Commodities
Commented by André Will-Laudien on January 13th, 2026 | 07:40 CET
Silver +200% - Gold doubles! Time for acquisitions? Barrick, B2Gold, Desert Gold, Glencore, and Rio Tinto in focus!
The geopolitical situation brings new uncertainties every day. Most recently, markets reacted strongly to news around the removal of Venezuelan President Maduro, and now massive unrest in Iran has been added to the mix! Commodity prices are galloping against the backdrop of fragile supply chains and the formation of Eastern and Western power blocs with conflicting interests. While the US is formulating its expansionist agenda towards Greenland and Canada, China is responding with further export restrictions. This is exacerbating the situation even further and driving up the prices of silver to USD 85 and gold to over USD 4,600. Both established mines and promising projects are coming into focus, and takeover rumors are circulating once again. How are investors supposed to keep track of all this? We are happy to help.
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Commented by Armin Schulz on January 13th, 2026 | 07:15 CET
Gold boom in 2026: Be on the right side with Newmont, Kobo Resources, and B2Gold
Gold is experiencing an unprecedented surge, driven by geopolitical turmoil, a sustained run on gold by central banks, and eroding confidence in fiat currencies. This perfect constellation has pushed the price to record levels and is creating an exceptional environment for select mining companies. Mining giant Newmont, exploration specialist Kobo Resources, and growth producer B2Gold are in focus.
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Commented by Nico Popp on January 13th, 2026 | 07:10 CET
Gold records, Sibanye Stillwater, Equinox: Why the USD 5,000 scenario is becoming reality, and Africa is turning into a jackpot for AJN Resources
January 12, 2026, marks a psychological turning point in financial history. With the Handelsblatt article discussing a potential rise in the price of gold to USD 5,000 per ounce, a scenario that was long considered the domain of apocalyptic optimists has entered the mainstream. But unlike previous cycles, this price increase is not only driven by fear, but by a fundamental realignment of the global monetary architecture and an unprecedented supply shortage. We are in a phase that Goldman Sachs, according to its analyses, describes as the "perfect storm": a mixture of geopolitical fragmentation, an aggressive interest rate turnaround, and structural underinvestment in new mines. While the price of gold already climbed to all-time highs of over USD 3,600 in 2025, indicators for 2026 point to an acceleration. In this environment, a continent that has long been neglected is coming into focus: Africa. While established producers such as Sibanye Stillwater and Equinox Gold are consolidating their positions, explorer AJN Resources offers the leverage that risk-tolerant investors are looking for in the early stages, thanks to its unique structure in Congo and Ethiopia.
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Commented by Nico Popp on January 12th, 2026 | 07:15 CET
The USD 200 billion poker game: Why a merger between Glencore and Rio Tinto could pave the way for Pasinex Resources
The 2026 stock market year began with a rumor that could shake the foundations of the global commodities industry. In trading rooms from London to Toronto, there were increasing signs that industry giants Rio Tinto and Glencore were once again considering a merger. It would be a historic mega-merger, creating a hegemony with an estimated value of USD 200 billion. Initial exploratory talks between the two companies have now been confirmed. But while analysts are still discussing the antitrust hurdles, the "smart money" is already looking to the second tier. After all, such a mega-merger would have one primary goal: absolute control over the critical metals of the energy transition, above all, copper and zinc. In the shadow of these giants, flexible, high-grade players such as Pasinex Resources are emerging as the real winners, as they deliver precisely the agility and production quality that the cumbersome large corporations lack.
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Commented by Armin Schulz on January 12th, 2026 | 07:10 CET
The license to mine: With RZOLV Technologies, Barrick Mining and Agnico Eagle could gain new scope - without cyanide
Gold mining has long relied on a single, highly toxic molecule: cyanide. Today, tightening regulations, rising ESG scrutiny, and increasingly complex ore bodies are challenging this long-standing industry standard. A paradigm shift is emerging in which access to clean extraction technology, rather than mere ownership of the metal, is becoming the decisive strategic lever. This change is casting innovative providers such as RZOLV Technologies and established mining giants such as Barrick Mining and Agnico Eagle in a new strategic light.
