RHEINMETALL AG
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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Commented by Carsten Mainitz on February 9th, 2026 | 07:20 CET
New analyst comments: Almonty Industries at all-time high, volatility at Rheinmetall and RENK – What is next?
The latest analyst ratings assess the growth prospects of Almonty Industries and several defense companies. The tungsten producer's stock stands out as particularly positive. The high price level of this critical raw material, combined with rising production volumes, is acting as an enormous profit lever with net margins of around 60% from 2028 onwards. The bottom line is that the experts' verdict on defense stocks is positive. The big picture underpinning this outlook is the tense geopolitical situation and massive increases in defense budgets.
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Commented by Fabian Lorenz on February 5th, 2026 | 08:15 CET
Setback, consolidation, and a new contender: Rheinmetall, DroneShield, and NEO Battery Materials
Drones are the future in both the military and civilian sectors. Rheinmetall also wants to be part of this. But Germany's largest defense contractor, known for its heavy military equipment, has recently had to swallow a disappointment. In contrast, NEO Battery Materials could finally take off. In recent months, the company has caused a stir with orders for its revolutionary batteries for applications in drones, robotics, and electromobility. Now it has brought two well-known corporations on board. And what about DroneShield? Things have quietened down somewhat for the high flyer from 2025. But there are opportunities for orders in its home country.
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Commented by Carsten Mainitz on January 30th, 2026 | 07:00 CET
Business is booming, stocks are booming: Almonty Industries, Rheinmetall, and TKMS in focus
Shares in commodity producers and defense companies are booming. Geopolitical conditions and structural long-term demand trends form the basis for a sustained positive climate. Almonty Industries stands out in particular as a leading global producer of the critical raw material tungsten. Demand from the defense, aerospace, high-tech and other strategic industries is growing massively worldwide, especially in the United States. The price of tungsten rose by over 160% last year and continues its upward trend this year.
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Commented by Armin Schulz on January 29th, 2026 | 06:55 CET
Raw materials, armaments, returns: The investment logic behind Almonty Industries, Rheinmetall, and Lockheed Martin
The global economy is under intense pressure. Geopolitical conflicts are causing shortages of critical raw materials and forcing nations to embark on a massive arms race. These two megatrends are creating unique profit opportunities for companies that are positioned at the crucial points of this value chain. Those who understand the strategic connection between vital resources, modern defense technology, and the highest level of security technology can profit. An analysis of the key players - Almonty Industries, Rheinmetall, and Lockheed Martin - reveals how investors can position themselves along this strategic value chain.
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