Mining
Commented by Nico Popp on April 13th, 2026 | 07:10 CEST
Opportunities in West Africa: Barrick Mining and B2Gold Resume Investment – Desert Gold on the Verge of a Breakthrough
The gold industry in West Africa is largely characterized by consolidation along the Senegal-Mali Shear Zone (SMSZ), with securing economically viable reserves being the top priority for producers in an environment of high gold prices. According to forecasts by PwC consultants, this focus by the mining industry is making a decisive contribution to the economic stability of the entire region. While industry leaders such as Barrick Mining are ramping up production at the Loulo-Gounkoto complex following the resolution of regulatory disputes and forecasting production of up to 290,000 ounces for 2026, B2Gold is focusing on optimizing the massive Fekola complex. B2Gold plans total production of up to 970,000 ounces of gold for the current year and is investing heavily in regional exploration to extend the life of its core African assets. These investments demonstrate that the region is promising and that past country risks have receded into the background. In the immediate vicinity of well-known mines, Desert Gold is developing the SMSZ project, which, with resources of 1.3 million ounces of gold, represents one of the largest undeveloped land packages in the region. With the planned launch of a modular gravity plant this coming summer, the company is preparing for the transition to a junior producer. For this reason, Desert Gold offers a highly attractive prospect for investors: At a time when the major players are investing again, Desert could take off on its own or become a takeover target. Investors who position themselves in time are likely to benefit from this momentum.
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Commented by Tarik Dede on April 10th, 2026 | 07:25 CEST
Desert Gold: The Next Gold Miner in West Africa
The past 50 years in mining belonged to Latin America, as they say in the industry. That is where mining giants like Chile, Mexico, and Brazil emerged; countries that are now indispensable to the global economy. But this century belongs to Africa; all experts agree on that. Many undiscovered deposits are still waiting to be discovered by the world. The western part of the continent is becoming increasingly important in the gold sector. Desert Gold has established itself in Mali and plans to start production as early as this summer. The company's valuation is attractive, and the stock is still flying under the radar of many investors. This presents a buying opportunity for bold investors.
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Commented by Nico Popp on April 10th, 2026 | 07:15 CEST
Gold Renaissance in Nevada: Nevada Gold Mines, Kinross Gold, and Takeover Candidate Lahontan Gold
Gold has shown increased volatility in recent weeks, while geopolitical developments continue to shape capital allocation across the sector. In response, producers are increasingly focusing on politically stable regions where existing infrastructure offers cost advantages. According to the Fraser Institute, Nevada remains one of the most attractive regions globally for mining investment. While industry leaders such as Nevada Gold Mines are setting standards through optimizations at their large-scale mines and corporations like Kinross Gold are actively searching for new resources in the Walker-Lane trend to replace their dwindling reserves, junior explorers offer a unique opportunity. The up-and-coming company Lahontan Gold operates the Santa Fe project, a former producing mine that recently made headlines with strong drill results. Thanks to a combination of existing permits and its location in one of the world's most productive gold regions, the company's flagship project aligns closely with the acquisition criteria of larger producers.
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Commented by Mario Hose on April 10th, 2026 | 07:10 CEST
Iran Conflict and Chip Boom: Almonty Industries Emerges as a Raw Materials Superpower
Amid rising geopolitical tensions and increasing dependence on critical raw materials, investors are focusing on supply security and strategic assets. The geopolitical situation is escalating, while technological dependence on critical raw materials has reached a dangerous level. Almonty Industries sits right at the intersection and offers a solution to a problem affecting the West. With the opening of one of the world's largest tungsten mines in South Korea, the company has not only achieved an operational milestone but also made a political statement. This is about far more than just mining; it is about the independence of entire industries. In this report, we examine why Almonty Industries could be particularly well-positioned amid fragile ceasefires, such as in Iran, and rising commodity prices. Those who understand the management's foresight will quickly realize that a company has emerged here that will redefine the rules of the game on the global market. This is the story of forward-thinking strategy, technical necessity, and a passion for a raw material without which the modern world would likely grind to a halt.
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Commented by Armin Schulz on April 10th, 2026 | 07:00 CEST
The Geological "Unicorn" the Market Refuses to See: Yet Power Metallic Mines Already Has the Big Players on Board
There are moments in the commodities industry when the data speaks so clearly that one has to wonder why the market hasn't caught on. Power Metallic Mines appears to be in exactly such a phase. On one side, spectacular drill results, world-class metallurgy, and high-profile investors point to generational potential. On the other, the market remains cautious, skeptical, and stuck in a wait-and-see mode for "the next study." Those who recognize this disconnect may be looking at one of the rare asymmetric opportunities in today's commodities market.
