Swiss Resource Capital AG

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Gold bei 4.200 Dollar – kommt jetzt der Rückschlag? 👀Steigende Zinsen, hohe Staatsschulden und neue Signale aus der US-G...
04/09/2026

Gold bei 4.200 Dollar – kommt jetzt der Rückschlag? 👀

Steigende Zinsen, hohe Staatsschulden und neue Signale aus der US-Geldpolitik: Was bedeutet das jetzt für Gold, Silber, Minenaktien und Öl?

Darum geht’s in der neuen Folge von Rohstoff Insider. Reinschauen lohnt sich.

Wir freuen uns, dass Björn Paffrath und Florian Kössler mit Rohstoff Insider ein weiteres starkes Video-Podcast-Format innerhalb der SRC-Familie aufgebaut haben.

Jede Woche gibt’s neue Einblicke, Einschätzungen und Analysen rund um Rohstoffe und Kapitalmärkte.

▶️ Jetzt Folge ansehen:
https://www.youtube.com/watch?v=GLt2Jt6FWuM&t=754s

🔔 Kanal abonnieren und keine neue Folge verpassen.

AI needs power. Nuclear needs uranium.The rapid expansion of AI data centers is increasing demand for reliable 24/7 elec...
02/09/2026

AI needs power. Nuclear needs uranium.

The rapid expansion of AI data centers is increasing demand for reliable 24/7 electricity — putting nuclear energy back into focus.

At the same time, uranium supply remains constrained. New mines take years to develop, while U.S. utilities alone require around 32 million pounds of uranium annually.

That creates a clear tension: demand is becoming more visible, but supply cannot respond quickly.

With uranium currently around US$90.60/lb, some forecasts see significantly higher prices in the second half of 2026.

The key question: Can supply keep up?



Disclaimer: This post is for informational purposes only and does not constitute investment advice.

From development story to construction.GoGold Resources Inc has officially started construction at its fully funded Los ...
31/08/2026

From development story to construction.

GoGold Resources Inc has officially started construction at its fully funded Los Ricos South silver-gold project in Jalisco, Mexico.

For investors, this is an important transition. The project has moved beyond studies and permitting and is now entering the ex*****on phase.

GoGold currently reports US$284 million in liquidity, no debt and continued cash flow from its Parral operation — providing a strong financial foundation for construction.

At the same time, detailed plant engineering is approximately 85% complete, key long-lead equipment has already been ordered and earthworks have started on site.

Underground development is expected to begin in January 2027, with first silver and gold production targeted for June 2028.

The next key factor will be ex*****on: keeping construction on schedule while converting Los Ricos South from a development asset into GoGold’s next producing mine.



Disclaimer: Advertisement. Swiss Resource Capital AG has a business relationship with GoGold Resources. This is not investment advice.

☢️ Uranium demand could more than double by 2040.The real question is: Can supply keep up?Global reactor requirements ar...
26/08/2026

☢️ Uranium demand could more than double by 2040.

The real question is: Can supply keep up?

Global reactor requirements are estimated at around 68,920 tU in 2025. In the World Nuclear Association’s reference scenario, that could rise to more than 150,000 tU by 2040.

At the same time, new uranium mines, restarts and expansions need years of permitting, financing and development.

That is why the current uranium cycle may still be in an early stage.

Companies such as IsoEnergy and Premier American Uranium are positioning themselves within this long-term supply story, through high-grade resources, exploration and potential future production in North America.

More on the uranium market in our free Uranium Report 2026. Link in Bio!



Disclaimer: Advertisement. Swiss Resource Capital AG has a business relationship with the companies mentioned. This is not investment advice.

24/08/2026

What could be the next major catalyst for Newcore Gold?

Following the strong Pre-Feasibility Study for the Enchi Gold Project in Ghana, the company is now looking to further de-risk the project through permitting. A key next step: applying for a mining lease, which could mark another important milestone on the path toward a potential production decision.

🎥 Watch the full interview with CEO Luke Alexander on our YouTube channel. Link in Bio.



