Commodities
Commented by Carsten Mainitz on September 10th, 2026 | 08:20 CEST
From Nuggets to Networks: How Lahontan Gold, Siemens, and Allianz Are Redefining the Precious Metal's Value Chain
Gold remains in demand over the long term, but could face pressure from interest rates in the short term. Market participants are increasingly anticipating a US interest rate hike in September. While high energy prices are weighing on the market, geopolitical crises, a weak US dollar, spiraling government debt, and record-high central bank purchases are acting as strong counterbalances. Accordingly, analysts see significant upside potential for the precious metal through 2027. To maximize returns from the next medium-term upswing, investors should take a broader view of the "ecosystem". Lahontan Gold, in particular, stands out positively here. The Canadian company is consistently driving its transformation from an explorer to a gold producer in Nevada. This transformation phase for emerging commodity producers typically involves numerous milestones that drive higher corporate valuation. Siemens provides the automation and digitalization needed for efficient mining, thereby covering another angle. Allianz and its industry partners provide investors with strategic access to physical gold and mining stocks through asset management. Which stock will outperform gold?
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Commented by Armin Schulz on September 10th, 2026 | 08:15 CEST
Inflation Protection for Your Portfolio: Bitcoin with Strategy, Gold with Desert Gold, and Oil and Lithium with ExxonMobil
How will investors allocate their capital in 2026 among the most important stores of value of our time? First, there is digital gold, Bitcoin, which cannot be mined indefinitely. Then there is physical gold from the earth, which has long been regarded as a safe haven and whose price, like Bitcoin's, has recently climbed significantly again. Finally, there is black gold, oil, which has once again come into focus, most recently since the Iran conflict. Investors who are thinking strategically today should not put all their eggs in one basket, but instead diversify. We take a closer look at one company from each sector: Strategy, Desert Gold, and ExxonMobil.
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Commented by Nico Popp on September 10th, 2026 | 08:00 CEST
Newmont and Barrick Mining Are Struggling with Costs – Kobo Resources Sharpens Its Profile and Targets Tomorrow's Gold
When the gold price breaks through the USD 4,000-per-ounce mark, the stocks of the mining giants once again become attractive to many investors. But even the shares of the largest mining companies are not without risks. A gold mine is a dwindling resource: every ounce mined reduces reserves. While Barrick Mining and Newmont are currently generating very strong profits, they too face challenges. Securing a steady supply of new resources is becoming increasingly difficult. This is where agile exploration companies come in, targeting tomorrow's gold reserves with smart exploration methods.
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Commented by Tarik Dede on September 9th, 2026 | 07:35 CEST
Commodity Shortages Everywhere: Opportunities at B2Gold, Strategic Resources, and Lynas Rare Earths
Just recently, S&P Global caused a stir with a study on the copper market. The study found that no major copper deposits have been discovered in years. But it is not just the shortage of the reddish-brown metal that is driving prices up. Copper reached a new all-time high this week on the London Metal Exchange (LME). Similarly, little has been invested, and continues to be invested, in the exploration of new gold deposits, compared to the days of significantly lower gold prices a few years ago. Here, too, limited supply is meeting strong demand from investors and central banks (flight from the dollar). In the case of specialty metals such as rare earths or the important coal market, the situation is shaped by geopolitics. China dominates most markets, while the US is trying to build its own supply chains. This is creating excitement in the stock market and opening up opportunities for investors. That is why today we are taking a closer look at B2Gold, Strategic Resources, and Lynas Rare Earths.
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Commented by Matthias Schomber on September 9th, 2026 | 07:25 CEST
A Shift in the Portfolio: Why Lahontan Gold Could Outperform Heavyweights Xiaomi and TKMS
The Chinese conglomerate Xiaomi is launching a major offensive with new foldable smartphones and electric vehicles, yet its share price remains under pressure. Meanwhile, the Kiel-based defence specialist TKMS is seeing a noticeable pullback after reaching an all-time high last August. Is the sell-off in the defence stock merely a healthy breather, or is a deeper correction on the horizon? Beyond these two companies, a smaller stock in the commodities sector could attract even more attention, as Lahontan Gold appears poised for a technical breakout after a prolonged consolidation phase. Backed by solid metrics from its initial PEA, the stock is now experiencing a dynamic upward trend. We take a closer look at all three stocks and highlight which one could potentially have the edge as a portfolio holding.
