geopolitics
Commented by André Will-Laudien on April 17th, 2026 | 07:25 CEST
Gold at USD 4,800 – Largely Overlooked and Gaining Momentum: Desert Gold Set for First Production in 2026
After a dream rally over the past 12 months, the gold price paused just below the USD 5,000 mark. The reason: between 2025 and January of this year, the precious metal surged by 130% to USD 5,400. Supply constraints and imbalances in derivatives markets, particularly in silver, pushed prices for physical metal sharply higher. Most gold producers and advanced explorers saw revaluations of up to 500%. Desert Gold also doubled in value during this period; however, the market has so far largely overlooked the company's strong positioning to begin production in 2026. The German research firm GBC has set a price target of CAD 0.93, which implies substantial upside from the current level of around CAD 0.14. Investors should keep in mind that gold investments have historically served as a hedge against geopolitical uncertainty. They can help stabilize portfolio returns and preserve purchasing power over the long term. A closer look is warranted.
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Commented by Nico Popp on April 17th, 2026 | 07:00 CEST
Tungsten in Focus: Almonty's Strategic Position and the Battle for Western Resource Sovereignty – Implications for SpaceX and Sandvik
Wars and the shifting of power blocs are driving major changes across many industries. Technological breakthroughs and visionary ideas are already beginning to take shape. In this context, the element tungsten is becoming increasingly important. With the highest melting point of any metal at 3,422 °C, a density nearly equal to that of gold, and exceptional hardness, this material is largely irreplaceable in metalworking, the defense industry, semiconductor manufacturing, and, more recently, nuclear fusion. For a long time, the global market for tungsten was dominated by China, which controlled over 80% of mine production and nearly 70% of processing capacity. But this era ended abruptly when the Chinese Ministry of Commerce announced strict export controls on 25 strategic metals, including tungsten, in February of last year. At the same time, the so-called REEShore Act came into effect in the US, strictly prohibiting the use of Chinese tungsten in military equipment starting in 2027. In its report "Global Critical Minerals Outlook 2025," the International Energy Agency (IEA) rightly emphasizes that it is crucial to closely monitor such concentrated supply chains for the sake of global security and defense capabilities.
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Commented by Carsten Mainitz on April 16th, 2026 | 07:30 CEST
Almonty Industries: Strategic Reassessment Opens Up Further Upside Potential
It is a good thing when a company has what many others want. This is particularly true for Almonty Industries. The US-based company produces the critical raw material tungsten, which is in high demand and irreplaceable across many industries due to its unique properties, such as extreme heat resistance and the ability to withstand enormous pressure. Demand is rising enormously, particularly in the defense industry. Almonty is set to become the largest tungsten producer outside of China in the foreseeable future. Its main production site in Sangdong, South Korea, was designed to generate high margins even in a low-price environment of USD 350 per metric ton unit (MTU). The price currently stands at USD 3,000 per MTU. Analysts are factoring in only a fraction of that. Given the fundamentally changed market conditions, a revaluation of the stock will begin, taking into account the new reality and the company's geopolitical significance.
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Commented by Mario Hose on April 16th, 2026 | 07:25 CEST
Gold and Silver Runs and Copper Dreams: Why Barrick Mining, First Majestic, and Power Metallic Are Setting the Pace Right Now
The global economy is in a phase where it feels like nothing is the way it used to be. In this situation, commodities are once again inexorably moving back into the spotlight. While established giants like Barrick Mining and First Majestic Silver form the foundation of any solid commodities portfolio, investors are increasingly on the lookout for the next big breakthrough in critical metals. Copper, nickel, and platinum group metals are the fuels of modern industry, but where can one still find exceptional grades today that offer real potential for revaluation? In this report, we take a detailed look at the industry giants and analyse why a smaller but up-and-coming player like Power Metallic Mines is currently making waves with spectacular drill results. Learn why the current market phase could present a rare opportunity and which technical chart levels could now determine the next major price surge.
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Commented by Fabian Lorenz on April 16th, 2026 | 07:15 CEST
Massively Undervalued Gold Stock? Desert Gold Launches a 500% Rally!
As gold completes its correction and attention turns to reclaiming the USD 5,000 mark, one gold stock is already taking off in a big way. Analysts even consider a rally of more than 500% possible. That is because Desert Gold plans to produce gold for the first time this summer. Yet the company is still valued at less than EUR 25 million - something analysts consider far too low. In addition to starting production, the company is working on expanding its resource. There is also takeover speculation.
