RHEINMETALL AG
Commented by André Will-Laudien on September 22nd, 2026 | 07:20 CEST
Tanks, Ships, and Ammunition: How Rheinmetall, Renk, thyssenkrupp, TKMS and Power Metallic Mines Can Make Your Portfolio Bulletproof
Geopolitical upheavals are throwing global markets into turmoil and forcing investors to rethink their strategies. It is becoming increasingly clear: The European defence industry is heading toward a massive wave of market consolidation. However, disillusionment is setting in among the defence industry's former high-flyers following the initial hype, as the internal work required for integration is far from complete and operational potential has been overestimated. Completely detached from this trend is the Essen-based maritime division, which has secured a front-row seat thanks to a government deal worth billions. A massive fleet order is injecting a whole new dynamic into the sector. Naturally, strategic raw materials are also taking centre stage, since without them, not a single tank can roll, or a single ship can be launched. In this segment, the wheat is currently being separated from the chaff, as concrete facts and proven reserves far outpace utopian dreams of the future. Investors who want to profit from this tension and build a crisis-proof portfolio must now spread their risks extremely wisely across the globe.
Read
Commented by Stefan Feulner on September 21st, 2026 | 07:25 CEST
Lockheed Martin, Almonty Industries, Rheinmetall: Defense Boom Meets Tungsten Shortage
The global defense boom is entering its next phase. Growth is no longer driven solely by new orders, but by how quickly companies can ramp up production capacity. However, missiles, aircraft, and armoured vehicles require large quantities of strategic materials. Tungsten, in particular, is virtually irreplaceable for many military applications because of its extreme hardness and heat resistance. As Western defense contractors expand their manufacturing, control over secure sources of raw materials is therefore increasingly becoming a strategic issue.
Read
Commented by André Will-Laudien on September 15th, 2026 | 07:25 CEST
Tungsten: The Showstopper in Fragile Supply Chains? Rheinmetall, Almonty Industries and Airbus in Focus
The Middle East conflict is entering a new phase. Meanwhile, surging oil prices are putting the global economy under significant pressure and bringing strategic industries such as defense and aerospace into the spotlight. Rheinmetall and Airbus are not only grappling with geopolitical risks but also striving to maintain stable supply chains for urgently needed critical metals. In addition to copper, tungsten is gaining particular importance. This extremely hard, heat-resistant metal is indispensable for wear-resistant tools, special alloys, and numerous applications in the defence and aerospace industries. While ongoing tensions continue to drive up commodity prices, investors should look beyond the oil market to the key metals that will secure Europe's industrial future. Our focus is therefore on tungsten supplier Almonty, which is stepping up its game with new sourcing routes in Africa. A clear list of priorities makes sense!
Read
Commented by Armin Schulz on September 14th, 2026 | 08:20 CEST
Empty Ammunition Stockpiles, Tight Tungsten Supply: Almonty Industries, Rheinmetall and Lockheed Martin Set to Benefit
As geopolitical conflicts intensify once again and NATO countries ramp up defence spending, ammunition supplies are increasingly running low. This is making tungsten ever more important. Without this critical raw material, armour-piercing ammunition, precision missiles and high-performance tools cannot be produced. Starting in 2027, US procurement rules will also require supply chains independent of China, Russia, Iran, and North Korea. This is redirecting billions of dollars and intensifying the race for secure sources. Against this backdrop, Almonty Industries, Rheinmetall, and Lockheed Martin are moving into focus. All three companies stand to benefit from the realignment of the Western defence industry.
Read
Commented by Stefan Bode on September 11th, 2026 | 08:35 CEST
At the Crossroads of AI, Commodities and Defence – Almonty Industries, Alphabet, Fortum OYJ and Rheinmetall
Amid the AI boom, commodity security, and defence pressures, new winners—but also new risks—are emerging on the stock market. Right now, it is becoming increasingly clear which business models will actually benefit from geopolitical tensions, investments worth billions, and structural shifts in demand. Investors seeking to understand the context behind the latest price movements will find in the following commentary three striking examples of just how closely politics, the capital markets, and operational developments are now intertwined.
