Mining
Commented by Armin Schulz on February 20th, 2026 | 07:20 CET
Commodity rush at Almonty Industries, sell-off at SAP and Gerresheimer – where it is worth getting in now
Three companies, two setbacks – and one strategic opportunity. While Almonty Industries is successfully ramping up its tungsten project in South Korea and positioning itself as a Western commodity pillar, SAP and Gerresheimer have recently experienced difficult stock market phases. The cloud company fell well short of its quarterly targets and lost 17%, while the pharmaceutical equipment supplier is struggling with its third consecutive decline in revenue despite booming GLP-1 therapies. Almonty, SAP, and Gerresheimer are prime examples of how different strategic importance and market volatility can be at present. We analyze the current situations.
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Commented by Nico Popp on February 20th, 2026 | 07:15 CET
Uranium scarcity meets AI boom: Why Cameco, Perpetua Resources, and American Atomics are the real winners of this decade
The energy industry is undergoing radical change, driven largely by the exponentially growing energy appetite of tech giants and artificial intelligence. Current market analyses by Goldman Sachs Research expect the electricity demand of data centers to increase by a staggering 165% by 2030. This surge in demand for carbon-free base load electricity has triggered a veritable nuclear renaissance. While industry giants such as Cameco are impressively demonstrating in this environment that control over the entire fuel cycle is the key to enormous company valuations in the uranium sector, the example of Perpetua Resources shows another significant trend. Securing critical raw materials on American soil is no longer purely an economic decision, but has become a fundamental issue of national security. It is precisely in this force field of market power and geopolitical resilience that American Atomics is positioning itself as an up-and-coming innovator.
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Commented by Armin Schulz on February 20th, 2026 | 07:05 CET
Why Silver North Resources is benefiting from Xiaomi and Broadcom's hunger for silver
Megatrends are shaking up the economy. The AI boom is driving energy demand to dizzying heights. A single data center now consumes as much electricity as 100,000 households. At the same time, the old trading order is crumbling, and an inconspicuous metal is becoming a key strategic resource: silver. The sixth consecutive supply deficit is turning exploration projects into a question of power, because without silver, there would be no smartphones, no chips, and no energy transition. The value chain from Canadian explorer Silver North Resources to ecosystem builder Xiaomi to chip giant Broadcom shows how you can benefit from this situation.
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Commented by Armin Schulz on February 19th, 2026 | 07:50 CET
Shock for industry: How China's export ban is bringing the West to its knees – Antimony Resources, Rheinmetall, and thyssenkrupp
The global commodities market is in turmoil. China's radical export ban on antimony triggered an unprecedented supply crisis in early 2026, causing prices for this strategic metal to skyrocket. While Western industries fear for their production chains, a reorganization of supply routes is looming. This offers enormous opportunities for those who act now. In this tense environment, three companies that could not be more different are moving into the spotlight: Antimony Resources as a beacon of hope for new production capacities, Rheinmetall as a major buyer of defense technology, and thyssenkrupp as a manufacturing giant.
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Commented by Armin Schulz on February 19th, 2026 | 07:20 CET
From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis
Artificial intelligence and its thirsty data centers are driving electricity demand to new heights, while geopolitical tensions and years of underinvestment are strangling the supply of uranium. Analysts predict a multiplication of the price of uranium, as mines are currently producing only three-quarters of the material needed. At the same time, US policy is pushing for the construction of dozens of new reactors and classifying nuclear power as critical infrastructure. That is why it is worth taking a look at three companies today: primary producer Cameco, exploration specialist Stallion Uranium, and reactor operator Constellation Energy.
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Commented by Carsten Mainitz on February 19th, 2026 | 07:10 CET
Key investments – American Atomics, Siemens Energy, and Aixtron!
