Mining
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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Commented by Stefan Feulner on March 2nd, 2026 | 07:15 CET
Repsol, Globex Mining, Hudbay Minerals – Escalation in the commodity markets
It had been building for weeks, and now it has become a reality. Israel, together with its ally, the United States of America, launched an attack on Iran. The mullah regime responded with counterstrikes, further escalating the situation. The markets reacted with panic. The price of gold rose by more than 3%, while oil shot up by double digits. Should the conflict widen, and with the Strait of Hormuz already closed, severe disruptions are looming, particularly in the oil market, which is likely to lead to further price explosions.
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Commented by Nico Popp on March 2nd, 2026 | 07:05 CET
Strategic raw materials: How Power Metallic Mines and FPX Nickel secure supply chains and what is important for Mercedes-Benz
The automotive industry is at a critical turning point where the availability of strategic metals is no longer just a question of price, but a basic prerequisite for the transformation to electric mobility. Vehicle manufacturers such as Mercedes-Benz are consistently aligning their production with an "electric-only strategy" and placing the upstream value chain for nickel, copper, and platinum group metals at the center of their planning. Securing these essential raw materials must be done under the strictest environmental, social, and ethical criteria in order to optimize the carbon footprint of the high-performance batteries produced and to meet the requirements of investors and regulatory authorities. In this market environment, specific solution providers from Canada are emerging, serving the rapidly growing demand for clean and transparent raw materials with fundamentally different exploration approaches.
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Commented by Fabian Lorenz on February 27th, 2026 | 07:40 CET
+50% Uranium Surge? Standard Uranium Could Have Even More Upside!
The impact of AI is currently causing sharp price swings. Who stands to gain, and who is under threat? While software companies are being punished, the share prices of energy companies are skyrocketing. Among the big winners in the US are energy suppliers that rely on nuclear power. These include, for example, Constellation Energy, Vistra, and Talen Energy. But these companies also need to be supplied with uranium. It is therefore not surprising that Bank of America is bullish on the price of uranium. It expects an increase of over 50% to USD 135 per pound in the current year alone. With Standard Uranium, investors could benefit from this megatrend.
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Commented by Armin Schulz on February 27th, 2026 | 07:30 CET
Entering the commodity supercycle with Rio Tinto, Power Metallic Mines, and Glencore: Three stocks for the portfolio
The world's hunger for commodities has changed fundamentally. What was long considered purely a narrative of energy transition is turning out to be a technological tsunami that is devouring metals on an unprecedented scale. As markets move away from their old dependence on individual commodities, a new ecosystem is emerging in which companies with diversified production portfolios are becoming the decisive players. There are growing signs that 2026 will be the year of differentiation – favoring those companies that are positioned along the entire value chain. We take a closer look at industry giants such as Rio Tinto, the promising explorer Power Metallic Mines, and the commodity trader Glencore in this new environment.
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Commented by André Will-Laudien on February 27th, 2026 | 07:25 CET
New Momentum for Gold & Silver, SAP, Nvidia and PayPal – Is Lahontan Gold on the Path to Becoming a Cash Generator?
The volatility in the precious metals sector is due to a number of factors, all of which are contributing to higher prices. Over the past three weeks, banks were briefly able to catch their breath with silver prices hovering around USD 75. However, since the unrest in Mexico began, the market has been sensing a new shortage, this time politically induced. Gold can benefit from this scenario, having just reached a new all-time high of USD 5,600 in January. Following this strong rally, a textbook consolidation down to USD 4,850 took place. Yesterday, the USD 5,200 level was seen again, and technical analysts consider temporary spikes toward USD 7,500 a possible overshooting target. Investment banks have also significantly raised their estimates, with Goldman Sachs at USD 5,400, Deutsche Bank and Société Générale at USD 6,000, and JPMorgan at USD 6,500. Although they have been able to predict the gold market well in recent years, they still see room for improvement with the current "de-dollarization." At the same time, overheated tech stocks appear to be in need of further correction. For investors, this is a time for profitable reallocations.
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