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Commented by Armin Schulz on April 9th, 2026 | 07:35 CEST
A USD 631 Billion Market – Rheinmetall, NEO Battery Materials, and BYD Lead the Battery Boom
The global energy transition has a quiet but powerful driver: the battery. No longer merely a storage device, it has become the strategic core of mobility, defense, and grid stability. By 2026, geopolitical tensions surrounding raw materials are intensifying, while innovations such as solid-state and sodium-ion cells are reshaping the technological landscape. Those who act decisively now can secure a competitive edge in an industry expected to grow to over USD 630 billion by 2035. However, not all players will benefit equally—success will depend on execution strength, material innovation, and the ability to scale quickly. These are precisely the qualities embodied by Rheinmetall, NEO Battery Materials, and BYD.
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Commented by Mario Hose on April 9th, 2026 | 07:30 CEST
Antimony Resources Surges: A Key Commodity in the Age of Drones and Conflict – On Track Toward New Highs
In a world where political and military dynamics are evolving faster than ever, a particular metal is stepping into the global spotlight. Antimony is currently emerging, alongside tungsten, as one of the most strategically important commodities, as it plays a critical role in modern defense technologies, including drones and advanced weapon systems. As global tensions rise and demand for high-tech military equipment increases, Antimony Resources Corp. is securing a key position in one of the world's most stable mining jurisdictions. The company's stock has shown a strong upward trend and may be positioning for a renewed move toward its previous highs. For investors looking to gain exposure to the evolving defense and technology supply chain, the company presents a potentially compelling opportunity. The following report highlights why Antimony Resources is in the right place at the right time and how recent developments in Canada could help pave the way for greater resource independence in Western markets.
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Commented by Nico Popp on April 9th, 2026 | 07:25 CEST
Apple is joining the energy transition: OR Royalties as a model, RE Royalties as a beneficiary
Today, the financing of renewable energy increasingly relies on an instrument rooted in traditional mining. While established industry leaders like OR Royalties demonstrate through a diversified portfolio of precious and battery metal licenses how investment models can generate high margins without operational risks, RE Royalties is successfully adapting this concept for the renewable energy sector. The company finances solar, wind, and storage projects and, in return, secures long-term revenue shares, providing a predictable alternative to volatile commodity markets. This offering meets the strategic needs of tech giants like Apple, which, as part of its "Apple 2030" initiative, is investing heavily in clean energy projects to make its entire value chain climate-neutral. For investors, RE Royalties thus combines security and scalability in a unique business model.
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Commented by Fabian Lorenz on April 9th, 2026 | 07:20 CEST
Markets Rally After Ceasefire: RENK, Vonovia, and Gold Gem Kobo Resources in focus
Global capital markets reacted with great relief yesterday to the ceasefire in the Middle East. While oil prices fell sharply, equities and precious metals moved higher. The gold price above USD 4,800 per ounce could act as a catalyst for Kobo Resources. The explorer has just completed a capital increase and published positive drilling results. The expected resource estimate could lead to a revaluation of the stock. Vonovia saw a surge in its share price yesterday. However, not all analysts are convinced by the real estate group. RENK's stock has been on an upward trend for several days now. In addition to positive analyst comments, the company recently secured a multi-million-dollar contract.
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Commented by Carsten Mainitz on April 9th, 2026 | 07:10 CEST
Volatus Aerospace: The Drone Supercycle Is Just Starting—and This Undervalued Stock Stands to Soar
Unmanned aviation is no longer a niche market. It is evolving into a cornerstone of modern security and infrastructure architectures. As geopolitical tensions and hotspots expand, and technological advances accelerate the need for real-time aerial intelligence, specialized providers like Volatus Aerospace are positioning themselves for the next growth surge. Volatus's rapidly growing defense business is benefiting from NATO contracts and Canada's defense strategy. With the planned Nasdaq listing, the stock is increasingly coming into focus for investors. Investors still have an opportunity to capture the significant valuation discount.