Disclaimer: Advertisement. Swiss Resource Capital AG has a business relationship with the company mentioned. This is not investment advice.

20/08/2026

A sharp move in the U.S. bond market triggered a strong rally across hard assets.

Silver gained around 5.75%, gold more than 4% and Bitcoin roughly 8%.

The catalyst: the U.S. Treasury announced larger buybacks of long-dated government bonds. In the 10- to 30-year sectors, the amount will rise from a maximum of $2 billion to at least $4 billion per operation.

The timing is important. The 30-year Treasury yield had climbed to 5.337% — its highest level since 2007 — while U.S. federal debt has now surpassed $40 trillion.

After the announcement, long-term yields moved lower, the dollar weakened and precious metals rallied.

This is not QE. But it is another sign that rising financing costs are becoming increasingly difficult to ignore.

For gold, silver and other hard assets, that is an important development to watch.

Sources: U.S. Department of the Treasury, FRED, Reuters
Not investment advice.

19/08/2026

What makes a mining project investable beyond grade and ounces? 👀

For Mayfair Gold CEO Drew Anwyll, one key factor is clear: the people behind the project.
As Fenn-Gib moves into its next development phase, experience, alignment and ex*****on become increasingly important.

For investors, that’s a useful reminder: a strong asset matters, but so does the team that has to turn it into value.

🎥 Watch the full interview on our YouTube channel. Link in Bio.



Disclaimer: Advertisement. Swiss Resource Capital AG has a business relationship with the company mentioned. This is not investment advice.

More nuclear power, more uranium demand – but where will the additional uranium come fromThis is the key question behind...
17/08/2026

More nuclear power, more uranium demand – but where will the additional uranium come from

This is the key question behind the long-term uranium opportunity.

Goldman Sachs expects the US through 2045 to see:

- 20 new reactors
- 3 reactor restarts
- Construction resumed on 2 reactor units
- An average 5-year extension in reactor lifetimes

On the other side of the equation, supply remains a major challenge. Goldman Sachs estimates uranium oxide demand of around 164,000 tonnes by 2045, compared with production of only approximately 60,000 tonnes.

The World Nuclear Association also expects global uranium requirements to exceed 150,000 tU by 2040.

And higher prices alone are unlikely to solve the equation: uranium represents only a relatively small share of a nuclear plant’s overall costs, making demand comparatively price-insensitive.

The uranium market needs substantially more supply. But new mines take years to develop.

That gap is precisely why uranium remains one of the most interesting strategic commodities for the decades ahead.



Disclaimer: This post is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities or other financial instruments.

14/08/2026

600 million ounces of silver, with a clear potential catalyst ahead.

With Pitarrilla, Endeavour Silver Corp holds a project that could provide the company with significant long-term strategic optionality. For investors, the size of the resource is only one part of the story. The key question is how geological potential can be translated into a robust economic development case.

That is exactly where the current focus lies. Ongoing hydrological work is supporting the feasibility study, which is expected to be completed by the end of the third quarter. This could mark an important milestone, providing greater clarity on development scenarios, project economics and the potential future role of Pitarrilla within Endeavour Silver’s portfolio.

A project of this scale may become particularly relevant for investors as resource size, technical planning and economic visibility increasingly come together.



Advertisement | Swiss Resource Capital AG has a business relationship with Endeavour Silver. This content is provided for informational and marketing purposes only and does not constitute investment advice or a recommendation to buy or sell securities.

🚨 Cobalt has a supply surplus right now.So why should you care?Because ~72% of it comes from ONE country.And when that c...
12/08/2026

🚨 Cobalt has a supply surplus right now.

So why should you care?

Because ~72% of it comes from ONE country.

And when that country flexed (export ban → quotas), the "oversupplied" market shook anyway.

Demand is set to nearly double by 2030.

Surplus ≠ safe.👇

Full deep dive on cobalt (and lithium, nickel, copper, tin) in our free Battery Metals Report 2026: link in bio.

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