LOCKHEED MARTIN DL 1
Commented by Nico Popp on August 20th, 2026 | 07:05 CEST
Tungsten Shock for Sandvik and Lockheed Martin – Almonty in a Perfect Position
When military equipment or industrial tools reach their performance limits, a highly sought-after heavy metal often comes to the rescue. With a melting point of 3,422 °C, tungsten withstands even extreme heat and has a density nearly identical to that of gold. Yet it is precisely with this key raw material, tungsten, that Western industrialized nations are coming under pressure. Beijing controls over 80% of global production and has significantly tightened export controls in recent years. Since China itself became a net importer in 2025 and the Western defense industry faces strict procurement bans, a race is underway for mining capacity in secure jurisdictions. This is where Almonty Industries comes into play, as it is considered a leading Western tungsten producer. We take a closer look at the market.
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Commented by Fabian Lorenz on August 10th, 2026 | 07:05 CEST
Tungsten Shortage Makes Headlines and Offers 100% Upside Potential: Almonty Industries, Indus Holding, and Lockheed Martin in Focus
China dominates the global tungsten market, and the West is increasingly feeling the consequences. The NZZ warns of a dangerous dependence on critical raw materials, while export controls and a lack of alternative sources are further exacerbating supply issues. This is precisely where Almonty Industries comes in. The company operates tungsten mines in Portugal and South Korea, with another operation in the US expected to come online soon. At the same time, tungsten prices are surging. According to Indus CEO Johannes Schmidt, tungsten carbide prices have roughly tripled since the beginning of the year. Almonty is not the only company benefiting from this development. Indus Holding, an investment company with exposure to the sector, has already raised its full-year guidance twice. The US military buildup is driving additional demand. With ammunition stockpiles running low, the Trump administration is putting pressure on Lockheed Martin and other defence contractors. For investors, the tungsten boom may have only just begun.
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Commented by Nico Popp on July 27th, 2026 | 07:15 CEST
The Drone Revolution: Palantir and Lockheed Martin Forced to Innovate—Volatus Aerospace Follows Ukraine's Lead
The days when tanks weighing several metric tons or extremely expensive fighter jets determined victory or defeat on the battlefield are over. As a look at modern warfare shows, it is now primarily the seamless interaction between hardware and software that determines actual success. Those who cannot coordinate algorithms and sensor technology in real time will fall behind. Ukraine is currently demonstrating this impressively, as it now launches more drones for counterattacks against Russia than the aggressor itself. This illustrates that, for NATO, security also means building an agile defence industry that can respond flexibly to requirements. We take a look at three companies in the industry and highlight opportunities.
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Commented by André Will-Laudien on July 21st, 2026 | 07:00 CEST
Ukraine – Iran – NATO: The Battle in the Skies Gives Wings to RTX and Lockheed; Rheinmetall and Volatus Aerospace on the Rise!
As long as geopolitical conflicts continue, defence stocks have it easy. That is because they automatically come into focus when new government programs are launched to boost defence capabilities. In July, it was the NATO conference in Ankara. Government officials in attendance surrounded Donald Trump, as the US is the leader in air defence—and this is precisely where both NATO and Ukraine are falling short. When it comes to drones, however, the former Soviet state has made great strides. An entire drone industry was built from the ground up in no time at all. And for several weeks now, they have been piercing through Russia's defensive perimeter and penetrating deep into its energy processing facilities. Ukraine has already taken a quarter of Russia's oil refining capacity out of commission. The West views this progress as a welcome easing of tensions, but is stepping up its investments even further. Chancellor Merz, for example, is ordering the highly sought-after Tomahawk missiles from the US and is even participating in the latest French nuclear exercise. Just as politicians are, investors should also be in the starting blocks to ride the new wave of investment.
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Commented by Armin Schulz on July 16th, 2026 | 07:20 CEST
Antimony as the "Invisible Glue" of Industry and Defence: Antimony Resources, BASF, and Lockheed Martin
Created and published on behalf of Antimony Resources Corp.
A relatively unknown semimetal that for decades remained in the shadow of the commodity giants has suddenly emerged as the strategic nerve center of Western industry. Antimony is essential for flame retardants in electronics, heat-resistant cables in fighter jets, and modern battery systems; without this material, key technologies cannot be produced. When China effectively halted exports in December 2024, this catapulted the price of antimony skyward in a very short time and exposed a critical dependency. As the West searches for alternative supply chains, established corporations are coming under pressure. That is why today we are taking a closer look at the up-and-coming antimony producer Antimony Resources, the industrial conglomerate BASF, and the defense contractor Lockheed Martin.
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Commented by Nico Popp on July 7th, 2026 | 06:55 CEST
Tungsten Emergency: Why Almonty Is Exceptionally Positioned - Sandvik and Lockheed Martin Under Pressure
Beijing's tightened export controls on critical raw materials such as tungsten show how heavily the West depends on established supply chains. China still controls around 80% of global tungsten production. In response to this threat, from January 1, 2027, the US will ban the import of tungsten from China, Russia, Iran, and North Korea for military purposes. This regulatory turning point and a surge in demand from the defense sector drove the world market price for ammonium paratungstate (APT) from historic lows in the low triple-digit range per metric tonne unit (MTU = 10 kg) to well over USD 3,000 per MTU. We take a closer look at the market and show how investors can profit from the tungsten emergency.
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Commented by Armin Schulz on June 9th, 2026 | 08:20 CEST
A New Era of Warfare: Rheinmetall, Volatus Aerospace, and Lockheed Martin Drive Advancement of Unmanned Autonomous Systems
Tank divisions are losing their dominance. Autonomous drone swarms and AI-controlled systems are redefining warfare. The war in Ukraine demonstrates this clearly. Billions are now flowing into unmanned technologies as old doctrines crumble. Those who secure the right positions early on can benefit disproportionately from this historic structural shift. Three companies from different market segments embody this transformation: the European defence contractor Rheinmetall, the agile drone specialist Volatus Aerospace, and the global autonomy pioneer Lockheed Martin.
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Commented by Armin Schulz on May 28th, 2026 | 07:20 CEST
TKMS, Strategic Resources, and Lockheed Martin: The Largest Post-War Rearmament Program Is Stalling!
For the first time since the Cold War, NATO is pouring record sums into defence—EUR 108 billion for Germany alone. But modern frigates, battle tanks, and jets consume critical metals such as vanadium, germanium, and rare earth elements. Without these raw materials, even high-tech weapons become useless. China dominates the supply chains, creating a dangerous bottleneck. Yet although the outlook for companies in this sector could hardly be better, few stocks are trading at their all-time highs. Today, with TKMS, Strategic Resources, and Lockheed Martin, we have three interesting companies that have the potential to reach new highs.
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Commented by Nico Popp on May 20th, 2026 | 08:00 CEST
The Defence and Commodities Crisis: Lockheed Martin, Glencore, and Antimony Resources' Unique Opportunity
Created and published on behalf of Antimony Resources Corp.
Export restrictions and skyrocketing commodity prices – the shifting geopolitical availability of strategic metals is posing challenges for the Western defence industry. While raw material procurement was for decades merely a logistical task within the framework of a functioning globalized economy, secure access to conflict-free deposits now determines the defence capabilities of Western nations. The significance of this structural shift is particularly evident in the case of antimony, an indispensable key component for civilian technologies and defence equipment. Since the United States has no domestic antimony production, the development of new mining projects in stable North American jurisdictions is of the utmost importance. In this market environment, the Canadian mining company Antimony Resources is coming into the spotlight of global defence and raw materials corporations.
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Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST
Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin
Prepared and published on behalf of Antimony Resources Corp.
Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.
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