geopolitics
Commented by Nico Popp on June 12th, 2026 | 06:50 CEST
Geostrategic Raw Materials Alliance: Export Controls Hit SpaceX and Rheinmetall – Wall Street Bets on Almonty
Trade barriers, reduced mining quotas, and a US legal import ban on certain critical metals set to take effect in 2027—the West's traditional raw materials supply chains are under pressure. At the heart of the supply bottleneck is tungsten, which, due to its melting point of 3,422 °C, is irreplaceable for modern kinetic military applications and high-temperature-resistant alloys in the aerospace sector. Since alternative, non-Chinese production capacities have so far accounted for less than 10% of global production volume, Western technology companies face a very real supply crisis. Tungsten heavyweight Almonty Industries is stepping into this supply vacuum and, thanks to new production capacities, is emerging as a key player and de facto monopolist.
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Commented by Carsten Mainitz on June 11th, 2026 | 07:10 CEST
War, Armament Build-Up, Commodity Shortages—Take Advantage of Pullbacks in Almonty, Rheinmetall, and RENK!
The sharp correction in defence stocks over the past few months has unsettled investors. Analysts have significantly lowered their price targets, and sentiment has turned negative. However, the underlying fundamentals remain unchanged. Geopolitical tensions around the globe are rising, defence spending is reaching record levels, and there is no end in sight to global rearmament. For this reason, the current pullback presents an attractive entry opportunity. This applies in particular to Almonty Industries shares. Recently, the tungsten producer raised USD 800 million in fresh capital through a convertible bond. Investors can therefore expect value-enhancing acquisitions of assets and companies.
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Commented by Fabian Lorenz on June 10th, 2026 | 07:00 CEST
Insider Alert at Rheinmetall! No Panic at Almonty! And What About RENK?
This is what confidence looks like. Since early May, insiders at Rheinmetall have purchased shares worth more than EUR 6 million. In particular, CEO Armin Papperger stands out, having demonstrated strong timing with his purchases in the past. Sharp pullbacks are not unusual for Almonty Industries and have historically proven to be attractive entry opportunities. The odds are good that this will be the case again. Following the placement of a convertible bond, the tungsten producer's stock has declined by around 20%. Attention is expected to shift back to fundamentals, which continue to support a positive investment case for Almonty shares. The Financial Times recently reported that Chinese companies are acquiring tungsten scrap in the US. Will Almonty use the fresh capital to extend its value chain? In any case, CEO Lewis Black, himself a major shareholder, has already earned a significant vote of confidence from the market.
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Commented by Nico Popp on June 9th, 2026 | 08:40 CEST
Gold Market: Rising Inflation Fears Force Mining Giants Like Barrick Into Acquisitions – S&P Global Provides Tailwind for DRC Gold
An escalating US debt crisis exceeding USD 39 trillion, geopolitical shocks in the Middle East, and a resurgent inflation trend have shaped capital markets in the first half of the year. While more speculative digital assets such as Bitcoin have experienced significant corrections after reaching historic highs, physical gold is increasingly establishing itself as a stable store of value against fiat currency debasement. The precious metal has reached an all-time high of USD 5,589 per ounce and is seeing strong inflows into gold ETFs. This ongoing trend is forcing established mining companies to expand declining resources at existing mines and in surrounding areas. For investors, this environment presents opportunities.
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Commented by Matthias Schomber on June 8th, 2026 | 07:35 CEST
Full Coffers, Strong Project, and Pennant Formation Nearing Breakout: Is Lahontan Gold The Best Entry Opportunity of the Year?
The world is holding its breath. As the devastating war in Ukraine continues unabated and geopolitical tensions reach new heights amid the fully escalated conflict in Iran, investors are increasingly seeking safe-haven assets. Global markets are reacting nervously to each new development. Yet one asset continues to stand out in this environment of uncertainty: gold. Trading at around USD 4,320 per ounce, the precious metal is once again demonstrating its role as a store of value during times of crisis. Against this backdrop, the Canadian mining company Lahontan Gold is coming into focus. Investors looking to diversify their portfolio with a gold stock may find an intriguing opportunity here. Lahontan Gold combines a top-tier project in an extremely secure mining region with a well-funded balance sheet. The stock chart is also showing an interesting technical setup. A pennant formation has been tightening in recent months and may be approaching a decisive breakout point. If the price breaks out to the upside, this could mark the beginning of a significant upward move.
