Mining
Commented by Fabian Lorenz on March 19th, 2026 | 07:50 CET
JinkoSolar and Elon Musk?! Is it Time to Buy First Majestic Silver and Silver Viper Minerals After Drill Results and Acquisition?
What is going on between Elon Musk and JinkoSolar? A team from the world's richest man was reportedly spotted during a visit to JinkoSolar - sparking investor excitement. Positive catalysts would certainly be welcome. The CEO of the operating subsidiary has stepped down, and the company is suffering from the turmoil of the heavily subsidized market. In contrast, the correction in First Majestic Silver and Silver Viper Minerals may be coming to an end. Silver Viper has completed a key acquisition, effectively bringing a potential buyer into its own shareholder base. The CEO has set ambitious targets. Meanwhile, First Majestic Silver has had a rough patch. Could upcoming drill results mark a turning point?
Read
Commented by Armin Schulz on March 19th, 2026 | 07:35 CET
Siemens Energy, Standard Uranium, Cameco: How to Capitalize on the Trend Toward Grid Expansion and Nuclear Energy
Global electricity demand is skyrocketing, driven by e-mobility, data centers, and the electrification of industry. But the grids are reaching their limits, and energy is becoming a geostrategic weapon. While Siemens Energy ensures system stability with high-voltage technology and gas-fired power plants, the focus in North America is shifting to fuel. Nuclear power is experiencing a renaissance as a guarantor of baseload power and supply security. This opens a window of opportunity for companies positioned along the entire value chain - from exploration to production. We take a closer look at the current situation at Siemens Energy, Standard Uranium, and Cameco.
Read
Commented by Mario Hose on March 19th, 2026 | 07:30 CET
Quantum Computers, AI Power, and the Gold Rush: A Closer Look at D-Wave, Super Micro, and Lahontan Gold
On one hand, we are chasing the tiniest particles of the quantum world and building massive data centers for artificial intelligence, which is fundamentally transforming our lives. On the other hand, in uncertain times, we are turning once again to humanity's oldest promise: the glittering gold deep within the earth. In this report, we take a close look at three companies, each of which is "on the move" in one of these fields and yet together can define a portfolio of the future. We accompany D-Wave Quantum as it attempts to push the boundaries of logic. We look over Super Micro Computer's shoulder as it builds the physical backbone of the AI revolution. And finally, we arrive at Lahontan Gold, where an impressive blend of fresh capital and state-of-the-art drilling technology is being used to "bring old gold treasures back to life." Read on, because this mix of high-tech and commodity power could be exactly what is missing from a promising portfolio.
Read
Commented by Armin Schulz on March 19th, 2026 | 07:25 CET
Why are Investors Overlooking Power Metallic Mines while Billionaires like Friedland, McEwen and Rinehart are Buying in?
16.55 meters at 10.08% copper, with 98.9% laboratory recovery. A shareholder roster that reads like a who's who of the global mining industry. By all accounts, a re-rating of Power Metallic should have occurred long ago. But it has not. The stock price is still languishing, while the company continues to deliver high-grade drill results in Québec. What explains this disconnect - and how much longer can it persist?
Read
Commented by Mario Hose on March 18th, 2026 | 10:00 CET
AI-Driven Power Demand: Strategies Across Gas, Wind, and Uranium with RWE, Nordex, and Standard Uranium
The global energy demand continues to rise and is expected to remain elevated in the coming years. Driven by the rapid rise of artificial intelligence and a steadily growing global population, investors are constantly searching for stable pillars of power generation. Whether it is massive investments in the US, German engineering expertise offshore, or the indispensable baseload provided by uranium, the market is in motion. In this article, we examine the current position of energy giant RWE, the impressive comeback of wind power specialist Nordex, and the recent, promising exploration successes of Standard Uranium. Energy is no longer something that simply comes from the socket - it is becoming a decisive factor for prosperity and returns.
