RHEINMETALL AG
Commented by Armin Schulz on March 4th, 2026 | 07:20 CET
The Iran War is driving the war economy – Almonty Industries, Rheinmetall, and the RENK Group under scrutiny
The Iran war is causing oil prices to skyrocket, supply chains to break down, and the global order to falter. While shockwaves are rippling through the energy markets, a contrary movement is emerging on the stock market. Investors are flocking to the winners of this new era. Not only is demand for state-of-the-art defense technology being reignited, but the battle for strategic raw materials such as tungsten, which is essential for armor and guided missiles, has also flared up again. In this environment, three companies at the heart of this development are coming into focus: tungsten supplier Almonty Industries, systems giant Rheinmetall, and drive specialist RENK Group.
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Commented by Mario Hose on March 2nd, 2026 | 07:00 CET
Three potential beneficiaries of the Iran war: Rheinmetall, First Majestic Silver, and Silver North Resources in focus
The defense industry could outperform - but it needs silver as a key raw material. Could a new silver rush emerge in the shadow of war? Geopolitical tensions in the Middle East have escalated sharply following recent US and Israeli strikes on Iran. Investors are now focused on a very special alliance: the symbiosis of high-tech armaments and shiny raw materials. Modern military systems, from AI-driven chips to cutting-edge sensors, rely heavily on significant silver supplies. In this volatile environment, silver stocks are gaining attention. We take a closer look at two silver players alongside Rheinmetall. With sensational new discoveries in the legendary Keno Hill District and strong momentum, Silver North Resources is positioned to shake up the silver market. But the big players are not sleeping either. While First Majestic Silver, one of the purest silver producers globally, is benefiting from surging silver prices, Rheinmetall, the technical backbone of Western defense, is forming the fundamental counterpart in this strategic triangle. For investors who want to understand why silver could become a strategic issue for the industry right now and how Silver North Resources is paving the way for a new era with new drilling, read on and take a closer look. Because every crisis also produces winners.
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Commented by Nico Popp on February 25th, 2026 | 07:15 CET
Seizing Defense Billions Now: How NEO Battery Materials Could Enhance Systems from Rheinmetall and Hensoldt
The world's security architecture is no longer what it once was: the future of defense is autonomous, networked, and energy-hungry. Military superiority is no longer determined primarily by the sheer number of deployed units, but by the synergy of autonomous mobility, sensor intelligence, and the corresponding energy capacities. In this environment, players such as Rheinmetall are equipping the next generation of military equipment with autonomous vehicles and drones. At the same time, Hensoldt is providing the necessary intelligence for today's battlefield through high-performance sensor technology and AI-supported radar systems such as the TRML-4D. According to reports from platforms such as Radartutorial.eu, these systems are capable of detecting up to 1,500 targets simultaneously within a radius of 250 km and processing data in fractions of a second. In the field of power supply for unmanned aerial systems, the Canadian-South Korean company NEO Battery Materials is positioning itself to drive a potential breakthrough.
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Commented by Tarik Dede on February 24th, 2026 | 07:35 CET
The arms race is on: Why Rheinmetall, Antimony Resources, and Leidos are needed!
War in Ukraine, troop buildup in the Persian Gulf: Politicians currently seem to be reverting to their role as warlords. The conflict in Ukraine alone has now lasted more than four years and shows how modern warfare works. It is important to control the necessary raw materials, data, and airspace. Since then, an arms race has begun. The US has urged its NATO partners to increase their defense spending, and most countries have followed suit. Within this framework, Germany has launched a EUR 500 billion investment program, which will benefit the German arms industry, among others. US President Donald Trump has announced a military budget of USD 1 trillion – for one year, mind you! But global rival China is not to be outdone, increasing its military spending by double-digit percentages every year. While the US primarily enjoys technological supremacy, China dominates the raw materials market. This explosive constellation offers investors opportunities on the stock market.
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Commented by Stefan Feulner on February 24th, 2026 | 07:05 CET
Rheinmetall, First Hydrogen, BYD – Innovations put pressure on the competition
Record military spending, major orders worth billions, and structural rearmament are set to drive the European defense industry for years to come. At the same time, global energy demand is exploding. Modular nuclear reactors and green hydrogen are coming into focus as low-CO₂ base load solutions. And in the field of electromobility, Asian battery manufacturers are massively expanding their cost advantage. As a result, cell prices are falling, ranges are increasing, and Western competitors are coming under pressure. Three future-oriented industries – defense, clean energy, and battery technology – are facing a new wave of investment, but some of the first warning signs are appearing in the charts.
