Mining
Commented by André Will-Laudien on February 27th, 2026 | 07:15 CET
SILVER - Is the USD 150 mark now within reach? Silver Viper on the move!
Up and down – always lively! The silver price currently resembles a yo-yo; children might find it entertaining. However, it is far less amusing for the banks, traders, and especially the futures exchanges involved. For some time now, silver has proven to be an extremely important metal for the trending sectors of defense, medicine, and high-tech. Just as physical supply markets began to falter and China imposed new export restrictions, investors rushed to secure inventories on COMEX and the LME - trading venues originally established for forward sales by producers. With spot prices reaching as high as USD 122, a battle for physical stocks has now erupted. Not only is industry stockpiling significant quantities, but speculators also see the excessive scarcity as a once-in-a-century opportunity for price appreciation. Compared to gold, silver has delivered triple the performance within just 12 months, with the gold-silver ratio falling back to 55 after briefly approaching 100. Market observers expect a new surge toward USD 150 by the March settlement. It may therefore be worthwhile to consider exposure to future producers such as Silver Viper. Time is of the essence.
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Commented by Nico Popp on February 27th, 2026 | 07:10 CET
Western antimony axis ensures returns: How Antimony Resources, US Antimony, and Hensoldt are securing defense capabilities
In the current tense geopolitical environment, securing global supply chains for critical minerals has become a matter of national security. Antimony is now at the heart of modern defense technology. With China's dominance in this area remaining unchallenged for decades and the country imposing far-reaching export restrictions, urgent action is needed. The West, led by the US and Canada, is currently building a self-sufficient supply chain, as analysts at the Boston Consulting Group emphasize in their publication on ecosystems in the supply chain for critical minerals. This chain extends from exploration in Canada to industrial scaling in the US to the final production of sensor systems in Europe and other industrialized countries. Antimony Resources, the United States Antimony Corporation, and Hensoldt play a critical role in Western defense. Consulting firms such as PwC have pointed out in their outlook for the current year that massive sums are flowing into the defense sector in North America to secure raw material sovereignty. We explain where the greatest opportunities for investors lie.
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Commented by Armin Schulz on February 26th, 2026 | 07:10 CET
Lahontan Gold: Resource update incoming, production on the horizon - Time to invest?
Imagine buying a house and discovering an undeveloped backyard that is suddenly worth a fortune - that is Lahontan Gold. The TSX-listed company plans to bring the past-producing Santa Fe mine in Nevada back into operation – a project with history, but more importantly, with strong future potential. While the primary focus is on reviving Santa Fe, a second site located 13 km away is gaining attention thanks to impressive recent drill results.
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Commented by Fabian Lorenz on February 26th, 2026 | 07:00 CET
Tungsten Prices Surge as Media Attention Grows: Handelsblatt and Fox Business Report - Almonty Industries in focus
A revaluation is currently underway in parts of the commodities sector. Tungsten has outperformed rare earths, silver, and gold in recent months, with prices nearly doubling since the beginning of 2026. This critical commodity is being discovered not only by a growing number of investors, but also by the media. Most recently, Handelsblatt and Fox Business have reported on it. Lewis Black is always part of the conversation. The CEO of Almonty Industries is currently a man in demand – by governments, companies, investors, and the media. On the one hand, Almonty is the only serious Western producer of this strategically important material used in defense, electronics, aerospace, and many other industries. On the other hand, Black presents market developments in a highly convincing manner. According to him, prices are unlikely to decline significantly.
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Commented by Nico Popp on February 25th, 2026 | 08:20 CET
Nuclear comeback offers opportunities: Standard Uranium, Cameco, and Denison Mines dominate the Athabasca Basin
As the world experiences a return to nuclear power, Canada's Athabasca Basin in the province of Saskatchewan is becoming more than ever the strategic heart of global uranium supply. Reports from the International Energy Agency (IEA) officially herald the "age of electrification," in which nuclear energy is transforming from a transitional solution to an indispensable pillar—thanks to climate neutrality. This development is driven by the growing energy demands of artificial intelligence and modern IT infrastructure. Studies by McKinsey and the IEA consistently show that the electricity demand of global data centers is expected to triple by 2030. In view of these fundamental market dynamics, analysts at the World Nuclear Association (WNA) have set the ambitious goal of significantly expanding global nuclear capacity over the next 25 years. In this environment, Standard Uranium is positioning itself as one of the most active and precise explorers, using technologically advanced methods to identify undiscovered corridors in the shadows of industry giants. The company operates in close proximity to the big players and offers investors maximum leverage on the price of uranium in the safest and richest uranium region in the world.
