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Which Mining Firms Are Striking It Rich in the Metals Rally?
By Nathan Reiff. First Published: 2/6/2026.
Quick Look
- Despite a sell-off that shed trillions of dollars worth of market value in just a few days, gold remains one of the best-performing investments in the last year.
- Companies in the business of mining gold and other precious metals, such as Hecla Mining, Coeur Mining, and Kinross Gold, have all experienced massive share price rallies alongside the movement in the price of gold itself.
- These three firms could stand out for their focus on expansion, their acquisitions, or their history of strong shareholder returns, among other factors.
Despite shedding more than $600 from its all-time high of roughly $5,600 per ounce in late January, gold remains one of 2026's hottest investments. The swift sell-off that followed President Trump's nomination of Kevin Warsh as the new Federal Reserve chair erased trillions of dollars of value in days. Some investors, however, expect the rally to resume unless the underlying drivers materially change.
When gold rallies, shares of many producers often follow. Gold mining stocks as a group have performed strongly over the past year — the VanEck Gold Miners ETF (NYSEARCA: GDX) returned about 147% over the last 12 months. A few names in the sector may stand out to investors who expect further gains in gold.
A Dual Silver-Gold Play With Strong Fundamentals
Why are central banks buying before March 31? (Ad)
Central banks bought more gold last year than in any year since 1967 — and the pace is accelerating just as physical demand begins to overwhelm paper supply. The next major delivery cycle opens March 31, when paper contract holders can demand physical gold from Western vaults. Dylan Jovine at Behind the Markets has identified one small company sitting on one of the largest undeveloped gold deposits in North America, positioned to benefit if this supply-demand imbalance intensifies after the delivery window opens.
See Dylan Jovine's Gold Miner Pick Before the March 31 Delivery WindowHecla Mining Co. (NYSE: HL) has a dual focus on gold and silver, with operations in Alaska, Idaho and abroad. Silver is increasingly a priority, and the broader precious-metals rally has helped push HL shares up roughly 300%, despite the late-January pullback.
Although often viewed primarily as a silver miner, gold still accounted for 37% of the company's $410 million in revenue in the last reported quarter, supported by consolidated free cash flow of about $90 million. The company has been reducing debt, bringing net leverage down to roughly 0.3x in the third quarter of 2025 — a stronger balance sheet that should help if precious-metals prices remain pressured before a potential rebound.
Importantly, Hecla's assets are productive: all four of its mines generated positive free cash flow for two consecutive quarters. Costs remain a risk, but the company has so far balanced financial discipline with production growth.
Major Merger Could Be Transformative for Coeur
At a time when many miners are trying to capitalize on the metals rally to fuel expansion, Coeur Mining Inc. (NYSE: CDE) is taking an M&A-focused approach. The company is acquiring New Gold in a deal expected to close in the first half of the year. Once complete, Coeur will operate seven mines across North America and is projected to produce about 1.25 million gold-equivalent ounces in 2026.
Coeur has improved cash flow but slightly missed EPS in the last reported quarter. The anticipated growth from the New Gold acquisition has helped triple CDE's share price over the past year and sustained analyst interest. Coeur maintains a solid Buy consensus on Wall Street, even while trading a bit above the consensus price target near $18 per share.
Solid Operations and an Attractive Shareholder Return Program
Kinross Gold Corp. (NYSE: KGC) has grown rapidly amid the recent rally while maintaining operational discipline.
In the third quarter of 2025, it produced more than 500,000 ounces of gold and generated record free cash flow of about $687 million. That stronger cash position has supported both stock buybacks and a boost to the company's dividend.
Kinross's portfolio continues to expand as it advances several projects through engineering and permitting, making it a favorite among analysts even as shares have risen roughly 185% over the past year.
One of the Top Performing ETFs of 2026 So Far May Surprise You
By Nathan Reiff. First Published: 2/16/2026.
