented by Stefan Feulner on May 4th, 2026 | 07:35 CEST

Almonty Industries: Commodity Shock Escalates – Tungsten Becomes a Bottleneck

  • Mining
  • Tungsten
  • CriticalMetals
  • Defense
  • hightech
  • AI

Geopolitical tensions, new trade barriers, and rapidly rising demand from key industries are currently fundamentally changing the dynamics of the commodities market. One metal in particular is increasingly coming into focus: tungsten. With prices now exceeding USD 3,200 per MTU, the market has reached a level that was barely imaginable just a few years ago. At the same time, demand from the defence industry, semiconductor manufacturing, and future technologies such as artificial intelligence or nuclear fusion is growing rapidly. While demand is expanding dynamically, supply remains limited, which represents a classic scenario for persistently high prices. The crucial question is therefore no longer whether tungsten is needed, but who can supply it in sufficient quantities. This is precisely where the greatest investment opportunities are currently emerging.

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Commented by Tarik Dede on May 4th, 2026 | 07:30 CEST

Alcoa, Strategic Resources, and Glencore: War and the Energy Transition Are Driving Business!

  • GreenSteel
  • decarbonization
  • Electrification

The energy transition and energy prices are arguably the most significant factors currently driving the stock market. The AI revolution and the trend toward sustainable energy production are forcing a reevaluation of the current approach. Added to this is the disruption of key production resources due to the war in the Persian Gulf. Whether it is oil, gas, aluminum, or fertilizers, the repercussions are likely to keep global trade occupied for quite some time. That is why it is worth taking a look at potential winners on the stock market. Alcoa, Strategic Resources, and Glencore could be among them.

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Commented by Stefan Feulner on May 4th, 2026 | 07:25 CEST

ExxonMobil, Zefiro Methane, BP – A billion-dollar market explodes amid oil and climate concerns

  • methane
  • Oil
  • Gas
  • OrphanWells

Soaring energy prices, geopolitical tensions, and disrupted supply chains are driving the global market into a new phase of superprofits. While large corporations benefit from high oil prices and efficient trading, a multi-billion-dollar growth market centred on emissions reduction and methane management is emerging in parallel, offering significantly higher margins. Government subsidy programs and new technologies are further accelerating this development. Amid this tension between the energy crisis and climate pressure, extraordinary opportunities are opening up for the industry, ranging from short-term record profits to long-term scaling potential.

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Commented by André Will-Laudien on May 4th, 2026 | 07:20 CEST

Blackout in Your Portfolio? Not with these energy boosters for dynamic investors: 200% potential with Nel ASA, A.H.T. Syngas, and ITM Power

  • syngas
  • biochar
  • greenhydrogen
  • Energy
  • renewableenergy

The Petersberg Climate Dialogue makes one thing clear: the current energy crisis is, above all, a fossil fuel crisis. And that is precisely where an opportunity for climate protection lies. Rising oil and gas prices and risks are forcing countries to accelerate the expansion of renewable energy, energy efficiency, and electrification far faster than previously anticipated. What matters now is speed and consistency—something policymakers in Brussels have so far struggled to deliver. In practical terms, this means reducing dependencies, investing in clean technologies, and, above all, shifting transport and heating toward green electricity. At the same time, it is becoming clear that international cooperation is crucial, even if the phase-out of fossil fuels remains highly controversial globally. The bottom line: those who strategically leverage the energy crisis can strengthen security of supply while simultaneously accelerating the energy transition. For investors, there are numerous entry points into these scenarios today—but where is the right place to jump in now?

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Commented by Fabian Lorenz on May 4th, 2026 | 07:15 CEST

BUY or SELL? thyssenkrupp nucera, Nordex, and Pure One Under the Microscope

  • Hydrogen
  • greenhydrogen
  • Fuelcells
  • Batteries

Nordex shares have had strong momentum this year. Operations are going brilliantly. But perhaps the stock has risen too sharply? Is a 20% correction possible? Analysts believe so and recommend selling. In contrast, Pure One is expected to achieve a breakthrough this year. The Australian company is working on commercial vehicles powered by fuel cells and batteries. It has seen success in both areas. The stock is traded on Tradegate and could take off this year. In contrast, thyssenkrupp nucera recently disappointed with a profit warning. Has it hit bottom? Analysts, in any case, see a buying opportunity. They expect significant growth in revenue and profit in the coming years.

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Commented by Armin Schulz on May 4th, 2026 | 07:10 CEST

Drone Boom Boosts Volatus Aerospace – Nearly 100% Upside Potential! Get in Before the Crowd

  • Drones
  • Defense
  • aerospace
  • hightech
  • geopolitics
  • NATO

Imagine a company that not only builds drones but also manages entire operations remotely—from a central hub across hundreds of kilometres. That is exactly what this Canadian provider has mastered, having spent years serving pipeline operators and energy utilities. Today, even NATO member states are adopting this technology. In March 2026, the company made its debut on the Toronto Stock Exchange. But what is driving this story? The numbers, orders, and a strategic realignment paint the picture of a serious player in a billion-dollar market.

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Commented by André Will-Laudien on May 4th, 2026 | 07:05 CEST

Geopolitical Front Lines Redrawn: Why HPQ Silicon, DroneShield, SAP, and Oracle Are Now Indispensable for Investors

  • Silicon
  • Batteries
  • Drones
  • geopolitics
  • Software
  • Technology
  • Digitization

After 12 months of extreme volatility and uncertainty, one thing is clear: the modern era is not being decided in an ivory tower, but on the front lines of geopolitical conflicts. Europe's long period of peace is over, and technology is shaping the new wars in ways never seen before. This complex situation is now shaping commodity markets, supply chains, and digital infrastructure simultaneously. Drone technology is emerging as one of the most visible fields where military requirements and industrial innovation converge directly. Battery performance determines not only range and operational capability but also the strategic strength of entire supply chains. At the same time, data specialists like SAP and Oracle are coming into focus because they provide the information and control layer on which modern states and companies operate. Those who invest with an eye on the times, therefore, look not only at weapons and energy but also at the digital infrastructure of SAP and Oracle as part of the new power architecture.

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