Commodities
Commented by Nico Popp on March 27th, 2026 | 09:15 CET
Gold as a Last Resort? Risks at Blackstone, Core Investment in Barrick Mining, and Top Opportunity in Lahontan Gold
The financial markets are at a critical juncture. While the global economy has long hoped for a soft landing, warning signs from the private credit market and record global debt of around USD 350 trillion are revealing the fragility of the credit-based system. According to data from the World Gold Council (WGC), total demand for gold exceeded the 5,000-ton mark for the first time in 2025. This drove the total volume of the gold market to USD 555 billion, representing a 45% increase. While this development is also due to rising prices, it is nonetheless impressive. Even after the recent correction, the precious metal remains in demand: central banks purchased around 863 tons in 2025, while index funds absorbed 801 tons. Analysts at JPMorgan and Goldman Sachs raised their price targets, in some cases above the USD 6,000 mark. In this complex landscape, the connections between the financial industry and precious metals become particularly interesting. While giants like Blackstone grapple with mounting challenges, mining companies such as Barrick Mining are benefiting from the flight to tangible assets. However, the standout opportunity for investors lies with the explorer Lahontan Gold, which impresses with a largely crisis-resilient business model.
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Commented by Carsten Mainitz on March 27th, 2026 | 07:40 CET
A Stock Picker's Paradise: DRC Gold, Verbio, and Mutares - Which Stock Is Poised to Surge Next?
Even in highly volatile markets, selective opportunities continue to emerge. Investors who added Verbio to their portfolios a year ago can now celebrate a fourfold increase in their capital. The company has now raised its guidance, and analysts are once again raising their price targets. Similarly, Mutares' stock could see a significant rally again soon. The new updated medium-term targets point to continued growth, and recent analyst commentary suggests upside potential of 85% from current levels. For investors looking to leverage gold's pullbacks with the excellent prospects of an explorer, DRC Gold is a good choice.
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Commented by Nico Popp on March 27th, 2026 | 07:30 CET
Gold as a System Anchor: Desert Gold as a Hidden Opportunity, Challenges at Blue Owl Capital and Newmont
The global financial architecture is undergoing a period of profound change. While stock markets appear resilient thanks to AI, alarming imbalances are emerging in the credit sector and government budgets. Global debt has reached the USD 340 trillion mark, which is roughly three to four times the world's economic output. In this complex landscape, gold is proving its role as a store of value: data from the World Gold Council (WGC) shows that demand exceeded the 5,000-ton mark for the first time last year. Even after temporary sell-offs, the precious metal remains in extremely high demand, with central banks from China, India, and Poland acting as buyers. Forecasts from renowned financial institutions see the gold price returning to above the USD 6,000 mark in the medium term. While warning signs from the private credit market are driving investors toward established producers like Newmont, second-tier stocks are also coming into focus. For risk-conscious investors, Desert Gold offers attractive leverage.
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Commented by Armin Schulz on March 27th, 2026 | 07:25 CET
Looking for a Portfolio Booster? Why Power Metallic Mines is the Diamond in the Commodities Jungle
There are moments in the commodities industry when the facts speak so clearly that the question of "why" practically begs to be asked: Why hasn't the market reacted yet? For months, Power Metallic Mines has been delivering drill results that amaze even industry experts. Add to that metallurgical tests that exceed all conservative expectations. While the numbers speak with unusual clarity, the company's valuation still appears to be in a completely different league. A closer look reveals that a fundamental revaluation is on the horizon.
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Commented by André Will-Laudien on March 26th, 2026 | 09:45 CET
Iran Conflict Boosting Margins: BASF, Lahontan Gold, E.ON, and Lanxess in focus
Brent crude at USD 100 – this is a game-changer! The recent attack on Qatar's key LNG facility has taken 17% of annual production off the market, and the global LNG market faces a multi-year structural deficit. A doubling of gas prices around the globe in just 12 hours also sent oil prices soaring. Worse still: The Strait of Hormuz is currently blocked, and neither oil nor gas tankers can even begin their voyages at sea. For the winding-down winter season in Europe, the problem is not overwhelming, but filling gas storage facilities over the summer is likely to prove difficult. In this environment, gold has been benefiting again since mid-week, up 5% to USD 4,550; at the crisis low, the price had even dipped to USD 4,150. How are select gold companies and major gas consumers like BASF and Lanxess faring right now? What about E.ON? Here are a few thoughts.
