Strategic Resources Inc
Commented by Matthias Schomber on October 23rd, 2026 | 05:22 CEST
Structural Crisis, Fears of Expropriation and Resource Potential: The Hard Truth About Deutz, Vonovia and Strategic Resources
Deutz and Vonovia are still grappling with structural challenges, radical proposals for expropriation and mounting interest burdens. Meanwhile, some investors are looking beyond the usual market favourites for new perspectives. Critical minerals needed to decarbonise heavy industry are attracting growing attention, with developments that may not yet be fully recognised by the broader market. In this article, we examine Strategic Resources' research collaborations in Northern Europe and potential technical turning points on the charts. Read on to explore the challenges facing these companies, the developments shaping their outlooks and the factors that could influence their future performance.
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Commented by André Will-Laudien on October 22nd, 2026 | 05:28 CEST
The Chancellor sees the Russian threat! Rearming with Rheinmetall, Hensoldt, Strategic Resources and TKMS
Federal Chancellor Friedrich Merz sees measures against the Russian threat as his top priority. Despite widespread concern, many German citizens would have preferred a more economically minded, progressive stance from the CDU. Yet the international defence industry can already celebrate the next upward wave, as the overall situation continues to guarantee robust growth. Finally, a chance to breathe a sigh of relief, as the spark had not really spread to the armaments sector since autumn 2025. But can the charts still be salvaged? Sector leader Rheinmetall has corrected more than 50% from its peak and has already had to backtrack operationally. Nevertheless, CEO Papperger repeatedly steps in as a share buyer, most recently at the end of September near the year's lows. Is this already the turning point? Time for an update on a closely watched sector.
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Commented by Armin Schulz on October 20th, 2026 | 05:39 CEST
VW, Strategic Resources, Infineon: EVs, Raw Materials and Chips - Three perspectives on the Auto Industry's Transformation
In September, more than one in three new cars registered in Germany was fully electric. According to the Federal Motor Transport Authority (KBA), battery-electric vehicles accounted for 34.5% of new registrations. Automakers must adapt their model line-ups in a short period of time, and this requires substantial investment. But the transformation extends beyond the factory gates. Building electric vehicles requires reliable sources of raw materials such as vanadium, used in high-strength steel (ideally produced using green methods) and in batteries. Power semiconductors are also essential, controlling and converting electrical power within vehicles. Companies capable of supplying these materials and components could benefit from this shift. We therefore take a closer look at Volkswagen, Strategic Resources and Infineon.
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Commented by Nico Popp on October 14th, 2026 | 05:22 CEST
High-Purity Pellets: How Strategic Resources Could Solve Steel’s Challenges – and How thyssenkrupp and Rio Tinto Respond
Europe's steel industry faces a dilemma: the costs of the sustainable transformation are rising, while regulatory requirements are becoming increasingly stringent. Some flagship hydrogen-based steel projects have already significantly exceeded their budgets. At the same time, the European Union (EU) is tightening its import rules. The industry's technological future depends heavily on high-purity iron ore pellets, a key raw material for modern direct reduction plants. We examine the challenges facing the sector and highlight potential opportunities.
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Commented by Tarik Dede on October 13th, 2026 | 05:31 CEST
Speculative Stocks in Focus: Opportunities in Super Micro Computer, Strategic Resources and Infineon
In recent days and weeks, rising global bond yields have not been the only source of considerable uncertainty in equity markets. Instead, the massive financing needs of tech companies are becoming increasingly apparent. SpaceX plans to raise USD 40 billion through borrowing, while Oracle and OpenAI also appear to need more money. Not least, media reports say Japan's SoftBank is trying to raise up to USD 100 billion from investors in the Middle East for its AI plans. Added to this is a very high level of concentration in the major US indices. The three largest stocks, Nvidia, Apple and Microsoft, now account for 21% of the S&P 500. Based on Q3 estimates, more than two-thirds of earnings growth in this index now comes from the AI sector. The rest of the US economy is not really performing. In such volatile periods, it is worth looking at speculative stocks. These often move disproportionately following sharp market movements and offer leverage on the respective sector. Today, we take a look at the shares of Super Micro Computer, Strategic Resources and Infineon.
