Commodities
Commented by Fabian Lorenz on March 19th, 2026 | 07:50 CET
JinkoSolar and Elon Musk?! Is it Time to Buy First Majestic Silver and Silver Viper Minerals After Drill Results and Acquisition?
What is going on between Elon Musk and JinkoSolar? A team from the world's richest man was reportedly spotted during a visit to JinkoSolar - sparking investor excitement. Positive catalysts would certainly be welcome. The CEO of the operating subsidiary has stepped down, and the company is suffering from the turmoil of the heavily subsidized market. In contrast, the correction in First Majestic Silver and Silver Viper Minerals may be coming to an end. Silver Viper has completed a key acquisition, effectively bringing a potential buyer into its own shareholder base. The CEO has set ambitious targets. Meanwhile, First Majestic Silver has had a rough patch. Could upcoming drill results mark a turning point?
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Commented by Mario Hose on March 19th, 2026 | 07:30 CET
Quantum Computers, AI Power, and the Gold Rush: A Closer Look at D-Wave, Super Micro, and Lahontan Gold
On one hand, we are chasing the tiniest particles of the quantum world and building massive data centers for artificial intelligence, which is fundamentally transforming our lives. On the other hand, in uncertain times, we are turning once again to humanity's oldest promise: the glittering gold deep within the earth. In this report, we take a close look at three companies, each of which is "on the move" in one of these fields and yet together can define a portfolio of the future. We accompany D-Wave Quantum as it attempts to push the boundaries of logic. We look over Super Micro Computer's shoulder as it builds the physical backbone of the AI revolution. And finally, we arrive at Lahontan Gold, where an impressive blend of fresh capital and state-of-the-art drilling technology is being used to "bring old gold treasures back to life." Read on, because this mix of high-tech and commodity power could be exactly what is missing from a promising portfolio.
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Commented by Armin Schulz on March 19th, 2026 | 07:25 CET
Why are Investors Overlooking Power Metallic Mines while Billionaires like Friedland, McEwen and Rinehart are Buying in?
16.55 meters at 10.08% copper, with 98.9% laboratory recovery. A shareholder roster that reads like a who's who of the global mining industry. By all accounts, a re-rating of Power Metallic should have occurred long ago. But it has not. The stock price is still languishing, while the company continues to deliver high-grade drill results in Québec. What explains this disconnect - and how much longer can it persist?
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Commented by Nico Popp on March 18th, 2026 | 07:35 CET
Consolidation in the Gold Sector: Solid Returns with Newmont and Barrick – Top Opportunity Lahontan Gold
The gold market has entered a new phase in recent months. With gold prices stabilizing above the USD 5,000 per ounce mark and occasionally reaching peaks of up to USD 6,300, the environment for commodity investments has fundamentally changed. Top-tier jurisdictions have become an absolute necessity for investors and mining companies alike, especially given the current geopolitical landscape. Nevada, which has taken the top spot globally in the Fraser Institute's Investment Attractiveness Index, is considered the premier destination for investors. While Newmont and Barrick Mining dominate operational production by volume through their Nevada Gold Mines joint venture, Lahontan Gold is increasingly coming into focus amid a wave of consolidation. As established mining operators face declining ore grades, Lahontan offers an ideal combination of infrastructure maturity and exploration leverage with its Santa Fe project. A closer look at the business models shows how these companies are positioning themselves to benefit from the current market cycle.
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Commented by Fabian Lorenz on March 18th, 2026 | 07:10 CET
Gold at USD 10,000? Analysts See Over 500% Upside Potential for Desert Gold
Will we see the price of gold reaching USD 10,000 per ounce in a few years? After JPMorgan CEO Jamie Dimon caused a stir last year with such a forecast, other prominent experts are now following suit. Among others, Ed Yardeni, President of Yardeni Research, Peter Schiff, Chief Strategist at Euro Pacific Asset Management, and Jefferies strategist Chris Wood also believe five-figure prices for the precious metal are possible in the coming years. Gold thus continues to promise investors glittering returns. Desert Gold could become a top performer in your portfolio as early as this year. Analysts see over 500% upside potential.
