RareEarths
Commented by Stefan Feulner on September 14th, 2026 | 08:25 CEST
Eldorado Gold, Globex Mining, USA Rare Earth – The West's Independence Is Growing
Gold is in a long-term uptrend; copper is becoming increasingly important as power grids, data centres, and AI infrastructure expand; and the West is trying to reduce its dependence on China for rare earths. At the same time, supply security and geopolitical risks are coming into sharper focus. This is fundamentally changing how mineral deposits are valued. What matters most is no longer just what is being mined today, but who has access to large resources, who can develop new deposits, and who can control the supply chains that will become indispensable for future energy, digitalization, and industry.
Read
Commented by Tarik Dede on September 9th, 2026 | 07:35 CEST
Commodity Shortages Everywhere: Opportunities at B2Gold, Strategic Resources, and Lynas Rare Earths
Just recently, S&P Global caused a stir with a study on the copper market. The study found that no major copper deposits have been discovered in years. But it is not just the shortage of the reddish-brown metal that is driving prices up. Copper reached a new all-time high this week on the London Metal Exchange (LME). Similarly, little has been invested, and continues to be invested, in the exploration of new gold deposits, compared to the days of significantly lower gold prices a few years ago. Here, too, limited supply is meeting strong demand from investors and central banks (flight from the dollar). In the case of specialty metals such as rare earths or the important coal market, the situation is shaped by geopolitics. China dominates most markets, while the US is trying to build its own supply chains. This is creating excitement in the stock market and opening up opportunities for investors. That is why today we are taking a closer look at B2Gold, Strategic Resources, and Lynas Rare Earths.
Read
Commented by Fabian Lorenz on June 26th, 2026 | 07:40 CEST
COMMODITIES WAR AND UNDERVALUATION! D-Wave Quantum, MP Materials, Strategic Resources
In the "commodities war" with the US, China is flexing its muscles once again. In Japan, the situation regarding heavy rare earths is worsening. And just a few days ago, Beijing added ten US companies to its export control list. The US government has so far reacted with surprising restraint. MP Materials' stock has not yet surged either. According to experts, Strategic Resources' stock is poised for a revaluation. The Canadian company is building a value chain stretching from raw materials to the steel industry and battery manufacturing. The stock appears undervalued. D-Wave Quantum is certainly not undervalued. Furthermore, the stock has been highly volatile this year. Nevertheless, analysts recommend buying it. We take a closer look.
Read
Commented by Armin Schulz on June 23rd, 2026 | 07:30 CEST
Do Not Invest in Overheated Defense Stocks! DroneShield, Antimony Resources and MP Materials Show the Smarter Way
Created and published on behalf of Antimony Resources Corp.
The rally in European defense stocks is running out of steam. After months of impressive share price gains, hopes for peace and high valuations are unsettling investors. While Rheinmetall and peers suffer from volatility, the focus is shifting toward a less-watched niche market. The structural uptrend in defense spending remains intact, but tomorrow's winners could be those that benefit from the security boom without producing weapons themselves. This is exactly where opportunities are opening up at companies that serve tomorrow's defense supply chain with drone defense, critical raw materials and high-tech components. DroneShield, Antimony Resources and MP Materials exemplify this strategic shift.
Read
Commented by Tarik Dede on June 19th, 2026 | 07:20 CEST
Silver, Rare Earths & Tungsten: How Aya Gold & Silver, Almonty Industries & Lynas Rare Earths Are Benefiting
It appears the war in the Persian Gulf is finally coming to an end. However, the damage—especially for the US—is immense: political, economic, and military. The country must replenish its arsenal. Countless missiles were fired, and fighter jets and helicopters were lost. As early as the beginning of May, US Senator Mark Kelly pointed out, following a Pentagon briefing, that stockpiles had been completely "bled dry" as a result of the war. Ammunition depots—particularly those for Tomahawk missiles, Patriot defence systems, and SM-3 interceptor missiles—were completely depleted. Now the US must rearm. Rebuilding these stockpiles will likely take years. In addition to the defence industry, scarce raw materials in particular are expected to benefit from this. Since many commodity stocks have pulled back in the wake of the conflict, opportunities are emerging for investors. We are therefore looking at the stocks of Aya Gold & Silver, Almonty Industries, and Lynas Rare Earths.
Read
Commented by Stefan Feulner on June 16th, 2026 | 08:10 CEST
Alcoa, Antimony Resources, MP Materials: Despite the Hormuz Strait Opening, the Battle for Critical Metals Continues
Created and published on behalf of Antimony Resources Corp.
The next commodities rally may be just getting started. While geopolitical tensions are tightening the supply of key industrial metals, demand is simultaneously skyrocketing. Aluminum is benefiting from looming supply bottlenecks and rising demand driven by the energy transition and digitalization. Antimony is emerging as a key strategic commodity due to its importance for ammunition, semiconductors, and battery systems. At the same time, government programs worth billions are driving the development of Western supply chains for rare earths. Those who bet now on the commodity winners of the geopolitical realignment could be facing an extraordinary opportunity.
Read
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?
Read
Commented by Nico Popp on June 11th, 2026 | 07:00 CEST
Secure Supply Chains for BASF and Others: Antimony Shortage Threatens Production – Antimony Resources Follows Lynas Rare Earths' Lead
Created and published on behalf of Antimony Resources Corp.
Escalating trade wars, a global supply shortage, and historic price shocks – the market for critical industrial metals is undergoing a profound transformation. Following extensive export restrictions by the People's Republic of China and a complete export ban to the US at the end of 2024, antimony prices outside China skyrocketed to an all-time high of USD 59,750 per ton. The severe imbalance between Western demand and available supply outside China led to significant supply bottlenecks in 2025—Fastmarkets recorded the sharpest price rally in the history of the antimony market that year. Since authoritarian states control around 80% of global mine production, the Western high-tech and defence industries face a potentially existential supply risk for electronic components and industrial fire-retardant applications. We explain the situation and present a potential solution.
Read
Commented by Stefan Feulner on June 9th, 2026 | 08:05 CEST
USA Rare Earth, Desert Gold Ventures, Alcoa: Commodities Are Becoming the Key to the Future
The commodities markets are entering an exciting phase. While geopolitical crises could tighten the supply of key industrial metals and drive prices to new record highs, gold remains one of the most promising beneficiaries, given elevated government debt, central bank purchases, and global uncertainties. At the same time, the US and Europe are investing billions in building independent supply chains for critical raw materials to secure their technology, energy, and defence industries. This opens up opportunities for investors in several future markets that could benefit from structural bottlenecks and strategic demand.
Read
Commented by Jens Castner on June 8th, 2026 | 07:20 CEST
ANTIMONY RESOURCES, LYNAS RARE EARTHS, AND UMICORE: THREE PILLARS OF WESTERN RAW MATERIAL SOVEREIGNTY
Created and published on behalf of Antimony Resources Corp.
No fibre-optic cables without germanium, no specialized ammunition without antimony, no electric motors without neodymium: The West has maneuvered itself into a dead end. Fatal dependencies on strategic metals threaten to slow down defence capabilities, the energy transition, and technological progress. But the need for a turnaround has been recognized, and governments are pumping billions into building completely self-sufficient supply chains. For investors, this marks the beginning of a new, government-subsidized supercycle in the commodities markets. Companies such as the Canadian explorer Antimony Resources, the Australian rare-earth giant Lynas, and the Belgian recycling specialist Umicore stand to benefit from this.
Read