Mining
Commented by André Will-Laudien on March 23rd, 2026 | 07:10 CET
Sharp Corrections for the DAX, NASDAQ, BTC, Gold, and Silver – But Almonty Industries Is Showing Its Strength!
17% of Qatar's LPG capacity was destroyed last week, with damage expected to last 2 to 3 years. What madness! Iran is targeting critical infrastructure of Western allies in response to Israeli-American aggression. This brings back the horror scenarios from the COVID-19 pandemic, as we are likely to witness the collapse of global supply chains - at least for a few months. For the capital markets, this means constant stress mode, with high volatility and a downward trend. Even safe havens like gold and silver are under massive selling pressure - presumably due to liquidity shortages. One commodity, however, is trending from one high to the next: tungsten. This critically important metal for the defense industry has reached prices of up to USD 2,800 per metric ton unit (MTU). One company particularly exposed to this trend is Almonty Industries, already up over 2,000% in the last 18 months. What is next here?
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Commented by Armin Schulz on March 23rd, 2026 | 07:00 CET
Use Gold's Pullback: Desert Gold Is Poised for a Revaluation - What Comes Next
The past trading week brought a sharp correction in the gold market. The price briefly fell below the USD 4,500 mark and recorded its steepest weekly loss in months. But for savvy investors, this could be exactly the right opportunity to buy. While prices remain under short-term pressure, the long-term drivers remain intact. Top investment firms like Goldman Sachs and JPMorgan are reaffirming their optimistic forecasts. In Mali, Desert Gold has a clear goal in sight. It is no longer about drilling dreams, but about a concrete construction site. With fresh capital of over CAD 7 million and a defined timeline, the transition from explorer to producer is imminent. This is the final piece of the puzzle needed to re-evaluate the company.
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Commented by Tarik Dede on March 20th, 2026 | 10:15 CET
Gold Pullback Creates Opportunity: Pan American Silver, Kobo Resources, and Agnico Eagle in Focus
Gold prices have recently pulled back below the USD 5,000 mark amid escalating tensions between the US, Israel, and Iran. Despite this correction, the precious metal remains at elevated levels and well above producers' costs, supporting strong margins. At the same time, ongoing concerns about currency debasement and declining confidence in fiat currencies are likely to persist in the coming years. Against this backdrop, the recent pullback offers opportunities for investors to bet on gold stocks, many of which are currently trading below the record highs of recent weeks.
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Commented by Fabian Lorenz on March 20th, 2026 | 09:00 CET
Which stock to buy now? Evotec, Nel, and Lahontan Gold in focus
What is driving Nel's sudden rebound? Within just a few days, the former hydrogen hopeful has surged more than 20% in value, breaking out of its short-term downtrend. Yet analysts do not see a trend reversal. Instead, they point to a risk in the order backlog. In contrast, the gold explorer Lahontan Gold currently offers an interesting entry opportunity following a sharp correction. The company aims to expand the resource estimate of its flagship Nevada project beyond 2 million ounces. If successful, the stock could be materially undervalued. Evotec, on the other hand, continues to struggle with investor sentiment. Even a recent milestone payment failed to provide positive momentum, with the stock declining further yesterday.
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Commented by Mario Hose on March 20th, 2026 | 08:40 CET
Copper Rush and Platinum Power: How Power Metallic Mines is securing the raw materials for tomorrow's high-tech world
Quebec holds a treasure - one that tomorrow's tech world desperately needs. With its flagship project NISK, Power Metallic Mines is on the verge of becoming one of the most important suppliers of critical metals. This isn't just ordinary mining. It is about a strategic decision that affects the entire high-tech industry and the global energy transition. The world is feverishly searching for stable sources of copper, platinum, and other polymetallic raw materials, and Power Metallic is providing answer after answer. Drilling results that amaze even seasoned geologists, a clear vision for climate-neutral mining. Power Metallic is setting the tone and the standard here. It is no coincidence that several billionaires have come on board and purchased shares. Those who need the raw materials for supercomputers, electric vehicles, and the green energy of the future should take note of the name Power Metallic.
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Commented by Nico Popp on March 20th, 2026 | 08:15 CET
Defense Boom on Shaky Ground: Antimony Resources Reaps the Benefits, Risks at RTX and Olin
The defense industry is celebrating record orders, but supply chains for key raw materials reveal a structural weakness: the current defense boom is thus built on shaky ground. One example is the availability of the semimetal antimony. The US Geological Survey classifies antimony as a critical raw material, as there are no alternatives for its applications in modern defense technology. China controls an estimated 60 to 70% of global primary production and has recently dominated downstream processing through strict export controls on dual-use goods. This geopolitical instrumentalization of the raw material led to a price rally in which, according to media reports, antimony rose from USD 13,500 per ton in April 2024 to nearly USD 60,000 per ton at times. Rising prices are forcing the West to shift its focus to the beginning of the supply chain. Investors should shift their attention from the defense industry's multi-billion-dollar order books to securing raw materials, as the industry's giants depend on the development of secure North American deposits. This is where the still-small but promising company Antimony Resources comes into play.
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Commented by Carsten Mainitz on March 20th, 2026 | 08:10 CET
Quality stocks at bargain prices: Almonty Industries, Rheinmetall and RENK
Rising energy prices and fears of their economic consequences are putting increasing pressure on the global stock markets. What does the future hold amid growing geopolitical tensions and conflicts? While most industries face major challenges, there are clear winners: commodity producers and defense companies. Almonty Industries, in particular, looks extremely attractive during the current correction phase. As the world's leading tungsten producer outside of China, the company carries significant geopolitical importance. A recent major milestone further strengthens its position. Analysts are recommending the stock as a buy.
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Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET
Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus
Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.
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Commented by Armin Schulz on March 19th, 2026 | 07:35 CET
Siemens Energy, Standard Uranium, Cameco: How to Capitalize on the Trend Toward Grid Expansion and Nuclear Energy
Global electricity demand is skyrocketing, driven by e-mobility, data centers, and the electrification of industry. But the grids are reaching their limits, and energy is becoming a geostrategic weapon. While Siemens Energy ensures system stability with high-voltage technology and gas-fired power plants, the focus in North America is shifting to fuel. Nuclear power is experiencing a renaissance as a guarantor of baseload power and supply security. This opens a window of opportunity for companies positioned along the entire value chain - from exploration to production. We take a closer look at the current situation at Siemens Energy, Standard Uranium, and Cameco.
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Commented by Mario Hose on March 19th, 2026 | 07:30 CET
Quantum Computers, AI Power, and the Gold Rush: A Closer Look at D-Wave, Super Micro, and Lahontan Gold
On one hand, we are chasing the tiniest particles of the quantum world and building massive data centers for artificial intelligence, which is fundamentally transforming our lives. On the other hand, in uncertain times, we are turning once again to humanity's oldest promise: the glittering gold deep within the earth. In this report, we take a close look at three companies, each of which is "on the move" in one of these fields and yet together can define a portfolio of the future. We accompany D-Wave Quantum as it attempts to push the boundaries of logic. We look over Super Micro Computer's shoulder as it builds the physical backbone of the AI revolution. And finally, we arrive at Lahontan Gold, where an impressive blend of fresh capital and state-of-the-art drilling technology is being used to "bring old gold treasures back to life." Read on, because this mix of high-tech and commodity power could be exactly what is missing from a promising portfolio.
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