The global order of commodity markets is in a state of upheaval. Geopolitical tensions, export restrictions, and a highly concentrated supply structure for strategic metals are forcing Western industrialized nations to rethink their approach. Commodities with security and technology policy relevance are increasingly becoming the focus of political and economic decision-making processes. In this environment, new winners are emerging, especially where stable jurisdictions meet geologically promising projects. Antimony Resources (ISIN: CA0369271014 | CSE: ATMY | FRA: K8JO | WKN: A414DM) is positioning itself specifically as a potential building block for an independent Western supply by strategically developing the Bald Hill project, taking into account both political and economic conditions. The US administration knows that time is running out! Investors should take note!
In an increasingly fragile geopolitical environment characterized by military conflicts, structural over-indebtedness, and the ongoing erosion of fiat purchasing power, gold is once again moving into the strategic focus of both institutional and private investors. The massive purchases by central banks, with over 1,045 tons in 2024 alone and an estimated 1,200 tons in 2025, are less tactical in nature and more an expression of a long-term loss of confidence in the existing monetary system. At the same time, there is a shortage of physical stocks on the futures exchanges, which is providing additional support for the price. While cryptocurrencies are discussed as "digital gold," they have so far lacked the stability required for conservative asset protection. Companies such as Globex Mining benefit twice in this environment: from rising metal prices and from a business model that does not rely on a permanent inflow of capital. Globex Mining is the focus of attention as a broadly diversified resource owner. Founded in 1949 and now led by CEO Jack Stoch, the Canadian company is consistently focused on the acquisition, development, and targeted leasing of resource-rich properties, primarily in Canada and the US. With currently 265 assets and a broad diversification across gold, silver, base metal, and specialty metal projects, Globex is benefiting not only from the current precious metals boom, but also from political developments such as resource scarcity and trade tariffs. In 2026, a revaluation could take place that has not yet been seen.
In a world of extreme geopolitical instability, industrial producers are seeking secure supplies of strategic metals. Power Metallic Mines (WKN: A40S32 | ISIN: CA73929R1055 | Ticker symbol: PNPN) controls large deposits in Canada and is at the center of North American self-sufficiency efforts.
+++ Québec, Canada, is one of the world’s best jurisdictions for sustainable mining
+++ World-class discoveries of copper, nickel, platinum, palladium, gold, silver, and cobalt
+++ Adjacent to a nearby highway with direct access to green, CO2-neutral electricity
+++ 100,000-meter fully funded drill program ensures abundant news flow in the coming months
+++ Demand boom for strategic metals continues unabated
+++ Significantly undervalued with a market capitalization of just under CAD 240 million
+++ Analysts see up to 200% upside from the current price of CAD 1.03
The excellent drill results show similarities to some of the largest discoveries made to date and highlight the potential scale of the deposits. Combined with the best legislation for raw materials, the setup offers the potential for explosive growth.
Data has become the new crude oil of today's markets. In times of inflation, geopolitical instability, and fragile supply chains, access to reliable information is gaining strategic importance. With the launch of the AI-based Mining IQ platform and its partnership with Rio Tinto, Aspermont is transforming in 2025 from a media company into a global data intelligence specialist for the commodities industry. The platform combines centuries of industry knowledge with state-of-the-art AI. Risks, ESG performance, and project developments can now be assessed in real time. What was once considered almost witchcraft is now the new standard for data-driven decision-making. Supported by the digitization of 200 years of mining archives and a strong institutional capital base, a scalable, subscription-based business model with global appeal is emerging. Aspermont is making the leap from information broker to architect of a networked, intelligent resource economy. A quantum leap from traditional media provider to digital industry architect.
E-mobility, drones, robotics, and artificial intelligence are megatrends. Billions in capital are flowing into these industries. One area is currently in the spotlight: energy storage! It ensures the stable operation of millions of applications, machines, and devices. Industry 4.0 is entering its next phase with an immense appetite for energy. Without high-capacity batteries, neither robots nor drones nor electric vehicles can function. For now, the global battery market remains firmly in Chinese hands, but Western industrialized nations are determined to reduce this critical dependency. The next generation of batteries offers a historic opportunity to correct this strategic mistake. At the forefront of this shift is NEO Battery Materials (ISIN: CA62908A1003|TSX-V: NMB|FRA: 1BC|WKN: A2QQBV). The Canadian company is developing cost-efficient, silicon-enhanced batteries that can store more energy and charge faster. A revolution is in the making!
