Commodities
Commented by Nico Popp on October 27th, 2025 | 07:15 CET
Gold rush in Africa - Compelling Reasons for Côte d'Ivoire: Endeavour Mining, B2Gold, Kobo Resources
From time to time, business magazines report on investment opportunities in Africa. Time and again, authors refer to the continent's dynamic growth. The commodities sector in particular is strong. But how safe are investments in countries like Mali, Ghana or Zimbabwe? Seasoned Africa experts have always emphasized one thing: every country on the continent is different. Here, we highlight where Africa offers promising mining projects in the gold sector, draw parallels and outline the opportunities.
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Commented by Nico Popp on October 23rd, 2025 | 07:10 CEST
This raw materials latecomer scores with quality: Power Metallic Mines, Albemarle, Ford
Stagnation looms! After the Dutch government replaced the Chinese CEO at chip manufacturer Nexperia, chip deliveries from China to the EU have come to a halt - production stoppages are now a real threat. The supply of critical raw materials is also anything but secure today. China is tightening the reins not only on semiconductors and rare earths. Beyond strict export controls or outright bans, industry insiders report that a multitude of bureaucratic hurdles are making day-to-day operations increasingly difficult. We take a look at how Western mining and industrial companies are adapting to this new environment and explain why Power Metallic Mines has recently moved into the spotlight for many investors.
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Commented by Fabian Lorenz on October 23rd, 2025 | 07:00 CEST
Will GOLD explode to USD 10,000? Opportunities in defense? Barrick Mining, RENK, and Kobo Resources!
Get out of gold - or buy more? According to the world's most famous banker, the rally in precious metals is far from over. Jamie Dimon believes USD 10,000 per troy ounce is possible. In line with this, there are interesting rumors coming out of Africa regarding heavyweight Barrick Mining. Explorers such as Kobo Resources offer leveraged exposure to the gold price. The Company is active in one of Africa's most stable and promising regions, and the gold gem's stock has recently been listed on a German stock exchange. Defense stocks have also corrected recently. Here, too, analysts see buying opportunities. RENK has potential for a 30% gain. The transmission specialist has announced a million-dollar order.
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Commented by André Will-Laudien on October 22nd, 2025 | 07:35 CEST
Gold and silver – New record highs! Keep an eye on Barrick, Agnico Eagle, Desert Gold, and First Majestic!
Silver prices broke through the USD 53 mark for the first time at the beginning of the week, and gold is attempting to reach the USD 4,300 mark. Precious metal enthusiasts have been anticipating these moves for a long time, but traders on the futures exchanges clearly have not. In addition to extreme physical scarcity, the exploding prices are also attributed to heavy short squeezes. The physical silver market is under tremendous pressure as the availability of real metal to hedge the numerous futures transactions is severely limited. This imbalance is causing erratic market reactions and driving the spot price into an almost exponential sell-off. The current rally in precious metals is driven by geopolitical uncertainty, industrial demand factors, and the search for safe investments. In times of excessive government debt, the weakness of the US dollar is now also weighing on the market. Which companies should investors keep a close eye on now?
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Commented by Fabian Lorenz on October 22nd, 2025 | 07:30 CEST
SHARE PRICE EXPLOSION for commodity gems!? Nordex, Aurubis, Salzgitter, and Power Metallic Mines!
Shares in the commodities and precious metals sector have been unstoppable in recent weeks. Power Metallic Mines could soon become an explosive latecomer to the rally. There are good reasons for this, as the CEO recently made clear. At Aurubis, the rally appears to be over for now. Analysts are skeptical, and the major shareholder is cashing in his shares - albeit in an unusual way. So should you sell now, too? The past few months have been unusually positive for Nordex. There is currently no sign of a slump in the wind business. What are analysts saying after the latest order intake?
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Commented by Armin Schulz on October 21st, 2025 | 07:15 CEST
Barrick Mining and Kobo Resources: Gold as security – Occidental Petroleum: Energy as opportunity
In an era of geopolitical upheaval and monetary policy experimentation, tangible assets are gaining strategic importance. Gold remains a fundamental store of value, while the transformation of the energy sector is driving demand for critical raw materials. Even oil, despite volatile prices, retains its status as a geopolitical lever. In this environment, companies with access to these resources are well-positioned. Three players are in focus: the gold producer Barrick Mining, the exploration specialist Kobo Resources, and the oil and gas company Occidental Petroleum.
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Commented by Stefan Feulner on October 20th, 2025 | 07:10 CEST
MP Materials, Globex Mining, Almonty Industries – Entry opportunity after the "ceasefire"
Following the parabolic rise in critical raw material stocks in recent weeks, sharp corrections set in at the end of last week. The trigger was that US Treasury Secretary Bessent proposed a trade "ceasefire" with the world's second-largest economy, China. However, producers of rare earths and tungsten will likely continue to experience long-term gains due to persistent scarcity. As a result, the recent consolidation offers attractive entry opportunities, particularly among Western suppliers.
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Commented by André Will-Laudien on October 16th, 2025 | 07:35 CEST
Gold continues to soar to USD 4,200, critical metals in a panic storm! MP Materials, AJN Resources and Standard Lithium
The US government has declared a state of emergency regarding critical metals. Due to disrupted trade policies with China, Beijing is threatening to halt the supply of key metals and rare earths completely. Will the tariff threats from the Trump administration help? It is doubtful, as China clearly holds the upper hand. Western industrial powers have long understood the stakes. Building domestic mining operations takes time and money, but it is urgently necessary. Investors can benefit from the panic scenarios of recent weeks because commodity markets have been lying in wait for years and are now being hit by an immeasurable flood of money. Where should investors position themselves now?
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Commented by Nico Popp on October 14th, 2025 | 07:10 CEST
Raw materials war sends industry into panic – New buyers enter the resource sector: SAP, Barrick Mining, Globex Mining
Industry and the commodities sector are in turmoil. China's latest trade restrictions on critical raw materials are causing widespread uncertainty. Last week, China announced its intention to severely restrict exports of rare earths. In addition, raw materials that can serve military purposes will no longer be allowed to leave the country. Also on the list: Chinese expertise related to the extraction and processing of these raw materials. The Frankfurter Allgemeine Zeitung (FAZ) has already quoted a China expert who sees a new dimension of extraterritoriality in these measures. Here is what investors should keep in mind now.
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Commented by Armin Schulz on October 13th, 2025 | 07:20 CEST
The beneficiaries of the raw materials crisis: How BYD is circumventing the problem, and how Power Metallic Mines and Albemarle are profiting
The global energy transition is fueling an unprecedented hunger for strategic metals. However, China's recent tightening of export controls on critical raw materials has triggered a global supply alert and sent markets into turmoil. This geopolitical turning point is forcing the West to radically rethink its approach and is fueling a fierce race for secure supply chains. In this volatile environment, smart players are repositioning themselves along the entire value chain. Who are the winners in this new reality? The strategies of BYD, Power Metallic Mines, and Albemarle provide decisive answers.
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