geopolitics
Commented by Lars Winter on September 9th, 2026 | 07:15 CEST
Desert Gold, Barrick Mining and Newmont – Three Gold Stocks Poised for the Next Rally
Gold is back above the USD 4,400 mark. After the precious metal briefly traded below USD 4,000 per ounce at the end of June, it has staged a strong recovery. Although US interest-rate expectations continue to create headwinds, the current price level is enough for many gold companies to generate substantial profits. Things get particularly exciting when a company's growth driver complements the gold market tailwind. Desert Gold is working toward the start of production, Barrick is preparing for an IPO, and Newmont is turning high selling prices into billions in profits. Three stocks for the next gold boom—each with very different starting points.
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Commented by André Will-Laudien on September 9th, 2026 | 06:55 CEST
Saxony-Anhalt, Leipzig, NATO and Gold – Here We Go! Rheinmetall, Renk, DRC Gold and CSG Take Center Stage
There is a great deal of activity on the international stage, with several players adding to the tension. In Saxony-Anhalt and around the Leipzig logistics hub, everything is currently revolving around strategic decisions in defence policy with far-reaching implications. NATO is pulling the strings behind the scenes, while demand for security and tangible assets such as gold is reaching new all-time highs. In this highly volatile market environment, defence giant Rheinmetall is taking centre stage with new major contracts and capacity expansions. Close behind are gearbox specialist Renk and the Czech defence group CSG, both showing strong growth. At the same time, DRC Gold is adding the necessary spice to the speculative play on scarce raw materials and crisis protection. This mix of geopolitical necessity and economic dynamism gives the current situation a particularly explosive quality. Now, more than ever, it is essential to set the right course for your investment portfolio!
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Commented by Nico Popp on September 7th, 2026 | 08:20 CEST
Almonty: Analysts Speak Out – Airbus and Sandvik Need to Diversify Their Tungsten Supply
When huge turbines roar on the tarmac and passenger jets weighing several tonnes take off, few people think about how modern aeroplanes are manufactured and what is crucial to the process. Yet one extremely durable metal can determine the pace of modern aviation: tungsten. Without tungsten, the aviation industry's assembly lines could grind to a sudden halt. With a density close to that of gold and the highest melting point of any element, this critical metal can withstand extreme conditions. It is therefore essential not only in aerospace but also in a range of other future technologies, including fusion energy. Yet while the West is developing and building the latest-generation aircraft, China controls more than 80% of global tungsten production. This concentration of supply represents a highly dangerous strategic risk—but there is a solution.
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Commented by Stefan Feulner on September 7th, 2026 | 08:15 CEST
Aya Gold & Silver, Lahontan Gold, Contango: Precious Metals Set For Further Gains
High gold and silver prices are reshaping the economics of the mining sector. Deposits that attracted little attention just a few years ago can suddenly become economically viable. At the same time, producers are taking advantage of the strong market environment to expand their resource base and advance new projects. Things become particularly interesting where exploration is uncovering additional ounces or where previously mined material can now be processed economically.
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Commented by Fabian Lorenz on September 7th, 2026 | 08:10 CEST
Buy Drone Stocks Now? Rheinmetall, Steyr Motors and Volatus Aerospace Target a Billion-Dollar Market
According to MarketsandMarkets, the global market for drones and counter-drone systems is expected to grow from USD 60.48 billion in 2025 to USD 155.13 billion by 2030. Despite the projected increase of around 156%, drone stocks are currently struggling on the stock market. This could create an exciting counter-cyclical buying opportunity. Volatus Aerospace has recently opened the door to the domestic market in Canada. As much as CAD 6.6 billion is expected to be channelled into strengthening the Canadian defence industry over the next five years. In addition, the drone specialist has announced potential NATO contracts. Rheinmetall is also making its mark in the drone market. The company recently highlighted its capabilities in hybrid drone defence. In addition, a surveillance drone developed by the Düsseldorf-based group is being tested by the German Armed Forces. Unmanned surface vessels (USVs) could provide fresh momentum for Steyr Motors' stock. After all, framework agreements are already in place.
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Commented by Fabian Lorenz on September 4th, 2026 | 07:15 CEST
DroneShield on Alert! Delivery Hero Held Back! Gold Rally Cancelled? Desert Gold Ready for a Breakout?
