Mining
Commented by Fabian Lorenz on June 15th, 2026 | 08:00 CEST
Critical Raw Materials and Defence Stocks in Focus: Steyr Motors, MP Materials, Almonty Industries
Congratulations to all investors who took advantage of Almonty's recent dip. By the end of the week, the tungsten producer's stock had rebounded significantly. After all, the fundamental facts have not changed. Tungsten is in short supply, and demand is rising. In an interview with the "taz", a market expert describes the current situation as dramatic. Among other things, he calls for a ban on the export of tungsten scrap to China. Additionally, mining projects need stronger support. Similar to tungsten, the West must also establish its own supply chains for rare earths. In the US, MP Materials aims to do just that. The stock has been trading sideways for months. Yet analysts recommend buying. Steyr Motors' stock is in a downtrend, and the quarterly figures failed to provide any momentum. Perhaps the autonomous systems division will bring about a turnaround?
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Commented by Tarik Dede on June 15th, 2026 | 07:50 CEST
Lahontan Gold: Poised for a Revaluation This Year?
The gold market is currently overshadowed by the war in the Persian Gulf and SpaceX's IPO. Investors' focus has shifted. However, this presents opportunities for counter-cyclical investments. In the gold sector, valuations have fallen significantly in some cases. Yet the structural trends remain intact, as Citigroup recently noted in a detailed study. Accordingly, their commodities analysts confirmed their 6- to 12-month price target for gold at USD 5,000. The long-term upward trend is supported by structural changes such as ongoing de-dollarization, the shift in global supply chains and trade routes, and gold purchases by central banks worldwide. JPMorgan and Bank of America are even more bullish and see the price per ounce at USD 6,000 to USD 6,300 by year-end. Lahontan Gold is likely to benefit massively from these developments. The Canadians plan to begin construction of the historic Santa Fe Mine in Nevada as early as next year. On the way there, the stock should see a revaluation.
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Commented by Tarik Dede on June 15th, 2026 | 07:35 CEST
Pan American Silver, Strategic Resources, and AngloGold Ashanti: Three Strong Commodity Stocks for Your Portfolio
In the current market environment, with commodity prices correcting, it is worth taking a look at stable, high-growth companies in the sector. Many valuations have also come down due to the war in the Persian Gulf and the debate over interest rate hikes. Nevertheless, most companies are earning handsomely. The first quarter saw record cash flows and profits. In addition, many companies have streamlined their balance sheets in recent years and now have a net cash position. These are the perfect conditions for these stocks to take off again in the next upturn. That is why we are taking a look today at the stocks of Pan American Silver, Strategic Resources, and AngloGold Ashanti.
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Commented by Armin Schulz on June 15th, 2026 | 07:25 CEST
Supply Shortage & AI's Power Hunger: Why Cameco, Standard Uranium, and Energy Fuels Are the Perfect Uranium Stocks Right Now
The uranium industry is facing an unprecedented shortage in 2026. The annual production shortfall of 30 million pounds is driving up prices, while 70 gigawatts of new reactor capacity is being built worldwide. But the real driver is the insatiable hunger for power of AI data centers. Add to that a historic wave of consolidation. Major producers are securing strategic stakes, juniors are merging into powerful platforms, and even non-energy players are entering the market via licensing models. Those holding the right positions now could benefit from a supercycle. While Cameco, as an established giant, focuses on stability, Standard Uranium, as an explorer, offers growth opportunities and could become a takeover target. Energy Fuels benefits from its unique US infrastructure.
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Commented by André Will-Laudien on June 15th, 2026 | 07:20 CEST
The Countdown to Mars is on: SpaceX, OHB, Rheinmetall, and Kobo Resources are Taking Off
Long-awaited, and now it has finally happened! We are talking about the IPO of the century from Elon Musk's empire: SpaceX. With a market capitalization of USD 2.2 trillion, the stock has joined the illustrious "MAG7" club after its first day of trading—it is now, so to speak, the "MAG8". Of the 22,000 employees, one in four has become a millionaire. There are 20 new billionaires from the founder's inner circle; even the operator of the SpaceX Campus Café is now worth USD 5 million. Elon has become the new messiah of the dollar, and the markets follow him with reverence. This once again highlights the fascination of "stocks" for the average person: anyone can obviously make it; you just have to be in the right place at the right time. Whether SpaceX's high valuation will still hold true in a few weeks now depends on the ETFs. They account for 30% of US stock market trading and will have to reflect the IPO valuation champion in their future weightings within the NASDAQ and Russell indices. Inclusion in the S&P is not expected until December. The catch: only 7% of the shares are freely tradable. What should investors pay attention to now?
