geopolitics
Commented by Tarik Dede on May 28th, 2026 | 07:35 CEST
Commodities War on Hold: How Shares of MP Materials, Antimony Resources, and Aya Gold & Silver Are Benefiting
Created and published on behalf of Antimony Resources Corp.
The conflict in the Persian Gulf appears to have entered its final phase. Apparently, the US and Iran are on the verge of finalizing a path to peace. At least, that is what the US media are reporting. Apart from copper, which is currently at an all-time high, the hostilities have weighed on almost all metal prices and, consequently, on stocks as well. However, the geopolitical competition for rare earths, antimony, and silver is likely to enter the next round in the coming months. Western companies are moving forward with their projects to benefit from the US plans to establish a supply chain outside China's sphere of influence. We are therefore looking at the winners of tomorrow, who could also succeed in the short term: MP Materials, Antimony Resources, and Aya Gold & Silver!
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Commented by Nico Popp on May 28th, 2026 | 07:25 CEST
Gold Consolidation in Africa: Barrick Mining and Harmony Gold Under Pressure – North Arrow Minerals Fills the Strategic Niche
Rapidly dwindling mineral reserves, a lack of major discoveries in historically developed areas, and drastically increased geopolitical risks—the situation in the gold industry demands action. Leading companies must realign their portfolios to avoid valuation discounts. The search is on for deposits in stable jurisdictions that can be brought into production quickly with state-of-the-art infrastructure. According to regular analyses by the Fraser Institute, Botswana is emerging as the primary target area in Africa. The junior company North Arrow Minerals is positioning itself in a promising geological niche to systematically define a virtually untouched system with the Kraaipan Gold Project.
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Commented by Matthias Schomber on May 26th, 2026 | 07:40 CEST
Gold Rush! Crisis Hedge! Nevada Stock Near Mega Signal: Lahontan Gold Shines as Iran and Ukraine Conflicts Escalate
Between hope and apprehension into the new week after Pentecost. While the world was recently fixated on New Delhi and Washington, where US Secretary of State Rubio hinted at a historic peace agreement in the Iran war, this could lead to a sharp decline in oil prices in the near future. At the same time, a Russian Oreshnik missile strike shook Ukraine. The heaviest air assault in years, using Putin's new hypersonic weapon near the Ukrainian capital, sends an unmistakable warning to all of Europe. Two crisis hotspots that could reshape the global political landscape. Global geopolitical tensions are reaching a concerning peak due to the ongoing conflicts in Ukraine and the recent escalations in the Iran war. At a time when confidence in traditional paper assets is waning, and investors worldwide are seeking safe havens, the topic of hedging is once again coming into sharp focus. While the physical gold price is forming an increasingly tight sideways consolidation resembling a string of pearls from a technical perspective, a promising junior miner in one of the "safest mining regions in the world" is preparing for an upward breakout. Lahontan Gold is exceptionally well-capitalized and is making operational progress in the heart of Nevada. Investors looking to strategically shield their portfolios against global crisis storms that may still lie ahead (notably Taiwan and China) should urgently pay attention to the latest developments at this promising gold developer.
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Commented by André Will-Laudien on May 26th, 2026 | 07:20 CEST
A High-Tech Revival and Gold Stock with a 500% Chance! SAP, Oracle, Desert Gold, Deutsche Telekom, and T-Mobile US
The stock markets continue their roller-coaster ride. No wonder, since amid the current, sometimes confusing flood of news, one fact is often overlooked: wars and geopolitical tensions stifle economic growth and unsettle consumers. Although the defence industry is swamped with orders, the rest of the economy is grappling with the consequences of these conflicts: high energy prices, uncertainty, and fragile supply chains. With governments' exploding borrowing needs and falling tax revenues, interest rates are now rising noticeably, which is further fueling inflation. In this environment, gold can thrive; from a purely technical perspective, a solid floor now appears to have been established at USD 4,500. SAP and Oracle have so far lagged behind the major AI and high-tech rally, and Deutsche Telekom has been trading 30% higher, a good reason for a few deeper insights.
