While stock markets are celebrating, a new economic era is quietly dawning. Driven by geopolitical power struggles, a relentless battle for critical raw materials, and the return of strategic state intervention, unexpected winners are emerging. These forces are reshaping ...
Armin Schulz
|
4 days ago
|
Gold mining has long relied on a single, highly toxic molecule: cyanide. Today, tightening regulations, rising ESG scrutiny, and increasingly complex ore bodies are challenging this long-standing industry standard. A paradigm shift is emerging in which access to clean ext...
Armin Schulz
|
7 days ago
|
Gold is back on the big stage. Driven by geopolitical hot spots, structural weakness in the US dollar, and the insatiable appetite of central banks, the precious metal is racing from one all-time high to the next. But while prices are rising, the situation for mine operat...
Nico Popp
|
11 days ago
|
Silicon as a lever for efficiency and range The basic thesis is simple: higher energy density means greater range, shorter charging times, and lower operating costs. NEO Battery Materials (TSXV:NBM) is developing silicon-reinforced anodes for lithium-ion batteries...
André Will-Laudien
|
12 days ago
|
While attention is focused on large defense contractors, a less noticed but lucrative ecosystem is emerging in the shadow of the defense boom. The real winners in the new security landscape are often companies that provide the essential foundations, from critical raw mate...
Armin Schulz
|
12 days ago
|
The map of global battery production is shaking. China’s latest export restrictions on high-performance lithium-ion batteries and key materials have sent shockwaves through technology companies and governments worldwide. Suddenly, the search for reliable, ...
Armin Schulz
|
12 days ago
|
The year 2025 is coming to an end, but investors remain in full swing. At the end of the year, the conflict between growth and the availability of critical raw materials remains the focus of attention. While Rheinmetall and D-Wave achieved a significant marker in the incr...
André Will-Laudien
|
13 days ago
|
Drones, robotics, and electromobility are megatrends. Billions of dollars in capital are flowing into these industries. As a result, DroneShield and Standard Lithium were among the high flyers of the year. However, after share price gains of 330% and 170% respectively, th...
Fabian Lorenz
|
13 days ago
|
2025 will once again go down in history as a strong year for the stock market. This is particularly surprising from a German perspective, as the DAX, long considered an underperformer, even outperformed the leading US market with a gain of over 20%. However, anyone who be...
Stefan Feulner
|
December 23, 2025
|
While sluggish economic data currently dominates, disruptive technologies are unleashing enormous profit potential. Artificial intelligence, electromobility, and new safety requirements are fueling demand for specialized high-performance batteries. These key components ar...
Armin Schulz
|
December 22, 2025
|