Commodities
Commented by Armin Schulz on March 9th, 2026 | 07:20 CET
Gold market heats up: Newmont, Lahontan Gold, and Agnico Eagle in the spotlight
The gold market is experiencing a historic shift in 2026. While geopolitical crises and a weakening dollar are driving the price above USD 5,300, central banks are massively increasing their reserves. This combination of global uncertainty and strategic demand is giving the precious metal new momentum. At the same time, central banks are signaling further interest rate cuts, which is giving gold an additional boost as an asset class. In this environment, producers are coming into focus, led by industry leader Newmont, promising explorer Lahontan Gold, which is on its way to production, and stable producer Agnico Eagle.
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Commented by Fabian Lorenz on March 9th, 2026 | 07:15 CET
Insider buying! Positive outlook! RENK, Adidas, Silver North Resources
Are Adidas shares a buy now? The CEO has certainly taken advantage of the recent price decline, purchasing shares after the company extended his contract ahead of schedule. The company is noticeably cautious in its outlook for 2026, despite the upcoming Football World Cup. As a result, analysts are lowering their estimates and price targets. Meanwhile, an interesting buying opportunity currently appears to be emerging at Silver North Resources. The price of silver has stabilized in the range of USD 80 to USD 90 per ounce, more than 100% higher than a year ago, providing an excellent basis for silver producers and explorers. Following strong drilling results last year, the company has set ambitious targets for 2026. RENK also plans to continue growing in the current year. The stock reacted to the figures for 2025 and the outlook with a sharp jump in price. So far, however, the gain has only managed to offset the losses recorded earlier in the week.
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Commented by André Will-Laudien on March 5th, 2026 | 10:00 CET
War, destruction, and the next oil crisis? RE Royalties' financing model as a driver of green infrastructure inspires
The global restructuring of energy supply is no longer a vision, but an economic and social necessity. Rising demand for electricity due to digitalization, electromobility, and AI infrastructure is meeting ambitious climate targets. In particular, there is enormous pressure to reduce emissions sustainably. This is precisely where it will be decided whether sufficient capital will flow into clean technologies quickly, efficiently, and scalably. Sustainable financing programs are therefore not a "nice-to-have," but a key lever for security of supply, competitiveness, and climate protection. The company RE Royalties exemplifies how capital markets and climate protection can work hand in hand. What is more, investors can reap high returns while keeping their conscience clear!
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Commented by Stefan Feulner on March 5th, 2026 | 07:35 CET
Equinor, Lahontan Gold, Venture Global – Oil and precious metals poised for a new boom
The geopolitical escalation in the Middle East is sending shock waves through the markets. As the conflict surrounding Iran widens, concerns are growing about massive disruptions in the global energy market. The Strait of Hormuz, through which around 20% of global oil trade passes, is increasingly in the spotlight. While stock markets are reacting nervously, traditional crisis beneficiaries such as oil and the safe-haven metals gold and silver are profiting. Investors are seeking protection from geopolitical risks, inflation, and potential supply bottlenecks. Should the conflict continue to escalate, energy and precious metal stocks could be among the biggest winners in the new geopolitical reality.
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Commented by Armin Schulz on March 5th, 2026 | 07:25 CET
Gold in the ground, cash on the way: Why Desert Gold is well positioned for the gold boom fueled by the Iran war
When major industry players start writing billion-dollar checks to buy their way into a region, investors should take a closer look. The acquisition of Canadian producer Allied Gold by Chinese giant Zijin Mining for CAD 5.5 billion caused a stir in West Africa at the beginning of the year. But above all, it is a wake-up call for anyone still searching for the gems that the market has overlooked. In the immediate vicinity of the acquired Allied Gold concessions, in the same highly productive Senegal-Mali Shear Zone (SMSZ), lies Desert Gold with a market capitalization of around CAD 35 million. The company owns an impressive 440 sq km of exploration ground within the same highly productive structural corridor that hosts operations owned by Barrick, B2Gold, and Endeavour. Geologically, this is the Champions League. From a valuation standpoint, however, Desert Gold plays in a completely different league. This discrepancy between geological setting and market capitalization forms the core of the investment thesis.
