Mining
Commented by Tarik Dede on May 11th, 2026 | 10:30 CEST
New Opportunities in Gold Stocks: Pan American Silver, North Arrow Minerals, and B2Gold
The war in the Persian Gulf appears to be entering its final phase. It is becoming increasingly clear that the US government wants to withdraw as quickly as possible and declare victory, leaving the rest to its own narrative management. This sentiment is also reflected in the gold price. Most recently, Deutsche Bank helped fuel momentum by issuing a price target of USD 8,000 for gold. Now, a key technical decision may be approaching. Gold has reached the resistance zone around USD 4,850, putting the April highs within reach. If a breakout succeeds, the path toward the USD 5,200 level would at least be technically open from a chart perspective. An end to the war could provide the right momentum here. The main beneficiaries of a higher gold price are gold stocks. We therefore take a closer look at the shares of Pan American Silver, North Arrow Minerals, and B2Gold.
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Commented by Stefan Feulner on May 11th, 2026 | 07:20 CEST
AngloGold Ashanti, Power Metallic Mines, Lynas Rare Earths – Commodities on the Verge of Another Surge
The next commodities rally may be just getting started. As inflation remains stubbornly high worldwide and geopolitical tensions between China, the US, and the Middle East escalate, critical commodities are increasingly coming into the markets' focus. Copper and rare earths, in particular, are considered strategically indispensable, both for the energy transition and for AI, defence, and modern infrastructure. At the same time, disrupted supply chains and looming export restrictions are exacerbating the supply situation. Experts are already warning of massive supply shortages. For investors, this could create an explosive environment in which select commodity and mining stocks are poised for a new upward surge.
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Commented by André Will-Laudien on May 11th, 2026 | 07:10 CEST
Critical metals will shape the future: BYD, NIO, Strategic Resources, and VW in the e-mobility race
While Europe is pumping billions into new charging infrastructure and power grids, a brutal, cutthroat competition is beginning to unfold in the global auto market. Volkswagen is fighting to maintain its industrial dominance, while BYD is pushing ever harder into Europe with aggressive pricing and massive vertical integration, and NIO is targeting the premium segment. At the same time, with every additional electric vehicle, the demand for strategic metals is exploding, and their supply chains are coming under increasing geopolitical pressure. This is precisely where Strategic Resources could suddenly come into focus, as Western industries are desperately seeking secure sources of raw materials outside China. The Middle East conflict and oil prices nearing the USD 100 mark are acting as a catalyst for alternative powertrains while simultaneously heightening nervousness in the commodities markets. For investors, this marks the beginning of a phase in which automakers are no longer likely to be the sole winners of the mobility transition, but rather, above all, those companies that have access to the critical metals of the next industrial revolution.
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Commented by Stefan Feulner on May 11th, 2026 | 06:55 CEST
Lahontan Gold – Historic Mine Poised for a Comeback
While oil prices are fluctuating sharply due to the Iran conflict, gold is likely to benefit once again from its role as a safe haven in the long term. Despite the ongoing correction, experts say the upward trend remains intact. Rising geopolitical risks, high government debt, and massive central bank purchases should continue to drive investors toward the precious metal. According to the World Gold Council and analysts at JPMorgan, gold could even rise to over USD 6,000 per ounce by the end of 2026. It is precisely in this environment that developers with high exposure to the gold price are coming into focus. Lahontan Gold could be on the verge of a decisive revaluation.
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Commented by Fabian Lorenz on May 11th, 2026 | 06:50 CEST
Over 100% with these COMEBACK STOCKS?! RENK, TeamViewer, and Gold Gem Kobo Resources
Gold seems to be gaining momentum again. The USD 5,000 per troy ounce mark is back in sight. Or is even over USD 6,000 possible? Analysts see over 100% upside potential for Kobo Resources stock. The gold explorer certainly has a good chance of outperforming in the coming months, as important news is on the horizon. TeamViewer has already celebrated a comeback in recent weeks. Analysts see another 100%, but there are also voices of caution. And what about RENK? Despite record-high defence spending, sentiment in the industry is poor. The price target for Rheinmetall has been slashed significantly. Even a Buy recommendation could not help RENK.
