Mining
Commented by André Will-Laudien on April 20th, 2026 | 08:50 CEST
Bulls Regain Control? Globex Mining, SAP, and Oracle Gain Ground
The 2026 investment year has so far turned out much better than expected. Despite all the international turmoil and several current hotspots, the S&P 500 index reached a new all-time high of 7,147 points last week. Tech stocks were back in the spotlight, while the recently sought-after commodity stocks took a hit. Critical metals, however, remain the top issue due to disruptions in the Strait of Hormuz. China is now only exporting them in limited quantities, so many analysts already view them as a "showstopper" for economic development through 2030. What can the West do? Little in the short term, but in the long term, import dependencies must be replaced with genuine domestic deposits, many of which must also be brought into production quickly. Regulators are therefore called upon to act, even if the word "quickly" has not yet become part of the official vocabulary in Brussels. At Canada's Globex Mining, a lot is already getting underway. Tech stocks SAP and Oracle have likely finally put their lows behind them.
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Commented by Jens Castner on April 20th, 2026 | 08:45 CEST
AMAZON, ALMONTY, AND VEOLIA ON A ROLLERCOASTER RIDE: BACK ON TRACK TO RECORD HIGHS AFTER THE CORRECTION
Fear and panic spread across the stock market in March. Even giants began to waver. But after a brief, albeit sharp, correction, the shares of the world's leading online retailer, Amazon, the commodities rebel Almonty, and the environmental pioneer Veolia are once again on the rise. A rollercoaster ride that may test your nerves, but teaches us once again: those declared dead live longer—and quality stocks often fall only to gather momentum for the next push toward their former highs.
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Commented by Stefan Feulner on April 20th, 2026 | 08:40 CEST
Raw Material Demand Surges: BASF, Standard Uranium, Alcoa
Geopolitical tensions, fragile supply chains, and rising energy prices are putting the world under pressure. Governments and industries are increasingly securing access to energy and critical raw materials, from uranium and copper to rare earth elements. The race for supply security began long ago. As dependencies are reduced, producers and exploration companies are coming into the market spotlight. They provide the foundation for the energy transition, the AI boom, and industrial transformation. This is precisely where the greatest opportunities and potential winners of a new commodities cycle are emerging.
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Commented by Nico Popp on April 20th, 2026 | 08:00 CEST
The Uranium Renaissance: Cameco, Rio Tinto, and the Hidden Gem Stallion Uranium
For several years now, the energy market has been undergoing a transformation known as the second nuclear renaissance. Driven by the rapidly rising demand for electricity for artificial intelligence (AI) and the associated data center infrastructure, as well as climate goals, nuclear power has become an indispensable pillar of the global baseload supply. According to reports from the International Energy Agency (IEA), nuclear power already reached record levels last year. But nuclear energy requires uranium as fuel. In a market environment characterized by a long-term supply gap, investors are increasingly seeing opportunities at the beginning of the value chain. While established industry giants like Cameco are operating at full capacity in the Canadian Athabasca Basin, more diversified mining groups such as Rio Tinto are once again placing greater emphasis on the strategic importance of uranium. At the same time, the exploration company Stallion Uranium is positioning itself in a promising mining region, offering investors the chance to participate in the new uranium cycle from the very beginning.
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Commented by André Will-Laudien on April 20th, 2026 | 07:55 CEST
Weathering the Geopolitical Storm: Silver Viper, Deutsche Telekom, and TeamViewer in Focus
Close – Open – Close – Open! Most investors know this pattern all too well by now. Last week, US President Donald Trump loudly claimed control over the Strait of Hormuz. However, Iran does not appear to be going along with this. As of yesterday, Sunday, the strait was closed again, with threats even made to sink passing ships. The situation between Tehran and Washington remains highly volatile. Despite negotiated ceasefires, the mood remains extremely tense. The capital markets have to make sense of it all, but that is no easy task. Nevertheless, there are notable price movements that are worth a closer look.
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Commented by Stefan Feulner on April 17th, 2026 | 07:35 CEST
ASML, Group Eleven Resources, Aixtron – Europe with Game-Changing Potential
Europe is emerging as the epicenter of a new commodities and technology boom. While a near-monopolist with record margins is driving the global chip industry and reaping the benefits of exploding AI demand, a potential game-changer in the commodities sector is taking shape on the continent. High-grade polymetallic deposits, combined with a strategic location and low costs, could significantly reduce dependence on imports. Massive investments and expanded drilling programs are accelerating the development toward a potential key role in European supply. At the same time, optimistic forecasts in the semiconductor sector are providing additional momentum. Europe could thus benefit twice over, both technologically and in terms of raw materials.
