Mining
Commented by Tarik Dede on May 25th, 2026 | 08:35 CEST
Gold: Are the doves of peace driving up the price? Agnico Eagle, Desert Gold, and B2Gold in the spotlight!
It appears that hostilities in the Gulf are indeed coming to an end. The US and Iran are reportedly negotiating a peace treaty, according to widespread US media reports. This could soon mark the end of a consolidation phase for the gold price. During the conflict, the price fluctuated within a wide range as concerns over rising interest rates weighed on it. Now, investors have the opportunity to enter the gold stock market at low levels. We are therefore taking a closer look at the shares of Agnico Eagle, Desert Gold, and B2Gold.
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Commented by Stefan Feulner on May 25th, 2026 | 08:30 CEST
Lahontan Gold – Gold Rally Puts This Explorer in a Strong Position
The gold price is consolidating following its historic rally, but an increasing number of experts see it as merely a breather before the next rise. Central banks worldwide are buying more gold than they have in years, geopolitical tensions are rising, and confidence in the US dollar is slowly eroding. Goldman Sachs believes a gold price of USD 5,400 per ounce is possible by the end of 2026. Developers like Lahontan Gold, which have significant exposure to rising precious metal prices, could benefit particularly from this. The company is working at full speed to revive its historic Santa Fe Mine in Nevada. It has recently made a series of operational advances that could create the potential for a significant revaluation.
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Commented by Nico Popp on May 25th, 2026 | 08:25 CEST
M&A Fever in West Africa: Dwindling Reserves Drive Perseus Mining and Barrick Mining – Kobo Resources Gains Momentum
Despite short-term corrections, the gold price remains elevated, leading to consolidation in the West African Gold Belt. Major mining companies are under pressure due to dwindling raw material reserves, rising operating costs, and political friction in traditional jurisdictions. The need to profitably utilize existing infrastructure, such as processing plants, and to extend the life of mines is forcing established players to make changes. In this phase, companies are increasingly seeking high-grade projects for acquisitions to secure their production and withstand growing pressure from well-capitalized Asian competitors.
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Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST
Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain
Created and published on behalf of Antimony Resources Corp.
Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.
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Commented by Nico Popp on May 25th, 2026 | 08:05 CEST
Tungsten Crisis and Only One Solution: Supply Chains of SpaceX and Sandvik Under Pressure – Almonty Industries Perfectly Positioned
An unprecedented price shock, no meaningful new supply in sight, and continued Chinese export restrictions are forcing Western industry to act in the tungsten market. This year, the price of ammonium paratungstate exploded from USD 920 per metric ton unit (MTU) at the Rotterdam trading hub to well over USD 3,000. With China controlling nearly 80% of global production and the United States set to implement a strict procurement ban on Chinese tungsten for the defence sector starting in 2027, the risk of a serious supply bottleneck is growing. From traditional metal-processing industries and semiconductor manufacturing to aerospace applications, corporations depend on stable supply chains for this essential and virtually irreplaceable metal. In this unique market environment, the US-focused mining company Almonty Industries is building a new, geopolitically independent raw materials empire. The odds are in its favour: Almonty is currently the only producer meaningfully expanding tungsten production capacity.
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Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST
Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?
The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?
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Commented by Armin Schulz on May 22nd, 2026 | 06:55 CEST
Roadmap to Production Is Set: Those Who Ignore Lahontan Gold Now May Regret It Later
The Canadian company Lahontan Gold is steadily advancing from explorer to mine developer in Nevada. Financing is secured, drilling is underway, and the roadmap is clearly defined. Those taking a closer look now can see a pattern of disciplined execution and tangible progress. This is not a speculative bet on a geological miracle, but rather the implementation of a concrete and well-structured plan. The coming months could demonstrate that a historic mining district can indeed be transformed into a new gold producer.
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Commented by André Will-Laudien on May 22nd, 2026 | 06:50 CEST
Running on Empty? Chaos Around Strategic Metals Drives Prices Higher– Power Metallic in Focus for BYD and Volkswagen
At USD 14,090, the price of copper reached a new all-time high in May. The demand slump predicted at the start of the year has apparently vanished into thin air. Instead, international commodity institutes are falling over themselves with forecasts of a projected shortfall over the next five years. The much-discussed copper shortage stems primarily from structurally rising demand driven by electrification, grid expansion, and data centers, while new mining projects are only coming online with delays and declining ore grades. Institutions such as the International Energy Agency (IEA), S&P Global, and CRU Group consistently anticipate growing supply deficits over the coming decade in their scenarios. The IEA, in particular, identifies potential supply gaps of several million tons by 2035 in its "Critical Minerals" analyses, depending on the pace of the energy transition. The crux of the matter is that even with high prices, mine development requires a lead time of 10 to 15 years, while existing deposits are simultaneously declining in quality. This poses a challenge for the market and investors!
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Commented by Fabian Lorenz on May 22nd, 2026 | 06:45 CEST
Sell RENK Shares? Buy Standard Lithium or Globex Mining After the Correction?
Commotion at RENK! Major shareholder KNDS has unexpectedly cashed out. The sale of about 5% of RENK shares raised approximately EUR 269 million. Analysts find the reasoning behind the move implausible. Does KNDS perhaps intend to develop fewer land systems in the future? However, experts see no reason to panic. There are clear arguments in favour of buying Globex Mining Enterprises. Following the recent correction, the shares of this resource incubator appear attractively valued. For investors seeking reduced-risk exposure to the highly profitable exploration sector, the stock deserves close attention. The risks of individual explorers is illustrated by the performance of Standard Lithium. While Globex shares have risen 20% this year, Standard Lithium is down roughly 20%. The key question is whether recent news flow can trigger a turnaround.
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Commented by Tarik Dede on May 22nd, 2026 | 06:40 CEST
Tungsten Market: High Tech and Weapons Drive Prices, Bank of America Boosts Almonty Industries!
China's dominance in raw materials, the geopolitical rivalry with the United States, and the conflict in the Persian Gulf are currently reshaping the geopolitical landscape. The West urgently needs to reduce its dependence on China for critical raw materials, although a complete decoupling is unlikely in the foreseeable future. Metals such as tungsten are at the center of this shift, as they are indispensable in the defence industry. This is driven not only by China's market control but also by Europe's ongoing rearmament efforts. Almonty Industries is in pole position in this context. The Canadian company operates one of the world's few large-scale tungsten mines in South Korea and could be among the first to provide relief through more secure supply chains. Analysts at Bank of America have recently reiterated their "Buy" recommendation, as the major growth surge in revenues and earnings is expected to begin only now.
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