Oil
Commented by Stefan Feulner on March 5th, 2026 | 07:35 CET
Equinor, Lahontan Gold, Venture Global – Oil and precious metals poised for a new boom
The geopolitical escalation in the Middle East is sending shock waves through the markets. As the conflict surrounding Iran widens, concerns are growing about massive disruptions in the global energy market. The Strait of Hormuz, through which around 20% of global oil trade passes, is increasingly in the spotlight. While stock markets are reacting nervously, traditional crisis beneficiaries such as oil and the safe-haven metals gold and silver are profiting. Investors are seeking protection from geopolitical risks, inflation, and potential supply bottlenecks. Should the conflict continue to escalate, energy and precious metal stocks could be among the biggest winners in the new geopolitical reality.
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Commented by André Will-Laudien on March 5th, 2026 | 07:05 CET
Oil and gas: The new gold? Things are heating up at Shell, BP, Pure One, and Oklo
After a long dry spell for oil, it took a war to bring the necessity of fossil fuels back into focus. But let's not get carried away. The world markets are flooded with oil, and the US and Canada have built up so much capacity over the last 20 years that Iran's 4 million barrels of production can easily be offset. "There's plenty of oil" was the response to the repeated peak oil statements following the work of geologist Marion King Hubbert in 1949. Reserves were supposed to be depleted by 2000, but things turned out differently. Today, researchers estimate reserves to last well over 200 years, making it worthwhile for investors to look at oil stocks. There are many alternatives, including those from Pure Hydrogen and Oklo. The Iran crisis presents another opportunity to restructure portfolios.
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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 February 17th, 2026 | 07:10 CET
The Dividend Trap: Why RE Royalties Offers Greater Structural Stability Than Petrobras and Maersk
In times of geopolitical uncertainty and volatile markets, investors seek dependable cash flow. Dividend stocks are often perceived as a safe haven in stormy weather, but appearances can often be deceiving. Investors who focus solely on headline dividend yields frequently ignore the structural risks embedded in the underlying business model. An oil major exposed to political interference or a shipping conglomerate whose earnings fluctuate with freight rate cycles may struggle to sustain dividend commitments over the long term. In this environment, it is worth taking a closer look at the substance. While giants such as Petrobras and AP Moller-Maersk are struggling with cyclical challenges, Canadian niche player RE Royalties has developed a model positioned to benefit from one of the biggest investment waves of our time - while elegantly sidestepping many of the typical industry risks.
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Commented by Armin Schulz on February 5th, 2026 | 08:20 CET
The Next Commodity Price Surge: How Rio Tinto, Globex Mining, and Glencore Are Positioned for the Supercycle
Commodity markets are undergoing a historic turning point. While precious metals are shining as safe havens, the energy transition continues to drive lithium demand. But the real pressure point lies in critical raw materials such as antimony or tungsten, whose supply is extremely strained due to geopolitical conflicts. This fragmentation of the supercycle is creating unique opportunities for strategically positioned companies. Three key players are ready to benefit: Rio Tinto, Globex Mining, and Glencore.
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Commented by Stefan Feulner on December 23rd, 2025 | 07:30 CET
APA Corporation, NEO Battery Materials, JD.com – Sector rotation ahead
2025 will once again go down in history as a strong year for the stock market. This is particularly surprising from a German perspective, as the DAX, long considered an underperformer, even outperformed the leading US market with a gain of over 20%. However, anyone who believes that the coming year will be a simple continuation of this trend is likely to be disappointed. Many market observers expect prices to continue rising, buoyed by AI investments, fiscal tailwinds, and robust earnings. At the same time, however, the risks of unexpected turns are growing. High valuations, possible sector rotations, and underestimated asset classes could make 2026 a year in which flexibility is more important than blind optimism.
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Commented by Armin Schulz on November 13th, 2025 | 07:10 CET
From black gold and precious metals to data gold: Why BP, Formation Metals, and Oracle are now indispensable
The hunt for the assets of the future has begun. While black gold is caught in a vortex of oversupply and geopolitical tensions, the precious metal gold is reaching unimaginable heights. But the real game-changer is an invisible resource that has become the new gold of the 21st century: data. This triad of volatility, stability, and disruption presents immense opportunities for investors. We take a closer look at BP, Formation Metals, and Oracle, one representative from each area.
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Commented by Stefan Feulner on November 4th, 2025 | 07:15 CET
Rheinmetall, AJN Resources, Shell – Surprise creates upside potential
Despite the predicted correction, the stock markets continue to rush from one high to the next, with few signs of weakness visible so far. AI stocks are identified as the main driver of the stock market boom. However, even outside this bubble, many companies are also surprising with better-than-expected results. While the stock markets do not yet appear ready for a correction, the gold market has seen a significant pullback in recent weeks, which could present an attractive long-term entry opportunity.
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Commented by Armin Schulz on October 21st, 2025 | 07:15 CEST
Barrick Mining and Kobo Resources: Gold as security – Occidental Petroleum: Energy as opportunity
In an era of geopolitical upheaval and monetary policy experimentation, tangible assets are gaining strategic importance. Gold remains a fundamental store of value, while the transformation of the energy sector is driving demand for critical raw materials. Even oil, despite volatile prices, retains its status as a geopolitical lever. In this environment, companies with access to these resources are well-positioned. Three players are in focus: the gold producer Barrick Mining, the exploration specialist Kobo Resources, and the oil and gas company Occidental Petroleum.
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Commented by Nico Popp on September 30th, 2025 | 07:05 CEST
Suriname set to become a growth champion! Sranan Gold, Newmont, TotalEnergies
There are many emerging economies. However, Suriname has some decisive advantages: the Guiana Shield rock formation runs through the country and offers ideal conditions, especially for companies in the gold sector. At the same time, Suriname is synonymous with oil – a giant oil field developed by TotalEnergies in collaboration with a local partner is set to go into production in 2028. The International Monetary Fund (IMF) predicts that Suriname's economy will grow by around 55% in the year production begins – reason enough to take a closer look at the country from an investor's perspective and highlight the opportunities it offers.
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