Commodities
Commented by Armin Schulz on January 9th, 2026 | 07:05 CET
Winners and losers in the silver shock: A look at the current situations of BYD, Silver North Resources, and Intel
A new battle over a familiar commodity is shaping the future of major global megatrends. Silver, critical for green energy, electromobility, and the electronics and semiconductor industries, is at the center of an explosive supply gap. The recent surge in silver prices is putting pressure on corporate margins, and like any crisis, it is creating both winners and losers. We therefore take a closer look at the current situation of BYD, Silver North Resources, and Intel.
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Commented by Nico Popp on January 9th, 2026 | 07:00 CET
Silver shock 2026: Why JinkoSolar and AMD are buying up the market, and Silver Viper Minerals is becoming a key strategic stock
It is January 2026, and global commodity markets are experiencing a tectonic shift that has surprised even seasoned market observers. Silver, long derided as gold's sedate little brother, has thrown off its historical shackles. After an unprecedented price explosion of 147% in 2025, the precious metal is now trading at over USD 74 per ounce. But unlike in previous cycles, this rise is not primarily driven by speculation, but is based on physical scarcity. Industry, led by solar giants and the AI hardware sector, is sucking the market dry. In an environment where companies such as JinkoSolar and AMD are fighting for every gram of conductive material, explorers such as Silver Viper Minerals are moving into the spotlight. They possess what the global economy is desperately seeking: new, high-grade deposits in secure jurisdictions.
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Commented by Carsten Mainitz on January 8th, 2026 | 07:15 CET
Gold boom as an enormous price lever for explorers like Desert Gold Ventures! In or out of Barrick and First Majestic Silver?
In recent weeks, gold and silver prices have reached new all-time highs. Silver in particular has seen a sharp increase in volatility at these elevated price levels. US investment banks remain bullish and forecast a gold price of at least USD 4,900 by year-end. Gold continues to serve as a safe haven amid geopolitical tensions, high government debt, and declining purchasing power. In addition, strategic purchases by central banks are on the rise. Taken together, these factors create a favorable environment for precious metals and producers. Last year, the shares of mining operators such as Barrick and First Majestic outperformed precious metal prices. It is characteristic of a later phase of a bull market that investor preferences shift toward explorers such as Desert Gold. We take a closer look at three industry representatives and their potential.
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Commented by Carsten Mainitz on January 7th, 2026 | 07:25 CET
Defense and commodity stocks remain top performers! These should not be missing from any portfolio: Almonty Industries, TKMS, and Salzgitter
Defense and commodity stocks continue to offer attractive investment opportunities. Geopolitical tensions, such as those currently in Venezuela, as well as the war between Russia and Ukraine, are providing companies in the defense industry with a sustained economic boom. Critical raw materials are also geopolitically significant. These resources, along with secure supply chains outside China, carry great weight for both companies and states. We explain why the companies listed above benefit from this overall constellation.
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Commented by André Will-Laudien on January 7th, 2026 | 07:20 CET
Experts predict a silver boom up to USD 250! Should Rheinmetall, Silver Viper, and Aixtron be in your portfolio now?
The rise in the price of silver by over 160% in just 12 months is already phenomenal. But the upward scenario now seems inevitable: reports of imbalances in the physical delivery of futures contracts by institutional investors are leading to renewed price increases at every settlement date. Since the precious metal generated a strong buy signal at around USD 38, the price has been trending upwards. In yesterday's trading, it even exceeded the USD 80 mark. Allegedly, more than 700 million ounces of silver will be missing for the March settlement, which corresponds to 90% of total annual production. In addition to the very interesting silver explorer Silver Viper, we are also looking at Rheinmetall and Aixtron, two high-tech consumers of this critical metal. If deliveries fail, production lines could be halted for some time! Here are a few insights.
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Commented by Fabian Lorenz on January 7th, 2026 | 07:15 CET
Nordex shares unstoppable! Sell Hensoldt? Gold gem Kobo Resources with takeover speculation!
