Silver
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 4th, 2026 | 06:55 CET
New EU standards aim to secure the future of e-mobility! BYD, Nio, Group Eleven Resources, and VW
With the Alternative Fuels Infrastructure Regulation (AFIR), the European Union has been creating binding minimum standards for publicly accessible charging points since the beginning of 2026. In addition, new subsidies have been introduced in many EU countries to promote e-mobility, even though the coffers are empty due to high defense spending. Meanwhile, the overall European vehicle market came under noticeable pressure in January. According to the latest data from the industry association ACEA, new vehicle registrations fell by just under 4% compared to the previous year, marking the first decline in months and reflecting the difficult overall market. However, a clear trend is emerging within this development: electrification is continuing to advance and shifting market shares in favor of battery electric vehicles. At the same time, the next Middle East conflict is unfolding, with oil prices rising sharply above USD 82 per barrel of Brent. This is providing a strong tailwind for alternative drive systems that can withstand global hysteria. Risk-conscious investors should now revise their portfolio structures.
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Commented by Mario Hose on March 2nd, 2026 | 07:00 CET
Three potential beneficiaries of the Iran war: Rheinmetall, First Majestic Silver, and Silver North Resources in focus
The defense industry could outperform - but it needs silver as a key raw material. Could a new silver rush emerge in the shadow of war? Geopolitical tensions in the Middle East have escalated sharply following recent US and Israeli strikes on Iran. Investors are now focused on a very special alliance: the symbiosis of high-tech armaments and shiny raw materials. Modern military systems, from AI-driven chips to cutting-edge sensors, rely heavily on significant silver supplies. In this volatile environment, silver stocks are gaining attention. We take a closer look at two silver players alongside Rheinmetall. With sensational new discoveries in the legendary Keno Hill District and strong momentum, Silver North Resources is positioned to shake up the silver market. But the big players are not sleeping either. While First Majestic Silver, one of the purest silver producers globally, is benefiting from surging silver prices, Rheinmetall, the technical backbone of Western defense, is forming the fundamental counterpart in this strategic triangle. For investors who want to understand why silver could become a strategic issue for the industry right now and how Silver North Resources is paving the way for a new era with new drilling, read on and take a closer look. Because every crisis also produces winners.
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Commented by André Will-Laudien on February 27th, 2026 | 07:25 CET
New Momentum for Gold & Silver, SAP, Nvidia and PayPal – Is Lahontan Gold on the Path to Becoming a Cash Generator?
The volatility in the precious metals sector is due to a number of factors, all of which are contributing to higher prices. Over the past three weeks, banks were briefly able to catch their breath with silver prices hovering around USD 75. However, since the unrest in Mexico began, the market has been sensing a new shortage, this time politically induced. Gold can benefit from this scenario, having just reached a new all-time high of USD 5,600 in January. Following this strong rally, a textbook consolidation down to USD 4,850 took place. Yesterday, the USD 5,200 level was seen again, and technical analysts consider temporary spikes toward USD 7,500 a possible overshooting target. Investment banks have also significantly raised their estimates, with Goldman Sachs at USD 5,400, Deutsche Bank and Société Générale at USD 6,000, and JPMorgan at USD 6,500. Although they have been able to predict the gold market well in recent years, they still see room for improvement with the current "de-dollarization." At the same time, overheated tech stocks appear to be in need of further correction. For investors, this is a time for profitable reallocations.
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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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Commented by Mario Hose on February 24th, 2026 | 07:00 CET
Gold boom in 2026: Why DRC Gold, Newmont Mining, and Agnico Eagle are currently the most exciting names in the precious metals sector
The price of gold is rising, producers are earning record profits, and in the midst of it all, a small newcomer has emerged that has what it takes to shake up the industry. While the big players like Newmont Mining and Agnico Eagle are shining with record figures and cash flows in the billions, DRC Gold is creeping into the spotlight almost unnoticed. With a market capitalization of around CAD 30 million, the company has potential that fires the imagination. Three stocks, three stories, and all have just picked up speed. Those who are invested in the gold sector or want to be should take a closer look now.
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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.
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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.
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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.
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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.
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