Quick Look
- BWET is one of the leading ETFs by year-to-date performance, with returns of around 98% so far in 2026.
- The fund has a unique focus on oil freight futures, generating profit when oil shipment prices rise beyond market expectations.
- However, BWET's sky-high expenses, limited asset base, and low trading volume all present additional risks on top of an already-complex strategy.
As markets settle into 2026, exchange-traded funds (ETFs) remain as popular an investment as ever. U.S. ETFs recorded an impressive $1.48 trillion in total inflows in 2025 as hundreds of new products launched, further broadening the strategies available to investors through these tools.
Amid uncertainty about geopolitics, trade shifts, a potential AI bubble and other risks, many investors are turning to ETFs for their defensive potential. At the same time, several funds have hit the ground running in 2026 and may present opportunities for investors with higher risk tolerance to capture strong early-year gains.
Why are central banks buying before March 31? (Ad)
Central banks bought more gold last year than in any year since 1967 — and the pace is accelerating just as physical demand begins to overwhelm paper supply. The next major delivery cycle opens March 31, when paper contract holders can demand physical gold from Western vaults. Dylan Jovine at Behind the Markets has identified one small company sitting on one of the largest undeveloped gold deposits in North America, positioned to benefit if this supply-demand imbalance intensifies after the delivery window opens.
See Dylan Jovine's Gold Miner Pick Before the March 31 Delivery WindowOne such fund is the Breakwave Tanker Shipping ETF (NYSEARCA: BWET), which sits near the top of the list of best-performing ETFs so far in 2026. BWET is up nearly 100% year-to-date (YTD) and has gained about 223% over the past 12 months. Below, we take a closer look at what may be driving this move, whether the rally can continue, and what investors should consider before adding this high-momentum ETF to a portfolio.
A Closer Look at BWET's Strategy
BWET gives investors exposure to the crude oil transport market via the Breakwave Tanker Futures Index. The index tracks crude oil tanker freight rates by investing in freight futures contracts. As one of the few ways for investors to access freight futures without trading futures directly, BWET's exposure goes beyond simply holding shares of oil tanker companies.
It seeks to generate gains from increases in oil freight futures prices that exceed what the market has already priced in.
Global oil shipping remains a vital part of the energy industry, centered on major exporting nations such as the United States, Venezuela and Brazil and large importers including China and many European countries. Shipping rates reached a multi-year high late in 2025 as demand rose, and with cold winter temperatures likely to persist, demand could remain elevated in the coming weeks.
BWET uses oil freight futures contracts with maturities of one to six months and a weighted-average expiration between 60 and 90 days. The index primarily tracks very large crude carriers (VLCCs), the largest tankers by capacity.
Evaluating BWET's Recent and Potential Performance
BWET's recent surge likely reflects a combination of seasonal winter demand and shifts in global oil trade tied to U.S. pressure on Venezuela and other geopolitical developments. While winter-driven demand may persist through March, it should subside afterward, suggesting the peak seasonal uplift could be behind us.
That said, ongoing geopolitical tensions could continue to affect the global oil market. The precise impact on freight futures is hard to predict, but investors who expect sustained turmoil and elevated freight rates could see potential for further gains in BWET.
Other Factors to Consider
Despite strong performance, investors should weigh several risks before adding BWET. Investing in futures contracts—even indirectly through an ETF—adds complexity and can be riskier than traditional equity exposure. BWET's niche strategy also has limited appeal: the fund has roughly $8.5 million in assets under management and low average trading volume, which can increase trading costs and make entering or exiting positions more difficult for active traders.
Additionally, BWET carries a high expense ratio of 3.5%. The sponsor capped the fee at 3.5% through the end of 2025 and has warned expenses could rise after that period. High fees combined with limited liquidity may make BWET suitable primarily for investors with a strong conviction in tanker freight dynamics; others seeking oil-market exposure may find more liquid or lower-cost alternatives elsewhere, such as those discussed in this MarketBeat piece.
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