Mining
Commented by Nico Popp on January 13th, 2026 | 07:00 CET
When the machines grind to a halt: Why Sandvik is trembling, and Almonty Industries is becoming a billion-dollar bet like MP Materials
The 2026 stock market year begins with a realization that is causing industrial producers worldwide to break out in a cold sweat: tungsten, one of the hardest and most heat-resistant metals, is sold out. What began with rare earths last year is now continuing with brutal severity for the material without which no armored steel can be hardened, no smartphone can vibrate, and - most importantly for the global economy - no industrial cutting tools can function. In this tense situation, Swedish industrial giant Sandvik is acting as the "canary in the coal mine" – the Company is signaling the situation on the tungsten market before all other market participants. Sweden's dependence on tungsten carbide is comprehensive. But while the industry struggles for security of supply, savvy investors are recognizing a historical parallel: the situation is the same as the rise of MP Materials in the rare earths sector. Almonty Industries, which owns the largest tungsten mine outside China, still trades at a fraction of MP Materials' valuation. Yet the Company is poised to become the West's tungsten monopolist.
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Commented by Fabian Lorenz on January 12th, 2026 | 07:25 CET
Bombshell at D-Wave! Rheinmetall and Almonty Industries involved in future technologies, fusion energy, and laser technology!
There is a bombshell at D-Wave. The quantum specialist plans to expand its business model through an acquisition, investing USD 550 million in the process. Whether this will pay off is difficult to assess today. It is, however, easy to see that Almonty benefits from the high demand and tight supply of tungsten in the Western world. The stock was one of the high flyers in 2025 and still does not appear expensive. Another potential driver is emerging: tungsten plays a key role in advances in fusion energy. Rheinmetall is also working on future technologies. Germany's largest defense contractor aims to shoot down drones and other missiles with lasers in the future. Diversifying beyond tanks and other heavy equipment is both smart and important.
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Commented by André Will-Laudien on January 12th, 2026 | 07:20 CET
Boom & Bust 2026 – Where can investors still position themselves? BYD, BMW, DroneShield, and Power Metallic Mines
New highs every day – it is nothing short of a miracle. The international trouble spots around Ukraine, Gaza, and Venezuela appear to be growing with the addition of Syria and Iran. This means the next gear for the arms industry. The under-militarized NATO countries, in particular, are likely to continue to push ahead, as the US's guarantee of support for Western countries is no longer considered viable. Those who can no longer defend themselves today are at risk of being overrun by trigger-happy dictators. This makes things interesting for DroneShield and Power Metallic. The automotive industry must also show how it can get consumers back behind the wheel. The capital markets remain highly valued and extremely exciting, but the eternal one-way street of high tech still seems to have many potholes. Which stocks can overtake on the right?
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Commented by Nico Popp on January 12th, 2026 | 07:15 CET
The USD 200 billion poker game: Why a merger between Glencore and Rio Tinto could pave the way for Pasinex Resources
The 2026 stock market year began with a rumor that could shake the foundations of the global commodities industry. In trading rooms from London to Toronto, there were increasing signs that industry giants Rio Tinto and Glencore were once again considering a merger. It would be a historic mega-merger, creating a hegemony with an estimated value of USD 200 billion. Initial exploratory talks between the two companies have now been confirmed. But while analysts are still discussing the antitrust hurdles, the "smart money" is already looking to the second tier. After all, such a mega-merger would have one primary goal: absolute control over the critical metals of the energy transition, above all, copper and zinc. In the shadow of these giants, flexible, high-grade players such as Pasinex Resources are emerging as the real winners, as they deliver precisely the agility and production quality that the cumbersome large corporations lack.
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Commented by Armin Schulz on January 12th, 2026 | 07:10 CET
The license to mine: With RZOLV Technologies, Barrick Mining and Agnico Eagle could gain new scope - without cyanide
Gold mining has long relied on a single, highly toxic molecule: cyanide. Today, tightening regulations, rising ESG scrutiny, and increasingly complex ore bodies are challenging this long-standing industry standard. A paradigm shift is emerging in which access to clean extraction technology, rather than mere ownership of the metal, is becoming the decisive strategic lever. This change is casting innovative providers such as RZOLV Technologies and established mining giants such as Barrick Mining and Agnico Eagle in a new strategic light.
