geopolitics
Commented by Armin Schulz on April 7th, 2026 | 07:50 CEST
Oil Prices Skyrocket: Shell Benefits While Lahontan Gold and Vonovia Hedge Inflation
The war in Iran is sending oil prices skyrocketing, with a 60% surge in just a few weeks. Inflation is returning. What is the best way for investors to protect themselves now? Oil stocks like Shell are benefiting directly from the price shock. Gold has recently pulled back, but this very dip is an opportunity for bold buyers before interest rates start rising. Real estate remains solid, but expensive and sluggish. We look at one company from each category—Shell, Lahontan Gold, and Vonovia—and examine their current situation.
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Commented by Fabian Lorenz on April 7th, 2026 | 07:45 CEST
Iran War: Threat for Siemens Energy, Opportunity for Pure One & Plug Power?
The war in the Middle East is driving up energy prices worldwide. Even in the energy self-sufficient US, consumers are feeling rising costs at the gas station, which is accelerating the shift toward renewable energy. Are AI companies possibly rethinking their strategy of relying on gas-fired power plants? Siemens Energy shareholders should keep an eye on this. One potential beneficiary could be Pure One. The small-cap stock combines a diversified cleantech portfolio with a majority stake in Eastern Gas, a promising gas explorer in Australia. Its customers include the German company Heidelberg Materials. Meanwhile, Plug Power is approaching a key resistance level. Is the latest major order enough to break through it? Additionally, the company appears to have discovered retail investors.
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Commented by Stefan Feulner on April 7th, 2026 | 07:40 CEST
Almonty Industries – Strategic Tungsten Opportunity After Market Correction
In many industries, tungsten is emerging as one of the most strategically important raw materials of our time. Due to its high melting point, demand for this critical metal is high across a wide range of sectors, from the defense industry and the aerospace sector to the sport of darts. However, its global availability is currently under serious threat. An unprecedented imbalance between supply and demand, as well as geopolitical tensions, most notably the strict export controls by China, have recently led to a massive shortage and a price surge to as high as USD 2,995 per metric ton unit. Without tungsten, essential technological developments risk coming to a standstill.
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Commented by André Will-Laudien on April 7th, 2026 | 07:35 CEST
Fertilizer Crisis: Supply Chain Collapse Threatens Bayer, Nestlé, MustGrow, and K+S! Where are the Opportunities for Investors?
The escalation involving Iran has thrown global supply chains and the fertilizer and food sectors into a state of emergency, as sanctions and security risks are crippling exports of key raw materials. Iran, a key producer of phosphate-based fertilizers and potash products, is temporarily out of the picture, leading to price spikes of up to 40% in the agricultural sector. Bayer is struggling with rising production costs for its agrochemicals division, which is putting extreme pressure on margins. Even Nestlé is increasingly facing raw material shortages for animal feed and packaging materials. The situation regarding supply security in Europe is at risk in the medium term, as inflationary pressure on food prices is noticeably increasing. MustGrow is positioning itself as a game-changer with organic fertilizer alternatives that are scalable regardless of geopolitical hotspots and promise rapid revenue growth. Kali + Salz is benefiting massively from the demand for potash fertilizer, as European inventories shrink and demand from agriculture explodes.
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Commented by Nico Popp on April 7th, 2026 | 07:25 CEST
Congo in Focus: Barrick and Ivanhoe Pave the Way for DRC Gold
The global mining industry is at a turning point—demand for new deposits is rising, while globalization is increasingly reaching its limits, making diversified and redundant supply chains essential. In this market environment, the Democratic Republic of the Congo (DRC) has moved beyond its traditional role as a mere raw material supplier and is undergoing a significant transformation. The progress being made in the country is exemplified by the successes of companies like Barrick Mining and Ivanhoe Mines. Their multi-billion-dollar investments demonstrate that large-scale operations are indeed feasible in the DRC. The country's geological potential has once again drawn attention due to the recent record production at Barrick Mining's Kibali mine. While major corporations are successfully advancing projects in the DRC, junior explorers are also increasingly attracting investor attention. DRC Gold is capitalizing on this momentum and identifying new resources through drilling programs in close proximity to existing projects. Against the backdrop of declining reserves among major producers such as Barrick and Ivanhoe, the smaller company, led by German CEO Klaus Eckhof, offers an exciting opportunity to benefit from the new growth in the Congo.