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Commented by André Will-Laudien on April 16th, 2026 | 07:05 CEST
Volatus Aerospace on the Rise – From Aerial Imagery to a Question of Power: Drone Technology Is Shaping the Future
The skies no longer belong solely to airplanes. Drones are rapidly evolving from niche tools into a core technology across industries. They are man-made, but ultimately superior, because they see better and act without emotion according to predefined patterns. They enhance data collection, automate processes, and expand operational capabilities—from agriculture to security. What was once experimental is now becoming systemically relevant. Autonomous systems secure energy supplies, facilitate rescue operations, and modernize global supply chains. Their dual utility makes them a key infrastructure of the digital age. For whoever possesses drone technologies increasingly controls the flow of data and resources and optimizes protection against unwanted threats. A trend that is clearly gaining momentum in the financial markets, with one name at the forefront: Volatus Aerospace.
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Commented by Fabian Lorenz on April 16th, 2026 | 07:00 CEST
Winners and Losers of the Iran War: Rheinmetall, TUI and A.H.T. Syngas
Analysts see nearly 150% upside potential for A.H.T. Syngas shares. The company offers a clean alternative to natural gas. In an interview, the CEO reports a "real surge" since the war in Iran. Analysts expect significantly rising revenues and profits. Could these projections even be too conservative? Rheinmetall is certainly not undervalued. Moreover, the defense contractor seems out of step with the times with its "heavy military equipment." But with drones and missiles, the company aims to keep pace with the times and is forming partnerships to that end. TUI, on the other hand, is struggling with the consequences of the Iran war. Cruise ships are stranded, kerosene prices are rising, and vacation destinations in the Arab world are not being booked. Nevertheless, analysts are surprisingly optimistic.
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Commented by Nico Popp on April 15th, 2026 | 08:00 CEST
Innovator Combines the Expertise of DroneShield and Dufour Aerospace: Volatus Aerospace as a Fully Integrated Drone Service Provider
The aviation industry is undergoing what is arguably its most radical transformation since the introduction of jet engines: autonomous flight is gaining importance in both the military and civilian sectors. Yet the market is hungry for comprehensive solutions that seamlessly integrate flight operations, specialized hardware, and robust security systems. Leading this development are three companies: Dufour Aerospace, a pioneer in highly efficient tilt-wing aircraft; DroneShield, the market leader in drone defense; and Volatus Aerospace, which is making a name for itself as a strategic systems integrator. Opportunities are emerging for investors. Volatus Aerospace, in particular, stands out by combining the commercial use of drones with security technology, thereby paving the way for scalable, autonomous aviation. Major corporations such as Rheinmetall have also recently invested heavily in drone technology and are likely exploring potential acquisition targets.
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Commented by André Will-Laudien on April 15th, 2026 | 07:50 CEST
Oil shortages as a turning point for uranium and hydrogen with Siemens Energy, Standard Uranium, Plug Power, and Nel ASA
The start of the week was volatile. Oil prices are rising sharply again, up around 12%, increasing pressure on consumers and policymakers. Now the Black-Red coalition government has developed a 17-cent package set to be passed in the coming weeks. A temporary reduction in the eco-tax is intended to help. Geopolitical tensions continue to drive price volatility, even though underlying supply-demand fundamentals in oil and gas do not indicate a structural shortage. Prime Minister Söder is even calling for a resumption of gas exploration in Germany. Who would have thought? We, too, are looking at possible alternatives and taking a closer look at nuclear power and hydrogen. For investors, companies such as Siemens Energy, Standard Uranium, Plug Power, and Nel ASA are increasingly coming into focus, as they stand to benefit directly or indirectly from these structural energy shifts. We take a closer look at the underlying drivers.
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Commented by André Will-Laudien on April 14th, 2026 | 07:35 CEST
Dream Returns with Oil and Gas! Jump on Pure One, but Proceed with Caution on BP, OMV, and Nordex
Recent developments are drawing renewed attention! US President Donald Trump has ordered the US Navy to implement a full-scale blockade of the Strait of Hormuz. He aims to halt Iranian shipments, which had previously been tolerated, in favor of countries that are no longer on the list of allies in this Middle East conflict. At the same time, a joint project by individual NATO allies is launching to secure the disputed strait, to enable future transit once again. With this news, energy and commodity prices surged higher again yesterday, even though some of the gains were already pared back by the afternoon. The focus is once again on oil and gas stocks, as well as some alternative energy and utility shares. In this environment, the Australian company Pure One can steer its diverse range of activities in the most profitable direction. Meanwhile, established players such as BP, OMV, and Nordex have already seen significant share price gains, prompting analysts to adopt a more cautious stance. A closer look is therefore warranted.
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