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Commented by Fabian Lorenz on April 22nd, 2026 | 07:05 CEST
Tungsten Alert: China Becomes an Importer and Almonty Shares Soar to All-Time High
Alert in the tungsten market! As demand rises for this metal, which is critical not only for defense and semiconductors, China is now becoming an importer as well. Yet China is already by far the largest producer. This is likely to pose even greater challenges for Western corporations. News from Japan and Korea points in this direction. The biggest beneficiary is Almonty Industries. With operational tungsten mines in Portugal and South Korea, and soon in the US as well, it is arguably the only major producer in the West. Analysts expect revenue and profits to surge. The stock is trading at an all-time high, but based on analysts' earnings expectations for 2027, it still does not appear to be overvalued. The chances of the rally continuing are good.
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Commented by Nico Popp on April 22nd, 2026 | 07:00 CEST
USD 4.7 billion for 150,000 Abandoned Oil Wells – A Billion-Dollar Market Emerges: Zefiro Methane, Halliburton, and JPMorgan in focus
Cleaning up the legacy of the US oil industry has evolved into a distinct economic sector, driven by government subsidy programs worth billions and the rapidly growing trade in emissions credits. According to analyses by the International Energy Agency (IEA), abandoned wells emit significant amounts of methane—a greenhouse gas that is around 80 times more harmful than CO₂ over a 20-year period. In the US, methane leakage from legacy oil infrastructure can pose environmental and safety risks, including groundwater contamination and localized gas buildup. To address this issue, the US government is allocating nearly USD 4.7 billion through the Infrastructure Act to plug and remediate approximately 150,000 so-called orphan wells. The consulting firm McKinsey estimates that demand for permanent CO₂ removal credits could grow to as much as 100 million tons by 2030. We take a closer look at this emerging sector and highlight a particularly interesting opportunity for investors.
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Commented by André Will-Laudien on April 22nd, 2026 | 06:55 CEST
Focus on Critical Infrastructure: Power Metallic Mines Shines, Heidelberger Druck & LPKF Laser Ready to Take Off
The Strait of Hormuz is currently one of the most frequently cited geopolitical buzzwords in international media. At the same time, potential supply chain bottlenecks involving critical metals have been the subject of intense discussion for months. The valuation of high-tech and AI companies is largely based on the continuous expansion of computing capacities and the necessary electrical infrastructure. This transformation process requires enormous quantities of industrial metals and strategic raw materials. In the ongoing war scenario, however, everything is being put to the test! Against this backdrop, Power Metallic Mines is positioning itself with its NISK project in a market environment increasingly shaped by raw material security and supply chain stability. On the other hand, Heidelberger Druck and LPKF Laser are betting on an operational turnaround with different technological approaches. We analyze the relevant drivers, risks, and valuation prospects in detail.
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Commented by André Will-Laudien on April 21st, 2026 | 07:25 CEST
Gold as a Safe Haven Amid Middle East Tensions: Lahontan Gold Advances with Confidence—Following in the Wake of Barrick Mining and Newmont
Ongoing geopolitical tensions in the Middle East continue to unsettle financial markets, and gold is once again coming into focus as a proven safe haven for investors. Projects in stable mining regions such as Nevada benefit particularly from this environment, as they combine security of supply, legal certainty, and predictable production prospects. This is exactly where Lahontan Gold stands with its advanced Santa Fe project in the historic Walker-Lane Gold Belt. As already impressively demonstrated by industry giants Barrick Mining and Newmont in Nevada, Lahontan Gold is also unfolding a classic development story with significant leverage on rising gold prices. For investors, this could result in a rare combination: a growing gold developer in one of the safest mining regions in the world, with a clear path to the next major valuation surge. The stock has shown impressive strength for months, and the rally should now get another boost.
