Mining
Commented by Armin Schulz on July 9th, 2026 | 07:20 CEST
Iran War, Oil Price Shock & Inflation: Is Now the Right Time to Invest in Newmont, DRC Gold, and Agnico Eagle?
A recent escalation of tensions between the US and Iran has fueled geopolitical conflicts and once again brought the gold market into the spotlight. As oil prices rise and inflation expectations follow suit, gold is once again becoming an attractive "safe haven" for investors. Investors are primarily asking whether the historic highs recorded in January can be reached again and which companies stand to benefit the most in this volatile situation. A closer analysis of the strategic positioning of Newmont, DRC Gold, and Agnico Eagle could provide some answers.
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Commented by Fabian Lorenz on July 8th, 2026 | 07:40 CEST
Gold Expert Turns Bullish! Is Now the Time to Buy Barrick Mining, Desert Gold, and First Majestic Silver?
Is the weakness in the gold price nearing an end? Precious-metals expert Markus Bußler believes so. He sees little reason to expect a prolonged cycle of further interest rate hikes, and the bond market appears to support that view. If he is right, now could be an attractive time to increase exposure to gold mining stocks. Many investors naturally turn to Barrick Mining. However, the company's strategic direction has recently raised questions. Desert Gold Ventures, by contrast, could be approaching a key inflection point as it prepares to begin gold production. Analysts currently recommend the stock as a "Buy". Meanwhile, the silver price has fallen sharply in recent months, putting pressure on shares of First Majestic Silver. Even so, the company is working on a new growth driver.
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Commented by Armin Schulz on July 8th, 2026 | 07:35 CEST
Lahontan Gold: Three Gold Sources, One Historic Mine, a Clear Roadmap to Gold Production
The countdown is on! While gold prices remain high, Lahontan Gold in Nevada is preparing to begin production. The drilling results from the past few weeks paint a picture that goes far beyond the usual exploration business. This is not the usual hype surrounding yet another drill hole in the desert. What is currently unfolding at Lahontan Gold is of a different calibre. Here, they are not just searching for gold; they are reviving a mine that was already in production back in the late 1980s. The infrastructure is in place, permits are nearing approval, and three separate gold sources promise a rare combination of low risk and significant upside potential. For investors familiar with the commodities sector, these are exactly the ingredients that turn a junior project into a genuine production contender.
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Commented by Armin Schulz on July 7th, 2026 | 07:25 CEST
Barrick Mining, Desert Gold and B2Gold – lock in the premium as risk falls
Illegal gold outflows have cost Mali billions each year, but the new Malian Office of Precious Substances is ending that era. The agency centralizes precious-metals trading, collects overdue levies and has already recovered more than USD 1 billion. For investors, this shift means transparent rules, booming official exports and, above all, falling risk. That sends the margins of compliant producers surging. We analyze how Barrick Mining is proceeding, how Desert Gold is taking the decisive step toward producer status and how B2Gold is expanding its market position.
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Commented by Nico Popp on July 7th, 2026 | 06:55 CEST
Tungsten Emergency: Why Almonty Is Exceptionally Positioned - Sandvik and Lockheed Martin Under Pressure
Beijing's tightened export controls on critical raw materials such as tungsten show how heavily the West depends on established supply chains. China still controls around 80% of global tungsten production. In response to this threat, from January 1, 2027, the US will ban the import of tungsten from China, Russia, Iran, and North Korea for military purposes. This regulatory turning point and a surge in demand from the defense sector drove the world market price for ammonium paratungstate (APT) from historic lows in the low triple-digit range per metric tonne unit (MTU = 10 kg) to well over USD 3,000 per MTU. We take a closer look at the market and show how investors can profit from the tungsten emergency.
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Commented by Armin Schulz on July 6th, 2026 | 07:30 CEST
Forget Short-Term Hysteria—Win Long-Term with Rheinmetall, Almonty Industries, and RTX
After a breathtaking rally, defense stocks have come under pressure. Hopes for peace, profit-taking and new competitors have driven prices into a recent correction. For short-term-minded investors, this may look threatening, yet the structural drivers – depleted arsenals, aging systems and Europe's push for military sovereignty – remain intact. The current markdowns resemble a technical breather rather than a break in the trend. It is precisely this discrepancy between short-term volatility and long-term necessity that opens an entry window for strategic investors. This is the moment to set your sights on companies with thick order books and systemic relevance. While Rheinmetall benefits from Europe's rearmament, Almonty Industries, as a tungsten supplier, secures critical raw materials for production, and the US group RTX delivers technological superiority in aviation, drones and cyber defense.
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Commented by Stefan Feulner on July 6th, 2026 | 07:05 CEST
Lahontan Gold – Gold Explorer Poised for a Surge
Gold is currently in a correction following its record rally and is trading at around USD 4,200 per ounce. Yet more and more experts see this as merely a breather within a long-term bull market. Record debt, geopolitical conflicts, the gradual move by many central banks away from the US dollar, and persistently high gold purchases all argue for further rising prices. Gold developers on the verge of the jump to producer status should benefit in particular. With its historic mine in Nevada, numerous operational milestones, and a series of upcoming catalysts, Lahontan Gold could be facing a re-rating.
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Commented by Matthias Schomber on July 3rd, 2026 | 08:35 CEST
Deutsche Telekom Faces Pressure from SpaceX and Starlink; BMW Grapples with China; Almonty Industries Shines with Tungsten!
Kyiv is under heavy attack. As Ukraine faces one of the most intense waves of Russian strikes since the war began and German policymakers race to push through economic reforms, financial markets remain on edge. Yet investors focusing only on the current "problem children" of the DAX, Deutsche Telekom and BMW, could be overlooking what may prove to be one of the summer's standout opportunities. Almonty Industries is hitting key milestones exactly when the world needs them most. We explain why Almonty's momentum is sending a bullish signal despite the uncertain geopolitical backdrop—and how investors may be able to capitalize on the current market environment.
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Commented by Tarik Dede on July 3rd, 2026 | 08:25 CEST
Lahontan Gold: Just Weeks Away from a New Resource Update
Gold appears to have found its footing. After Kevin Warsh, the new head of the Federal Reserve, signaled that he no longer sees inflationary pressure, the precious metal briefly pulled back near the USD 4,000 level before rebounding strongly. Evidently, the market may have been on the wrong side of the interest rate narrative. Earlier this week, two additional rate hikes were still being priced in for this year. For investors, the rebound in gold and the Fed's revised tone could herald the start of a new cycle. That is reason enough to take another look at attractive gold stocks. Lahontan Gold is one of those hidden gems that still trades at a low valuation but is already well into its de-risking process. The company plans to release a new resource estimate in the coming weeks. CEO Kimberly Ann has also reaffirmed the goal of moving into production as early as 2027.
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Commented by Nico Popp on July 3rd, 2026 | 08:20 CEST
Legacy Assets as a Competitive Advantage: New Paths for Barrick and Rio Tinto – North Arrow Minerals Unlocks a Desert Treasure
There is no innovation without change. Breaking new ground is becoming increasingly important. But in which direction should companies be heading? Geopolitical upheavals, the restructuring of global supply chains, and the AI revolution are colliding with long-standing challenges such as climate change. While industrial companies must invest billions to remain competitive, resource companies are often in a stronger position, as raw materials sit at the very beginning of almost every value chain. Today, we take a look at companies that are consciously breaking new ground and outline the opportunities this may present for investors.
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