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Commented by Armin Schulz on January 9th, 2026 | 07:05 CET
Winners and losers in the silver shock: A look at the current situations of BYD, Silver North Resources, and Intel
A new battle over a familiar commodity is shaping the future of major global megatrends. Silver, critical for green energy, electromobility, and the electronics and semiconductor industries, is at the center of an explosive supply gap. The recent surge in silver prices is putting pressure on corporate margins, and like any crisis, it is creating both winners and losers. We therefore take a closer look at the current situation of BYD, Silver North Resources, and Intel.
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Commented by Carsten Mainitz on January 8th, 2026 | 07:15 CET
Gold boom as an enormous price lever for explorers like Desert Gold Ventures! In or out of Barrick and First Majestic Silver?
In recent weeks, gold and silver prices have reached new all-time highs. Silver in particular has seen a sharp increase in volatility at these elevated price levels. US investment banks remain bullish and forecast a gold price of at least USD 4,900 by year-end. Gold continues to serve as a safe haven amid geopolitical tensions, high government debt, and declining purchasing power. In addition, strategic purchases by central banks are on the rise. Taken together, these factors create a favorable environment for precious metals and producers. Last year, the shares of mining operators such as Barrick and First Majestic outperformed precious metal prices. It is characteristic of a later phase of a bull market that investor preferences shift toward explorers such as Desert Gold. We take a closer look at three industry representatives and their potential.
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Commented by Carsten Mainitz on January 7th, 2026 | 07:25 CET
Defense and commodity stocks remain top performers! These should not be missing from any portfolio: Almonty Industries, TKMS, and Salzgitter
Defense and commodity stocks continue to offer attractive investment opportunities. Geopolitical tensions, such as those currently in Venezuela, as well as the war between Russia and Ukraine, are providing companies in the defense industry with a sustained economic boom. Critical raw materials are also geopolitically significant. These resources, along with secure supply chains outside China, carry great weight for both companies and states. We explain why the companies listed above benefit from this overall constellation.
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Commented by Fabian Lorenz on January 7th, 2026 | 07:15 CET
Nordex shares unstoppable! Sell Hensoldt? Gold gem Kobo Resources with takeover speculation!
Nordex shares continue their strong momentum in 2026, rising nearly 10% in just a few trading days. Investors are responding to the wind turbine manufacturer's strong year-end performance with heavy buying, prompting analysts to raise their price targets. In contrast, sentiment on Hensoldt is more cautious. Analysts recommend selling, citing a lack of fundamental support for the recent price gains and warning of rising competitive pressures. Meanwhile, gold has shrugged off recent selling pressure and is marching back toward USD 4,500. Gold explorer Kobo Resources stands to benefit from this trend. In a recent interview, the CEO expressed optimism and even mentioned the possibility of a takeover. The question for investors: Is now the right time to buy?
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Commented by Nico Popp on January 6th, 2026 | 07:20 CET
Alternative to Barrick Mining and Equinox Gold: Why Maduro's fall could drive gold prices higher and make LAURION Mineral a strategic target
The 2026 stock market year is beginning with a geopolitical earthquake whose tectonic shifts will be felt across global commodity markets for a long time to come. The direct intervention of the United States in Venezuela and the effective removal of President Nicolás Maduro have redefined the global security architecture virtually overnight. While Washington celebrates the move as a necessary restoration of democracy in the Western Hemisphere, geopolitical rivals Beijing and Moscow are responding with sharp rhetoric and brusque diplomatic protests. Uncertainty is spreading like wildfire – from the shores of Cuba, where the regime fears for its survival, all the way to Greenland, where major powers are increasingly competing aggressively for strategic spheres of influence. With gold already rising for months amid mounting uncertainty and monetary policy concerns, investors continue to flee to the safe haven. However, while established producers such as Barrick and Equinox absorb the first wave of panic-driven inflows, strategic investors are turning their attention to the few remaining safe jurisdictions such as Canada. Here, specialized explorers like LAURION Mineral Exploration hold precisely the kind of assets that are becoming the most valuable currency in an uncertain world.
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