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Commented by André Will-Laudien on April 7th, 2026 | 07:20 CEST
Iran Conflict, Energy Crisis, and Supply Chains in Focus: Power Metallic as a Lever for Strategic Metal Supply
Geopolitical tensions are once again moving to the forefront of financial markets. The looming kerosene and diesel shortages are a cause for concern for global industry. This is due to a multitude of geopolitical conflicts, which are having far-reaching effects on global economic structures. Iran, for instance, is still in a position to exert significant influence, and there is little sign of US dominance. This brings the abundant fossil fuel reserves of neighboring countries into focus—with the Strait of Hormuz at the center as a logistical hotspot. Toll systems for tankers and cargo ships to pass through the strait are being discussed. This disruption to international supply chains drives up costs for industry and end consumers. Taking this further, critical metals like copper are also coming back into the spotlight. As bulk goods, they must be transported across the seas to processing sites. The energy transition, storage technologies, and data centers demand massive amounts of copper. Power Metallic Mines is tapping into precisely this dynamic with its NISK project in Canada. A highly attractive investment opportunity is emerging.
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Commented by Armin Schulz on April 7th, 2026 | 07:15 CEST
GBC Targets CAD 3.00 for Antimony Resources, Poised to Secure Western Supply
Created and published on behalf of Antimony Resources Corp.
Imagine a raw material that hardly anyone is aware of, yet is found in every piece of ammunition, every night-vision device, and every solar panel. This gray semimetal is called antimony, and the Western world sources it almost exclusively from China and Russia. After Beijing curtailed exports in late 2024, the price of antimony skyrocketed to over USD 60,000 per ton. So the crucial question is: who will supply the West if it wants to become less dependent on China? Antimony Resources could provide the answer with its Bald Hill project in New Brunswick.
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Commented by André Will-Laudien on April 7th, 2026 | 07:10 CEST
Iran Crisis: Billions in Weapons and Technology – Are Rheinmetall, RENK, and Group Eleven Set to Soar?
Later today, the next—already postponed—ultimatum regarding the reopening of the Strait of Hormuz could begin to unfold with significant consequences. US President Donald Trump has made it unmistakably clear on his own social media platform that the West will no longer tolerate the restriction or threat to international trade routes. For investors, this underscores a critical reality: the supply of industrial goods is increasingly fragile and may require fundamental restructuring over the long term. Ongoing conflicts, particularly in the Middle East, are forcing a rethink of global sourcing strategies for raw materials and industrial inputs. It is widely understood that building alternative supply chains will take years—if not decades. Europe, in particular, which is already under pressure, must address structural deficits across multiple sectors. For policymakers, the message is clear: decisive action is required. Meanwhile, Group Eleven Resources holds land rights covering more than 500 sq km with mineralization in critical metals—positioning it within this broader strategic shift.
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Commented by Mario Hose on April 7th, 2026 | 07:05 CEST
Is a stock surge on the horizon? Volatus Aerospace: A Compelling Entry Point After the Correction?
The world has changed radically in recent years, and we find ourselves in the midst of a new era in which unmanned aerial systems and advanced defense technologies are playing an increasingly central role in modern conflict dynamics. Companies like Volatus Aerospace are positioning themselves within this evolving landscape and providing the answers and solutions to the pressing questions of our time. Anyone who follows the news sees almost daily just how important protection against airborne threats has become. Drones are now indispensable in modern armed conflicts and, at the same time, pose an enormous danger if one does not have the right defenses. Volatus recognized these signs of the times early on and has positioned itself as a partner for NATO countries and industrial heavyweights. A look at the current balance sheet and stock price suggests that we may be facing an investment opportunity here that should not be dismissed so easily.
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Commented by Carsten Mainitz on April 2nd, 2026 | 07:25 CEST
Antimony in Focus: Analysts See Doubling Potential for Antimony Resources
Created and published on behalf of Antimony Resources Corp.
Driven by rising defense spending, geopolitical tensions, and highly concentrated global production, the long-neglected critical raw material antimony is suddenly taking center stage in strategic raw materials policy. Around 90% of global production comes from just three countries, led by China. Antimony Resources owns the largest deposit in North America and is thus gaining geopolitical significance. The stock is increasingly appearing on investors' radar. Analysts confirm the shares have the potential to double in value.
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