Mining
Commented by André Will-Laudien on August 6th, 2025 | 07:20 CEST
Inevitable: High-tech and AI require strategic metals! Share price gains at Siemens Energy, Nordex, and Power Metallic
The availability of strategic metals is geopolitically risky because China controls the global market for most of these raw materials, from extraction to processing. The EU and the US are increasingly facing the problem that geopolitical conflicts and export restrictions can quickly lead to supply bottlenecks and price spikes. The COVID-19 pandemic and the war in Ukraine have painfully exposed the dependence of Western industrialized countries. In addition, demand for strategic metals is growing rapidly. Experts expect demand for lithium, for example, to increase twentyfold by 2050. Anyone who wants to secure long-term innovation and prosperity, therefore, needs independent sources of supply and new players in the raw materials market. We are looking around!
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Commented by Armin Schulz on August 6th, 2025 | 07:05 CEST
Interest rate poker and commodity chess: Deutsche Bank, Globex Mining, and Rio Tinto in focus
Geopolitical tensions are the new market standard, not the exception. Trade conflicts are escalating globally, tariffs are becoming a chess game over commodities and influence, and military shifts are destabilizing supply chains. At the same time, central banks are hesitating to cut interest rates despite lower inflation, keeping the pressure high. In this turbulent environment, an understanding of macroeconomic forces determines profit or loss. Those who read the signs will find opportunities. Which of these three players—Deutsche Bank, Globex Mining, and Rio Tinto—offers potential?
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Commented by Nico Popp on August 6th, 2025 | 07:00 CEST
Penny stocks with multiplier potential: Volkswagen, CATL, Pasinex Resources
The whole world is talking about critical metals. Base metals are falling through the cracks a little in the short term. But it is definitely worth considering base metals like zinc from an investor's perspective. After all, they are called "base" metals because they are urgently needed across many sectors and consumed on a large scale. According to the Center for Strategic & International Studies (CSIS), zinc is the fourth most mined metal in the world. What sounds like abundance is not the case. The International Zinc Association reports that annual zinc consumption will increase by around 700,000 tons by 2030. It is questionable whether supply can keep pace. Stocks like Pasinex Resources could benefit from this imbalance thanks to a unique business model.
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Commented by André Will-Laudien on August 5th, 2025 | 07:10 CEST
Palantir, Rheinmetall, RENK, and Dryden Gold: Winners in the crossfire of trade war and NATO agenda
Tariffs, defense, and infrastructure! No wonder there is a considerable gap of around EUR 172 billion in the German federal budget between 2027 and 2029. Although the federal government is attempting to counter this with spending cuts, tax increases will ultimately be necessary, as migration and climate costs are also taking their toll. Those in government who now have to juggle everything at once are in for a rough ride! Government revenues are expected to continue to decline due to the sluggish economy and high inflation, meaning the government will face higher refinancing costs due to rising interest rates. For investors, this means that the price of gold is likely to increase further, making selective investments in precious metals a sensible move. We will briefly analyze whether there is still room for growth in the well-performing defense and military stocks.
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Commented by Nico Popp on August 5th, 2025 | 07:05 CEST
Shocking report in the WSJ – China cuts off the West from antimony: Hensoldt, Covestro, and Antimony Resources
"China is curbing supplies of critical metals to the Western defense industry," headlines the Wall Street Journal in an article published on Sunday. The article highlights several cases in which China has deliberately delayed deliveries of critical metals. Such delays can lead to production losses and hit the industry hard. In addition to rare earths, the article also mentions antimony. According to the article, a shipment of 55 tons of antimony from Australia to Mexico has been held up for three months at the Chinese port of Ningbo – an unprecedented measure that has raised global concern. We explain what antimony is used for and introduce a Canadian antimony company that is gradually coming to the attention of the public.
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Commented by Stefan Feulner on August 5th, 2025 | 07:00 CEST
Xiaomi, Almonty Industries, and BioNTech achieve strategic milestones
The trade war between China and the US is entering the next round and reaching a new peak. The Middle Kingdom is restricting the supply of important minerals to Western defense companies, which are needed for everything from ammunition to fighter jets. This development is prompting manufacturers to urgently seek alternative global sources for such critical raw materials to ensure continued production. One producer in particular has come to the forefront in recent weeks, as it can solve the shortage of the essential metal tungsten for the Western world.
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Commented by André Will-Laudien on August 4th, 2025 | 07:10 CEST
Correction or Crash? Gold and these stocks are holding their ground – Heidelberger Druck, Desert Gold, and DroneShield
A new round of tariff chaos involving Donald Trump is sending the overbought markets into a tailspin. The CNN Fear & Greed Index plummeted by a full 32 points last week. After total euphoria, the markets are now back in neutral territory. Some sectors that had performed well, such as defense, AI, and high tech, also had to give up a few percentage points from their recent highs. But it is not all bad news, now investors have the chance to re-enter or top up at more favorable prices. Alternative investments such as Bitcoin and gold corrected slightly, but precious metals quickly rebounded after a brief consolidation. We take a look at some interesting stocks in a challenging market environment and ask: How can investors navigate the summer slump?
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Commented by Armin Schulz on August 4th, 2025 | 07:05 CEST
Bank Profits, Gold Stability, and Bitcoin Returns: Commerzbank, AJN Resources, and Coinbase - Where is it worth investing?
In turbulent markets, investors in 2025 are seeking both stable pillars and strong return opportunities. Traditional financial institutions are once again proving their resilience, strengthened by regulatory reforms and solid capital ratios. At the same time, physical gold continues to reinforce its role as a safe haven, while digital assets are attracting investors with their disruptive potential and spectacular profit opportunities. This three-pronged strategy of stability, tangible assets, and innovation defines the smart portfolio diversification of our time. Against this backdrop, we analyze one representative from each area with Commerzbank, AJN Resources, and Coinbase.
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Commented by Nico Popp on August 4th, 2025 | 07:00 CEST
Is this the buying opportunity of the year? Amazon, Bank of America, Almonty Industries
Correction and comeback – on the stock market, this sequence is not always guaranteed. Sometimes a correction is also just the beginning of the end. This is especially true when business models lack substance and visions for the future burst like soap bubbles. However, corrections are often followed by spectacular comebacks that propel stocks into entirely new realms. We show that even stock market veterans like Amazon and Bank of America have tested the nerves of shareholders in the past, and draw parallels with the recent developments at tungsten producer Almonty Industries. Here, too, there are many indications that, in retrospect, the past few days are nothing more than a minor blip on the chart. History has shown that, ultimately, the facts are what truly matter.
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Commented by Mario Hose on August 1st, 2025 | 10:30 CEST
Almonty Industries – The final row of stones in the tungsten pyramid is being laid
Building a pyramid requires patience, precision, and perseverance – just like the rise of Almonty Industries (TSX: AII | ISIN: CA0203987072 | NASDAQ: ALM) to become the most important tungsten producer outside China. After a spectacular NASDAQ debut, the stock recently came under pressure. But now, everything points to a comeback – with strategic global significance. As the saying goes, the profit is in buying, and those who have been mere spectators of the unique tungsten producer's rapid share price development in recent months now have a second chance to get in.
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