Commodities
Commented by Nico Popp on June 11th, 2026 | 07:00 CEST
Secure Supply Chains for BASF and Others: Antimony Shortage Threatens Production – Antimony Resources Follows Lynas Rare Earths' Lead
Created and published on behalf of Antimony Resources Corp.
Escalating trade wars, a global supply shortage, and historic price shocks – the market for critical industrial metals is undergoing a profound transformation. Following extensive export restrictions by the People's Republic of China and a complete export ban to the US at the end of 2024, antimony prices outside China skyrocketed to an all-time high of USD 59,750 per ton. The severe imbalance between Western demand and available supply outside China led to significant supply bottlenecks in 2025—Fastmarkets recorded the sharpest price rally in the history of the antimony market that year. Since authoritarian states control around 80% of global mine production, the Western high-tech and defence industries face a potentially existential supply risk for electronic components and industrial fire-retardant applications. We explain the situation and present a potential solution.
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Commented by Matthias Schomber on June 10th, 2026 | 07:45 CEST
Great Opportunities in the Mining Sector! Newmont and Fresnillo as the Foundation – Power Metallic Mines as the Wildcard for Your Portfolio
The market for precious and battery metals is currently in a state of flux. Following recent price fluctuations, investors are keeping a close eye on industry giants as well as emerging, smaller companies that still have the potential to become major players. Two heavyweights are undoubtedly Fresnillo and Newmont. While one impresses with billion-dollar share buybacks, the other focuses on long-term cash flows. Aside from these, Power Metallic Mines stands out with strong drilling results and a promising technical chart setup. With a focus on sought-after polymetals, the stock could offer a lucrative rebound opportunity right now. Read here what the latest news means and where the journey is headed for these three stocks.
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Commented by Lars Winter on June 10th, 2026 | 07:35 CEST
New Study Expected from Lahontan Gold: Gold Hot Stock Poised for a Revaluation
Although the gold price has recently corrected, it has nonetheless doubled over the past two years. This strong performance is not only driving growth among major mining companies and gold producers but is also bringing small explorers into the picture—those on the verge of making the leap to production. Lahontan Gold falls into exactly this category. Among other assets, the Canadian company owns a former gold mine in Nevada that is set to be revived and is likely to provide the stock with strong momentum in the coming months.
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Commented by Carsten Mainitz on June 10th, 2026 | 07:30 CEST
Three Ways to Benefit from the Expertise of Investment Specialists: Globex Mining, Mutares, Berkshire Hathaway
Why search for the next winners yourself when experienced investment specialists are already doing the work? Investors can benefit directly from different models of success. While Mutares focuses on so-called carve-outs and corporate turnarounds, Berkshire Hathaway—the company that made star investor Warren Buffett a household name—invests for the long term in promising companies. Globex Mining takes a completely different approach. The company has a broadly diversified portfolio of commodity projects, enabling investors to benefit from royalties, options, and capital appreciation during commodity supercycles. Three companies, three investment styles in completely different industries. What they all have in common is a focus on increasing shareholder value. How should investors position themselves?
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Commented by Nico Popp on June 10th, 2026 | 07:25 CEST
Raw Materials Are Everything: Thomson Reuters and Glencore Face Rising Pressure – Aspermont Provides Critical Data
Competition for critical metals is intensifying. Many industrial companies now have to familiarize themselves with topics that were taken for granted just a few years ago. This creates an enormous demand for industry information and data. As easily accessible reserves in stable regions dwindle, exploration is increasingly shifting to politically and geologically more complex regions. In this market environment, reliable industry information and precise risk analyses determine investments worth billions. Exclusive access to this valuable data is thus becoming a critical resource in its own right. We examine the market for commodities data and explain why it is a growth sector.