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Commented by Stefan Bode on October 12th, 2026 | 05:42 CEST
Allied Raw Materials and the Battle for a Turnaround: adesso, INDUS, Strategic Resources
The race for competitive technologies, strategic raw materials and the right moment on the chart is driving companies and investors alike. One stock in today's report is targeting the key resistance line again for the first time in months after a price decline; another must prove, after a spectacular rally, that its profit jump is more than a one-off commodity effect. A third, barely noticed stock is betting on vanadium for green steel and fast-charging batteries. Whether a comeback, a test or a quiet beacon of hope, opportunities and risks must be carefully weighed up.
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Commented by Fabian Lorenz on October 9th, 2026 | 10:55 CEST
Steel Is Shining Again! Can thyssenkrupp Gain Another 100%? Will Salzgitter and Strategic Resources Be Next?
A 100% share-price gain in just four months? Few investors would have expected such a performance from thyssenkrupp—but that is exactly what has happened! One reason is the renewed outlook for green steel, a trend Salzgitter is also banking on. The company is pushing ahead with the transformation of its steel production, yet its stock has not taken off—at least not yet. And who else could benefit if steel companies like thyssenkrupp switch their production to more climate-friendly processes? One intriguing candidate is Strategic Resources. The Canadian company aims to supply a key raw material for the green steel industry. With a project in Québec, Strategic Resources could position itself as a supplier to the steel industry of the future. Could its stock be ready to take off, too?
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Commented by Carsten Mainitz on October 7th, 2026 | 08:55 CEST
Pellets, Steel & Wind Power: How Strategic Resources, Salzgitter & Nordex Could Profit from the Billion-Dollar Steel Transformation
Green steel represents a new generation of steel production in which hydrogen and renewable energy replace coal, drastically reducing CO₂ emissions. Behind this green vision lies a market worth billions—though it comes with challenges. Rising CO₂ costs, stricter climate regulations, and the pursuit of resilient supply chains could further accelerate demand for low-carbon steel. However, energy costs, huge investments, and access to high-quality raw materials will ultimately determine who actually benefits from the transformation. Strategic Resources is focusing on high-quality iron ore for modern direct reduction plants. Salzgitter is consistently pursuing the path of transformation. Nordex is benefiting from the expansion of renewable energy and has a record order backlog. Who has the lead?
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Commented by Stefan Feulner on October 5th, 2026 | 07:30 CEST
ArcelorMittal, Strategic Resources, Cleveland-Cliffs – Billions for the Steel of the Future
A new steel industry is emerging in North America. Mesabi Metallics, backed by the Essar Group, plans to invest USD 18 billion in total. Approximately USD 3 billion will go toward an iron ore mine and pellet plant in Minnesota, with another USD 15 billion earmarked for a new steel complex in Iowa. The goal is a fully American supply chain, from ore to finished steel. At the heart of this are high-quality DR pellets, which will be used to produce steel via direct reduction and electric arc furnaces. For developers of such projects, this sends a strong signal, as the transformation of the steel industry begins right at the raw material stage.
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Commented by Armin Schulz on October 1st, 2026 | 07:35 CEST
thyssenkrupp, Strategic Resources, Salzgitter – Steel Stocks That Could Benefit from the Industry's Transformation
Europe's steel industry is currently transforming. Since July 1, the EU has been protecting its steel market with a duty-free quota of 18.345 million metric tonnes and a 50% tariff on all imports exceeding that amount. Starting October 1, importers must also provide proof of where they smelted and cast their steel. This gives manufacturers breathing room to replace blast furnaces with direct reduction plants. However, these plants require high-grade iron ore of the appropriate quality. For those who view steel, raw materials, and restructuring as a unified whole, the new situation could work in their favour. We are therefore taking a closer look at thyssenkrupp, Strategic Resources and Salzgitter.
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