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Commented by Matthias Schomber on May 11th, 2026 | 06:40 CEST
Stock Market and Share Price Turmoil! Intel Soars, Rheinmetall Plummets – Is Globex Mining Now Saving Western Defence?
The world is in turmoil, and on the stock market, the cards are being reshuffled for a new era. While politicians are still debating sovereignty, three corporations are already creating a fait accompli. This is about more than just share prices. It is about dominance in a world that is radically turning away from the East. Intel, the semiconductor giant, is celebrating a historic comeback thanks to a mega-deal. Rheinmetall, the defence contractor, is struggling with a stock price drama despite full order books. And right in the middle of it all is a smaller player that controls the vital raw materials for both. Intel, Rheinmetall, and Globex Mining may form a community of shared destiny that has hardly been on anyone's radar until now. Those who understand these connections are looking into the future of Western industrial power. It is a highly dangerous yet highly profitable game between defence, technology, and Earth's treasures. Read now why these three stocks could deliver explosive upside potential.
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Commented by Armin Schulz on May 8th, 2026 | 07:40 CEST
Capitalize on the Copper Shortage: BYD, Power Metallic Mines, and Intel in the Spotlight of the Supply Crisis
The recent copper rally is not just a short-term fad, but a fundamental shift. Automakers, commodity firms, and chip companies are suddenly all caught up in the same trend. That is because the energy transition and the AI boom are devouring vast quantities of the red metal. While BYD, as an electric vehicle giant, uses massive amounts of copper, Power Metallic Mines, as a raw materials supplier, secures polymetallic deposits. Intel, in turn, needs the metal for the cooling infrastructure of its AI data centers. Supply shortages and geopolitical risks are intensifying the race. Amid this tension, we are focusing on three companies: BYD, Power Metallic Mines, and Intel.
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Commented by Carsten Mainitz on May 8th, 2026 | 07:25 CEST
Take note! The stock market is (still) ignoring key developments at Desert Gold, Evotec, and Mutares!
The past few weeks have been challenging for stock market traders. However, investors should not dwell too long on missed opportunities; they still exist across a wide range of industries and for various reasons. Desert Gold, Evotec, and Mutares currently stand out. These companies have one thing in common: their groundbreaking progress has so far been ignored by the stock market and is only partially reflected in their prices. This opens up lucrative opportunities for forward-thinking investors. Analysts see significant upside potential for all three stocks. Who is leading the race?
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Commented by André Will-Laudien on May 8th, 2026 | 07:20 CEST
The Big Tungsten Question: Shortages – Price Spikes – Nervousness! Almonty Provides Answers
Shortages, price hysteria, jitters—who is keeping their cool in the critical metals market? Almonty has the answer and, for several weeks now, has been a new source for the critical element tungsten. In an environment where geopolitical fires and supply uncertainties keep commodity markets on their toes, and new realities emerge daily, the question of alternative sources for critical metals is gaining traction. The major stock indices are feeling this nervousness, with prices on a rollercoaster ride, but after a pronounced rally over the past 24 months, many assets are no longer cheap. With metal prices having increased tenfold, it is far more difficult for analysts to set fair price targets for producers. An interesting debate is unfolding; experts are sharpening their pencils, and investors are looking at charts that so far point in only one direction: northward. We provide a few facts.
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Commented by Armin Schulz on May 8th, 2026 | 07:15 CEST
The Clock Is Ticking in Europe: How Group Eleven, Volkswagen, and thyssenkrupp Are Positioning for the Transition
The global economy is being shaken up by three major forces: the push for decarbonization, geopolitical tensions, and the race toward electromobility. For the steel industry in Europe, this means a tough transition—after all, it accounts for 7% of greenhouse gas emissions. At the same time, the EU mandates that by 2030, one-tenth of strategic raw materials must come from domestic sources. Vehicle manufacturers, in turn, are grappling with Scope 3 emissions from their supply chains. Energy prices are skyrocketing, supply chains are breaking down—but that is precisely where opportunities lie. We take a look at the current situation at Group Eleven Resources, Volkswagen, and thyssenkrupp.
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