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Commented by André Will-Laudien on March 17th, 2026 | 08:50 CET
And then suddenly, things are looking up! Take advantage of bargain prices at Oracle, Aspermont, and Alibaba
Crazy times! Right now, 70% of the daily news is dominated by geopolitics. Who doesn't sometimes lose sight of the stocks in such a climate? It is understandable, because amid such great human suffering, the desire to maximize profits in one's portfolio can occasionally fade. Nevertheless, investors should not lose sight of the many opportunities presented by this enormous volatility. Aspermont, the Australian news, database, and AI specialist for the commodities sector, is currently handling the highest volume in the resources sector - business is booming. Looking beyond the horizon, cloud giants Oracle and Alibaba are also in the spotlight. The charts show multi-year lows. Buy when the cannons roar! Perhaps good advice these days.
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Commented by André Will-Laudien on March 16th, 2026 | 07:30 CET
Is Gold Headed for USD 10,000 as a Survival Strategy? Caution Advised for TUI, Lufthansa, DRC Gold, and Porsche
What do Ed Yardeni, Chris Wood, and Thomas Kaplan have in common? In recent months, all three have mentioned a USD 10,000 price target for gold. Mr. Yardeni, founder of Yardeni Research, sees a global debasement of currencies and believes this target could be reached between 2028 and 2029. Chris Wood, Global Head of Equity Strategy at the research firm Jefferies, considers a five-digit valuation for the yellow metal possible within about five years. His reasoning includes a structural bull market, geopolitical uncertainty, and increasing central bank purchases. Finally, Thomas Kaplan of the Electrum Group also regards this target as realistic if gold is rediscovered as a monetary reserve. All of these arguments are understandable, though whether such a scenario will actually materialize remains uncertain. However, many of the factors cited are already evident today. We therefore look beyond the immediate horizon, broadening our view to include tourism and luxury goods - sectors that currently stand somewhat in the shadow of surging gold prices, yet remain no less interesting.
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Commented by Fabian Lorenz on March 16th, 2026 | 07:15 CET
Spain is investing over EUR 400 million in critical raw materials: Deutsche Rohstoff, Group Eleven Resources, and Standard Lithium in focus
Spain is taking the initiative on critical raw materials and has allocated EUR 414 million in public funding. The action plan, which runs through 2030, includes 34 measures aimed at strengthening the exploration, recycling, extraction, and processing of strategically important raw materials. A full EUR 182 million is earmarked for a new national exploration program. This move is noteworthy because Madrid is sending a signal that has long been missing in Europe: securing raw materials is no longer a secondary issue, but a central pillar of industrial policy. Group Eleven Resources could benefit from this shift. The company is currently advancing a zinc-lead-silver project in Ireland, and the stock is gaining momentum. Shares of Deutsche Rohstoff AG have also performed strongly, with analysts seeing further upside potential. And what about investor favorite Standard Lithium?
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Commented by Stefan Feulner on March 16th, 2026 | 07:10 CET
RENK, Silver Viper, Harmony Gold – Silver and Copper in the Global Commodities Race
Silver and copper are increasingly becoming key strategic metals in the new industrial era. The global expansion of renewable energy, power grids, and electric mobility is driving demand skyward. At the same time, demand from the defense industry is also growing. This is offset by a supply that is growing ever more slowly. New mines take years to reach production, while existing deposits, in some cases, are showing declining ore grades. Experts are therefore already warning of structural bottlenecks. For producers, this tension between rising demand and limited supply could become a real profit driver.
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Commented by Mario Hose on March 16th, 2026 | 06:55 CET
The Commodities Bet for 2026: Why Desert Gold Ventures Could Outperform Barrick Mining and How K+S is Benefiting from the Iran War
In the spring of 2026, the gold market is in a phase of extreme volatility that sends shivers down the spines of traders. Following a spectacular all-time high of over USD 5,400 per troy ounce in January, gold is now trading sideways in a volatile range of roughly USD 5,000–5,200. Investors are watching intently the players who extract this precious metal from the earth. At the centre of this is the exciting question of whether "smaller companies" like Desert Gold Ventures will outpace the sluggish giant producers. While Barrick Mining struggles with an unprecedented cost spiral, Desert Gold Ventures is already poised in Mali for its first production. This picture is complemented by a strategic look at K+S, which is currently benefiting from the war in Iran, as 30% of fertilizers pass through the Strait of Hormuz. Who is betting on the right commodity stocks now and will profit from them in 2026?
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