CriticalMetals
Commented by Tarik Dede on August 4th, 2026 | 07:15 CEST
Commodity Stocks with Potential: Endeavour Silver, Almonty Industries, and Agnico Eagle in the Spotlight
Interest rates, bond yields, and oil prices continue to shape market sentiment. Although the Federal Reserve left interest rates unchanged last week, market pressure remains high. The new trading week began with another rise in bond yields, further increasing the cost of refinancing US government debt, which has now surpassed USD 40 trillion. Against this backdrop, the US can ill afford a sustained period of higher interest rates. For commodity markets, however, the environment could prove supportive. Many mining and resource stocks have retreated significantly following the correction earlier this year, potentially creating attractive entry opportunities. We therefore take a closer look at Agnico Eagle, Almonty Industries, and Endeavour Silver and examine where investors may find value.
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Commented by Stefan Feulner on August 3rd, 2026 | 07:55 CEST
Anglo American, Globex Mining, Lundin Mining: Commodity Giants Poised for the Next Surge
Despite the current market correction, copper, gold, and strategic metals are increasingly taking center stage in the global economy. Power grids, AI data centers, electric mobility, and defence are consuming enormous amounts of raw materials, while new mines are being developed only slowly. It is not just established producers that are benefiting from this. Broadly diversified companies are particularly attractive, as they can earn revenue from investments and royalties in numerous projects without having to finance every mine themselves.
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Commented by Nico Popp on August 3rd, 2026 | 07:35 CEST
Green Steel Marks a Turning Point: How Rio Tinto and Champion Iron Are Struggling with Logistics – Strategic Resources as a Beacon of Hope
When steel mills are running at full capacity, the industry is satisfied—at least that was the case for many decades. Nowadays, however, what exactly goes into the furnaces is becoming increasingly important. The transition to low-emission steel is increasingly challenging traditional supply chains. Companies that want to produce sustainably and "green" today need clean raw materials. The major players in the steel industry have already recognized this. Raw material producers must therefore also rethink their approach. Innovative companies from Canada have recognized the signs of the times and are fully committed to meeting the steel industry's new requirements. We shine a spotlight on this development and introduce some exciting companies.
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Commented by Nico Popp on July 29th, 2026 | 07:45 CEST
Battery Metals Bottleneck: Volkswagen and BHP Under Pressure as Power Metallic Mines Faces Weeks of Truth
Electric vehicles are becoming an increasingly common sight on German roads, driven in part by the arrival of aggressively priced models from China. However, the rapid growth of electric mobility is placing mounting pressure on automotive supply chains. Automakers are grappling with volatile markets while becoming increasingly concerned about securing reliable access to critical raw materials. Commodities are no longer viewed as readily available inputs but as strategic assets essential to industrial competitiveness. This complex situation calls for new alliances: mining companies, major automakers, and dynamic project developers are pulling out all the stops to secure raw materials for the future.
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Commented by Matthias Schomber on July 29th, 2026 | 07:35 CEST
Deutz, Jungheinrich, and Almonty: Where Investors Can Find Real Opportunities in the Market Right Now
The European industrial landscape is currently noticeably fragmented, which presents investors with difficult decisions about which stocks will perform well and which will perform poorly. While it has never been easy to make the right choice, as established, long-standing German corporations grapple with rising material costs, intense price pressure, and, in some cases, the aftermath of internal conflicts, interest is increasingly shifting toward companies in strategic niche markets, including the commodities and defense sectors. The stocks of Deutz and Jungheinrich reflect the current challenges facing the broader mechanical engineering sector, which is suffering from noticeable margin pressure despite solid order intake. Defense, however, is a buzzword that could boost the performance of one or two stocks in that sector—if handled skillfully. At the same time, the spotlight is on commodity stocks that are benefiting from global geopolitical upheavals. Almonty Industries, in particular, is drawing attention due to an exciting consolidation pattern on the charts. Can this tungsten heavyweight soon regain its former strength? This report examines the current situation of the three stocks and highlights where real opportunities might now be emerging!
