Commodities
Commented by Armin Schulz on March 2nd, 2026 | 07:25 CET
From raw materials to vehicles: How Volkswagen, Avrupa Minerals, and BHP Group are driving the electric revolution
The global raw materials landscape will undergo tremendous change in 2026. While electromobility is driving demand for copper and zinc to unprecedented heights, geopolitical tensions and supply chain risks are forcing Western industrialized nations to rethink their strategies. The race for strategic minerals is intensifying, supply bottlenecks are looming, and price explosions are becoming more likely. In this volatile environment, Volkswagen, Avrupa Minerals, and BHP Group are stepping into the spotlight. We take a look at their respective situations.
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Commented by Fabian Lorenz on March 2nd, 2026 | 07:20 CET
Will the Iran conflict fuel gold prices? Iamgold and Lahontan Gold stand to benefit! Novo Nordisk shares poised for a rebound?
Will tensions in Iran push gold to new highs? At the very least, the crisis currency is likely to see renewed demand, and with it, gold stocks. Iamgold demonstrates that industry does not necessarily rely on rising gold prices to generate strong profits. Expectations for the gold producer's quarterly figures were high. Can the 50% rally continue? Lahontan Gold is currently in a pivotal phase. Its historical resource of just under 2 million ounces is expected to increase following updated estimates. In addition, the construction of the first mine in the heart of the US gold region appears increasingly likely. This may be one of the last opportunities to accumulate the stock at an attractive price. By contrast, Novo Nordisk has lost considerable investor confidence. The shares appear inexpensive, but is another guidance cut looming? Some analysts believe the stock may have already found a bottom.
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Commented by Stefan Feulner on March 2nd, 2026 | 07:15 CET
Repsol, Globex Mining, Hudbay Minerals – Escalation in the commodity markets
It had been building for weeks, and now it has become a reality. Israel, together with its ally, the United States of America, launched an attack on Iran. The mullah regime responded with counterstrikes, further escalating the situation. The markets reacted with panic. The price of gold rose by more than 3%, while oil shot up by double digits. Should the conflict widen, and with the Strait of Hormuz already closed, severe disruptions are looming, particularly in the oil market, which is likely to lead to further price explosions.
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Commented by Armin Schulz on February 27th, 2026 | 07:30 CET
Entering the commodity supercycle with Rio Tinto, Power Metallic Mines, and Glencore: Three stocks for the portfolio
The world's hunger for commodities has changed fundamentally. What was long considered purely a narrative of energy transition is turning out to be a technological tsunami that is devouring metals on an unprecedented scale. As markets move away from their old dependence on individual commodities, a new ecosystem is emerging in which companies with diversified production portfolios are becoming the decisive players. There are growing signs that 2026 will be the year of differentiation – favoring those companies that are positioned along the entire value chain. We take a closer look at industry giants such as Rio Tinto, the promising explorer Power Metallic Mines, and the commodity trader Glencore in this new environment.
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Commented by André Will-Laudien on February 27th, 2026 | 07:25 CET
New Momentum for Gold & Silver, SAP, Nvidia and PayPal – Is Lahontan Gold on the Path to Becoming a Cash Generator?
The volatility in the precious metals sector is due to a number of factors, all of which are contributing to higher prices. Over the past three weeks, banks were briefly able to catch their breath with silver prices hovering around USD 75. However, since the unrest in Mexico began, the market has been sensing a new shortage, this time politically induced. Gold can benefit from this scenario, having just reached a new all-time high of USD 5,600 in January. Following this strong rally, a textbook consolidation down to USD 4,850 took place. Yesterday, the USD 5,200 level was seen again, and technical analysts consider temporary spikes toward USD 7,500 a possible overshooting target. Investment banks have also significantly raised their estimates, with Goldman Sachs at USD 5,400, Deutsche Bank and Société Générale at USD 6,000, and JPMorgan at USD 6,500. Although they have been able to predict the gold market well in recent years, they still see room for improvement with the current "de-dollarization." At the same time, overheated tech stocks appear to be in need of further correction. For investors, this is a time for profitable reallocations.
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Commented by André Will-Laudien on February 27th, 2026 | 07:15 CET
SILVER - Is the USD 150 mark now within reach? Silver Viper on the move!
