Mining
Commented by Nico Popp on March 4th, 2026 | 07:05 CET
Uranium as a geopolitical bargaining chip after the Hormuz shock - Standard Uranium, Kazatomprom, and F3 Uranium in focus
The escalation in the Middle East, which culminated in a de facto blockade of the Strait of Hormuz following the death of Iranian leader Ayatollah Ali Khamenei, has triggered a global energy shock. With around one-fifth of global oil consumption passing through this bottleneck, oil prices have skyrocketed. In their latest market forecasts, analysts at JPMorgan warn of scenarios in which the price could rise to USD 130 or, in extreme cases, up to USD 300 per barrel. This is hitting Asian industrial nations particularly hard and has ruthlessly exposed the vulnerability of international supply chains for fossil fuels. In this environment, uranium is becoming a decisive geopolitical bargaining chip, as nuclear power, at least since the recent conflagration in the Middle East, must no longer be seen merely as a measure of climate protection, but as an instrument of national security and energy sovereignty. We present three uranium companies and highlight which stocks are most interesting for investors.
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Commented by André Will-Laudien on March 4th, 2026 | 06:55 CET
New EU standards aim to secure the future of e-mobility! BYD, Nio, Group Eleven Resources, and VW
With the Alternative Fuels Infrastructure Regulation (AFIR), the European Union has been creating binding minimum standards for publicly accessible charging points since the beginning of 2026. In addition, new subsidies have been introduced in many EU countries to promote e-mobility, even though the coffers are empty due to high defense spending. Meanwhile, the overall European vehicle market came under noticeable pressure in January. According to the latest data from the industry association ACEA, new vehicle registrations fell by just under 4% compared to the previous year, marking the first decline in months and reflecting the difficult overall market. However, a clear trend is emerging within this development: electrification is continuing to advance and shifting market shares in favor of battery electric vehicles. At the same time, the next Middle East conflict is unfolding, with oil prices rising sharply above USD 82 per barrel of Brent. This is providing a strong tailwind for alternative drive systems that can withstand global hysteria. Risk-conscious investors should now revise their portfolio structures.
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Commented by Stefan Feulner on March 3rd, 2026 | 07:25 CET
Desert Gold Ventures – Hidden Gem in the Gold Supercycle
Gold has made an impressive comeback in recent quarters. Escalating geopolitical conflicts, fragile supply chains, continued high global government debt, and expansive fiscal programs in the US and Europe are fueling doubts about the long-term stability of paper currencies. Central banks are expanding their gold reserves, and institutional investors are increasing their strategic allocations. The price is trading close to historic highs, and this is precisely where a decisive lever comes into play. The higher the price level, the greater the profitability of new projects. Margins are expanding disproportionately, payback periods are shortening, and internal rates of return are skyrocketing. Developers with advanced projects, such as Desert Gold Ventures, are thus increasingly becoming the focus of the capital market.
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Commented by André Will-Laudien on March 3rd, 2026 | 07:20 CET
The arms build-up accelerates – Iran, Israel, and the US escalate! Critical metals remain in focus with Almonty, Thales, and Hensoldt
US President Donald Trump has made the nuclear debate with Iran a top priority. After years of living with what it views as a significant threat from the Iranian regime, Israel is now aligning its strategic interests more closely with Western partners. Discussions increasingly revolve around containing Iran's influence and limiting its military capabilities. Whether this will be so easy is doubtful, as the Revolutionary Guards have developed into a powerful force over the last 10 years, and Russia is also likely to appear on the horizon as a friend of the Iranians. For financial markets, this constellation implies renewed uncertainty and elevated volatility. Historically, such phases have tended to benefit defense and armaments companies. For marathon runner Almonty Industries, the environment appears particularly favorable: geopolitical tensions, rising tungsten prices, and governments under pressure to secure strategic raw materials are reinforcing the investment case. The momentum in defense and critical metals markets continues.
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Commented by Nico Popp on March 3rd, 2026 | 07:15 CET
Silver as a crisis investment: Silver Viper, Fresnillo, and Pan American Silver offer strategic potential, but which stock is the best?
Silver supply has not been able to meet demand for some time now, and now chaos in the Middle East is adding to the problem. Military escalation in the region has triggered a chain of events that is shaking the foundations of global supply security. The direct conflict between the US, Israel, and Iran has long since spread to the entire region, highlighting the geopolitical vulnerability of international supply chains. With the launch of the "Epic Fury" military operation and Iran's subsequent attacks on tankers in the Strait of Hormuz, the risk of prolonged stagflation for the global economy is growing. In this volatile environment, precious metals are benefiting as a strategic asset class. While investors are increasingly turning to crisis investments, Mexico, in particular, is benefiting in the silver sector, offering a reliable environment thanks to its centuries-old mining tradition and geographical distance from the current trouble spots. We present exciting stocks and focus on the hidden gem Silver Viper.
