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Commented by Armin Schulz on January 28th, 2026 | 07:05 CET
The next major battery story is not being written in China – it is being led by the TSMC clone, NEO Battery Materials
The tech revolution has a blind spot. While billions are being poured into the development of AI, advanced robotics, and autonomous systems, one fundamental problem often remains unresolved: energy storage. The performance of these high-tech devices is determined by their weakest component - and increasingly that component is the battery. China dominates the mass market, but a critical gap is emerging: namely, demand for flexible, high-performance, non-Chinese battery solutions. This is precisely the vacuum NEO Battery Materials is stepping into with an approach that mirrors the semiconductor industry.
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Commented by André Will-Laudien on January 28th, 2026 | 07:00 CET
Stock markets under pressure! High momentum expected for Siemens Energy, Pure One Corp., and E.ON
After months of back and forth, there was a shift in investors' sector choices at the start of 2026. The popular tech stocks that were the top performers in 2025 have largely been sidelined, while the commodities, energy, and defense sectors are experiencing a significant rally. The World Economic Forum in Davos did not bring any major news for the economy. What is becoming clear is that the US is continuing on its harsh course, and the rest of the world must prepare for a scenario of ongoing shortages and fragile supply chains. There is also a noticeable return to fossil fuels, which are needed on a large scale, especially during long, cold winters when the sun and wind are not available. For individual companies, this is a license to print money. For investors, however, the choice remains agonizing.
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Commented by Nico Popp on January 28th, 2026 | 06:55 CET
The Amazon effect in the commodities sector: Why Almonty Industries is on the path to strategic invulnerability
There is an exclusive league of companies whose business models have developed such appeal that they are beyond traditional competition. When consumers think of online retail today, Amazon is almost inevitably the first port of call. When it comes to athletic performance, Nike is the global leader. These corporations have created so-called economic moats that are based not only on marketing, but also on deep integration into our everyday lives. A similar development is now emerging in the strategic raw materials sector, albeit largely unnoticed by the general public. Almonty Industries, a Western producer of the critical metal tungsten, is in the process of establishing a position that is structurally reminiscent of the dominance of the big tech giants. While China has historically controlled the global tungsten market, Almonty is building its Western counterpart with its Sangdong mine in South Korea and other projects. The Company holds the largest tungsten deposit outside China. It combines this geological uniqueness with technological foresight that transforms it from a simple mining company into an indispensable partner for the defense and high-tech industries.
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Commented by André Will-Laudien on January 27th, 2026 | 07:35 CET
Stress test: Nuclear power instead of hydrogen? Caution advised with Nel ASA, First Hydrogen, Oklo, and Plug Power
"Drill, baby, drill" – that is the loud cry coming from the White House. For the Trump administration, that means quick approvals and a capital-intensive push for fossil fuels. However, it currently seems unclear what will happen with alternative energies. Some of the funds from the Inflation Reduction Act (IRA) passed by the previous administration under Joe Biden have not been paid out, and hoped-for public contracts in line with the Paris Climate Agreement are now obsolete due to the absence of the US. However, the shift away from alternative energies has not been communicated very clearly. After all, there is a large following for ESG-compliant energy models, with nuclear energy in particular becoming socially acceptable again as a net-zero source. Where should investors prick up their ears?
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Commented by Armin Schulz on January 27th, 2026 | 07:30 CET
The silent power plant: How RE Royalties is driving the green boom with royalty financing – without construction noise
The energy transition is a gigantic construction project, complex and capital-intensive. While attention is focused on the big project developers and fluctuating stock prices, a quiet but powerful business model is at work in the background: royalty financing. RE Royalties has transferred this concept from the commodities sector to the world of renewables, creating its own asset class. Instead of battling wind and weather, it simply participates in the long-term revenue streams of green power plants. For investors, this could be the most elegant way to profit from the structural megatrend with comparatively low operating risk and predictable cash flows.
