Tariffs
Commented by André Will-Laudien on October 16th, 2025 | 07:35 CEST
Gold continues to soar to USD 4,200, critical metals in a panic storm! MP Materials, AJN Resources and Standard Lithium
The US government has declared a state of emergency regarding critical metals. Due to disrupted trade policies with China, Beijing is threatening to halt the supply of key metals and rare earths completely. Will the tariff threats from the Trump administration help? It is doubtful, as China clearly holds the upper hand. Western industrial powers have long understood the stakes. Building domestic mining operations takes time and money, but it is urgently necessary. Investors can benefit from the panic scenarios of recent weeks because commodity markets have been lying in wait for years and are now being hit by an immeasurable flood of money. Where should investors position themselves now?
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Commented by Nico Popp on September 9th, 2025 | 07:00 CEST
Trump Lifts Tariffs on Tungsten: Implications for Almonty, historical parallels with Nucor and Cameco
There is hardly a trading day without a tariff headline: Over the weekend, US President Donald Trump announced the exemption of several key imports — including gold, uranium, and tungsten — from import tariffs. The measure highlights just how strategically important these two raw materials, in particular, have become for the country. No tariffs should hinder trade in tungsten and other critical materials. This is good news for tungsten producer Almonty Industries, which has only recently relocated its headquarters to the US and has already secured offtake agreements with US industry players. The Company is now preparing to bring its massive Sangdong mine in South Korea into production - a project that could account for more than 40% of the global tungsten supply outside China. It now appears likely that a large portion of this production can be exported to the US tariff-free. We take a closer look at what the US government's measures mean in concrete terms and what opportunities similar market interventions have created for investors in the past, with the examples of Nucor and Cameco.
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Commented by Nico Popp on September 4th, 2025 | 07:15 CEST
Tariff shock for Trump, Concerns about US banks, Gold hype: Globex Mining, Newmont, Bank of America
In recent months, many feared the US was on a path toward dictatorship. Fortunately, this is not yet the case, as demonstrated recently by a US federal appeals court ruling, which declared 75% of Donald Trump's tariffs to be illegal. The judges involved ruled independently of their political leanings – both supporters and opponents of the tariffs included Republicans and Democrats. While this is not such a bad thing for US political culture, it does harbour enormous risks: tariffs worth billions could now be reversed, and the US Federal Reserve may once again delay its planned interest rate cuts. One clear beneficiary of this uncertainty has been gold, with the precious metal reaching a new all-time high. We highlight the opportunities.
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