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Commented by Stefan Feulner on June 12th, 2026 | 07:10 CEST
BYD, Standard Uranium, FuelCell Energy: The Battle for Electricity Creates New Stock Market Stars
Global electricity demand is rising rapidly. AI data centers, electric mobility, and the electrification of industry are driving investment in alternative energy to record levels. Several future-oriented industries are benefiting from this: hydrogen and fuel cell technologies could play a key role in energy supply, while the renaissance of nuclear energy is ushering in a new phase of growth for the uranium market. At the same time, the global electric vehicle boom is driving sustained high demand for innovative mobility solutions.
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Commented by Nico Popp on June 12th, 2026 | 06:50 CEST
Geostrategic Raw Materials Alliance: Export Controls Hit SpaceX and Rheinmetall – Wall Street Bets on Almonty
Trade barriers, reduced mining quotas, and a US legal import ban on certain critical metals set to take effect in 2027—the West's traditional raw materials supply chains are under pressure. At the heart of the supply bottleneck is tungsten, which, due to its melting point of 3,422 °C, is irreplaceable for modern kinetic military applications and high-temperature-resistant alloys in the aerospace sector. Since alternative, non-Chinese production capacities have so far accounted for less than 10% of global production volume, Western technology companies face a very real supply crisis. Tungsten heavyweight Almonty Industries is stepping into this supply vacuum and, thanks to new production capacities, is emerging as a key player and de facto monopolist.
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Commented by Nico Popp on June 12th, 2026 | 06:40 CEST
Gold Sector in M&A Frenzy: Dwindling Reserves Drive B2Gold and Orezone – Hidden Gem: Desert Gold
Dwindling mineral reserves in low-risk regions, stagnating discovery rates, and increasingly complex permitting processes—the situation in the gold mining sector is forcing leading producers to act. Since developing new large-scale greenfield projects is associated with sharply rising costs, industry giants are increasingly shifting their focus to acquiring projects already at an advanced stage. According to surveys by the industry portal MiningBeacon, the gold sector accounted for over 40% of the total mining transaction volume in the first five months of 2026 alone, amounting to deals worth USD 41 billion. West African shear trends and established mining regions are therefore becoming target areas for resource-hungry corporations that need to utilize their processing capacities to full capacity.
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Commented by André Will-Laudien on June 11th, 2026 | 07:20 CEST
Gold, Silver, Defence, AI, or the Nasdaq? SpaceX Heads for the US Indices – Defying Weakness with Lahontan Gold
A remarkable phenomenon is currently unfolding in the markets: virtually everything is weakening. From gold to silver, from high-tech to low-tech, whether AI or hydrogen—every sector is undergoing a correction. So far, however, the pullback remains modest when measured against the extraordinary gains achieved over the past 14 months following the tariff-driven sell-off triggered by Donald Trump. During that period, the Nasdaq effectively doubled. Traders know that a volatile interim low will now be reached, particularly over the summer, before the markets look forward to 2027 with renewed hope. This period needs to be bridged, and there may also be a need for hedging. Historically, gold has served this role well, often gaining value when other asset classes came under pressure. Yet gold itself has been one of the best-performing asset classes over the past two years, leading to some profit-taking here as well. Whether the S&P 500 can absorb additional heavyweights such as SpaceX, OpenAI, and Databricks following its historic rally remains to be seen. A fast-track inclusion of SpaceX into the S&P indices was reportedly rejected by S&P Dow Jones, while NASDAQ, Russell, and MSCI are set to list it within a few trading days. This should be exciting! Where are the tangible opportunities for investors?
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Commented by Lars Winter on June 10th, 2026 | 07:35 CEST
New Study Expected from Lahontan Gold: Gold Hot Stock Poised for a Revaluation
Although the gold price has recently corrected, it has nonetheless doubled over the past two years. This strong performance is not only driving growth among major mining companies and gold producers but is also bringing small explorers into the picture—those on the verge of making the leap to production. Lahontan Gold falls into exactly this category. Among other assets, the Canadian company owns a former gold mine in Nevada that is set to be revived and is likely to provide the stock with strong momentum in the coming months.
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