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Commented by Lars Winter on September 9th, 2026 | 07:15 CEST
Desert Gold, Barrick Mining and Newmont – Three Gold Stocks Poised for the Next Rally
Gold is back above the USD 4,400 mark. After the precious metal briefly traded below USD 4,000 per ounce at the end of June, it has staged a strong recovery. Although US interest-rate expectations continue to create headwinds, the current price level is enough for many gold companies to generate substantial profits. Things get particularly exciting when a company's growth driver complements the gold market tailwind. Desert Gold is working toward the start of production, Barrick is preparing for an IPO, and Newmont is turning high selling prices into billions in profits. Three stocks for the next gold boom—each with very different starting points.
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Commented by André Will-Laudien on September 9th, 2026 | 06:55 CEST
Saxony-Anhalt, Leipzig, NATO and Gold – Here We Go! Rheinmetall, Renk, DRC Gold and CSG Take Center Stage
There is a great deal of activity on the international stage, with several players adding to the tension. In Saxony-Anhalt and around the Leipzig logistics hub, everything is currently revolving around strategic decisions in defence policy with far-reaching implications. NATO is pulling the strings behind the scenes, while demand for security and tangible assets such as gold is reaching new all-time highs. In this highly volatile market environment, defence giant Rheinmetall is taking centre stage with new major contracts and capacity expansions. Close behind are gearbox specialist Renk and the Czech defence group CSG, both showing strong growth. At the same time, DRC Gold is adding the necessary spice to the speculative play on scarce raw materials and crisis protection. This mix of geopolitical necessity and economic dynamism gives the current situation a particularly explosive quality. Now, more than ever, it is essential to set the right course for your investment portfolio!
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Commented by Nico Popp on September 8th, 2026 | 08:00 CEST
Banking Shock at Bank of America and Deutsche Bank? We Know the Landmines – and Lahontan Gold Offers a Solution
When interest rates rise, and the mountains of debt in Western industrialised nations grow ever higher, experience shows that investors view the financial system with increasing unease. The automatic tendency to simply park liquidity in accounts or invest it in government bonds is being called into question. On both sides of the Atlantic, the strain is becoming palpable. While US public finances are suffering from ever-higher interest rates, ailing infrastructure and high energy prices are weighing on Europe's economic potential. This also shines a spotlight on banks, which, as key players in the financial system, serve as a barometer of financial stability. Resourceful investors are already changing their behaviour and turning their attention increasingly to crisis-proof tangible assets such as gold.
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Commented by Lars Winter on September 8th, 2026 | 07:55 CEST
Between the Commodity Rally and Brand Crisis: Almonty, Broadcom and Lululemon in Focus
At first glance, tungsten, AI chips and yoga pants have little in common. On the stock market, however, Almonty Industries, Broadcom and Lululemon are currently facing the same question: can these companies live up to the high expectations – or is too much future growth already priced into their shares? While Almonty needs to make the leap from mine developer to major producer, Broadcom continues to deliver record numbers. Lululemon, meanwhile, is struggling to restore the brand appeal it has lost. Three shares, three completely different starting points. We take a closer look at all three stocks in our share review.
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Commented by Tarik Dede on September 8th, 2026 | 07:50 CEST
Commodity Stocks with More Upside? Kinross Gold, Globex Mining and Barrick Mining in Focus!
Interest rates up or down? At the moment, the market is not quite sure what to make of the situation. In July, following very weak labor market data, hopes of falling or at least stable interest rates in the dollar zone drove commodity prices higher. Gold gained 10% in a very short period of time. Just a few days ago, however, US labor-market data surprised to the upside, reigniting concerns about higher interest rates. Analysts, too, have plenty of opinions on the matter – but they do not have a crystal ball either. Long-term investors should not let this short-term stock market noise unsettle them. Structurally, everything points to rising commodity prices, and gold is likely to remain in focus. That is why today we are taking a closer look at the stocks of Kinross Gold, Globex Mining, and Barrick Mining.
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