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Commented by André Will-Laudien on April 17th, 2026 | 07:25 CEST
Gold at USD 4,800 – Largely Overlooked and Gaining Momentum: Desert Gold Set for First Production in 2026
After a dream rally over the past 12 months, the gold price paused just below the USD 5,000 mark. The reason: between 2025 and January of this year, the precious metal surged by 130% to USD 5,400. Supply constraints and imbalances in derivatives markets, particularly in silver, pushed prices for physical metal sharply higher. Most gold producers and advanced explorers saw revaluations of up to 500%. Desert Gold also doubled in value during this period; however, the market has so far largely overlooked the company's strong positioning to begin production in 2026. The German research firm GBC has set a price target of CAD 0.93, which implies substantial upside from the current level of around CAD 0.14. Investors should keep in mind that gold investments have historically served as a hedge against geopolitical uncertainty. They can help stabilize portfolio returns and preserve purchasing power over the long term. A closer look is warranted.
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Commented by Nico Popp on April 17th, 2026 | 07:15 CEST
The Antimony Crisis: Antimony Resources at the Heart of Western Supply Security – How Lockheed Martin and Rio Tinto Are Responding
Created and published on behalf of Antimony Resources Corp.
Shiny, silvery antimony has become a central element of the Western security architecture. China's export restrictions, which culminated in a targeted export ban on the US in 2024, forced Western supply chains to realign. Securing domestic supplies has thus become imperative, overshadowing short-term cost considerations. While defense giants like Lockheed Martin are desperately searching for reliable sources to maintain production of modern defense systems and mining companies like Rio Tinto are investing in processing capacity, specialized antimony companies are coming into focus. Antimony Resources is advancing the development of the Bald Hill project in New Brunswick, which is considered one of the most significant future antimony sources in North America. The company offers investors direct access to a market where small companies are becoming indispensable partners to industry, presenting significant opportunities for investors.
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Commented by Nico Popp on April 17th, 2026 | 07:00 CEST
Tungsten in Focus: Almonty's Strategic Position and the Battle for Western Resource Sovereignty – Implications for SpaceX and Sandvik
Wars and the shifting of power blocs are driving major changes across many industries. Technological breakthroughs and visionary ideas are already beginning to take shape. In this context, the element tungsten is becoming increasingly important. With the highest melting point of any metal at 3,422 °C, a density nearly equal to that of gold, and exceptional hardness, this material is largely irreplaceable in metalworking, the defense industry, semiconductor manufacturing, and, more recently, nuclear fusion. For a long time, the global market for tungsten was dominated by China, which controlled over 80% of mine production and nearly 70% of processing capacity. But this era ended abruptly when the Chinese Ministry of Commerce announced strict export controls on 25 strategic metals, including tungsten, in February of last year. At the same time, the so-called REEShore Act came into effect in the US, strictly prohibiting the use of Chinese tungsten in military equipment starting in 2027. In its report "Global Critical Minerals Outlook 2025," the International Energy Agency (IEA) rightly emphasizes that it is crucial to closely monitor such concentrated supply chains for the sake of global security and defense capabilities.
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Commented by Carsten Mainitz on April 16th, 2026 | 07:30 CEST
Almonty Industries: Strategic Reassessment Opens Up Further Upside Potential
It is a good thing when a company has what many others want. This is particularly true for Almonty Industries. The US-based company produces the critical raw material tungsten, which is in high demand and irreplaceable across many industries due to its unique properties, such as extreme heat resistance and the ability to withstand enormous pressure. Demand is rising enormously, particularly in the defense industry. Almonty is set to become the largest tungsten producer outside of China in the foreseeable future. Its main production site in Sangdong, South Korea, was designed to generate high margins even in a low-price environment of USD 350 per metric ton unit (MTU). The price currently stands at USD 3,000 per MTU. Analysts are factoring in only a fraction of that. Given the fundamentally changed market conditions, a revaluation of the stock will begin, taking into account the new reality and the company's geopolitical significance.
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