geopolitics
Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET
Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD
As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.
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Commented by Nico Popp on March 24th, 2026 | 07:15 CET
Energy Crisis Escalates: A.H.T. Syngas Comes to the Rescue of Small and Medium-Sized Businesses – Haffner and Vow Position Themselves
The escalation of the war in the Middle East and the de facto blockade of the Strait of Hormuz are putting energy supply chains and the raw materials they depend on to the test. Since approximately 20% of global LNG trade flows through the strait, European natural gas prices have skyrocketed to record levels. The Dutch TTF benchmark reached a level of over EUR 90 per MWh in early March - a threefold increase within a few days that threatens the upturn in the manufacturing sector. In this market environment, the spotlight is turning to companies that offer immediately available, decentralized solutions for energy self-sufficiency. While many corporations are still stuck in long-term planning for a comprehensive hydrogen infrastructure, players like Haffner Energy and Vow are driving niche solutions for heavy industry and logistics. For medium-sized industrial companies, however, A.H.T. Syngas Technology offers a promising solution. Investors should recognize the dependence on global supply chains and bet on companies that are smartly tackling high energy costs.
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Commented by André Will-Laudien on March 20th, 2026 | 08:30 CET
DAX and NASDAQ Plunge, but Drones Are on the Order List: How Is Volatus Aerospace Faring?
The escalation surrounding Iran is currently starkly illustrating just how much modern conflicts are shaped by unmanned systems. Drone attacks on storage and energy infrastructure in the Gulf region are driving not only geopolitical uncertainty but also oil prices skyward, putting global markets under pressure. At the same time, we are witnessing a broad sell-off in the stock markets, triggered by fears of inflation, supply bottlenecks, and a further escalation of the conflict. What is striking here is that while traditional markets come under pressure, the strategic importance of technologies for reconnaissance, surveillance, and the protection of critical infrastructure is rapidly increasing. This is precisely where new demand cycles are emerging, not only in the military sector but also in energy, security, and industry. It is at this striking intersection that the true investment story of Volatus Aerospace begins.
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Commented by Armin Schulz on March 20th, 2026 | 08:20 CET
Fertilizer Crisis Triggered by the Iran War: Why Bayer, MustGrow Biologics, and K+S Offer the Perfect Portfolio Mix
When bombs fall in the Persian Gulf, the global agricultural economy trembles. The recent military strikes against Iran have thrown the fertilizer markets into turmoil. Prices for nitrogen and ammonia are skyrocketing, and shares of North American corporations are surging by double digits. Regardless of the acute geopolitical upheaval, the industry is undergoing a fundamental transformation. While one half of the sector is still cashing in on the short-term gains from the crisis, the other has long been driving forward the vision of sustainable agriculture, spurred by regulatory pressure. Three companies show where the journey is headed: agricultural giant Bayer, agricultural biotechnology company MustGrow Biologics, and fertilizer specialist K+S.
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Commented by André Will-Laudien on March 18th, 2026 | 07:05 CET
Drone Warfare Reshapes NATO Priorities: Airbus, DroneShield, and NEO Battery Materials in Focus
Things are not progressing as quickly as the US president had hoped with the "Iran special operation." Airstrikes against Iran began in early March, and since then, markets have been fluctuating wildly, almost hourly. Even though the destruction of Iran's nuclear programs is widely welcomed, a new oil and gas shortage is emerging for Western economies, as around 20% of daily production is transported through the Strait of Hormuz, a route also used by container ships. Investors must therefore once again contend with a new supply constraint that is shaking global supply chains. In highly specialized industries, "just-in-time" production thus becomes a gamble. Defense and military stocks are once again in focus, but due to the enormous challenges posed by constantly evolving conflict zones, specialists in energy storage and electrical infrastructure are also moving into the spotlight. A healthy mix of all these sectors could even generate gains in times like these.
