Silver
Commented by Nico Popp on February 24th, 2026 | 06:55 CET
Silver North Resources: The high-grade bet in the slipstream of giants Hecla Mining and Silvercorp Metals
The silver market is currently undergoing a fundamental transformation that goes far beyond the precious metal's traditional role as a substitute currency. This turning point is characterized by the divergence between robust industrial demand and a geological shortage of high-grade resources. New discoveries in world-class districts are thus becoming rare and sought-after events for investors. These market dynamics are accompanied by technological developments: modern architecture for artificial intelligence, such as Nvidia's Rubin and Blackwell chipsets, have a power consumption of over 1,000 watts and generate enormous demand for silver-based thermal materials. As this silver is permanently withdrawn from the market and the transition in the photovoltaic industry to new N-type cells further fuels consumption, the industry is experiencing its sixth consecutive year of significant supply shortages. After a period of exaggeration with peaks of over USD 120 per ounce, the market has currently consolidated at USD 70 to USD 80. Based on this level, profitable producers and promising exploration bets in North America are becoming interesting again for investors.
Read
Commented by Armin Schulz on February 23rd, 2026 | 07:40 CET
Beijing's silver bomb is ticking: Silver Viper Minerals, Infineon, and JinkoSolar in the big winners check
The stage is set for one of the most spectacular commodity conflicts of the decade. For the sixth consecutive year, demand is outstripping supply in silver, but this time the bottleneck has a geopolitical face. Beijing's export restrictions threaten to cut off up to half of the silver supply for Western industry. In this fractured market, three companies show how differently strategies can play out in the face of the crisis: Silver Viper Minerals is betting on new discoveries in Mexico, Infineon requires silver, but only to a small extent, and JinkoSolar is pushing forward the replacement of the precious metal in production.
Read
Commented by Armin Schulz on February 23rd, 2026 | 07:30 CET
BYD drives demand, while Group Eleven Resources and Hecla Mining are the hidden stars of the commodity year
The zinc rally is gaining momentum: as inventories dwindle and demand from the energy transition explodes, prices are testing a three-year high. Investors are sensing opportunity, as the combination of structural supply shortages and geopolitical production programs promises sustained tailwinds for the industrial metals market. Those holding the right positions now could benefit from the tightening supply. In addition, there is a supply gap in silver. We take a closer look at three companies that are particularly in focus in this environment: the electric vehicle pioneer BYD as a driver of demand, the explorer Group Eleven Resources with its zinc, silver, and copper project, and silver-zinc producer Hecla Mining.
Read
Commented by Mario Hose on February 23rd, 2026 | 07:25 CET
Gold for your portfolio: Why Barrick Mining, First Majestic Silver, and Kobo Resources are now in the spotlight for investors
Precious metals are back in the spotlight, and three stocks in particular show how differently investors can profit from this trend. Kobo Resources is an up-and-coming gold explorer from Canada that is gradually building up an impressive gold deposit in West Africa. Barrick Mining is one of the industry's giants, but is currently struggling with strategic decisions and a decline in production. First Majestic Silver made a remarkable turnaround in 2025 and is ringing investors' cash registers. Three companies, three stories, but all united by one trend: rising metal prices are fueling the imagination. Those who do not take a look now could miss out on a real opportunity.
Read
Commented by Armin Schulz on February 20th, 2026 | 07:05 CET
Why Silver North Resources is benefiting from Xiaomi and Broadcom's hunger for silver
Megatrends are shaking up the economy. The AI boom is driving energy demand to dizzying heights. A single data center now consumes as much electricity as 100,000 households. At the same time, the old trading order is crumbling, and an inconspicuous metal is becoming a key strategic resource: silver. The sixth consecutive supply deficit is turning exploration projects into a question of power, because without silver, there would be no smartphones, no chips, and no energy transition. The value chain from Canadian explorer Silver North Resources to ecosystem builder Xiaomi to chip giant Broadcom shows how you can benefit from this situation.
