geopolitics
Commented by André Will-Laudien on March 16th, 2026 | 09:10 CET
Oil Crisis 5.0 is Pure Fiction: Shell, American Atomics, and E.ON Call the Shots
The same old refrain every day: We are running out of oil! The Strait of Hormuz is about to be closed! This is scaremongering by the oil lobby, which has been suffering from relatively low oil prices of USD 60 to USD 80 for the past two years. So a bit of stress is injected into the system, a few images of burning oil facilities appear in the news, and prices quickly start soaring again. Oil prices have already surged well above USD 100 twice on strong momentum - but that is not what scarcity looks like! The "Peak Oil" myth has already been debunked several times. In reality, with all the renewable alternatives to fossil fuels, oil demand has reached a peak, which, according to experts, is almost exactly 100 million barrels per day. And as recent studies show, there is still enough oil on Earth to last well over 200 years. So: take advantage of short-selling opportunities in the oil market as the conflict draws to a close, ride Shell's current oil wave as long as possible, and keep an eye on upcoming energy favorites such as American Atomics, RWE, or E.ON. Then your portfolio will be smiling - without falling into sheer panic.
Read
Commented by Nico Popp on March 16th, 2026 | 07:35 CET
Ammunition shortages pressure the defense industry: Opportunity for Almonty, challenges for General Dynamics and Rheinmetall
Our global security architecture has been undergoing significant disruptions for some time. The decades-long paradigm of the peace dividend, built on global supply chains and reduced stockpiles, has largely collapsed. The defense industry now faces the challenge of establishing reliable supply chains for critical raw materials in order to meet the growing demand for artillery ammunition and heavy weapon systems. Another driver is the war in Iran. According to a report by the Financial Times, the conflict has decimated US ammunition stockpiles to such an extent that the Pentagon is already warning of shortages of certain munitions. To replenish these inventories, the US government is planning a supplemental budget of around USD 50 billion. In this environment, the US defense contractor General Dynamics is helping maintain the operational readiness of NATO partners through production of ammunition, while Rheinmetall, as a European systems provider, is also expanding its capacities. However, the crucial foundation for this production is the critical metal tungsten. The only significant Western supplier, Almonty Industries, therefore plays a key role - potentially opening up unique opportunities for investors.
Read
Commented by Nico Popp on March 16th, 2026 | 07:25 CET
Energy Crisis Drives Agricultural Transformation: Opportunities in MustGrow Biologics, K+S, and Corteva Agriscience
Agriculture is at a turning point. The reason is the renewed escalation in the Middle East. The Strait of Hormuz, through which roughly one-fifth of global liquefied natural gas shipments and significant volumes of fertilizer-related trade pass, represents one of the world's most critical energy chokepoints. The resulting instability has pushed energy prices higher and stalled the production of synthetic nitrogen fertilizers. Since natural gas is the base raw material for fertilizer production, agricultural companies and farmers must rethink their strategies. In this environment, agricultural innovation will play a crucial role in securing future food supply. Companies such as K+S and Corteva Agriscience are responding to cost pressures in energy raw materials, while MustGrow Biologics is attracting attention with biological solutions that could reduce reliance on synthetic fertilizers.
Read
Commented by Armin Schulz on March 13th, 2026 | 08:40 CET
Almonty Industries: Analyst price targets continue to rise - Now as high as USD 25.80. What is behind the new targets
It does not happen often that a commodity market that has remained stable for decades suddenly becomes fundamentally disrupted. Yet that is exactly what we are currently witnessing in the tungsten right now. China is curbing exports, the US Department of Defense is banning Chinese tungsten starting in 2027, and prices are surging to historic highs. Amid this perfect storm stands a company that has quietly and persistently been building a Western alternative for years: Almonty Industries. While the world searches for solutions, the Canadian producer has just started operations at its Sangdong mine in South Korea - at precisely the right time and in exactly the right place.
Read
Commented by Armin Schulz on March 12th, 2026 | 07:40 CET
AI fuels demand, investors reap rewards: ExxonMobil, Standard Uranium, and Nordex in focus
Electricity demand is exploding, driven by electrification and the race for supremacy in artificial intelligence. Governments and corporations are desperately searching for solutions to power data centers around the clock. The old dogma of climate neutrality is giving way to a pragmatic realignment. Every available kilowatt-hour counts, whether fossil, nuclear, or renewable. This tension between security of supply and technological competition is currently giving rise to three promising investment opportunities that could not be more different. While US oil giant ExxonMobil is benefiting from the return to fossil fuels, Standard Uranium is betting on the nuclear renaissance, and Nordex relies on wind power as an indispensable pillar of the future energy mix.