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Commented by Fabian Lorenz on April 9th, 2026 | 07:40 CEST
Almonty Industries: Poised to Benefit from Tungsten Supply Constraints and Defense Demand
With the ceasefire in the Middle East, a new phase may emerge: increased rearmament. The arsenals in the US, Israel, and the Gulf states have been severely depleted. How quickly the replenishment succeeds is likely to depend heavily on the supply of critical raw materials. And in many cases, China, as a de facto monopolist, holds significant influence. One essential metal is tungsten. It is used not only for ammunition and missiles but also, for example, in the semiconductor industry. In this sector, genuine supply bottlenecks appear to be looming. Major Japanese companies are, in any case, warning of this. Against this backdrop, it is not surprising that the price of tungsten has risen from USD 900 to around USD 3,000 per metric ton unit (MTU) this year alone. Nor is it surprising that Almonty Industries is a real analyst favorite. The tungsten producer is positioned for strong earnings growth.
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Commented by Mario Hose on April 9th, 2026 | 07:30 CEST
Antimony Resources Surges: A Key Commodity in the Age of Drones and Conflict – On Track Toward New Highs
In a world where political and military dynamics are evolving faster than ever, a particular metal is stepping into the global spotlight. Antimony is currently emerging, alongside tungsten, as one of the most strategically important commodities, as it plays a critical role in modern defense technologies, including drones and advanced weapon systems. As global tensions rise and demand for high-tech military equipment increases, Antimony Resources Corp. is securing a key position in one of the world's most stable mining jurisdictions. The company's stock has shown a strong upward trend and may be positioning for a renewed move toward its previous highs. For investors looking to gain exposure to the evolving defense and technology supply chain, the company presents a potentially compelling opportunity. The following report highlights why Antimony Resources is in the right place at the right time and how recent developments in Canada could help pave the way for greater resource independence in Western markets.
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Commented by Fabian Lorenz on April 9th, 2026 | 07:20 CEST
Markets Rally After Ceasefire: RENK, Vonovia, and Gold Gem Kobo Resources in focus
Global capital markets reacted with great relief yesterday to the ceasefire in the Middle East. While oil prices fell sharply, equities and precious metals moved higher. The gold price above USD 4,800 per ounce could act as a catalyst for Kobo Resources. The explorer has just completed a capital increase and published positive drilling results. The expected resource estimate could lead to a revaluation of the stock. Vonovia saw a surge in its share price yesterday. However, not all analysts are convinced by the real estate group. RENK's stock has been on an upward trend for several days now. In addition to positive analyst comments, the company recently secured a multi-million-dollar contract.
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Commented by Armin Schulz on April 9th, 2026 | 07:05 CEST
Wars fuel money printing and drive inflation: Bet on gold now with Barrick Mining, Desert Gold, and B2Gold
When diplomats fail, gold triumphs. Geopolitical upheavals from the Middle East to Ukraine, along with the US-China power struggle, are shaking confidence in fiat currency. At the same time, record-high debt in Washington, Brussels, and Tokyo is suffocating national budgets. Investors are therefore fleeing to tangible assets like gold to escape inflation. Africa is taking center stage in this context. Resource-rich countries like Mali and Côte d'Ivoire attract investors with low costs and thus high returns, yet some companies still hesitate to invest there. This is precisely where a unique opportunity arises for the bold. Three gold producers stand to benefit disproportionately: Barrick Mining, Desert Gold, and B2Gold.
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Commented by Nico Popp on April 8th, 2026 | 07:20 CEST
Mitigating Risk, Capturing Opportunity: Pan American Silver and Franco-Nevada – Upside Potential at Globex Mining
In this volatile market environment, commodity investors are once again turning more heavily to safe havens to reduce their risks. While established producers like Pan American Silver are solidifying their market position by operating large mines in North and South America and taking full advantage of rising silver and gold prices, the royalty model has proven its worth on the financing front. Industry leaders such as Franco-Nevada have demonstrated for decades how a broadly diversified portfolio of royalties can generate consistent cash flows without having to bear the risks of active mining. Globex Mining operates in the same strategic niche with a portfolio of over 270 projects and 107 royalties, consistently focusing on politically stable jurisdictions such as Canada and the US. The combination of a strong cash position, stakes in partner companies such as Pan American Silver, and the steady generation of new royalties paints a clear picture: Globex Mining operates like a smaller-scale version of Franco-Nevada, offering investors both stability and growth opportunities. Since this agile project generator is even active in critical metals like antimony, investors should take a closer look at the company.
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