CriticalMetals
Commented by Fabian Lorenz on June 12th, 2026 | 07:00 CEST
Defence Fiasco in Europe! Opportunity for Airbus, Hensoldt and MTU Aero Engines? Multi-Bagger Potential in Antimony Resources Shares!
Created and published on behalf of Antimony Resources Corp.
While the US, Russia, and China are ramping up their military capabilities and securing raw materials, Europe continues to lag behind. Most recently, Germany and France were unable to agree on the development of a joint sixth-generation fighter jet. The project ended up as one of Europe's biggest defence fiascos. Several German defence and technology conglomerates now want to develop their own concept. In addition to Airbus, the publicly traded companies Hensoldt and MTU are also involved. Will this bring new momentum to the defence sector? New momentum would also be welcome for the shares of Antimony Resources. Just a few months ago, the share was trading at around EUR 1. Currently, it stands at EUR 0.39. Yet the antimony explorer's latest drilling results are once again positive. Analysts continue to see significant multi-bagger potential.
Read
Commented by Nico Popp on June 11th, 2026 | 07:00 CEST
Secure Supply Chains for BASF and Others: Antimony Shortage Threatens Production – Antimony Resources Follows Lynas Rare Earths' Lead
Created and published on behalf of Antimony Resources Corp.
Escalating trade wars, a global supply shortage, and historic price shocks – the market for critical industrial metals is undergoing a profound transformation. Following extensive export restrictions by the People's Republic of China and a complete export ban to the US at the end of 2024, antimony prices outside China skyrocketed to an all-time high of USD 59,750 per ton. The severe imbalance between Western demand and available supply outside China led to significant supply bottlenecks in 2025—Fastmarkets recorded the sharpest price rally in the history of the antimony market that year. Since authoritarian states control around 80% of global mine production, the Western high-tech and defence industries face a potentially existential supply risk for electronic components and industrial fire-retardant applications. We explain the situation and present a potential solution.
Read
Commented by Fabian Lorenz on June 10th, 2026 | 07:00 CEST
Insider Alert at Rheinmetall! No Panic at Almonty! And What About RENK?
This is what confidence looks like. Since early May, insiders at Rheinmetall have purchased shares worth more than EUR 6 million. In particular, CEO Armin Papperger stands out, having demonstrated strong timing with his purchases in the past. Sharp pullbacks are not unusual for Almonty Industries and have historically proven to be attractive entry opportunities. The odds are good that this will be the case again. Following the placement of a convertible bond, the tungsten producer's stock has declined by around 20%. Attention is expected to shift back to fundamentals, which continue to support a positive investment case for Almonty shares. The Financial Times recently reported that Chinese companies are acquiring tungsten scrap in the US. Will Almonty use the fresh capital to extend its value chain? In any case, CEO Lewis Black, himself a major shareholder, has already earned a significant vote of confidence from the market.
Read
Commented by Stefan Feulner on June 9th, 2026 | 08:05 CEST
USA Rare Earth, Desert Gold Ventures, Alcoa: Commodities Are Becoming the Key to the Future
The commodities markets are entering an exciting phase. While geopolitical crises could tighten the supply of key industrial metals and drive prices to new record highs, gold remains one of the most promising beneficiaries, given elevated government debt, central bank purchases, and global uncertainties. At the same time, the US and Europe are investing billions in building independent supply chains for critical raw materials to secure their technology, energy, and defence industries. This opens up opportunities for investors in several future markets that could benefit from structural bottlenecks and strategic demand.
Read
Commented by Stefan Feulner on June 8th, 2026 | 07:15 CEST
Almonty Industries: Short-Term Shock, Long-Term Opportunity
Last week's close is likely to go down in the annals of Almonty shareholders as a "Black Friday." For one thing, the overall market took a significant hit following the rally of the past few weeks. The S&P 500 lost around 3%, while the Nasdaq technology exchange even recorded its largest single-day point loss ever. In parallel with this downward spiral, Almonty Industries, the largest tungsten producer outside of China, announced a capital measure that sent the stock plummeting by over 20% in Friday trading. However, looking at the facts of the financing, sentiment is likely to brighten in the long term following the initial storm.