Read
Commented by Armin Schulz on March 12th, 2026 | 07:20 CET
Antimony Resources: Why a war in Iran could unleash the silent antimony crisis
The first 48 hours of a modern conflict consume billions and reveal a dangerous dependency. When fighting in Iran escalated at the end of February 2026, the Pentagon estimated ammunition costs of USD 5.6 billion for the first two days alone. More than 2,000 precision weapons struck over 5,000 targets. What is missing from this tally, however, is the question of what material the projectiles are made of. Behind every missile fired lies a silent but critical raw material: antimony. The semi-metal hardens lead bullets, ensures precision in primers, and enables thermal imaging technology in guidance systems. And this is exactly where the real problem begins.
Read
Commented by André Will-Laudien on March 11th, 2026 | 07:25 CET
Iran, Israel, USA – Investors turn to gold! Buying opportunities for Desert Gold, Barrick Mining, TUI, and Lufthansa
The daily news is not easy to stomach. Wars, conflicts, and human tragedies – who still thinks about traveling at times like these? Or is now precisely the time when people want to switch off and escape for a while? For years, investors have had to live with geopolitical uncertainty. So far, however, this has had little impact on equities, as there are always sectors that receive particular attention in such environments. Gold and silver have weathered the inflation surges since the COVID-19 pandemic remarkably well, while the tourism sector has been more of a roller coaster ride with several loops along the way. But what has worked in recent years is now back on the agenda: buy when the cannons thunder! It may sound lacking in empathy, yet it has consistently increased the wealth of those who accept the world as it is. We once again take a look at gold and the travel sector and prepare for another turbulent ride.
Read
Commented by André Will-Laudien on March 11th, 2026 | 07:10 CET
Scarcity drives prices – Market turbulence continues! Almonty, Shell, and BP are the winners in the current situation
Recent developments in the Middle East have put the commodity markets under considerable strain. Within a short period, the price of oil climbed to more than USD 115 per barrel, reaching a level not seen for several years. This movement is primarily driven by increasing risks to global energy trade following the further escalation of the situation in the Persian Gulf. Particular focus is on the Strait of Hormuz, one of the world's most important energy transport routes. Around 20% of internationally traded crude oil passes through this strait every day, meaning that any disruption immediately affects prices and supply expectations. Yesterday, US President Donald Trump issued a clear warning to Iran not to disrupt international trade routes. Within four hours, the price of oil plummeted by USD 30. Scarcity, yes – volatility, extreme! The same applies to tungsten prices, which have risen by a further 100% since the beginning of the year. We take a closer look.
Read
Commented by André Will-Laudien on March 10th, 2026 | 07:20 CET
Iran and the oil dilemma – Alternatives on the rise! CHAR Technologies, Nordex, and Siemens Energy in focus
The geopolitical escalation in the Middle East has hit commodity markets with full force. At the beginning of the week, the price of oil surged above USD 115 per barrel as a result of the Iran crisis, but quickly fell back to around USD 105. Nevertheless, this remains a level that was last reached several years ago. The trigger has been major disruptions to supply chains around the Persian Gulf and the Strait of Hormuz, through which roughly one-fifth of global oil trade normally passes. Oil has thus once again become a symbol of a classic geopolitical shock: physical scarcity meets panic-driven hedging on the futures markets. For dynamic investors, alternatives are coming to the fore. What can replace oil in the long term, or at least partially substitute it? CHAR Technologies, Nordex, and Siemens Energy may provide compelling answers.
Read
Commented by Nico Popp on March 9th, 2026 | 07:30 CET
Energy Shock? Linde, Veolia, and AHT Syngas Offer Strategic Solutions
The stock market and economy are more volatile than ever. The reasons for this are the military escalation in the Middle East and the de facto closure of the Strait of Hormuz. With crude oil prices exceeding USD 90 per barrel and, according to analysts, potentially rising to over USD 150 in a prolonged crisis scenario, the industry is facing a serious challenge. In this environment, the dynamics of the energy transition are also changing: decarbonization is no longer just a regulatory goal for companies, but has become a survival strategy for their own competitiveness. While the industrial gases group Linde forms the technological backbone of decarbonization with its expertise in hydrogen logistics, Veolia Environnement secures resources and even generates crisis-proof cash flows through the management of global material cycles. A.H.T. Syngas is also a good fit with the companies mentioned above. Its gasification plants convert industrial waste streams directly at their source into cost-effective synthesis gas and green hydrogen – a decentralized technology that is more relevant today than ever before.
Read