Commodities increasingly important in portfolios

Advertisement/Advertising – This article is distributed on behalf of Blue Moon Metals Inc. and Aurania Resources Ltd., with whom SRC swiss resource capital AG has paid IR consulting agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: January 9, 2026, 6:55 p.m. Zurich/Berlin

The debt of many countries, low US interest rates, and never-ending geopolitical disputes, as well as strong central bank purchases, will continue to drive the price of gold in the future. The past has shown that gold can successfully diversify a portfolio. The fall of former Venezuelan President Maduro by the US is certainly not the last geopolitical crisis; others are already looming, just think of Greenland. Strategists at the major Swiss bank UBS, for example, have raised their gold price target for the first three quarters of 2026 to US$5,000 per troy ounce. In view of the US midterm elections, gold prices could also reach US$5,400 per ounce.

But it is not just gold; commodities in general should play an increasingly important role in portfolios. Trends such as the global energy transition and artificial intelligence, for example, are unstoppable and consume raw materials.

Mining companies are therefore increasingly focusing on critical energy commodities such as copper, cobalt, nickel, and zinc. Many countries are making efforts to distance themselves as much as possible from dependencies on other countries, especially China. Zinc, for example, is one of the most important industrial metals. It is used as a corrosion inhibitor in the steel industry and in the automotive industry for batteries and electronic components. Raw material deposits in Europe, for example, are just right for this.

Aurania Resources – https://www.commodity-tv.com/ondemand/companies/profil/aurania-resources-ltd/ – focuses on precious metals and critical energy resources in Europe, specifically in Italy (nickel, cobalt, iron, copper, and chromium) and France. The company has just added three new exploration licenses (gold, polymetallic metals) there through a subsidiary.

Blue Moon Metals – https://www.commodity-tv.com/ondemand/companies/profil/blue-moon-metals-inc/ – owns the Nussir copper-gold-silver project and the NSG copper-zinc-gold-silver project in Norway. Both are progressing well. An underground access is currently being created in Nussir. Then there is the Blue Moon zinc-copper-gold-silver project in the USA. The acquisition of the Springer Mine secures the infrastructure necessary for mineral processing in Nevada.

Current company information and press releases from Blue Moon Metals (- https://www.resource-capital.ch/en/companies/blue-moon-metals-inc/ -) and Aurania Resources (- https://www.resource-capital.ch/en/companies/aurania-resources-ltd/ -).

Further information is also available in our new precious metals report at the following link: https://www.resource-capital.ch/en/reports/view/precious-metals-report-2025-11-update/

Sources:

https://www.resource-capital.ch/en/reports/view/precious-metals-report-2025-11-update/;

https://www.swr3.de/aktuell/nachrichten/trump-groenland-drohungen-100.html;

https://www.boerse-online.de/nachrichten/rohstoffe/investmentbank-sagt-unglaubliche-entwicklung-beim-goldpreis-vorraus-20392967.html.

In accordance with Section 85 of the German Securities Trading Act (WpHG) in conjunction with Article 20 of Regulation (EU) 2016/958 (MAR), we hereby disclose that authors/employees/affiliated companies of SRC swiss resource capital AG may hold positions (long/short) in issuers discussed. Remuneration/relationship: IR contracts/advertorial: Own positions (author): none; SRC net position: less than 0.5%; issuer’s stake in SRC ≥ 5%: no. Update policy: no obligation to update. No guarantee for the translation into German. Only the English version of this news release is authoritative.

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