Mining
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.
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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?
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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.
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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.
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Commented by Nico Popp on March 17th, 2026 | 08:00 CET
AI and Nuclear Power: Solid Returns with Meta and Intel – High-Flying Opportunity: Standard Uranium
Future economic growth will depend heavily on the availability of reliable, low-carbon baseload power. The high energy demands of technology companies driven by AI innovations are contributing to a renewed interest in nuclear power. The reasons go far beyond previous environmental visions. As studies by McKinsey and PwC show, the AI industry is growing by 15 to 20% annually through 2030. To avoid falling behind, companies like Meta and Intel are investing billions in a completely new AI infrastructure. Through partnerships with players like Oklo and TerraPower, Meta is driving the development of a 6.6 GW nuclear campus to operate its AI superclusters in a climate-neutral manner. Intel is focusing on optimizing energy efficiency directly at the chip level, as the power consumption of modern racks has risen to up to 120 kW. To satisfy the hunger for nuclear fuel, Standard Uranium is driving the search for tomorrow's safe deposits forward with its ambitious winter drilling program. For investors, the current trend offers opportunities - we show where the greatest leverage lies.
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Commented by Fabian Lorenz on March 17th, 2026 | 07:25 CET
Trump Threatens to Withdraw from NATO! Hensoldt, SAP, Avrupa Minerals: Stocks for a Strong Europe!
Donald Trump's latest threats against NATO, if the alliance fails to support him in Iran, highlight Europe's dependence on the US and China. Europe must finally invest consistently in its own capacity to act: in raw materials, the digital economy, defense, and much more. An important signal is now coming from Spain. Madrid is allocating over EUR 400 million for critical raw materials, making it clear that economic and military sovereignty begins with the raw materials base. Europe's actions are also creating investment opportunities. Can Hensoldt, SAP, and Avrupa Minerals benefit from this?
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Commented by Stefan Feulner on March 17th, 2026 | 07:15 CET
Antimony Resources: Geopolitics Is Driving Antimony Prices
Antimony is increasingly becoming a geopolitically important commodity. China dominates production, and export restrictions have already caused prices to rise sharply. At the same time, demand is growing from the defense, technology, and energy sectors. With the Bald Hill project, Antimony Resources is developing a potentially significant source of antimony for North America. New discoveries and high-grade drill results suggest that the project could have significantly greater potential than previously assumed.
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Commented by Fabian Lorenz on March 17th, 2026 | 07:10 CET
Over 100% in an epic tungsten rally! Revenue and profits are exploding at Almonty Industries!
Is tungsten the new precious metal? In terms of price performance, this critical raw material is easily outshining gold and silver. The price of the metal - coveted by governments, defense contractors, tech companies, and many others - has surged by more than 100% this year alone. Prices have now climbed to over USD 2,200 per MTU, compared to below USD 400 a year ago. The biggest beneficiary of this epic rally is Almonty Industries. The tungsten producer invested early in new mines and is now ramping up production. With the new mine in South Korea, the company will soon be able to cover around 40% of global demand outside of China. The company released an update yesterday, and analysts expect a surge in both revenue and profits.
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Commented by André Will-Laudien on March 17th, 2026 | 07:00 CET
Uranium and nuclear power over hydrogen! Investors favoring Stallion Uranium and leaving Nel ASA and Plug Power behind!
The recent military operations in Iran were unsurprising, given the prolonged, fruitless nuclear negotiations. However, few forecasters would have predicted a regional escalation across the entire Middle East. As a result, oil and gas markets are once again exploring the potential for an upturn, even though a global oversupply should prevail due to recession fears. Regardless, traders are driving energy prices ever higher; yesterday, Brent crude once again surged past the magic USD 100 mark. It remains to be seen whether the trend will hold. At the same time, geopolitical turbulence is fueling the global expansion of nuclear energy. India, for example, plans to increase its nuclear capacity to around 100 GW by 2047, starting from just under 10 GW today. These plans underscore the drive for a stable base supply in a hyper-digital world. The IT giants are also playing a major role, as they need electricity. As a result, demand for uranium is rising steadily, drawing attention to companies with strong reserves. Stallion Uranium is one of them. We take a closer look!
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Commented by Nico Popp on March 16th, 2026 | 07:35 CET
Ammunition shortages pressure the defense industry: Opportunity for Almonty, challenges for General Dynamics and Rheinmetall
Our global security architecture has been undergoing significant disruptions for some time. The decades-long paradigm of the peace dividend, built on global supply chains and reduced stockpiles, has largely collapsed. The defense industry now faces the challenge of establishing reliable supply chains for critical raw materials in order to meet the growing demand for artillery ammunition and heavy weapon systems. Another driver is the war in Iran. According to a report by the Financial Times, the conflict has decimated US ammunition stockpiles to such an extent that the Pentagon is already warning of shortages of certain munitions. To replenish these inventories, the US government is planning a supplemental budget of around USD 50 billion. In this environment, the US defense contractor General Dynamics is helping maintain the operational readiness of NATO partners through production of ammunition, while Rheinmetall, as a European systems provider, is also expanding its capacities. However, the crucial foundation for this production is the critical metal tungsten. The only significant Western supplier, Almonty Industries, therefore plays a key role - potentially opening up unique opportunities for investors.
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