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Commented by Stefan Feulner on June 8th, 2026 | 07:15 CEST
Almonty Industries: Short-Term Shock, Long-Term Opportunity
Last week's close is likely to go down in the annals of Almonty shareholders as a "Black Friday." For one thing, the overall market took a significant hit following the rally of the past few weeks. The S&P 500 lost around 3%, while the Nasdaq technology exchange even recorded its largest single-day point loss ever. In parallel with this downward spiral, Almonty Industries, the largest tungsten producer outside of China, announced a capital measure that sent the stock plummeting by over 20% in Friday trading. However, looking at the facts of the financing, sentiment is likely to brighten in the long term following the initial storm.
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Commented by Fabian Lorenz on June 8th, 2026 | 07:05 CEST
Shock Move at Barrick Mining? Merger with Endeavour Mining? Opportunity in Desert Gold? Gold Price at USD 4,000?
While the gold price is weakening, a potential mega-merger is emerging in Africa. As reported by "Reuters," Barrick Mining is exploring strategic options for its African operations. In addition to a potential IPO in London, a merger with Endeavour Mining is also being considered. Barrick has already been pursuing a strategic realignment for some time, including plans to list its North American business separately. Smaller explorers and producers in West Africa should also benefit from the increased market attention. One potential acquisition target is Desert Gold. The company's CEO recently made a strong impression at an investor conference. The company aims to begin gold production this year and sees an opportunity to expand its resources to over five million ounces. Analysts recommend a "Buy" rating. At the same time, Russia is reportedly selling gold. Is this a reason for concern?
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Commented by Armin Schulz on June 5th, 2026 | 07:35 CEST
Almonty Industries: Taking on China's Monopoly with the Sangdong Mine – Is Now the Right Time to Invest?
The US has been firing Tomahawk cruise missiles in the Middle East at a rate that has likely made even Pentagon planners nervous. Each of these missiles contains tungsten. This is a critical raw material, over 80% of which is controlled by China. Washington is desperately searching for alternatives. One such alternative is currently getting underway in the mountains of South Korea. The Sangdong Mine, which had been idle for 30 years, is now set to secure Western supplies. The company behind it is on the verge of the biggest chapter in its history. We are therefore taking a closer look at Almonty Industries.
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Commented by Tarik Dede on June 3rd, 2026 | 10:40 CEST
Gold Market: Pullback Creates Opportunities in B2Gold, Kobo Resources, and Agnico Eagle Mines
Gold has remained remarkably resilient amid ongoing geopolitical tensions, inflation concerns, and the prospect of higher interest rates. The precious metal is currently trading sideways within a broad range of USD 4,400 to USD 4,800 per ounce and has recently defended the USD 4,500 level. History suggests that gold can perform well even during periods of rising interest rates. The 1970s provide a notable example. As the Western world grappled with stagflation—a combination of economic stagnation and rising prices—central banks, led by the US Federal Reserve, aggressively tightened monetary policy. Despite higher interest rates, gold emerged as one of the decade's strongest-performing assets, climbing from USD 35 per ounce to more than USD 800 by 1980. Today, the charts for many gold companies also look promising. They would be the biggest beneficiaries of another outperformance by the precious metal. In any case, the banks remain optimistic. Whether it is Goldman Sachs, Deutsche Bank, or UBS, analysts see gold back above the USD 5,000 per ounce mark by year-end. We therefore take a closer look at three companies that appear interesting not only from a charting perspective, but also fundamentally: B2Gold, Kobo Resources, and Agnico Eagle Mines.
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Commented by Fabian Lorenz on June 3rd, 2026 | 08:00 CEST
Caution with Rheinmetall, US Contract for DroneShield, and HPQ Silicon Impresses!
Caution is advised with Rheinmetall! The stock of Germany's largest defence contractor appears to have ended its recovery and is once again heading toward its annual low. A positive analyst comment failed to provide any meaningful momentum. Perhaps a partnership in the US could provide a catalyst? There is more positive news from the world's largest defence market for DroneShield. The stock rose slightly yesterday. Is it now heading toward an all-time high? The CEO of HPQ Silicon made a strong impression at an investor conference. The company is currently transitioning from the research phase to commercialization. Its next-generation battery technology is impressing in drone tests. Additionally, the company aims to revolutionize hydrogen production. The share is definitely worth adding to your watchlist.
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