Read
Commented by Armin Schulz on June 5th, 2026 | 07:35 CEST
Almonty Industries: Taking on China's Monopoly with the Sangdong Mine – Is Now the Right Time to Invest?
The US has been firing Tomahawk cruise missiles in the Middle East at a rate that has likely made even Pentagon planners nervous. Each of these missiles contains tungsten. This is a critical raw material, over 80% of which is controlled by China. Washington is desperately searching for alternatives. One such alternative is currently getting underway in the mountains of South Korea. The Sangdong Mine, which had been idle for 30 years, is now set to secure Western supplies. The company behind it is on the verge of the biggest chapter in its history. We are therefore taking a closer look at Almonty Industries.
Read
Commented by André Will-Laudien on June 4th, 2026 | 07:35 CEST
Critical Metals Riding the Wave of Industrial Demand! NASDAQ Hits 30,000, and Almonty Gears Up for the Russell 1,000
Another milestone for Almonty Industries CEO Lewis Black. While the tech rally is pushing the NASDAQ 100 index above 30,000, the tungsten manufacturer is being added to the Russell 1000 Index following the June expiration, based on revenue and valuation criteria. This also entails membership in the somewhat broader Russell 3000 Index, as shown in the FTSE Russell list. This has far-reaching implications! Index-based ETFs must adjust their asset weightings in line with the indices they track within a specified timeframe. For Almonty stock, which has not been represented there until now, this means additional demand from institutional investors - as if the buzz surrounding the only relevant publicly traded tungsten stock were not already big enough. So the party is likely to keep going strong!
Read
Commented by Stefan Feulner on May 26th, 2026 | 07:00 CEST
Strategy, Almonty Industries, Take-Two Interactive – Gaming, Bitcoin, and Commodities on the Verge of the Next Wave
Gaming, commodities, and cryptocurrencies are currently emerging as three of the most exciting growth sectors in the financial markets. While the gaming industry is heading toward its next billion-dollar blockbuster, geopolitical tensions and AI infrastructure are driving a boom in demand for strategic metals. At the same time, large-scale institutional purchases are massively exacerbating supply shortages in the crypto market. The combination of digital entertainment, commodity security, and the Bitcoin surge could open up extraordinary opportunities for investors in the coming years.
Read
Commented by Armin Schulz on May 25th, 2026 | 08:10 CEST
Rheinmetall, Antimony Resources, and RENK Group: Your Gateway to the Defence Boom and Its Lucrative Supply Chain
Created and published on behalf of Antimony Resources Corp.
Billions are flowing into Europe's defence sector—but behind the impressive order books lies a risk: the shortage of critical raw materials. While tanks and transmission systems are the obvious winners of the rearmament wave, the invisible foundation of many defence technologies is coming under increasing pressure. A strategic metal whose supply chains are dominated by China could become the Achilles' heel of the entire industry. From the established defence conglomerate Rheinmetall to the raw materials explorer Antimony Resources and the specialized drivetrain manufacturer RENK Group, they all have one thing in common: they are benefiting from the defence boom.
Read
Commented by Nico Popp on May 25th, 2026 | 08:05 CEST
Tungsten Crisis and Only One Solution: Supply Chains of SpaceX and Sandvik Under Pressure – Almonty Industries Perfectly Positioned
An unprecedented price shock, no meaningful new supply in sight, and continued Chinese export restrictions are forcing Western industry to act in the tungsten market. This year, the price of ammonium paratungstate exploded from USD 920 per metric ton unit (MTU) at the Rotterdam trading hub to well over USD 3,000. With China controlling nearly 80% of global production and the United States set to implement a strict procurement ban on Chinese tungsten for the defence sector starting in 2027, the risk of a serious supply bottleneck is growing. From traditional metal-processing industries and semiconductor manufacturing to aerospace applications, corporations depend on stable supply chains for this essential and virtually irreplaceable metal. In this unique market environment, the US-focused mining company Almonty Industries is building a new, geopolitically independent raw materials empire. The odds are in its favour: Almonty is currently the only producer meaningfully expanding tungsten production capacity.
Read