Up and down – always lively! The silver price currently resembles a yo-yo; children might find it entertaining. However, it is far less amusing for the banks, traders, and especially the futures exchanges involved. For some time now, silver has proven to be an extremely important metal for the trending sectors of defense, medicine, and high-tech. Just as physical supply markets began to falter and China imposed new export restrictions, investors rushed to secure inventories on COMEX and the LME - trading venues originally established for forward sales by producers. With spot prices reaching as high as USD 122, a battle for physical stocks has now erupted. Not only is industry stockpiling significant quantities, but speculators also see the excessive scarcity as a once-in-a-century opportunity for price appreciation. Compared to gold, silver has delivered triple the performance within just 12 months, with the gold-silver ratio falling back to 55 after briefly approaching 100. Market observers expect a new surge toward USD 150 by the March settlement. It may therefore be worthwhile to consider exposure to future producers such as Silver Viper. Time is of the essence.
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Commented by Nico Popp on February 26th, 2026 | 07:40 CET
From penny stock to tech pioneer: How Aspermont is transforming the commodity data market with Rio Tinto – Informa as a role model
Data is the raw material for tomorrow's decisions. In an economy where algorithms and large language models (LLMs) rely on verified and structured information, access to high-quality archives determines competitiveness. Aspermont has recognized this need and is transforming itself from a traditional media company into a technology company in the field of data intelligence. With a cumulative brand archive covering over 200 years of mining history, the company has a comprehensive data set on the global commodities industry. With its Mining IQ platform, Aspermont is digitizing this historical knowledge and structuring it for AI applications. This realignment completes the company's fourth phase of technological development, which builds on 180 years of print publications and the digital media and content-as-a-service models. The quality of the data is ensured by more than 100 specialist journalists and analysts who provide qualitative input for the platform.
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Commented by Armin Schulz on February 26th, 2026 | 07:10 CET
Lahontan Gold: Resource update incoming, production on the horizon - Time to invest?
Imagine buying a house and discovering an undeveloped backyard that is suddenly worth a fortune - that is Lahontan Gold. The TSX-listed company plans to bring the past-producing Santa Fe mine in Nevada back into operation – a project with history, but more importantly, with strong future potential. While the primary focus is on reviving Santa Fe, a second site located 13 km away is gaining attention thanks to impressive recent drill results.
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Commented by Tarik Dede on February 25th, 2026 | 07:30 CET
AI drives demand: Three copper stocks for the boom - Freeport-McMoRan, Power Metallic Mines, and Aurubis!
A few years ago, copper was considered one of the most boring metals. Demand grew steadily, but not dramatically. The red metal was used everywhere, from construction to power lines, but it lacked appeal. And the price remained so low that there was hardly any investment in the development of new deposits over the past decade. With the AI revolution and global electrification, this has changed dramatically. Copper is the most efficient electrical conductor after silver and now plays a major role. For example, an electric vehicle requires three to four times more copper than a combustion engine. Added to this are wind turbines, solar parks, and the massive expansion and modernization of power grids. Analysts estimate that by 2040, the world will need to produce more copper than humanity has consumed in its entire history. After electric vehicles, artificial intelligence has triggered the next wave of demand due to the enormous power requirements of data centers. The huge server farms of NVIDIA, Google, Amazon, and others require kilometers of copper cable and massive copper rails for power distribution. As a result, there is now renewed investment in new copper deposits. Investors should diversify their portfolios to benefit from this development in the long term.
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Commented by Nico Popp on February 24th, 2026 | 07:30 CET
Commodity investments: Why Globex Mining is the hidden gem next to Barrick Mining and MP Materials
The global economy is undergoing a fundamental shift from an era of free trade to an era of scarcity. Commodities are no longer mere trade goods, but instruments of national security and expressions of geopolitical power. The US government's announcement that it will create an exclusive commodity trading bloc demonstrates this. At the same time, the International Energy Agency (IEA) has heralded the age of electrification, in which demand for copper, rare earths, lithium, and antimony is rising to historic highs due to the expansion of global data centers for artificial intelligence and the decarbonization of industry. S&P Global forecasts a copper deficit of 10 million tons by 2040. China continues to control over 50% of refined copper production and dominates the supply of 19 out of 20 critical minerals. This concentration is forcing Western countries and investors to rethink their strategies. We present options that have received little attention so far.
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