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Commented by Nico Popp on June 9th, 2026 | 08:40 CEST
Gold Market: Rising Inflation Fears Force Mining Giants Like Barrick Into Acquisitions – S&P Global Provides Tailwind for DRC Gold
An escalating US debt crisis exceeding USD 39 trillion, geopolitical shocks in the Middle East, and a resurgent inflation trend have shaped capital markets in the first half of the year. While more speculative digital assets such as Bitcoin have experienced significant corrections after reaching historic highs, physical gold is increasingly establishing itself as a stable store of value against fiat currency debasement. The precious metal has reached an all-time high of USD 5,589 per ounce and is seeing strong inflows into gold ETFs. This ongoing trend is forcing established mining companies to expand declining resources at existing mines and in surrounding areas. For investors, this environment presents opportunities.
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Commented by Fabian Lorenz on June 9th, 2026 | 08:10 CEST
M&A Fever Sweeps the Gold Sector! Lahontan Gold Deserves a Closer Look
While gold prices are consolidating, a new wave of mergers and acquisitions is emerging across the sector. Historically, consolidation cycles tend to start with the larger producers, and the current market appears to be following that pattern. Orla Mining, Equinox Gold, Coeur Mining, New Gold, Endeavour Mining, and industry heavyweight Barrick Mining have already been active. Against this backdrop, investors may want to take a closer look at second-tier companies that already have advanced projects. One particularly interesting candidate is Lahontan Gold. The company's CEO recently stated: "We will have a mine next year." Lahontan holds a resource of nearly 2 million ounces of gold equivalent, operates in one of North America's premier mining jurisdictions, and has a clearly defined path toward production. On top of that, its market capitalization is anything but expensive.
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Commented by Stefan Feulner on June 9th, 2026 | 08:05 CEST
USA Rare Earth, Desert Gold Ventures, Alcoa: Commodities Are Becoming the Key to the Future
The commodities markets are entering an exciting phase. While geopolitical crises could tighten the supply of key industrial metals and drive prices to new record highs, gold remains one of the most promising beneficiaries, given elevated government debt, central bank purchases, and global uncertainties. At the same time, the US and Europe are investing billions in building independent supply chains for critical raw materials to secure their technology, energy, and defence industries. This opens up opportunities for investors in several future markets that could benefit from structural bottlenecks and strategic demand.
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Commented by Armin Schulz on June 8th, 2026 | 07:45 CEST
How to Turn the Sell-off into a Gold Mine with Barrick Mining, North Arrow Minerals, and B2Gold
On June 5, 2026, the price of gold plummeted by 3.37% to USD 4,324. This is the lowest level since late March. Panic selling swept the market, but analysts are calling it a long-overdue technical correction following a nine-week rally. Gold mining stocks amplify such movements: they fall roughly twice as sharply, but also recover twice as quickly. Those who buy now rather than sell could stand to benefit from this leverage. The current weakness is not a disaster, but an opportune entry point for long-term investors. We take a closer look at Barrick Mining, North Arrow Minerals, and B2Gold.
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Commented by Matthias Schomber on June 8th, 2026 | 07:35 CEST
Full Coffers, Strong Project, and Pennant Formation Nearing Breakout: Is Lahontan Gold The Best Entry Opportunity of the Year?
The world is holding its breath. As the devastating war in Ukraine continues unabated and geopolitical tensions reach new heights amid the fully escalated conflict in Iran, investors are increasingly seeking safe-haven assets. Global markets are reacting nervously to each new development. Yet one asset continues to stand out in this environment of uncertainty: gold. Trading at around USD 4,320 per ounce, the precious metal is once again demonstrating its role as a store of value during times of crisis. Against this backdrop, the Canadian mining company Lahontan Gold is coming into focus. Investors looking to diversify their portfolio with a gold stock may find an intriguing opportunity here. Lahontan Gold combines a top-tier project in an extremely secure mining region with a well-funded balance sheet. The stock chart is also showing an interesting technical setup. A pennant formation has been tightening in recent months and may be approaching a decisive breakout point. If the price breaks out to the upside, this could mark the beginning of a significant upward move.
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