Read
Commented by Nico Popp on March 18th, 2026 | 07:35 CET
Consolidation in the Gold Sector: Solid Returns with Newmont and Barrick – Top Opportunity Lahontan Gold
The gold market has entered a new phase in recent months. With gold prices stabilizing above the USD 5,000 per ounce mark and occasionally reaching peaks of up to USD 6,300, the environment for commodity investments has fundamentally changed. Top-tier jurisdictions have become an absolute necessity for investors and mining companies alike, especially given the current geopolitical landscape. Nevada, which has taken the top spot globally in the Fraser Institute's Investment Attractiveness Index, is considered the premier destination for investors. While Newmont and Barrick Mining dominate operational production by volume through their Nevada Gold Mines joint venture, Lahontan Gold is increasingly coming into focus amid a wave of consolidation. As established mining operators face declining ore grades, Lahontan offers an ideal combination of infrastructure maturity and exploration leverage with its Santa Fe project. A closer look at the business models shows how these companies are positioning themselves to benefit from the current market cycle.
Read
Commented by Nico Popp on March 18th, 2026 | 07:25 CET
Focus on Copper and PGMs: A Solid Foundation with Ivanhoe and Sibanye – Analyst Favorite Power Metallic Mines
Decarbonization and AI-driven digital infrastructure are driving demand for platinum group metals (PGMs) and copper. Modern data centers use approximately 27 metric tons of copper per megawatt of installed capacity. According to S&P Global, a global supply shortfall of 10 million metric tons of copper is looming by 2040. In this environment, industry giants such as Ivanhoe Mines and Sibanye-Stillwater are benefiting from their massive production capacities and supplying the industry. For investors seeking exceptional returns, however, the Canadian explorer Power Metallic Mines is coming into focus. The company is exploring a polymetallic system in Québec that, according to a detailed analysis by GBC Research, is likely to undergo a significant revaluation. Using examples of major producers, we explain why Power Metallic is active in an attractive sector and what opportunities the stock offers.
Read
Commented by André Will-Laudien on March 18th, 2026 | 07:20 CET
200% Stock Surge: The Battle for Dominance in Critical Metals with Antimony Resources
It is remarkable how quickly critical metal shortages can translate into stock gains! Antimony Resources (ATMY | CA0369271014) stock soared from EUR 0.33 to EUR 1.00 within three months - a clean triple! The backdrop for this development likely lies in the multitude of geopolitical conflicts, as they require the use of extensive technology and military equipment. Here, the raw material antimony is at the top of procurement lists. In addition to all kinds of defense technology, the metal is also needed in data centers. Server racks contain kilograms of antimony-containing, flame-retardant cable sheathing. The solar industry also uses sodium antimonate, and complex specialty alloys benefit from the material properties of this flame-retardant element. What is next for Antimony Resources?
Read
Commented by Fabian Lorenz on March 18th, 2026 | 07:10 CET
Gold at USD 10,000? Analysts See Over 500% Upside Potential for Desert Gold
Will we see the price of gold reaching USD 10,000 per ounce in a few years? After JPMorgan CEO Jamie Dimon caused a stir last year with such a forecast, other prominent experts are now following suit. Among others, Ed Yardeni, President of Yardeni Research, Peter Schiff, Chief Strategist at Euro Pacific Asset Management, and Jefferies strategist Chris Wood also believe five-figure prices for the precious metal are possible in the coming years. Gold thus continues to promise investors glittering returns. Desert Gold could become a top performer in your portfolio as early as this year. Analysts see over 500% upside potential.
Read
Commented by Mario Hose on March 18th, 2026 | 07:00 CET
Tungsten Power from Sangdong: Almonty's Path to Greater Western Independence in Critical Raw Materials
Tungsten is crucial to the security of modern defense systems and the future of high technology. This raw material is a strategic key where China has held almost all the cards until now. But with the commissioning of the legendary Sangdong mine in South Korea, Almonty Industries has now opened a new chapter in industrial history. After more than 30 years of inactivity, ore is once again flowing from one of the richest deposits on Earth. This project means far more than just mining and tungsten extraction. It marks the beginning of independence and the establishment of a strategic alliance with the West. The enormous market potential is prompting analysts to raise their price targets and making Almonty the new lifeline for Western industries. It is the success story of an impressive company that has permanently shifted, and continues to shift, the global balance of power in the raw materials sector.
Read