Alarm bells ringing at DroneShield! While drones and drone defence dominate the headlines, the share is one of the disappointments of 2026. So far this year, the share has lost nearly 50% of its value, and the downward trend shows no sign of ending. The company recently released its half-year results. Unfortunately, not only is revenue rising, but so are losses. Buy anyway? Experts are advising investors to get in on gold and gold mining shares. They say the rally is not over, but is simply taking a healthy breather. Desert Gold's share price has been trading sideways for some time now. But this should soon be over. Investors are waiting for the delivery of the gravity separation plant so that gold production can begin. Analysts expect the stock to multiply in value. Delivery Hero's share price has recently more than doubled. This was due less to strong operational performance than to the takeover bid from Uber. Could the purchase price now have to be increased following the company's strong results?
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Commented by Fabian Lorenz on September 3rd, 2026 | 08:55 CEST
40% Gains Still Not Enough? Almonty Industries, RENK and Verbio
Following a rally of more than 40% in a single month, Almonty Industries' share price is currently taking a brief breather. This pause is unlikely to last long. Analysts see significant upside potential for the leading Western tungsten producer. Furthermore, an export ban on tungsten scrap has recently come into force in the US. The country has no producing tungsten mine of its own—but Almonty intends to change that soon—and the critical raw material is needed for applications including ammunition, missiles, and semiconductors. Verbio shares have also been in demand in recent weeks. Analysts believe the 33% rise in the share price so far this year is not yet sufficient, with further upside potential expected. Among other things, the company's expansion into the US is driving the share price. And what about Renk? Analysts are recommending a "Buy", while production is being significantly expanded. Yet the share price has so far failed to benefit from these developments.
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Commented by André Will-Laudien on September 3rd, 2026 | 08:40 CEST
Drone Attack in Germany: Pressure on NATO Mounts! Rheinmetall, Volatus, Hensoldt and DroneShield in the Spotlight
The attempted attack using an explosive-laden drone at Leipzig Airport marks a new level of escalation in hybrid warfare in Europe. Following weeks of intensive investigations by the Federal Public Prosecutor's Office, the German government has now officially identified the Russian intelligence service as the mastermind behind the sabotage operation. This targeted attack on critical infrastructure serves as a massive international wake-up call to NATO partners. In Brussels, the Alliance is calling for a significant strengthening of collective deterrence and defence capabilities against such covert operations. From an investor's perspective, such incidents create a new selling point for the defence industry and specialist defence companies. Hensoldt, a specialist in sensor technology and airspace surveillance, is facing rapidly rising demand for seamless detection systems. At the same time, defence giant Rheinmetall is coming into focus for its role in establishing far-reaching, active defence architectures at airports and military bases. When it comes to high-tech equipment for drone defence and surveillance flights, the specialists DroneShield and Volatus Aerospace are once again in the spotlight. The political pressure to close these serious security gaps in airspace as quickly as possible is likely to provide the companies involved with a massive long-term boost. Investors should therefore keep a very close eye on the geopolitical boom in this highly specialized defence segment.
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Commented by Armin Schulz on September 2nd, 2026 | 07:15 CEST
How Investors Can Profit from the Drone Threat — Rheinmetall, Volatus Aerospace and Lockheed Martin in Focus
On the night of August 5, 2026, the quick action of a bus driver helped avert a catastrophe. The drone attack ushered in a new era of threats. The foiled attack on Leipzig/Halle Airport involving an explosive-laden drone is no longer an isolated incident. This escalation, which is now attracting attention at the highest levels of the security establishment, is putting a multibillion-dollar market for effective counter-drone solutions and autonomous weapons systems firmly in the spotlight. For investors, the question is who will benefit most from this "drone supercycle". We take a closer look at three promising candidates: Rheinmetall, Volatus Aerospace and Lockheed Martin.
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Commented by Armin Schulz on September 1st, 2026 | 07:20 CEST
Billions from Washington and Brussels: Almonty Industries, Aurubis and MP Materials Are Benefiting from the Boom
Supply chains and raw materials security are increasingly becoming priorities for Western governments. While Washington is providing billions in funding for domestic mining projects, Brussels has ushered in a regulatory shift with the Critical Raw Materials Act. Government subsidy programs for critical raw materials are putting resource companies firmly in the spotlight. The effort to secure Western supply chains is particularly evident in the case of three companies whose news flow in August 2026 caught investors' attention: Almonty Industries, Aurubis and MP Materials.
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