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Commented by Fabian Lorenz on March 4th, 2026 | 07:25 CET
Gold price in war mode! This gold stock is exploding! Is Desert Gold's 70% rally just the beginning?
With the attack by the US and Israel on Iran, the gold price has definitively ended its breather. On Monday, the precious metal easily surpassed the USD 5,300 per troy ounce mark, bringing it within reach of its record high of USD 5,595. This has added further momentum to the rally in Desert Gold's shares. Even without a rising gold price, however, there are strong arguments for further upside in the stock. After several years of negative headlines, gold companies operating in Mali appear to have finally broken the deadlock. Desert Gold's shares show significant catch-up potential, and the recent 70% rally over the past weeks may only mark the beginning of a broader revaluation. A takeover by B2Gold, for example, also seems conceivable again.
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Commented by Fabian Lorenz on March 4th, 2026 | 07:15 CET
Over 100% upside potential and takeover speculation! Could raw materials gem Power Metallic Mines follow in the footsteps of Norilsk Nickel?
Norilsk Nickel (Nornickel) is regarded as the benchmark for multi-metal projects in the global mining industry. Anyone aiming to approach the scale of this mining giant sets highly ambitious goals. This is precisely the case with Power Metallic Mines. The company reaffirmed this positioning at a recent investor conference. Its latest drilling results were once again spectacular, indicating that something big may be taking shape. Power Metallic Mines controls a world-class multi-metal deposit containing copper, platinum, palladium, cobalt, gold, and silver. Analysts are enthusiastic and see upside potential of more than 100%. They are also fueling speculation about a possible takeover.
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Commented by Stefan Feulner on March 3rd, 2026 | 07:25 CET
Desert Gold Ventures – Hidden Gem in the Gold Supercycle
Gold has made an impressive comeback in recent quarters. Escalating geopolitical conflicts, fragile supply chains, continued high global government debt, and expansive fiscal programs in the US and Europe are fueling doubts about the long-term stability of paper currencies. Central banks are expanding their gold reserves, and institutional investors are increasing their strategic allocations. The price is trading close to historic highs, and this is precisely where a decisive lever comes into play. The higher the price level, the greater the profitability of new projects. Margins are expanding disproportionately, payback periods are shortening, and internal rates of return are skyrocketing. Developers with advanced projects, such as Desert Gold Ventures, are thus increasingly becoming the focus of the capital market.
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Commented by Armin Schulz on March 2nd, 2026 | 07:35 CET
Costs are key: How Barrick Mining, Kobo Resources, and B2Gold are delivering record margins
The gold price's record-breaking run shows no signs of stopping. While the precious metals markets are being fueled by geopolitical tensions and expectations of interest rate cuts, a decisive change is taking shape beneath the surface. The era of easy profits in established mining regions is coming to an end. Rising production costs and shrinking grades are putting pressure on the margins of many producers. The real winners are those with projects in Africa. A closer look at the operational base of Barrick Mining, Kobo Resources, and B2Gold reveals why these companies in particular have the potential to turn the current gold rush into cash.
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Commented by Nico Popp on March 2nd, 2026 | 07:30 CET
Great opportunities in Central Africa: DRC Gold, AngloGold Ashanti, and Gold Fields in Focus
We are witnessing a historic rally in the price of gold, which is fundamentally changing both the balance sheets of established corporations and the strategies of emerging explorers. As recent analyses by PwC and McKinsey show, the precious metal has evolved from a pure hedge against inflation to a strategic guarantee of security. Forecasts by leading investment banks Goldman Sachs and JPMorgan suggest that, in the wake of ongoing central bank purchases and currency devaluations, a rapid rise to as much as USD 6,300 per ounce by the end of the year is possible. Experts at State Street Global Advisors also point to the escalating global debt crisis as the primary driver of precious metal prices. In this phase, DRC Gold's realignment marks a decisive turning point in the development of African gold reserves. The company has acquired the option to acquire majority interests in the high-grade Giro and Nizi projects in the Democratic Republic of Congo through a binding agreement. This positions the explorer in the renowned Kilo-Moto greenstone belt in the immediate vicinity of the world-class Kibali mine, which is operated as a joint venture by AngloGold Ashanti, Barrick Mining, and the state-owned company SOKIMO, and allows it to leverage the pull of the industry giants for its own growth.
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