Nothing works without electricity - the demand for which from AI and electromobility is growing exponentially. Round-the-clock availability is required. Although renewable energy is politically desirable, they carry the risk of dark doldrums. On the other hand, nuclear power is on the rise. Numerous tech giants are relying on this energy source to reliably and low-carbon cover the enormous energy needs of their data centers and AI infrastructures. One stock that remains under the radar of many investors is American Atomics. The company plans to build a fully integrated North American value chain, taking advantage of political and structural tailwinds. Siemens Energy is a blue chip in the energy sector and continues to be rated a "Buy" by analysts. Aixtron is riding the AI wave. How should investors position themselves?
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Commented by Nico Popp on February 19th, 2026 | 07:05 CET
"Property Bank" for the raw materials era: Globex Mining combines the best of Franco-Nevada and Altius
The current market phase is a turning point for the global mining industry. While gold prices above USD 5,000 per ounce and a structural copper deficit dominate the headlines in the financial press, traditional explorers are struggling with the harsh reality in the background: drilling costs are skyrocketing, approval processes are taking forever, and the risk of drilling a "dry hole" has never been more expensive than it is today. In an environment of growing operational risks, a business model that creates security through scale and diversification is gaining in importance: the so-called "property bank." While industry giants such as Franco-Nevada shine with substantial revenues from royalties and Altius Minerals creates value as a project generator, a smaller but highly agile player combines both worlds in a single stock. With a portfolio of over 250 projects, Globex Mining effectively offers investors a commodity ETF in a single holding, without any of the debt or dilution risks of a conventional mining operator.
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Commented by Fabian Lorenz on February 19th, 2026 | 07:00 CET
Gold stock set to MULTIPLY? Could Desert Gold outshine Barrick Mining, B2Gold, and others?
While the price of gold remains above USD 5,000 per troy ounce, one country is staging a spectacular comeback. After two years of negative headlines, the government appears to be reassessing its approach and is seeking renewed cooperation with gold companies. The West African country will remain strategically important in the future, not just for Barrick Mining and B2Gold. As a result, gold companies operating there are likely to see a stock market resurgence. Desert Gold clearly stands out as a potential outperformer, with its Mali activities currently barely reflected in the stock price. Analysts see potential for substantial gains.
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Commented by Carsten Mainitz on February 19th, 2026 | 06:55 CET
Stock Picking Alert! Huge upside for Power Metallic Mines, TeamViewer at record low, Barrick solid!
One of North America's largest polymetallic deposits is still available at a bargain price. Analysts at Noble Capital Markets believe Power Metallic Mines' stock could nearly triple in value. Renowned industry giants are already among the company's shareholders, giving it the seal of approval. In terms of valuation, the NYSE listing planned for this year will provide a boost. At Barrick, the precious metals boom is leading to record highs. The planned IPO of North American gold assets has not yet been priced in. Meanwhile, frustration prevails at TeamViewer despite megatrends such as AI. Where is it worth getting in now?
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Commented by Nico Popp on February 18th, 2026 | 07:25 CET
The Transaction Era: Why Desert Gold Ventures Emerges as the Clear Winner in West Africa – B2Gold Watches, Robex Resources as a Blueprint
The spotlight at Mining Indaba 2026 in Cape Town in early February illuminated a new reality that goes far beyond production quotas and drilling results. A term emerged from the panel discussions that defines future commodity policy: "transactional." The era of purely ideological alliances is giving way to a pragmatic age in which security of supply and access to resources are the currency of geopolitics. In this new global structure, in which the West, China, and the Global South are vying for influence, Africa is no longer positioning itself as a supplicant but as a strategic partner on an equal footing. Capital follows this logic. However, it does not flow indiscriminately, but rather targets the most geologically productive regions. In the gold sector, this means that all eyes are on the Senegal-Mali Shear Zone (SMSZ). In this world-class district, a small explorer controls the key to the longevity of the giants there: Desert Gold Ventures. While B2Gold and Robex Resources manage their billion-dollar assets, Desert Gold sits on strategic reserves that are likely to become very expensive in a transactional world.
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