Nordex shares continue their strong momentum in 2026, rising nearly 10% in just a few trading days. Investors are responding to the wind turbine manufacturer's strong year-end performance with heavy buying, prompting analysts to raise their price targets. In contrast, sentiment on Hensoldt is more cautious. Analysts recommend selling, citing a lack of fundamental support for the recent price gains and warning of rising competitive pressures. Meanwhile, gold has shrugged off recent selling pressure and is marching back toward USD 4,500. Gold explorer Kobo Resources stands to benefit from this trend. In a recent interview, the CEO expressed optimism and even mentioned the possibility of a takeover. The question for investors: Is now the right time to buy?
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Commented by Nico Popp on January 6th, 2026 | 07:20 CET
Alternative to Barrick Mining and Equinox Gold: Why Maduro's fall could drive gold prices higher and make LAURION Mineral a strategic target
The 2026 stock market year is beginning with a geopolitical earthquake whose tectonic shifts will be felt across global commodity markets for a long time to come. The direct intervention of the United States in Venezuela and the effective removal of President Nicolás Maduro have redefined the global security architecture virtually overnight. While Washington celebrates the move as a necessary restoration of democracy in the Western Hemisphere, geopolitical rivals Beijing and Moscow are responding with sharp rhetoric and brusque diplomatic protests. Uncertainty is spreading like wildfire – from the shores of Cuba, where the regime fears for its survival, all the way to Greenland, where major powers are increasingly competing aggressively for strategic spheres of influence. With gold already rising for months amid mounting uncertainty and monetary policy concerns, investors continue to flee to the safe haven. However, while established producers such as Barrick and Equinox absorb the first wave of panic-driven inflows, strategic investors are turning their attention to the few remaining safe jurisdictions such as Canada. Here, specialized explorers like LAURION Mineral Exploration hold precisely the kind of assets that are becoming the most valuable currency in an uncertain world.
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Commented by Nico Popp on January 6th, 2026 | 07:00 CET
The new world order after the Venezuela shock: Why Rheinmetall and Bank of America are betting on North America, and Globex Mining is the big winner
The spectacular arrest of the Venezuelan president by US authorities marks another historic turning point that has repercussions far beyond South America. It is the ultimate proof that the era of diplomatic kid gloves is over and that the law of the jungle is increasingly prevailing on the international stage. For global financial markets and strategic investments, this move means a radical reassessment of country risks. If heads of state are no longer safe, then investments in mines and infrastructure in politically unstable regions are certainly not. In this new climate of hard power politics, security of supply is becoming the only currency that counts. That is why the spotlight is now turning to a company that exemplifies North America's commodity security: Globex Mining. With a gigantic portfolio of over 200 projects in the world's safest jurisdictions, Globex offers precisely the geopolitical protective shield that the market is now desperately seeking.
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Commented by Armin Schulz on January 5th, 2026 | 07:25 CET
Precious metals crash after margin shock – Operations continue at Barrick Mining, AJN Resources, and B2Gold
The sudden collapse of gold prices in the last week of December 2025 revealed the hidden levers of the financial markets. The trigger was not fundamental news, but a technical decision. The CME Group's increase in margin requirements forced highly leveraged speculators to sell, abruptly ending the spectacular rally. This forced liquidation reveals how stock market mechanisms can force abrupt corrections even in bullish markets. In this volatile phase, it is worth taking a look at established players and agile explorers. How are heavyweights Barrick Mining, explorer AJN Resources, and growth producer B2Gold positioning themselves for the coming year?
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Commented by Carsten Mainitz on January 2nd, 2026 | 07:20 CET
Correction in gold and silver? Margin calls? What this means for Kobo Resources, Barrick Mining, First Majestic, and the sector!
The bull market in precious metals came to an end in 2025 with prices close to all-time highs. Gold rose by around 65%, silver by around 150%. In the last days of last year, margin increases for metal futures on the CME, the world's largest futures exchange, led to a short-term correction in precious metal prices. US banks Goldman Sachs and JPMorgan remain bullish and expect gold prices to reach at least USD 4,900 this year. Experts identify interest rate cuts, strong physical demand, and purchases by central banks as the driving forces. These are good prospects for producers Barrick and First Majestic. Second-tier stocks such as Kobo Resources have recently outperformed blue chips and have a good chance of outperforming the market leaders this year.
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