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Commented by Tarik Dede on February 25th, 2026 | 07:30 CET
AI drives demand: Three copper stocks for the boom - Freeport-McMoRan, Power Metallic Mines, and Aurubis!
A few years ago, copper was considered one of the most boring metals. Demand grew steadily, but not dramatically. The red metal was used everywhere, from construction to power lines, but it lacked appeal. And the price remained so low that there was hardly any investment in the development of new deposits over the past decade. With the AI revolution and global electrification, this has changed dramatically. Copper is the most efficient electrical conductor after silver and now plays a major role. For example, an electric vehicle requires three to four times more copper than a combustion engine. Added to this are wind turbines, solar parks, and the massive expansion and modernization of power grids. Analysts estimate that by 2040, the world will need to produce more copper than humanity has consumed in its entire history. After electric vehicles, artificial intelligence has triggered the next wave of demand due to the enormous power requirements of data centers. The huge server farms of NVIDIA, Google, Amazon, and others require kilometers of copper cable and massive copper rails for power distribution. As a result, there is now renewed investment in new copper deposits. Investors should diversify their portfolios to benefit from this development in the long term.
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Commented by André Will-Laudien on February 25th, 2026 | 07:05 CET
The rally in critical metals continues! 250% opportunity with Antimony Resources
Tariff turmoil and geopolitical conflicts such as those in Ukraine, Gaza, and now Mexico are sadly causing extreme volatility in the capital markets. There are currently few opportunities for investors to catch their breath, as the world is in turmoil. Driven by uncertainty and supply bottlenecks, gold and silver continue to rise in the middle of the week, reaching new monthly highs of USD 88 and USD 5,250, respectively. Largely ignored for decades, antimony is now joining tungsten at the center of economic and security policy considerations, as key industries in the high-tech and defense sectors are hardly scalable without a stable supply of antimony. This dynamic is triggered by structural supply bottlenecks, politically motivated export restrictions, and a high concentration of production in a few countries. The result is a market in which even small disruptions trigger massive price movements and expose the vulnerability of global supply chains. Antimony Resources has found an enrichment in its Bald Hill project that could reach industrial dimensions. The stock is poised for a revaluation!
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Commented by Nico Popp on February 25th, 2026 | 07:05 CET
The 'Apple moment' of strategic metals! How Almonty Industries is securing Western sovereignty and emulating Glencore and Rio Tinto
The mining industry is going through a phase that could be described as the 'Apple moment' of strategic metals. Similar to how Apple ushered in a new technological era two decades ago by combining proprietary hardware and closed software architecture, Almonty Industries now occupies a key position for NATO's industrial and military sovereignty. While the public focus has long been on digitalization, critical raw materials are now moving to the center of the geopolitical power architecture. In this context, tungsten has become as indispensable to the modern defense and semiconductor industries as the operating system is to smartphones.
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Commented by Tarik Dede on February 24th, 2026 | 07:35 CET
The arms race is on: Why Rheinmetall, Antimony Resources, and Leidos are needed!
War in Ukraine, troop buildup in the Persian Gulf: Politicians currently seem to be reverting to their role as warlords. The conflict in Ukraine alone has now lasted more than four years and shows how modern warfare works. It is important to control the necessary raw materials, data, and airspace. Since then, an arms race has begun. The US has urged its NATO partners to increase their defense spending, and most countries have followed suit. Within this framework, Germany has launched a EUR 500 billion investment program, which will benefit the German arms industry, among others. US President Donald Trump has announced a military budget of USD 1 trillion – for one year, mind you! But global rival China is not to be outdone, increasing its military spending by double-digit percentages every year. While the US primarily enjoys technological supremacy, China dominates the raw materials market. This explosive constellation offers investors opportunities on the stock market.
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Commented by Nico Popp on February 24th, 2026 | 07:30 CET
Commodity investments: Why Globex Mining is the hidden gem next to Barrick Mining and MP Materials
The global economy is undergoing a fundamental shift from an era of free trade to an era of scarcity. Commodities are no longer mere trade goods, but instruments of national security and expressions of geopolitical power. The US government's announcement that it will create an exclusive commodity trading bloc demonstrates this. At the same time, the International Energy Agency (IEA) has heralded the age of electrification, in which demand for copper, rare earths, lithium, and antimony is rising to historic highs due to the expansion of global data centers for artificial intelligence and the decarbonization of industry. S&P Global forecasts a copper deficit of 10 million tons by 2040. China continues to control over 50% of refined copper production and dominates the supply of 19 out of 20 critical minerals. This concentration is forcing Western countries and investors to rethink their strategies. We present options that have received little attention so far.
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