China
Commented by Nico Popp on November 12th, 2026 | 05:32 CET
Tungsten rally: Who really profits – Kennametal, Sandvik, Rheinmetall or Almonty?
Tungsten is more expensive than almost ever before – but who actually profits from it? The price of the intermediate product ammonium paratungstate (APT) has multiplied since September 2023 and at times exceeded USD 3,200 per MTU in Rotterdam in the summer of 2026. S&P Global puts the gap between demand outside China and mine supply there for 2026 at around 21,000 tonnes WO₃. The result is paradoxical: Western tool manufacturers are reporting record profits, while the few producers outside China are being punished on the stock market. We take a look along the supply chain – from the mine to armour-piercing ammunition.
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Commented by Armin Schulz on November 10th, 2026 | 05:21 CET
Antimony Resources – 21.45% antimony over 1.10 m and CAD 8.0 million in fresh capital for Bald Hill
Prepared and published on behalf of Antimony Resources Corp.
On November 27, China's suspension of the ban on antimony exports to the USA expires. The metal is used in ammunition and flame retardants, and according to the US Geological Survey (USGS), the US met 91% of its consumption through imports in 2025. The licensing requirement for exports from China remains in force independently of this. If China turns off the tap again, every tonne outside the country could become more sought-after. Anyone looking to reduce this dependence needs an alternative in North America. That alternative is Antimony Resources. We take a closer look at the company.
Commented by André Will-Laudien on June 10th, 2022 | 19:43 CEST
Turnaround stocks: BYD, JinkoSolar, MAS Gold, Nordex - Watch out for China & Tesla!
After China's foreign trade initially suffered heavily from the consequences of imposed lockdowns, the country now seems to be recovering. Thus, the current export figures are much higher than expected. However, unstable supply chains and high inflation rates continue to put pressure on international trade. Against the backdrop of a somewhat more stable pandemic situation, however, China's foreign trade grew faster than expected in May. Exports from the second-largest economy rose 16.9% YOY to USD 308.3 billion. Against this backdrop, China stocks are back on the buy list. We take a closer look!
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Commented by Stefan Feulner on February 18th, 2021 | 07:50 CET
Xiaomi, Almonty Industries, Deutsche Rohstoff - The winners of the trade war!
The trade war between the United States and China, started by President-elect Donald Trump, continues in the Joe Biden era. China is planning export restrictions on "rare earths," according to a report in the Financial Times. With this, the Middle Kingdom allegedly wants to hit the US defense industry, in whose electronic components for fighter jets and tanks, rare earths are built. China produces about 80% of the rare earth metals and thus has a virtual monopoly. The demand for producers outside China is enormous. We have found the winners.
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Commented by Stefan Feulner on January 19th, 2021 | 10:36 CET
Alibaba, AdTiger, Baidu - Buy China!
Without question, China has, as of now, emerged best from the crisis in the world. Because the Coronavirus in the Middle Kingdom has been under control since the summer, economic output increased by 2.2% last year. Experts expect a boom of over 8% in 2021. According to the CEBR Institute analyses, China is expected to replace the USA as the world's largest economy as early as 2028. The still swelling trade war with the United States will only encourage China even more to produce innovations of its own. New giants are being born.
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