Silver
Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET
Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus
Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.
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Commented by Fabian Lorenz on March 16th, 2026 | 07:15 CET
Spain is investing over EUR 400 million in critical raw materials: Deutsche Rohstoff, Group Eleven Resources, and Standard Lithium in focus
Spain is taking the initiative on critical raw materials and has allocated EUR 414 million in public funding. The action plan, which runs through 2030, includes 34 measures aimed at strengthening the exploration, recycling, extraction, and processing of strategically important raw materials. A full EUR 182 million is earmarked for a new national exploration program. This move is noteworthy because Madrid is sending a signal that has long been missing in Europe: securing raw materials is no longer a secondary issue, but a central pillar of industrial policy. Group Eleven Resources could benefit from this shift. The company is currently advancing a zinc-lead-silver project in Ireland, and the stock is gaining momentum. Shares of Deutsche Rohstoff AG have also performed strongly, with analysts seeing further upside potential. And what about investor favorite Standard Lithium?
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Commented by Carsten Mainitz on March 12th, 2026 | 07:45 CET
Underestimated prospects in the precious metals sector: Lahontan Gold, Barrick Mining, and First Majestic Silver are the favorites
Market volatility has skyrocketed in the wake of new global armed conflicts. This trend is evident across all asset classes. Investors are currently focusing on the price of oil and the question of what impact high prices will have on the real economy. In contrast, precious metal prices are proving to be very robust. With gold trading above USD 5,000 and silver above USD 80, record margins are on the cards for producers such as Barrick and First Majestic, despite rising costs. An investment in exploration company Lahontan Gold, which plans to start production in 2027, appears even more lucrative.
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Commented by Armin Schulz on March 11th, 2026 | 07:35 CET
BYD's blade offensive, the raw materials frenzy at Power Metallic Mines, and the Volkswagen earthquake: Seize the opportunity now!
The new battleground of the global economy is hidden behind the inconspicuous casing of a battery. The race for electromobility has long since become more than just a battle for the best range. It is a bitter battle for strategic raw materials and technological supremacy that will determine the winners and losers of the next decade. While the hunger for copper, nickel, and lithium is forcing new mining projects, a wide variety of strategies are colliding in this arena. We take a look at the current situation at BYD, Power Metallic Mines, and Volkswagen and analyze the opportunities and risks.
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Commented by Nico Popp on March 11th, 2026 | 07:15 CET
Mining comeback in Europe: Solid returns with Group Eleven Resources, Boliden, and Glencore
The European raw materials landscape is undergoing a realignment. For decades, the industry relied on cheap imports from overseas. But those days of largely unchallenged globalization are coming to an end. In order to end dependence on uncertain supply chains and ensure the survival of the industry, the focus is shifting to domestic extraction of critical metals. The European Commission has defined clear goals with the Critical Raw Materials Act and the ambitious RESourceEU Action Plan: By 2030, 10% of the mining and 40% of the processing of critical metals should occur within the EU. In this environment, the European zinc and silver sector is making a comeback. While zinc has historically been in demand primarily in the construction industry, it is now indispensable for the corrosion protection of wind turbines. Silver is even becoming a critical industrial metal due to the tremendous boom in artificial intelligence (AI) and the construction of data centers. Ireland, in particular, is establishing itself as a raw materials region in this phase. The country has one of the world's most productive geological provinces for high-grade base metals and boasts excellent geoscientific data from the Tellus program. Established mining giants such as Boliden and Glencore are setting standards, while up-and-coming explorers such as Group Eleven Resources are shining with spectacular discoveries and offering investors extremely lucrative entry opportunities.
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Commented by Fabian Lorenz on March 9th, 2026 | 07:15 CET
Insider buying! Positive outlook! RENK, Adidas, Silver North Resources
Are Adidas shares a buy now? The CEO has certainly taken advantage of the recent price decline, purchasing shares after the company extended his contract ahead of schedule. The company is noticeably cautious in its outlook for 2026, despite the upcoming Football World Cup. As a result, analysts are lowering their estimates and price targets. Meanwhile, an interesting buying opportunity currently appears to be emerging at Silver North Resources. The price of silver has stabilized in the range of USD 80 to USD 90 per ounce, more than 100% higher than a year ago, providing an excellent basis for silver producers and explorers. Following strong drilling results last year, the company has set ambitious targets for 2026. RENK also plans to continue growing in the current year. The stock reacted to the figures for 2025 and the outlook with a sharp jump in price. So far, however, the gain has only managed to offset the losses recorded earlier in the week.
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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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