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Commented by Armin Schulz on March 17th, 2026 | 07:30 CET
80% Margins from SKYDRA: Why Volatus Aerospace Is More Than a Drone Manufacturer
CAD 81.8 billion is a figure that immediately grabs attention. With this amount, the Canadian government has not simply increased its budget, but has laid out a new industrial framework for the country's defense policy. The old rules of procurement no longer apply. In recent years, Canadian defense companies have faced protracted decision-making processes, years-long procurement cycles, and a significant portion of the hoped-for budget flowing overseas. The new Defense Industrial Strategy is no ordinary policy document. It is a clear commitment to a "Build in Canada" philosophy. In the future, 70% of procurement spending is to go to domestic companies. At the same time, unmanned systems and autonomous technologies are officially declared "core sovereign capabilities." This sector, in which Volatus Aerospace is well-positioned, is granted strategic status and will be prioritized in the future.
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Commented by Stefan Feulner on March 17th, 2026 | 07:15 CET
Antimony Resources: Geopolitics Is Driving Antimony Prices
Antimony is increasingly becoming a geopolitically important commodity. China dominates production, and export restrictions have already caused prices to rise sharply. At the same time, demand is growing from the defense, technology, and energy sectors. With the Bald Hill project, Antimony Resources is developing a potentially significant source of antimony for North America. New discoveries and high-grade drill results suggest that the project could have significantly greater potential than previously assumed.
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Commented by Fabian Lorenz on March 17th, 2026 | 07:10 CET
Over 100% in an epic tungsten rally! Revenue and profits are exploding at Almonty Industries!
Is tungsten the new precious metal? In terms of price performance, this critical raw material is easily outshining gold and silver. The price of the metal - coveted by governments, defense contractors, tech companies, and many others - has surged by more than 100% this year alone. Prices have now climbed to over USD 2,200 per MTU, compared to below USD 400 a year ago. The biggest beneficiary of this epic rally is Almonty Industries. The tungsten producer invested early in new mines and is now ramping up production. With the new mine in South Korea, the company will soon be able to cover around 40% of global demand outside of China. The company released an update yesterday, and analysts expect a surge in both revenue and profits.
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Commented by Mario Hose on March 17th, 2026 | 07:05 CET
Security, Defense, and Power: How Rheinmetall, DroneShield, and NEO Battery Materials Are Revolutionizing Defense Logistics
The geopolitical tensions of recent years have brought a fundamental truth to light. Security is not just a matter of tanks and soldiers, but increasingly a race for technological superiority. While established, large companies like Rheinmetall are securing record orders and DroneShield is trying to secure the skies above our heads, a third player is quietly moving into the center of power: NEO Battery Materials. Today, it is no longer just about who builds the best drone, but also about who keeps it in the air the longest and most efficiently. In a world where conflicts like those in Iran or Ukraine are decided by autonomous systems, traditional armaments and state-of-the-art battery technology are merging into a single entity. We take a look behind the scenes of an industry that offers completely new opportunities for investors right now.
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Commented by André Will-Laudien on March 16th, 2026 | 09:10 CET
Oil Crisis 5.0 is Pure Fiction: Shell, American Atomics, and E.ON Call the Shots
The same old refrain every day: We are running out of oil! The Strait of Hormuz is about to be closed! This is scaremongering by the oil lobby, which has been suffering from relatively low oil prices of USD 60 to USD 80 for the past two years. So a bit of stress is injected into the system, a few images of burning oil facilities appear in the news, and prices quickly start soaring again. Oil prices have already surged well above USD 100 twice on strong momentum - but that is not what scarcity looks like! The "Peak Oil" myth has already been debunked several times. In reality, with all the renewable alternatives to fossil fuels, oil demand has reached a peak, which, according to experts, is almost exactly 100 million barrels per day. And as recent studies show, there is still enough oil on Earth to last well over 200 years. So: take advantage of short-selling opportunities in the oil market as the conflict draws to a close, ride Shell's current oil wave as long as possible, and keep an eye on upcoming energy favorites such as American Atomics, RWE, or E.ON. Then your portfolio will be smiling - without falling into sheer panic.
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