The rally in the gold price recently peaked at USD 4,350 and then came to a halt for the time being. However, the current technical setback to around USD 4,000 does not change the strong medium-term prospects or the fact that gold mines worldwide are operating at production costs of between USD 1,150 and USD 1,650 per ounce. Gross margins have therefore never been higher. This provides a great incentive to reactivate historic properties or even to accelerate the development of new mines. Tight inventories on the futures markets are currently unsettling the precious metals sector, with the shortage of physical silver recently coming to a dramatic head. This environment is an Eldorado for speculators, but also for investors looking to find the right entry point now, as investment banks are forecasting gold prices of up to USD 6,000. Formation Metals Inc. (CSE: FOMO; FSE: VF1; OTCQB: FOMTF) is well-positioned with its properties in the Abitibi Greenstone Belt in Québec. In the heart of this historic mining region, well-known players such as Agnico Eagle Mines (LaRonde and Val-d'Or regions) and Osisko Mining (in the Malartic area) are mining. The resulting peer effect suddenly turns well-financed explorers like Formation Metals into liquid market participants with comparable visibility. With excellent infrastructure, historical mine production, and technologically highly skilled personnel, every new drill section offers a significant catalyst opportunity.
Humankind's battle against serious diseases spans centuries. Medicine and alternative healing methods have achieved numerous successes, and technological development and innovation are continuing at an accelerated pace. Large pharmaceutical companies leverage their abundant cash flows to develop new drugs, yet not all areas are effectively addressed. In contrast, smaller biotech companies are creative and inventive. They dare to explore new approaches. When they succeed, investors can see multiples of their invested capital returned, making the sector particularly compelling. The Canadian biotech company BioNxt Solutions (TSX-V: BNXT; WKN: A3D1K3; ISIN: CA0909741062) develops state-of-the-art drug delivery systems for autoimmune and neurological diseases and addresses markets of global relevance. The latest developments are now putting BioNxt squarely in the spotlight.
Amid global efforts to transition to renewable energy, nuclear power is experiencing an unexpected renaissance. Alongside traditional pillars such as solar and wind power, it is increasingly coming to the fore as a key technology. While Europe still hesitates, North America, China, and India are pushing ahead with expansion. Around 440 plants currently supply electricity worldwide, and over 80 new projects are in the concrete planning stage. President Donald Trump has indicated that strengthening national nuclear capacities is a priority for him, with numerous new approvals intended to consolidate US energy independence. Companies that build bridges between nuclear and hydrogen technology are benefiting particularly from this development. The Canadian company First Hydrogen (EUR 0.28 | WKN: A3C40W | ISIN: CA32057N1042) is working on compact, modular reactors – known as SMRs – that could make local hydrogen production clean, safe, and economical. This creates a connection that could significantly change the energy system of the future. First Hydrogen is at the forefront!
Securing supply chains for critical metals is at the heart of global strategies. Greenland, once a scientific backwater, is now at the center of geopolitical interests with its deposits of rare earths, nickel, cobalt, and graphite. These metals are indispensable for batteries, electronics, and defense technologies. While the EU is strengthening its autonomy with the Raw Materials Act passed in 2023 and new partnerships, the US government under President Trump is focusing on protectionist control and direct access to resources. The announcements from the White House sound rather aggressive in this regard. Market participants should assume that, in case of doubt, the US will make a clean sweep – even in the most remote locations that allow access. European Lithium (WKN: A2AR9A | ISIN: AU000000EUR7 | Ticker: PF8 | ASX: EUR) is positioning itself in this environment with two key deposits: rare earths in Greenland and lithium in Europe, including Ukraine. The Company thus connects two geostrategic hotspots and is considered a potential winner in the new race for raw materials.
Drone technology has undergone breathtaking development in recent years. What once began as a futuristic toy has now become a central component of modern industrial and security concepts. Simple flying objects with cameras have evolved into sophisticated, AI-powered systems capable of collecting and evaluating data in real time and making targeted decisions. Drones have long been connected to analysis platforms and cloud networks and perform surveillance, logistics, and defense functions. In recent years, this was only possible with manned units. In times of geopolitical tension, they are increasingly replacing traditional forces thanks to their cost efficiency, flexibility, and continuous learning through artificial intelligence. The existing momentum across the entire sector is accelerating innovation worldwide and is also shaping commercial applications in surveillance, infrastructure, and rescue logistics. Volatus Aerospace (TSX-V: FLT; WKN: A2JEQU; ISIN: CA92865M1023) is one of the companies that recognized this technological upheaval early on and implemented it consistently. Now, the phase of exponential growth is beginning for investors!