Read
Commented by Carsten Mainitz on September 11th, 2026 | 08:05 CEST
The Drone Threat Is Growing! Volatus Aerospace, Rheinmetall and Deutz in Focus
Geopolitical upheaval is reshaping the defence sector. What long seemed like a scene from a movie has long since become reality. Drones are increasingly being spotted over critical infrastructure, airports, and military facilities. This underscores the need for high-performance drone defence systems. Volatus Aerospace is one of the highly specialized defence tech companies offering a complete ecosystem in this key industry. The latest major contract from the Canadian government impressively underscores the business potential. At the same time, established industry giants like Rheinmetall are sitting on record-high order books, yet their share prices continue to correct. The crucial question is increasingly which sectors are driving growth and how margins are developing. Through a strategic acquisition, the long-established engine manufacturer Deutz is now also focusing on the defence sector. The stock market likes this. Which stock will take off next?
Read
Commented by Nico Popp on September 10th, 2026 | 08:35 CEST
Defence and the Price of Growth: AeroVironment, Rheinmetall, and Volatus Aerospace in the Spotlight
The war in Ukraine has exposed many of the promises made by the traditional defence industry. When expensive weapons systems are neutralized by swarms of low-cost drones, long-held notions of military strength can quickly evaporate. Satellite navigation fails due to jamming, communications links break down, and chains of command are disrupted. On battlefields in Ukraine, huge tanks often look like beetles that have fallen onto their backs. A shift in thinking is therefore necessary. What is needed today are autonomous drones that can independently target objectives while flying at low altitude or take on other tasks. The Western defence industry needs to rethink its approach.
Read
Commented by Tarik Dede on September 9th, 2026 | 07:20 CEST
Comeback, Orders, Monopolies: Rheinmetall, Almonty Industries and Micron Technology in Focus
The summer was highly volatile and eventful for the stock markets. War, oil prices, the dollar, interest rates, and extreme moves in chip stocks drove share prices and generated plenty of headlines despite the summer lull. The fact is, however, that the real trading season is only getting underway now. With Labor Day on Monday in North America, the unofficial summer break is effectively over. Many investors have returned to their screens and are likely looking for attractive stocks. Trading volumes should therefore pick up significantly across the markets. The extreme price swings have created opportunities. Some of the most promising opportunities are likely to be found primarily in AI, defence, and commodities. That is why today we are taking a look at the stocks of Rheinmetall, Almonty Industries, and Micron Technology.
Read
Commented by André Will-Laudien on September 9th, 2026 | 06:55 CEST
Saxony-Anhalt, Leipzig, NATO and Gold – Here We Go! Rheinmetall, Renk, DRC Gold and CSG Take Center Stage
There is a great deal of activity on the international stage, with several players adding to the tension. In Saxony-Anhalt and around the Leipzig logistics hub, everything is currently revolving around strategic decisions in defence policy with far-reaching implications. NATO is pulling the strings behind the scenes, while demand for security and tangible assets such as gold is reaching new all-time highs. In this highly volatile market environment, defence giant Rheinmetall is taking centre stage with new major contracts and capacity expansions. Close behind are gearbox specialist Renk and the Czech defence group CSG, both showing strong growth. At the same time, DRC Gold is adding the necessary spice to the speculative play on scarce raw materials and crisis protection. This mix of geopolitical necessity and economic dynamism gives the current situation a particularly explosive quality. Now, more than ever, it is essential to set the right course for your investment portfolio!
Read
Commented by Fabian Lorenz on September 7th, 2026 | 08:10 CEST
Buy Drone Stocks Now? Rheinmetall, Steyr Motors and Volatus Aerospace Target a Billion-Dollar Market
According to MarketsandMarkets, the global market for drones and counter-drone systems is expected to grow from USD 60.48 billion in 2025 to USD 155.13 billion by 2030. Despite the projected increase of around 156%, drone stocks are currently struggling on the stock market. This could create an exciting counter-cyclical buying opportunity. Volatus Aerospace has recently opened the door to the domestic market in Canada. As much as CAD 6.6 billion is expected to be channelled into strengthening the Canadian defence industry over the next five years. In addition, the drone specialist has announced potential NATO contracts. Rheinmetall is also making its mark in the drone market. The company recently highlighted its capabilities in hybrid drone defence. In addition, a surveillance drone developed by the Düsseldorf-based group is being tested by the German Armed Forces. Unmanned surface vessels (USVs) could provide fresh momentum for Steyr Motors' stock. After all, framework agreements are already in place.
Read