THYSSENKRUPP AG
Commented by Armin Schulz on November 9th, 2026 | 05:38 CET
Deutz, Strategic Resources, thyssenkrupp – Defence and Resource Security: Three Stocks from Powertrains to Raw Materials and Steel
Europe's rearmament is also a question of raw materials. On October 9, the European Commission selected 46 new strategic raw material projects in 16 Member States. In doing so, Brussels aims, among other things, to strengthen the defence industry's supply chains. An armoured vehicle needs a powerful powertrain and plenty of high-strength steel, often alloyed with metals such as vanadium. China and Russia supply most vanadium. If these countries turn off the tap, entire production operations could stall. New sources of raw materials in reliable countries and a strong steel industry in Europe are therefore in demand. We take a look at Deutz, Strategic Resources and thyssenkrupp along this supply chain.
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Commented by Stefan Bode on November 2nd, 2026 | 05:24 CET
Restructuring, energy transition, record profits: What is driving the markets? Deutsche Bank, RE Royalties, thyssenkrupp, tk accelis
A share price slump, long-term revenue participation and a record profit: Three different stock market stories show how challenging it remains to assess opportunities and risks. While a spin-off changes the view of an industrial restructuring, financing renewable energy generates high returns. In the banking sector, by contrast, rising revenues meet higher credit risks. Which developments drive a revaluation, and where do financing risks, operating figures and key share price levels warrant caution?
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Commented by Stefan Feulner on October 29th, 2026 | 05:36 CET
thyssenkrupp, Strategic Resources and Cleveland-Cliffs: Europe's Steel Challenge Becomes a Stock Market Opportunity
Europe's steel industry faces a difficult balancing act. More climate-friendly production processes require billions in investment, while high energy costs and international competition weigh on margins. Policymakers are calling for industrial transformation, but without reliable financing, affordable hydrogen and suitable raw materials, many projects risk stalling. Meanwhile, the recovery of US steelmakers shows how quickly earnings can improve with better market conditions. On the stock market, attention is therefore turning not only to established producers, but also to companies seeking to supply the raw materials needed for the next generation of steel production.
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Commented by Carsten Mainitz on October 28th, 2026 | 05:36 CET
Strategic Resources, thyssenkrupp and Heidelberg Materials: Who Will Benefit Most from the Transformation of Heavy Industry?
Created and Published on Behalf of Power Metallic Mines
Conditions in the construction sector are gradually improving. A few days ago, Heidelberg Materials CEO Dominik von Achten told Reuters of tentative signs of recovery in the third quarter. Investments in energy infrastructure and data centres were slowly progressing. For industry, this is a welcome prospect. New infrastructure needs steel and concrete. At the same time, producers must reduce emissions without losing their competitiveness. This is precisely where the companies converge. Strategic Resources is planning a plant to produce high-quality iron ore pellets needed for lower-emission steel production. With the spin-off of its materials trading and logistics division, thyssenkrupp is taking another decisive step towards becoming a financial holding company. Heidelberg Materials already markets low-carbon cement but is grappling with several challenges. Who will turn these opportunities into rising share prices the fastest?
Commented by Matthias Schomber on October 22nd, 2026 | 05:21 CEST
thyssenkrupp's Steel Restructuring, AI-Driven Cost Savings at Deutsche Telekom and a Potential Rebound for Almonty
thyssenkrupp is pushing ahead with its long-awaited steel restructuring, while Deutsche Telekom aims to digitise its domestic market through major fibre-optic and automation projects. After decades, Almonty Industries is celebrating the historic resumption of tungsten production, but is currently navigating a challenging consolidation phase that could now give way to a rebound. This report examines the facts, weighs the opportunities and risks, and identifies where attractive entry points may be emerging.
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Commented by Lars Winter on October 16th, 2026 | 05:32 CEST
Zefiro Methane, LVMH and thyssenkrupp: Three Promising Stocks Poised for a Re-Rating
Created and Published on Behalf of Zefiro Methane Corp.
Zefiro Methane is achieving an operational turnaround as its order book continues to fill. LVMH shows the first glimmers of hope but continues to struggle in China. At thyssenkrupp, the group's breakup could unlock billions in hidden value. All three stocks have fresh potential catalysts ahead of important strategic decisions, but their opportunities and risks differ. We take a closer look at the three promising stocks in this news update.
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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 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 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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Commented by Matthias Schomber on September 29th, 2026 | 07:50 CEST
AI Boom at SAP, EU Tailwind for thyssenkrupp and Interesting Chart Patterns at NU E Power
Created and Published on Behalf of NU E Power Corp.
Artificial intelligence, EU protective measures and interesting chart patterns are shaping the latest developments. SAP stands on the threshold of a potentially historic new era, driven by revolutionary AI integration and a thriving cloud business, while the stock has also formed a "Golden Cross" on the charts. Meanwhile, the steel industry in Germany's Ruhr region is breathing a sigh of relief, as new, strict EU import quotas are providing a boost to thyssenkrupp's high-margin specialty steel division. The stock has responded by continuing its upward trend. But it is not just the DAX heavyweights attracting attention. Developments in North America are also noteworthy, as NU E Power Corp., an energy infrastructure developer, is reporting project updates following its non-binding letter of intent to acquire a 100% interest in the Hays project. The company's technical chart patterns are also noteworthy. We take a closer look at the latest developments at these three companies, including their operational progress, market environment and technical chart patterns.
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