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Commented by Jens Castner on April 21st, 2026 | 07:20 CEST
GOLD RUSH IN WEST AFRICA: HOW DESERT GOLD VENTURES, THOR EXPLORATIONS, AND ZIJIN MINING ARE BENEFITING
Due to high gold prices, West Africa is increasingly attracting investor attention as one of the world's most productive mining regions. Chinese giant Zijin Mining is doing everything in its power to catch up with the market leaders, but faces growing political hurdles. At the same time, Thor Explorations is demonstrating how to successfully establish itself as a highly efficient cash cow, while its much smaller competitor, Desert Gold Ventures, is on the verge of making the leap from explorer to producer.
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Commented by Armin Schulz on April 21st, 2026 | 07:15 CEST
Canada's Defense Budget is Exploding, and Volatus Aerospace is Delivering - Ahead of the Institutional Wave
Canada is overhauling its defense strategy—and one company from Ontario is already right in the thick of it rather than just watching from the sidelines. Volatus Aerospace has rapidly evolved from a commercial drone provider into an integrated platform for defense, industry, and training. Those who take a closer look at the latest figures will find compelling details: a growing defense business, recurring service revenue, and a balance sheet that allows for further expansion. The key question for investors is no longer whether Volatus can deliver, but how quickly the market will recognize the story.
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Commented by Armin Schulz on April 21st, 2026 | 07:10 CEST
Nordex, RE Royalties, and JinkoSolar: Your Gateway to the Multi-Billion-Dollar Renewable Energy Boom
Geopolitical upheavals are driving oil and gas prices to record highs, while Europe is investing USD 583 billion in green energy. At the same time, electricity demand from AI-powered data centers is skyrocketing. This double squeeze makes renewable energy indispensable. Wind power is booming, solar prices are rising, and raw material shortages are intensifying the race for technological advantages. Those who target the right players now can profit from this historic shift. We take a look at three companies in the renewable energy sector, Nordex, RE Royalties, and JinkoSolar, and analyze their current situation.
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Commented by Fabian Lorenz on April 21st, 2026 | 07:05 CEST
Price Surge: What is Behind the Moves in D-Wave, Heidelberger, and Group Eleven?
These three stocks are currently causing a stir. Group Eleven Resources is a high-flyer in the commodities sector. The stock has surged by around 70% since the end of February. The company is currently developing a zinc, lead, and silver project in Europe. The latest update suggests the rally will continue. D-Wave has made a comeback with a price explosion of over 50%. After a price drop of around 70%, this was sorely needed. The momentum came from Nvidia, not the company itself. And what is happening at Heidelberger Druckmaschinen? After the euphoria over its entry into the drone business, a profit warning brought a dose of reality. The core business is weakening, but analysts see a buying opportunity.
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Commented by Stefan Feulner on April 21st, 2026 | 07:00 CEST
The Next Commodity Shock Is Coming – Almonty Industries in the Spotlight
Amid geopolitical tensions, tungsten is emerging as one of the world’s most strategically important metals. With the highest melting point of any element, exceptional hardness, and high density, it is indispensable for military equipment, semiconductors, and future technologies such as nuclear fusion. And the situation is becoming increasingly dire. Export restrictions from China, new US laws on securing raw materials, and a structural supply gap are driving prices up massively. The APT price has already surpassed the USD 3,000 per MTU mark, and the trend is still rising. In this environment, Almonty Industries is coming into sharp focus.
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Commented by André Will-Laudien on April 21st, 2026 | 06:55 CEST
Middle East Conflict Weighs on Markets: Food Supply Chains Become a Key Issue – MustGrow, K+S, Evotec, and BioNTech in the Spotlight
The Middle East conflict is once again bringing global supply chains into focus and increasing pressure on vulnerable supply routes. The Strait of Hormuz, in particular, remains a key geopolitical risk factor because it is of great importance for the global flow of goods and energy. If tensions arise there, transportation costs, delivery times, and price fluctuations can quickly escalate. This creates new opportunities as well as risks, particularly for companies involved in food, health, and agricultural technology. MustGrow and K+S ensure the global food supply through fertilizers, while Evotec and BioNTech operate in the complex landscape of health-related issues. Despite uncertain conditions, dynamic investors are keeping an eye on the stocks that deliver comparatively robust results in a volatile market environment. We dig a little deeper!
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