RIO TINTO PLC LS-10 ADR 1

Commented by Stefan Feulner on October 19th, 2026 | 05:22 CEST

Rio Tinto, Almonty Industries, Energy Fuels – Markets Hesitate, but Demand for Raw Materials Is Growing

• critical raw materials

The recent correction in commodity stocks is causing nervousness. Following strong share price gains, investors are taking profits, while volatile metal prices and economic uncertainty are adding further pressure. Yet little has changed in the long-term outlook. The expansion of power grids, artificial intelligence, the defence industry and advanced manufacturing consumes enormous quantities of strategic metals. At the same time, the US and Europe are seeking to reduce their dependence on China. This creates significant opportunities for commodity companies with their own deposits and concrete production plans.