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Commented by Armin Schulz on April 9th, 2026 | 07:05 CEST
Wars fuel money printing and drive inflation: Bet on gold now with Barrick Mining, Desert Gold, and B2Gold
When diplomats fail, gold triumphs. Geopolitical upheavals from the Middle East to Ukraine, along with the US-China power struggle, are shaking confidence in fiat currency. At the same time, record-high debt in Washington, Brussels, and Tokyo is suffocating national budgets. Investors are therefore fleeing to tangible assets like gold to escape inflation. Africa is taking center stage in this context. Resource-rich countries like Mali and Côte d'Ivoire attract investors with low costs and thus high returns, yet some companies still hesitate to invest there. This is precisely where a unique opportunity arises for the bold. Three gold producers stand to benefit disproportionately: Barrick Mining, Desert Gold, and B2Gold.
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Commented by Nico Popp on April 9th, 2026 | 07:00 CEST
Focus on Copper and PGMs: Rio Tinto, Sibanye-Stillwater, and the Opportunity at Power Metallic Mines
Securing supplies of copper and platinum group metals (PGMs) is becoming increasingly important, as these elements are essential for both energy infrastructure and the hydrogen economy. Analyses by S&P Global and McKinsey forecast a rise in copper demand to 42 million metric tons by 2040, representing a 50% increase compared to 2025. At the same time, the International Energy Agency (IEA) reports that demand for hydrogen already reached approximately 100 million metric tons in 2024, driving the need for platinum and palladium in electrolysers. While major corporations like Rio Tinto are securing their market leadership by investing in massive copper projects to meet the industry's long-term needs, PGM specialist Sibanye-Stillwater is increasingly focusing on diversifying its portfolio toward polymetallic deposits in stable jurisdictions. It is in this environment that Power Metallic Mines operates its Nisk project in the Canadian province of Québec. Recent discoveries in the Lion Zone have confirmed exceptional copper grades exceeding 10% as well as significant PGM by-products. This quality in a world-class mining region makes the company attractive—both to investors speculating on strategic consolidations and to major corporations seeking world-class resources.
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Commented by Mario Hose on April 8th, 2026 | 08:20 CEST
Energy Poker 2026: Nordex Trumps the Field, RWE Lurks, and A.H.T. Syngas Sounds the Charge
In spring 2026, the energy market is undergoing significant shifts. Geopolitical tensions are driving volatility, while established companies like Nordex and RWE are poised for new price surges. The industry is transforming faster than ever before. But far from the big headlines, one player is positioning itself for a major breakthrough. After several difficult months, A.H.T. Syngas is showing signs of a turnaround. In this report, we examine the record figures from the wind power giants and explore why A.H.T. Syngas's comeback could be more than just a brief flash in the pan.
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Commented by André Will-Laudien on April 8th, 2026 | 08:15 CEST
Rising Rates, ESG & Private Equity: Financing in Extreme Times – Vonovia, RE Royalties, and Mutares
War, destruction, reconstruction. These are all issues closely tied to financing. Clearly, no one is currently thinking about how to rebuild the destroyed buildings, bridges, and power plants in Ukraine, the Gaza Strip, or Iran. First, peace must return before new investments in conflict zones can even be considered. The US likely already has dedicated plans for Ukraine, as well as for the Gaza Strip. For the companies RE Royalties, Vonovia, and Mutares, financing questions arise on a different level. Here, return requirements are linked to each individual investment. Often, however, it is not the interest rate of the financing instrument that matters, but rather the attractiveness of the specific project. This is highly interesting for investors who view a sufficient return as the primary criterion for their investment. The charts of these key players are swinging wildly back and forth, creating opportunities for agile investors!
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Commented by Jens Castner on April 8th, 2026 | 08:10 CEST
YELLOW CAKE, KAZATOMPROM, AND STALLION URANIUM: THREE WAYS TO PLAY THE URANIUM BOOM
Nuclear power is poised for a boom worldwide. This promises bright prospects for the uranium market. What seemed politically dead is being mercilessly disproved by the reality of exploding energy demand for artificial intelligence and data centers. The price of uranium has more than tripled since 2016, and experts see further potential. For investors, there are three interesting but very different investment opportunities: from the solid stockpiler Yellow Cake to the global market leader Kazatomprom to the promising challenger Stallion Uranium.
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