After nearly a decade of relative struggle, resource stocks garnered strong attention and several provided outstanding returns in 2024 and 2025 as tech growth and A.I. CAPEX predictions pushed markets to new highs. However, 2026 seems to be shaping up to potentially favor the resource sector over tech and others amidst a backdrop of international angst.
Supply interruptions, open war, regime changes, global tariff anxiety, and export quotas in the new year have all created an unsteady hand and volatile market start to 2026, pushing investors to seek clarity and a defensive stance. Exxon Mobil Corp. (NYSE: XOM) is just one of many oil companies experiencing a share price benefit due to crude oil’s price surge as Iran seeks to restrict oil’s flow via The Strait of Hormuz. Record silver and gold prices in 2026 serve as a stark reminder to tech producers that these metals, along with rare earths, are all part of a delicate geo-political supply chain and can stress markets for the key inputs needed in much of their output production.
Precious Metals Leaders & M&A Activity
Precious metals standout Agnico Eagle Mines Limited (NYSE: AEM) has continued their multi-year surge upward, gaining over 20% so far in 2026 and striking a deal in January with Goldsky Resources Corp. (TSXV: GSKR), helping Goldsky move up over 30% YTD. The resource trend in 2026 has impacted large and small companies alike, even pushing micro and nano-cap companies to seek potential M&A opportunities.
Innovation Beverage Group Limited (NASDAQ: IBG) closed a $6,000,000 USD offering this week to advance milestones toward their previously announced merger plans with BlockFuel Energy Inc., as they seek to enter an energy market that has been heating up in 2026. Battalion Oil Corporation (NYSE: BATL) has demonstrated the market’s appetite to participate, as smaller companies occasionally outpace returns seen in some of the more established names.
ETF Markets
In the ETF markets, United States Oil Fund, LP (NYSE ARCA: USO) and VanEck Natural Resources ETF (NYSE ARCA: HAP) both diverged upward YTD from the S&P 500’s lackluster start to 2026.
Disclaimers: RazorPitch Inc. "RazorPitch" is not operated by a licensed broker, a dealer, or a registered investment adviser. This content is for informational purposes only and is not intended to be investment advice. The Private Securities Litigation Reform Act of 1995 provides investors a safe harbor in regard to forward-looking statements. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions, or future events or performances are not statements of historical fact and may be forward-looking statements. Forward-looking statements are based on expectations, estimates, and projections at the time the statements are made that involve a number of risks and uncertainties that could cause actual results or events to differ materially from those presently anticipated. Forward-looking statements in this action may be identified through the use of words such as projects, foresee, expects, will, anticipates, estimates, believes, understands, or that by statements indicating certain actions & quote; may, could, or might occur. Understand there is no guarantee past performance will be indicative of future results. Investing in micro-cap and growth securities is highly speculative and carries an extremely high degree of risk. It is possible that an investor's investment may be lost or impaired due to the speculative nature of the companies profiled. RazorPitch has been retained and compensated by ITMM Consulting LLC to assist in the production and distribution of this content. RazorPitch is responsible for the production and distribution of this content. It should be expressly understood that under no circumstances does any information published herein represent a recommendation to buy or sell a security. This content is for informational purposes only; you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained in this article constitutes a solicitation, recommendation, endorsement, or offer by RazorPitch or any third-party service provider to buy or sell any securities or other financial instruments. All content in this article is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in this article constitutes professional and/or financial advice, nor does any information in the article constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. RazorPitch is not a fiduciary by virtue of any persons use of or access to this content.
Media Contact
Company Name: RazorPitch
Contact Person: Mark McKelvie
Email: Send Email
City: NAPLES
State: Florida
Country: United States
Website: https://razorpitch.com/