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Commented by Nico Popp on January 27th, 2026 | 07:25 CET
Double dividends for Amazon & Co.: How CHAR Technologies combines the business models of Clean Energy Fuels and Carbon Streaming
The global energy landscape is currently undergoing a quiet but tremendous change. While electric trucks are still often discussed in the headlines, the titans of the logistics industry have long been making progress on a completely different track. Driven by the need to improve their carbon footprints immediately, giants such as Amazon and UPS are investing heavily in renewable natural gas (RNG). This trend has triggered strong demand for green molecules that can use existing infrastructure without having to wait for the expansion of the power grids. But parallel to this physical market, a second, purely financial sector is booming in the background: trading in certificates for the permanent removal of carbon dioxide. Investors are now willing to pay premiums for verified, high-quality certificates. The Canadian company CHAR Technologies is positioning itself in both of these markets. CHAR combines the best of both worlds. Its plants produce the RNG urgently needed by the logistics industry and, at the same time, generate the premium certificates that are currently the most expensive on the carbon market through the production of biochar.
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Commented by Carsten Mainitz on January 27th, 2026 | 07:20 CET
Let profits run: Power Metallic Mines, Barrick Mining, and TKMS – There is still a lot of potential here!
The bull market for precious metals is gaining momentum. Gold and silver reached new historic highs with prices above USD 5,000 and USD 100 per troy ounce. Prices for critical raw materials and industrial metals are also rising. This is fueling further price increases for precious metal and commodity producers such as Barrick Mining. Up-and-coming producers such as Power Metallic Mines, whose assets have strategic value due to their jurisdiction, size, and quality, also offer promising opportunities. In addition, defense stocks continue to be popular with investors.
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Commented by Fabian Lorenz on January 27th, 2026 | 07:15 CET
Silver is unstoppable! Defense stocks in demand! Steyr Motors, Deutz, and Silver North Resources in focus
Silver is currently breaking all records and even eclipsing its big brother, gold. Yesterday, the price of silver climbed to over USD 108. And for good reason: the precious metal is not only a crisis currency, but is increasingly becoming a "critical commodity." Investors who want to profit should not only look at the basic investments, but also at the second-tier winners. In the case of silver, this is Silver North Resources. The explorer's two projects in Canada are so convincing to investors that the current capital increase has been topped up, and the Company is fully financed for two years. The stock now offers an entry opportunity. Steyr Motors shares are also back in the fast lane. A framework agreement with minimum purchase quantities from Asia is providing new momentum. Deutz shares are close to their all-time high. Both engine manufacturers are benefiting from the defense boom.
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Commented by Nico Popp on January 27th, 2026 | 07:10 CET
Perpetua Resources and Mandalay as role models: How Antimony Resources is closing China's antimony gap
There are raw materials that have led a shadowy existence for decades, only to suddenly become a matter of national security overnight. Antimony is just such a case. The shiny silver semi-metal was invisible to investors for a long time, but geopolitical shifts have catapulted it into the spotlight. Without antimony, there would be no armor-piercing ammunition, no night vision devices, and no high-performance batteries for the energy transition. Alarm bells have been ringing in Western defense ministries ever since China, which dominates the market, drastically restricted exports of this strategic material, effectively using it as a geopolitical weapon. In this scenario, where physical availability is suddenly more important than price, a huge supply deficit is emerging. While the big mining companies often ignore this niche market, Canadian raw materials company Antimony Resources is positioning itself precisely in this gap. With a strategic project in stable Canada, the Company offers the answer to the question of where the West should source its antimony in the future.
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Commented by Stefan Feulner on January 27th, 2026 | 07:05 CET
Alamos Gold, DRC Gold, Rio Tinto – Gold, silver, and metals poised for another surge
Gold and silver are racing from one high to the next, sending a clear signal to the markets. What was long considered a short-term flight to safety is increasingly becoming a structural trend. Exploding government debt, persistent inflation risks, and a fragile geopolitical situation are increasing the need for investors worldwide to hedge their bets. In this environment, industrial metals and strategic commodities are coming into focus alongside traditional precious metals. Supply bottlenecks, geopolitical dependencies, and rising demand due to the energy transition and digitalization suggest that 2026 could be another profitable year not only for gold and silver but for the entire commodities sector.
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