Read
Commented by Nico Popp on February 18th, 2026 | 06:55 CET
The hunt for forgotten ounces: Why Silver Viper Minerals has the potential to repeat the success story of Blackrock Silver and Dolly Varden
The global silver market is in an exceptional situation. Industry analyses confirm that the market is heading for its sixth consecutive year of structural supply deficit in 2026. Driven by the insatiable demand from the photovoltaic industry and the booming AI infrastructure, which requires silver for high-performance chips, investors are looking for quality in the ground. In this environment, two models for success have emerged: premium development in secure top jurisdictions, as exemplified by Dolly Varden Silver, and the revitalization of historic silver territories through modern technology, as demonstrated by Blackrock Silver. But while these stocks have already performed well, one company that combines these two approaches in the world's most productive silver country is still largely flying under the radar: Silver Viper Minerals. In Mexico, the heartland of global silver production, the company combines the geological knowledge of old mines with state-of-the-art drilling technology – offering investors the chance to be part of a classic discovery story with enormous leverage.
Read
Commented by Fabian Lorenz on February 17th, 2026 | 07:55 CET
Buy this stock NOW? Gerresheimer, TUI, and Silver Viper Minerals!
If you missed the silver rally, the current consolidation could offer an interesting entry opportunity - and potentially a chance to add to positions. One intriguing second-tier stock in this context is Silver Viper Minerals. In a compelling interview, the CEO outlines the company's strengths. Could it soon become the largest explorer in Mexico? At first glance, the sharp drop in Gerresheimer’s share price might argue in favor of a buying opportunity. However, there are significant concerns. The company’s accounting practices remain subject to scrutiny, and now operational performance is also showing signs of weakness. In contrast, TUI appears to be performing solidly. The tourism group is paying dividends again and has had a strong start to the new year. While the share price has edged slightly lower, insiders have been buying.
Read
Commented by Stefan Feulner on February 16th, 2026 | 07:15 CET
Occidental Petroleum, Silver Viper, Micron Technology – New and old favorites
Debt reduction, geopolitical tailwinds, and a technical breakout in the energy sector are meeting structural supply shortages in precious metals and AI-driven demand for memory chips. While oil and gas producers are benefiting from "energy dominance" and tight supply conditions, silver explorers with high-grade projects offer leverage to the next upswing in precious metals. At the same time, semiconductor stocks are igniting the next stage of the AI supercycle, driven by scarcity, rising prices, and exploding data center demand.
Read
Commented by Carsten Mainitz on February 13th, 2026 | 07:10 CET
The right stocks, the right timing: Silver Viper Minerals, Siemens, and Infineon – New all-time highs?
Siemens is marching ahead. Business is booming, annual targets have been raised, and the stock is at an all-time high. Infineon is still a long way off the historic levels seen during the New Market era, but it is heading in the right direction. The high price of silver, structural supply deficits, and the growing importance of high-grade properties in established mining regions are bringing Silver Viper Minerals shares into the focus of investor interest – especially after the brief correction at a high level. The timing is right!
Read
Commented by André Will-Laudien on February 12th, 2026 | 08:00 CET
Critical raw materials are becoming scarce! Silver makes a new attempt to reach USD 100 - Silver North, Nordex, and Siemens Energy in focus
January brought the situation surrounding critical metals to a head. Copper, tungsten, and palladium reached new highs, and precious metals were also in high demand. Experts suspect significant distortions in derivatives, which led to astonishing increases in the value of silver and gold. Although silver is systematically classified as a precious metal, it has blossomed into a sought-after industrial metal over the past 10 years. Its extremely good electrical properties, thermal conductivity, and corrosion resistance make it irreplaceable in high-tech and defense applications. Silver has long been used in the field of alternative energies, with demand exceeding supply by a factor of 1.5. And then there are the speculators, who also want a piece of the pie. This means that all eyes are clearly focused on the sky. What portfolio changes make sense?
Read