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Commented by André Will-Laudien on March 26th, 2026 | 07:55 CET
DAX & Gold Correction: 100% Gains Possible with SAP, Kobo Resources, and Oracle
High volatility is shaping daily trading. With the threat of an airstrike on Iranian nuclear power plants, the major stock markets came under extreme pressure. As a result, the closely watched DAX 40 index briefly fell below 22,000 points, in tandem with the NASDAQ. As a reminder, the annual high was set in January at 25,508 points. The price of gold also suffered from the general trend toward liquidity; everything that was not firmly in place was sold off. However, since Wednesday, there have been initial signs of easing, and buybacks are beginning. We are focusing on the promising projects of Kobo Resources in Côte d'Ivoire and also believe that cloud and AI experts SAP and Oracle are poised for a turnaround in 2026. We are convinced that one of these stocks will achieve a 100% return over the next two years. Of course, you are free to choose how to structure your portfolio.
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Commented by Carsten Mainitz on March 26th, 2026 | 07:45 CET
Take Advantage of Future Cash Flows at Bargain Prices Now: Desert Gold, Barrick, and Newmont!
In recent weeks, the gold price has corrected by over USD 1,000. Is this cause for concern? In a nutshell: no. Corrections following strong rallies are normal. Currently, the scenario of persistently high oil and energy prices is acting as a particular drag, and inflation and interest rates could rise significantly. However, historically high gold prices ensure strong profits for mining operators, as industry leaders Barrick and Newmont have demonstrated in recent quarters. Canadian-based Desert Gold currently appears particularly promising. Gold production is set to begin this summer. Analysts are extremely bullish and see potential for the stock price to multiply.
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Commented by Armin Schulz on March 26th, 2026 | 07:05 CET
thyssenkrupp with green steel, Group Eleven in the commodities boom, NIO setting standards in e-mobility – 3 strategies for investors
Global trade routes have become the new Achilles heel of industry. Geopolitical tensions, shipping bottlenecks, and intensified competition for critical raw materials are forcing companies to fundamentally realign their strategies. As established supply chains become increasingly fragile, the issue of strategic supply security will determine the winners and losers. A look at the situations at thyssenkrupp, Group Eleven Resources, and NIO shows how three companies from different sectors, ranging from the green transition to critical raw materials exploration and smart e-mobility, are navigating this tectonic shift.
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Commented by Nico Popp on March 25th, 2026 | 09:40 CET
Data Ecosystems of the Future: Aspermont, a Newcomer, Follows in the Footsteps of S&P Global and Wolters Kluwer
Specialized professional information is the most profitable business model in the knowledge economy. In a world shaped by technological disruption and geopolitical tensions, simply providing information is no longer enough. The trend is toward decision-making architectures in which proprietary content is monetized through artificial intelligence (AI) and converted into recurring subscription revenue (XaaS). In other words, valuable information at the touch of a button that makes current decisions easier. Studies by the consulting firm McKinsey confirm that data has long since become a kind of asset class for companies. Corporations such as S&P Global Market Intelligence and Wolters Kluwer have already successfully pursued this path and are traded as established blue-chips with correspondingly high valuation metrics. The small-cap company Aspermont is following this exact formula for success, though it is still in an early phase by comparison. As the ongoing commodities boom fuels numerous new project activity and Aspermont attracts fresh capital following its reverse stock split, the company is increasingly coming into focus.
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Commented by Tarik Dede on March 25th, 2026 | 09:30 CET
The war opens up opportunities in commodity stocks: Barrick Mining, Antimony Resources, and Freeport McMoRan in focus
The war in the Persian Gulf has drastically shaken up the metals market. Until the end of January, gold, silver, copper, rare earths, and others were still the top performers in many portfolios. The debasement trade, the weak dollar, and geopolitical uncertainty drove prices higher. On top of that, there were significant supply shortages for silver and copper, as well as China's dominance in the extraction and processing of critical metals like antimony and rare earths. The current pullbacks in many stocks now offer opportunities for investors to enter the market.
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