geopolitics
Commented by Armin Schulz on April 20th, 2026 | 08:35 CEST
Copper Rally: How BYD Is Suffering as a Consumer – and Why Power Metallic Mines & Freeport McMoRan Are Cashing In Now
The global energy transition, e-mobility, and the AI boom are causing copper demand to skyrocket. At the same time, supply is shrinking: aging mines, declining ore grades, and years-long exploration times for new deposits. This gap between structurally rising demand and production that can barely be expanded is fueling the debate about a commodities supercycle. Those who build the right positions now could benefit disproportionately. It is precisely in this context that a closer look at three companies is warranted: BYD, Power Metallic Mines, and Freeport McMoRan.
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Commented by Tarik Dede on April 20th, 2026 | 08:30 CEST
Costs, Costs, Costs: Can High Oil Prices Benefit dynaCERT?
Elevated energy prices resulting from the US war of aggression in the Persian Gulf are driving up transportation costs across many industries. Logistics providers in particular are exposed to rising diesel prices. If the conflict drags on much longer, shortages could soon arise in Europe as well. In this environment, dynaCERT's technology can quickly provide relief for logistics providers by reducing fuel consumption and operating costs—an angle that is still under the radar of many investors. But persistently high energy prices are likely to soon shift the focus to this innovative tech company.
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Commented by Mario Hose on April 20th, 2026 | 08:25 CEST
Drones and Defense: How Volatus Aerospace Is Positioning with AI and NATO contracts - Is CAD 1.00 Within Reach?
The global security environment is prompting governments to reassess their defense strategies, with increasing emphasis on scalable and technology-driven solutions. In this context, Volatus Aerospace is positioning itself as a provider of integrated drone and aviation services that go beyond pure hardware. The company is passionate about modern technology and knows exactly what contemporary defense must look like. And for this, the right platform is more important today than ever. The significance of Volatus's work is underscored by a recently announced NATO-related contract with a total value of approximately CAD 2.1 million. At the same time, the stock is beginning to attract renewed attention. Momentum is building, which could drive the price to CAD 0.90 or even higher toward CAD 1. In a market where drones are playing an increasingly important role in both defense and civilian applications, Volatus is positioning itself across multiple use cases.
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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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