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Commented by André Will-Laudien on July 28th, 2026 | 07:20 CEST
The Energy Sector Boom Is Boosting Critical Metals: Siemens Energy, Nel ASA, Globex Mining, and Nordex in the Spotlight
The world is changing rapidly! The escalating crisis in the Middle East highlights the acute vulnerability of global commodity supply chains and is forcing Western industrialized nations to undergo a radical geopolitical realignment. To free themselves from dependence on unstable regions and autocratic monopolies, the US and Canada are investing heavily in the accelerated development of self-sufficient North American supply chains for critical minerals and precious metals. This development is receiving an additional regulatory boost from the protectionist economic policies of a second Trump administration—under the slogan "Drill, Baby, Drill"—and is creating a boom for resource-rich areas of North America, such as the Abitibi Belt in Québec. In this highly volatile market environment, Globex Mining, a licensing specialist that consistently operates behind the scenes, is emerging as one of the biggest beneficiaries of recent times. While partner companies finance the capital-intensive drilling operations, the company risk-free acquires valuable smelting licenses and positions itself perfectly for the energy transition that will shape the future. For investors, the North American renaissance in resource extraction offers multiple opportunities. In contrast, after an extended rally, established energy companies appear to be taking a breather. A critical look is warranted.
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Commented by Stefan Bode on July 24th, 2026 | 08:40 CEST
Opportunities & Risks in Q2 Earnings: Almonty Industries, BioNTech, Danaher, Pfizer, and Sartorius
Global equity markets remain highly dynamic, and the fundamental backdrop has changed rapidly in recent quarters. In today's report, we examine three compelling investment stories at critical turning points. We take a closer look at former pandemic-era pharmaceutical high-flyers that must now navigate new tariffs as they shift their focus toward cancer therapies. We also analyze a geopolitically indispensable producer of a critical raw material that is benefiting significantly from efforts to secure Western supply chains. Finally, we turn to the bioprocessing sector, where upcoming quarterly earnings could determine the industry's direction following recent market turbulence. Find out where the most attractive opportunities, and the key risks, may lie.
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Commented by Nico Popp on July 22nd, 2026 | 07:40 CEST
Why the Tungsten Shortage Threatens SpaceX and Siemens Healthineers—and How Almonty Is Becoming the West's Top Supplier
When technical necessity meets scarcity, it is not just engineers who take notice—the capital markets, too, have long been grappling with supply chains and their vulnerability to crises. This is particularly evident in the case of tungsten. This heavy metal is equally essential for modern space travel and innovative medical technology. Because Beijing is tightening the reins on tungsten exports, a metal also considered military-grade, the high-tech industry, from SpaceX to Siemens Healthineers, is feeling the heat. The search for crisis-resistant sources of raw materials is becoming a matter of survival for these corporations. Almonty, the leading Western tungsten producer, is perfectly positioned to benefit from this situation.
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Commented by Armin Schulz on July 21st, 2026 | 07:25 CEST
China's Tungsten Grip Begins to Loosen—Almonty Industries Strengthens Defence Supply Chains as RENK and Boeing Secure Multi-Billion-Dollar Orders
The wars in Ukraine and Iran have exposed a critical weakness in the West's technology and defence architecture. Without fire-resistant tungsten, even the most advanced fighter jets remain grounded, and the most precise guided missiles are rendered useless. While combat operations are depleting stockpiles, China has effectively secured a monopoly over the entire supply chain, from the mine to high-performance components. This double squeeze, driven by war-induced demand and Beijing's control over supply, is transforming this critical material into a strategic instrument of power. On the other hand, these tensions are fueling a boom in the defence industry. Meanwhile, these geopolitical tensions are fueling a boom across the defence industry. We take a closer look at the current outlook for Almonty Industries, RENK Group, and Boeing.
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Commented by Tarik Dede on July 17th, 2026 | 07:05 CEST
Gold, Tungsten, and Silver: Upside Potential in First Majestic Silver, Almonty Industries, and Agnico Eagle
The war in the Gulf and the strong US dollar continue to cause volatility in the commodities market. While copper has managed to decouple from these trends due to tight supply in global markets, the situation is different for gold and silver prices. However, stabilization may now be on the horizon. The specialty metal tungsten, on the other hand, tracks copper and is showing stability at high price levels. This presents opportunities for investors to build long-term positions in the market. We are therefore looking at the stocks of First Majestic Silver, Almonty Industries, and Agnico Eagle.
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