Commodities
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 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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Commented by André Will-Laudien on March 13th, 2026 | 08:35 CET
Bull market or bear market? Not all that glitters is gold! Evotec, TeamViewer, and Lahontan Gold under review
With volatility at current levels, investors are looking for stable stocks. That is not easy, because on days when oil prices start the morning with a USD 35 premium, stocks are sometimes sold off in a panic. This is a paradise for traders, an opportunity for long-term investors, and a costly mistake for the nervous. This is how modern stock markets operate: AI-driven trading algorithms anticipate possible scenarios based on volatility patterns and reshape order books within milliseconds. For private investors, the key is to keep their nerve and separate the wheat from the chaff. We take a closer look at Evotec, TeamViewer, and Lahontan Gold. Because where there is light, there is also shadow.
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Commented by Carsten Mainitz on March 12th, 2026 | 07:45 CET
Underestimated prospects in the precious metals sector: Lahontan Gold, Barrick Mining, and First Majestic Silver are the favorites
Market volatility has skyrocketed in the wake of new global armed conflicts. This trend is evident across all asset classes. Investors are currently focusing on the price of oil and the question of what impact high prices will have on the real economy. In contrast, precious metal prices are proving to be very robust. With gold trading above USD 5,000 and silver above USD 80, record margins are on the cards for producers such as Barrick and First Majestic, despite rising costs. An investment in exploration company Lahontan Gold, which plans to start production in 2027, appears even more lucrative.
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Commented by Armin Schulz on March 11th, 2026 | 07:35 CET
BYD's blade offensive, the raw materials frenzy at Power Metallic Mines, and the Volkswagen earthquake: Seize the opportunity now!
The new battleground of the global economy is hidden behind the inconspicuous casing of a battery. The race for electromobility has long since become more than just a battle for the best range. It is a bitter battle for strategic raw materials and technological supremacy that will determine the winners and losers of the next decade. While the hunger for copper, nickel, and lithium is forcing new mining projects, a wide variety of strategies are colliding in this arena. We take a look at the current situation at BYD, Power Metallic Mines, and Volkswagen and analyze the opportunities and risks.
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Commented by André Will-Laudien on March 11th, 2026 | 07:25 CET
Iran, Israel, USA – Investors turn to gold! Buying opportunities for Desert Gold, Barrick Mining, TUI, and Lufthansa
The daily news is not easy to stomach. Wars, conflicts, and human tragedies – who still thinks about traveling at times like these? Or is now precisely the time when people want to switch off and escape for a while? For years, investors have had to live with geopolitical uncertainty. So far, however, this has had little impact on equities, as there are always sectors that receive particular attention in such environments. Gold and silver have weathered the inflation surges since the COVID-19 pandemic remarkably well, while the tourism sector has been more of a roller coaster ride with several loops along the way. But what has worked in recent years is now back on the agenda: buy when the cannons thunder! It may sound lacking in empathy, yet it has consistently increased the wealth of those who accept the world as it is. We once again take a look at gold and the travel sector and prepare for another turbulent ride.
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Commented by Nico Popp on March 11th, 2026 | 07:15 CET
Mining comeback in Europe: Solid returns with Group Eleven Resources, Boliden, and Glencore
The European raw materials landscape is undergoing a realignment. For decades, the industry relied on cheap imports from overseas. But those days of largely unchallenged globalization are coming to an end. In order to end dependence on uncertain supply chains and ensure the survival of the industry, the focus is shifting to domestic extraction of critical metals. The European Commission has defined clear goals with the Critical Raw Materials Act and the ambitious RESourceEU Action Plan: By 2030, 10% of the mining and 40% of the processing of critical metals should occur within the EU. In this environment, the European zinc and silver sector is making a comeback. While zinc has historically been in demand primarily in the construction industry, it is now indispensable for the corrosion protection of wind turbines. Silver is even becoming a critical industrial metal due to the tremendous boom in artificial intelligence (AI) and the construction of data centers. Ireland, in particular, is establishing itself as a raw materials region in this phase. The country has one of the world's most productive geological provinces for high-grade base metals and boasts excellent geoscientific data from the Tellus program. Established mining giants such as Boliden and Glencore are setting standards, while up-and-coming explorers such as Group Eleven Resources are shining with spectacular discoveries and offering investors extremely lucrative entry opportunities.
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Commented by Stefan Feulner on March 10th, 2026 | 07:35 CET
Almonty Industries, Glencore, Rio Tinto – The battle for critical raw materials intensifies
The global commodities landscape is approaching a turning point. Export restrictions, geopolitical tensions, and surging demand from the defense sector, the energy transition, and high-tech industries are driving up the prices of strategic metals. Particularly critical raw materials are coming under increasing pressure, while important producing countries are tightening control over their supply chains. Analysts are already talking about a structural revaluation of entire raw materials markets. At the same time, selected producers and trading groups are benefiting from rising prices, new projects, and strategic alliances along the supply chains. For investors, this means that companies that secure access to scarce metals and could play a key role in the new raw materials order are coming into focus.
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