geopolitics
Commented by Armin Schulz on February 23rd, 2026 | 07:40 CET
Beijing's silver bomb is ticking: Silver Viper Minerals, Infineon, and JinkoSolar in the big winners check
The stage is set for one of the most spectacular commodity conflicts of the decade. For the sixth consecutive year, demand is outstripping supply in silver, but this time the bottleneck has a geopolitical face. Beijing's export restrictions threaten to cut off up to half of the silver supply for Western industry. In this fractured market, three companies show how differently strategies can play out in the face of the crisis: Silver Viper Minerals is betting on new discoveries in Mexico, Infineon requires silver, but only to a small extent, and JinkoSolar is pushing forward the replacement of the precious metal in production.
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Commented by Armin Schulz on January 13th, 2026 | 07:15 CET
Gold boom in 2026: Be on the right side with Newmont, Kobo Resources, and B2Gold
Gold is experiencing an unprecedented surge, driven by geopolitical turmoil, a sustained run on gold by central banks, and eroding confidence in fiat currencies. This perfect constellation has pushed the price to record levels and is creating an exceptional environment for select mining companies. Mining giant Newmont, exploration specialist Kobo Resources, and growth producer B2Gold are in focus.
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Commented by Stefan Feulner on January 12th, 2026 | 07:00 CET
Antimony instead of dependence – Antimony Resources stands to benefit from the China risk
Geopolitical tensions are increasing, and with them, the West's dependence on China for critical raw materials is becoming increasingly apparent. Metals such as antimony are indispensable for industry, technology, and security, yet are barely produced in Western countries. Trade conflicts and political risks are turning this concentration into a strategic vulnerability. While the US and Europe are urgently searching for alternative supply chains, specialized resource companies in stable jurisdictions are gaining in importance. Antimony Resources could be one of the beneficiaries of this shift. With its high-grade Bald Hill project in Canada, the Company is positioning itself as a potential building block for an independent Western antimony supply.
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