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Commented by Armin Schulz on February 19th, 2026 | 07:50 CET
Shock for industry: How China's export ban is bringing the West to its knees – Antimony Resources, Rheinmetall, and thyssenkrupp
The global commodities market is in turmoil. China's radical export ban on antimony triggered an unprecedented supply crisis in early 2026, causing prices for this strategic metal to skyrocket. While Western industries fear for their production chains, a reorganization of supply routes is looming. This offers enormous opportunities for those who act now. In this tense environment, three companies that could not be more different are moving into the spotlight: Antimony Resources as a beacon of hope for new production capacities, Rheinmetall as a major buyer of defense technology, and thyssenkrupp as a manufacturing giant.
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Commented by Nico Popp on February 17th, 2026 | 07:00 CET
Tungsten price explodes to USD 1,737: Why Almonty is now becoming the West's money printing machine – bottleneck for Sandvik and Rheinmetall
A scenario is currently unfolding on the commodity markets that even experienced traders and analysts describe as "extraordinary," if not a "tectonic shift." While investors often look to gold or copper, an exponential price development is taking place in a strategic niche that is turning the calculations of the entire Western industry upside down and creating new hierarchies. The tungsten market, the metal that forms the backbone of the modern defense and high-tech industry due to its extreme hardness and heat resistance, has spiraled out of control. Almonty is the only Western producer to create significant new capacity in 2026.
The price of ammonium paratungstate (APT), the global benchmark product for tungsten trading, is skyrocketing. Within a single week, the price in Rotterdam shot up by more than 26% to reach an average price of USD 1,737 per mtu (metric ton unit). To really understand the drama of this development, one needs to look at the timeline. **At the beginning of 2025, the price was still hovering around USD 340. By the end of 2025, it had more than doubled to USD 862, which was already considered sensational. But what we are now experiencing in the first quarter of 2026 is no longer a normal market fluctuation. It is a wave of panic buying that has caused the price to increase fivefold in just over a year. In this extremely dynamic environment, there are many losers on the buyer side – but on the producer side, there is one clear winner that is positioned like no other: Almonty Industries.
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Commented by André Will-Laudien on February 16th, 2026 | 07:05 CET
The situation is becoming critical everywhere! Are the next 300% gains already lurking at Antimony Resources, Rheinmetall, Hensoldt, or CSG?
Neglected for too long, but now investors should pay close attention to the critical metals sector. Time and again, new horror stories from Ukraine and the Gaza Strip have reinforced psychological pressure, highlighting that Central Europe, too, could face foreign policy risks. As a result, EU policymakers are continuing to ramp up their spending on defense technology. Until 2022, defense investment in Europe averaged just 1.2% of GDP. By 2024, this figure had already climbed to 1.8%, and for 2025 it is expected to exceed 2.5%. By 2030, research institutes expect it to reach a record high of up to 5%. In other words, 5% of total tax revenues, along with additional debt, would be allocated to acquiring military equipment. A few years ago, in times of peace, this would have been unthinkable. Unfortunately, wars and power-driven political agendas have long since captured the attention of market participants. Investors who fail to act in their portfolios now risk being left behind.
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Commented by André Will-Laudien on February 13th, 2026 | 07:05 CET
Defense Stocks Consolidate: Sideways Phase or 100% Upside Potential? Rheinmetall, RENK, Hensoldt, Power Metallic, and CSG
Investors would have hoped for a different outcome since October 2025. While commodity stocks climbed to historic highs, the market's former favorites in the defense sector saw their first significant wave of profit-taking. Rheinmetall fell from EUR 2,005 to EUR 1,450, Renk dropped from EUR 95 to below EUR 50, and Hensoldt declined from EUR 117 to EUR 65. Although these stocks later recovered some percentage points, new record highs have yet to materialize. The situation was quite different in the critical metals sector - the supply chain companies serving the defense sector. Since autumn, one thing has become increasingly clear: materials are running scarce. This is because the growth of the newly beloved defense industry requires huge quantities of metal. With high-tech components embedded in virtually all modern systems, copper in particular is in high demand, along with rare earths and tungsten. The recent explosion in copper prices to over USD 13,500 speaks volumes. Investors may want to consider reallocating their portfolios, as high metal prices are likely to lead to declining margins in the future, particularly in the defense sector. Here are a few ideas.
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Commented by Fabian Lorenz on February 10th, 2026 | 07:00 CET
Rheinmetall, Bayer, Avrupa Minerals: Stocks for Europe's independence in defense, pharmaceuticals, and raw materials!
Europe is working feverishly to achieve independence. This applies, among other things, to defense, raw materials, and medicines. Investors can profit from these three stocks. Avrupa Minerals is developing raw material projects in Finland, Portugal, and other countries, skillfully diversifying to reduce risks. The stock is still largely unknown, but this is likely to change soon. Rheinmetall is a basic investment, although there was a noticeable drop in its share price last week. Are expectations too high? At the beginning of 2025, there were hardly any expectations for Bayer. This made the comeback of the company and its stock all the more spectacular. Recently, positive study results have once again caused excitement. The next blockbuster is in the pipeline.
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