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Commented by Tarik Dede on May 25th, 2026 | 08:35 CEST
Gold: Are the doves of peace driving up the price? Agnico Eagle, Desert Gold, and B2Gold in the spotlight!
It appears that hostilities in the Gulf are indeed coming to an end. The US and Iran are reportedly negotiating a peace treaty, according to widespread US media reports. This could soon mark the end of a consolidation phase for the gold price. During the conflict, the price fluctuated within a wide range as concerns over rising interest rates weighed on it. Now, investors have the opportunity to enter the gold stock market at low levels. We are therefore taking a closer look at the shares of Agnico Eagle, Desert Gold, and B2Gold.
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Commented by Stefan Feulner on May 25th, 2026 | 08:30 CEST
Lahontan Gold – Gold Rally Puts This Explorer in a Strong Position
The gold price is consolidating following its historic rally, but an increasing number of experts see it as merely a breather before the next rise. Central banks worldwide are buying more gold than they have in years, geopolitical tensions are rising, and confidence in the US dollar is slowly eroding. Goldman Sachs believes a gold price of USD 5,400 per ounce is possible by the end of 2026. Developers like Lahontan Gold, which have significant exposure to rising precious metal prices, could benefit particularly from this. The company is working at full speed to revive its historic Santa Fe Mine in Nevada. It has recently made a series of operational advances that could create the potential for a significant revaluation.
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Commented by Nico Popp on May 25th, 2026 | 08:25 CEST
M&A Fever in West Africa: Dwindling Reserves Drive Perseus Mining and Barrick Mining – Kobo Resources Gains Momentum
Despite short-term corrections, the gold price remains elevated, leading to consolidation in the West African Gold Belt. Major mining companies are under pressure due to dwindling raw material reserves, rising operating costs, and political friction in traditional jurisdictions. The need to profitably utilize existing infrastructure, such as processing plants, and to extend the life of mines is forcing established players to make changes. In this phase, companies are increasingly seeking high-grade projects for acquisitions to secure their production and withstand growing pressure from well-capitalized Asian competitors.
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Commented by André Will-Laudien on May 25th, 2026 | 08:20 CEST
NATO Drones 3.0 – The US and Europe Go Full Throttle! Volatus Aerospace Takes the Driver's Seat
The ongoing geopolitical escalation continues to push the defence sector to its limits. The reason is clear: the global security architecture is changing at breakneck speed, as modern conflicts increasingly demonstrate the critical importance of autonomous systems. In the field of unmanned aerial systems, momentum has noticeably accelerated over recent months. Particularly significant is the US Department of Defence's recent invitation to the Phase II qualification round of the multi-billion-dollar "Drone Dominance Program," in which only selected vendors are permitted to compete under real-world operational conditions. The program is viewed within industry circles as a potential starting signal for the next major investment cycle in the Western drone and defence market. Volatus Aerospace is already attracting the attention of forward-looking investors. Should the company also successfully position itself in the US market, it could strategically move into an entirely new league. Further acquisitions are also a realistic possibility.
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Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST
Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain
Created and published on behalf of Antimony Resources Corp.
Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.
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Commented by Tarik Dede on May 22nd, 2026 | 06:40 CEST
Tungsten Market: High Tech and Weapons Drive Prices, Bank of America Boosts Almonty Industries!
China's dominance in raw materials, the geopolitical rivalry with the United States, and the conflict in the Persian Gulf are currently reshaping the geopolitical landscape. The West urgently needs to reduce its dependence on China for critical raw materials, although a complete decoupling is unlikely in the foreseeable future. Metals such as tungsten are at the center of this shift, as they are indispensable in the defence industry. This is driven not only by China's market control but also by Europe's ongoing rearmament efforts. Almonty Industries is in pole position in this context. The Canadian company operates one of the world's few large-scale tungsten mines in South Korea and could be among the first to provide relief through more secure supply chains. Analysts at Bank of America have recently reiterated their "Buy" recommendation, as the major growth surge in revenues and earnings is expected to begin only now.
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