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Commented by Stefan Feulner on March 2nd, 2026 | 07:45 CET
Antimony Resources – Beneficiary of a bottleneck market
Antimony is one of the most underestimated bottleneck commodities in the world. China accounts for over 70% of global production, and export restrictions have temporarily driven prices up to around USD 60,000 per ton. Western nations are urgently seeking domestic sources for military, electronics, and flame-retardant applications. Antimony Resources is delivering high-grade drilling results, advancing an initial resource estimate, and is fully financed. In a market defined by extreme scarcity, this is precisely where a strategic beneficiary could emerge.
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Commented by Fabian Lorenz on March 2nd, 2026 | 07:40 CET
First Majestic Silver hits an all-time high! Could Silver Viper Minerals be next? Resistance at Bayer!
The silver rally is far from over, as the price of the precious metal has stabilized at a high level of USD 90 per ounce, enabling the industry to generate high revenues. First Majestic is an impressive example, with investors celebrating record figures that pushed the stock to a new all-time high last week. Similarly, Silver Viper Minerals is drawing attention, offering clear growth targets and fueling takeover speculation. The CEO made a convincing case at an investor conference last week, outlining the Canadians’ 2026 motto: “drill, drill, drill.” At the same time, the company aims to grow through acquisitions, likely ensuring an exciting news flow. Meanwhile, at Bayer, the focus is back on glyphosate. Recent optimism about an end to the saga had driven the stock higher, but now, resistance is emerging.
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Commented by Armin Schulz on March 2nd, 2026 | 07:35 CET
Costs are key: How Barrick Mining, Kobo Resources, and B2Gold are delivering record margins
The gold price's record-breaking run shows no signs of stopping. While the precious metals markets are being fueled by geopolitical tensions and expectations of interest rate cuts, a decisive change is taking shape beneath the surface. The era of easy profits in established mining regions is coming to an end. Rising production costs and shrinking grades are putting pressure on the margins of many producers. The real winners are those with projects in Africa. A closer look at the operational base of Barrick Mining, Kobo Resources, and B2Gold reveals why these companies in particular have the potential to turn the current gold rush into cash.
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Commented by Nico Popp on March 2nd, 2026 | 07:30 CET
Great opportunities in Central Africa: DRC Gold, AngloGold Ashanti, and Gold Fields in Focus
We are witnessing a historic rally in the price of gold, which is fundamentally changing both the balance sheets of established corporations and the strategies of emerging explorers. As recent analyses by PwC and McKinsey show, the precious metal has evolved from a pure hedge against inflation to a strategic guarantee of security. Forecasts by leading investment banks Goldman Sachs and JPMorgan suggest that, in the wake of ongoing central bank purchases and currency devaluations, a rapid rise to as much as USD 6,300 per ounce by the end of the year is possible. Experts at State Street Global Advisors also point to the escalating global debt crisis as the primary driver of precious metal prices. In this phase, DRC Gold's realignment marks a decisive turning point in the development of African gold reserves. The company has acquired the option to acquire majority interests in the high-grade Giro and Nizi projects in the Democratic Republic of Congo through a binding agreement. This positions the explorer in the renowned Kilo-Moto greenstone belt in the immediate vicinity of the world-class Kibali mine, which is operated as a joint venture by AngloGold Ashanti, Barrick Mining, and the state-owned company SOKIMO, and allows it to leverage the pull of the industry giants for its own growth.
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Commented by Fabian Lorenz on March 2nd, 2026 | 07:20 CET
Will the Iran conflict fuel gold prices? Iamgold and Lahontan Gold stand to benefit! Novo Nordisk shares poised for a rebound?
Will tensions in Iran push gold to new highs? At the very least, the crisis currency is likely to see renewed demand, and with it, gold stocks. Iamgold demonstrates that industry does not necessarily rely on rising gold prices to generate strong profits. Expectations for the gold producer's quarterly figures were high. Can the 50% rally continue? Lahontan Gold is currently in a pivotal phase. Its historical resource of just under 2 million ounces is expected to increase following updated estimates. In addition, the construction of the first mine in the heart of the US gold region appears increasingly likely. This may be one of the last opportunities to accumulate the stock at an attractive price. By contrast, Novo Nordisk has lost considerable investor confidence. The shares appear inexpensive, but is another guidance cut looming? Some analysts believe the stock may have already found a bottom.
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