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Commented by Lars Winter on June 24th, 2026 | 08:00 CEST
Power Metallic Mines, Grupo México, and Anglo American: Three Exciting Stocks for the Great Metal Rush
Critical metals have long been among the most exciting topics on the stock market. Power grids, data centers, electric mobility, renewable energy, and new industrial policies are devouring not only copper but also nickel, platinum, palladium, silver, and other strategic raw materials. At the same time, new mines are emerging only slowly, permits take years to obtain, and politically stable locations are becoming increasingly valuable. This is precisely where the investment potential lies: Those who have access today to the right deposits, producers, or commodity platforms could be among the winners in the next wave of scarcity. We present three interesting stocks that allow investors to approach the topic of critical metals from very different angles.
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Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST
Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus
Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!
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Commented by Stefan Feulner on June 23rd, 2026 | 07:40 CEST
Aurubis, Power Metallic Mines, Vale: Eric Sprott Bets on the Next Copper Winner
The copper market is heading toward a historic supply shortage. While AI data centers, electric mobility, and global grid expansion are driving demand to record levels, there is a lack of new large-scale projects to meet that demand. Experts therefore expect a structural deficit to persist for years to come. This presents an extraordinary opportunity for companies with high-grade deposits in secure mining regions. Whoever controls the right deposits could be among the big winners of the coming commodities cycle.
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Commented by Matthias Schomber on June 23rd, 2026 | 07:35 CEST
Crash or Buying Opportunity? The Truth About BMW, Chart Star Aixtron, and Strategic Resources—a Hidden Gem in the Commodities Sector!
The stock markets are currently showing their wildest side. While established German automakers like BMW are suffering from a severe sales crisis and desperately searching for a way out, technology suppliers like Aixtron are riding the massive wave of artificial intelligence from one record high to the next. But without strategic raw materials and green steel, neither new electric vehicles nor gigantic AI data centers will hit the road. We take a look behind the scenes at three stocks that perfectly illustrate the current contrasts in the global economy. Read on to discover which stock(s) might hold the greatest potential for a surprise right now.
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Commented by Armin Schulz on June 23rd, 2026 | 07:30 CEST
Do Not Invest in Overheated Defense Stocks! DroneShield, Antimony Resources and MP Materials Show the Smarter Way
Created and published on behalf of Antimony Resources Corp.
The rally in European defense stocks is running out of steam. After months of impressive share price gains, hopes for peace and high valuations are unsettling investors. While Rheinmetall and peers suffer from volatility, the focus is shifting toward a less-watched niche market. The structural uptrend in defense spending remains intact, but tomorrow's winners could be those that benefit from the security boom without producing weapons themselves. This is exactly where opportunities are opening up at companies that serve tomorrow's defense supply chain with drone defense, critical raw materials and high-tech components. DroneShield, Antimony Resources and MP Materials exemplify this strategic shift.
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Commented by Matthias Schomber on June 23rd, 2026 | 07:25 CEST
Drones Over Moscow, Trump Threatens Iran Again! Is Lahontan Gold About to Kick Off a Mega-Rally?
Global hotspots continue to burn fiercely, keeping world markets—and stock exchanges—on edge. A massive drone attack on Moscow has paralyzed air traffic and plunged the Russian capital into a state of absolute emergency. At the same time, the fragile peace talks between the US and Iran in Switzerland are on the verge of collapsing after sharp threats from Donald Trump have escalated geopolitical tensions to unbearable levels. In such turbulent, conflict-ridden times, investors usually seek a safe haven. This is precisely where gold once again comes into focus as the ultimate crisis currency and a reliable hedge for investment portfolios. Those looking to strategically position their portfolio now will find an exciting addition in emerging companies such as Lahontan Gold. The company not only boasts solid financials in a top mining-friendly region but may also be on the verge of a massive surge, according to technical analysis—possibly even a 100% gain.
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Commented by Nico Popp on June 23rd, 2026 | 07:20 CEST
Emissions as a Profit Booster: The Business Models of Equinor and Linde—and How Zefiro Methane Excels In a Niche Market
Rising costs for renewable energy projects, shifting geopolitical conditions, and increasingly stringent emissions regulations are forcing energy companies to adapt. While utility companies' business models were once relatively conservative, success today depends on optimizing every aspect of operational performance—down to the smallest decimal point. In this context, emissions-related costs are becoming a key area of focus. Companies can not only reduce expenses but also generate financial benefits through effective emissions management. Greenhouse gas mitigation and carbon capture technologies have long since evolved into standalone, highly profitable business segments. We examine the market and highlight promising companies.
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Commented by Fabian Lorenz on June 23rd, 2026 | 07:15 CEST
Nordex Surges Higher! Sharp Revenue Decline at thyssenkrupp nucera! Is dynaCERT a Buy Now?
Nordex appears to have completed its consolidation phase. Following a sharp correction, the wind turbine manufacturer's stock has rebounded strongly in recent weeks. Yesterday, orders from the US provided fresh momentum. Investors could also speculate on a significant share price recovery driven by new orders at dynaCERT. The cleantech company's stock has corrected significantly in recent weeks. The German management team has focused on series production and sales in recent months, which should bear fruit in the second half of the year. Analysts are certainly bullish. There is also a "Buy" recommendation for thyssenkrupp nucera. However, the most recent quarterly report has caused some disillusionment. While order intake was positive, the revenue decline was quite dramatic.
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Commented by Tarik Dede on June 23rd, 2026 | 07:10 CEST
Royalties & licensing: investors can win with ARM Holdings, RE Royalties and Franco-Nevada!
You can build business models with high margins without owning a single factory or site. On the capital markets, that's mainly companies that collect license fees or royalties. Companies provide capital and in return share in their partner's revenue. This has long been the case in the music industry, and likewise in mining, the chip industry, the cleantech sector and the pharmaceutical industry. For investors, such companies offer big advantages, since in most cases they carry little or no operating risk. Because the contracts often run for years or decades, the income they generate is also very stable. While mining and cleantech players tend to offer steady payouts, tech pioneers use the cash flow for massive growth. Today we therefore look at the shares of ARM Holdings, RE Royalties and Franco-Nevada!
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Commented by Jens Castner on June 23rd, 2026 | 07:05 CEST
STELLANTIS, PURE ONE, AND VOLVO: THREE BETS ON THE FUTURE OF ZERO-EMISSION DRIVETRAINS
Electromobility is a divisive issue—both on the stock market and on the road. While Stellantis is supposedly trading at bargain levels following an 80% drop in its share price, investors are paying a hefty valuation premium for Volvo, the Swedish truck market leader. In between them is Pure One, an Australian micro-cap company that is reinventing the capital-intensive heavy-duty commercial vehicle business using the Apple model—and, according to analysts, has the potential to become a tenbagger. Three companies, three risk profiles, one common theme: Who has the lead in the race for zero-emission propulsion? A status report.
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