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Commented by Stefan Feulner on January 12th, 2026 | 07:00 CET
Antimony instead of dependence – Antimony Resources stands to benefit from the China risk
Geopolitical tensions are increasing, and with them, the West's dependence on China for critical raw materials is becoming increasingly apparent. Metals such as antimony are indispensable for industry, technology, and security, yet are barely produced in Western countries. Trade conflicts and political risks are turning this concentration into a strategic vulnerability. While the US and Europe are urgently searching for alternative supply chains, specialized resource companies in stable jurisdictions are gaining in importance. Antimony Resources could be one of the beneficiaries of this shift. With its high-grade Bald Hill project in Canada, the Company is positioning itself as a potential building block for an independent Western antimony supply.
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Commented by Fabian Lorenz on January 9th, 2026 | 07:10 CET
Trump plans to invest over USD 1.5 trillion into the military! Opportunity for Rheinmetall and Graphano Energy!? CAUTION with Standard Lithium!
A bombshell on Wednesday! US President Donald Trump wants to increase military spending to USD 1.5 trillion per year. Already this year, the US is spending USD 901 billion on its military, more than any other country. In addition to US defense contractors, other companies could also benefit. One example is Graphano Energy. The Company is developing a graphite deposit in Canada. Graphite is considered a critical input for the military supply chain. Germany's largest defense contractor, Rheinmetall, is also hoping for growth in the US. Lithium producers are already being supported by the US government, which benefits Standard Lithium. However, Fitch is questioning market expectations.
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Commented by Armin Schulz on January 9th, 2026 | 07:05 CET
Winners and losers in the silver shock: A look at the current situations of BYD, Silver North Resources, and Intel
A new battle over a familiar commodity is shaping the future of major global megatrends. Silver, critical for green energy, electromobility, and the electronics and semiconductor industries, is at the center of an explosive supply gap. The recent surge in silver prices is putting pressure on corporate margins, and like any crisis, it is creating both winners and losers. We therefore take a closer look at the current situation of BYD, Silver North Resources, and Intel.
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Commented by Nico Popp on January 9th, 2026 | 07:00 CET
Silver shock 2026: Why JinkoSolar and AMD are buying up the market, and Silver Viper Minerals is becoming a key strategic stock
It is January 2026, and global commodity markets are experiencing a tectonic shift that has surprised even seasoned market observers. Silver, long derided as gold's sedate little brother, has thrown off its historical shackles. After an unprecedented price explosion of 147% in 2025, the precious metal is now trading at over USD 74 per ounce. But unlike in previous cycles, this rise is not primarily driven by speculation, but is based on physical scarcity. Industry, led by solar giants and the AI hardware sector, is sucking the market dry. In an environment where companies such as JinkoSolar and AMD are fighting for every gram of conductive material, explorers such as Silver Viper Minerals are moving into the spotlight. They possess what the global economy is desperately seeking: new, high-grade deposits in secure jurisdictions.
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Commented by Nico Popp on January 8th, 2026 | 07:25 CET
Defense in a stranglehold: Why Lockheed and Boeing are grounded without antimony - and Antimony Resources holds the strategic solution
It is a chemical element with the atomic number 51 that has long led a shadowy existence on the world's stock exchanges, but whose strategic importance is now keeping security policymakers at the Pentagon awake at night: antimony. What sounds like a footnote in the periodic table is, in reality, the invisible glue holding together the modern defense and aviation industries. But this glue is becoming scarce. China, which dominates the global market with a share of more than 50% in production and nearly 80% in processing capacity, has begun to tighten the reins on exports. Trade barriers and opaque export restrictions are fueling real fears of a supply stoppage. In this high-risk geopolitical scenario, giants such as Lockheed Martin and Boeing are finding themselves in a bind, while small Western explorers such as Antimony Resources are suddenly becoming owners of assets that could prove indispensable to the national security of NATO countries.
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