CriticalMetals
Commented by Stefan Bode on October 9th, 2026 | 07:25 CEST
Between New Beginnings and a Test of Resilience: Almonty Industries, Aumovio and SUSS MicroTec
A surprising leadership change, strategically critical raw materials, and record orders amid falling share prices: Three publicly traded companies show how closely opportunities and risks are currently intertwined. While an automotive supplier struggles to improve margins, a tungsten producer is expanding its Western supply chains, and a semiconductor equipment manufacturer is tapping into new markets. Which developments justify optimism—and where must investors remain patient? This report examines what could be decisive for the next price movement.
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Commented by Nico Popp on October 8th, 2026 | 07:00 CEST
Tungsten Supply Crisis: Almonty Reshapes Defense Supply Chains – Rheinmetall Needs Reliable Sources, Tungsten West Wins Funding
Requirements from the US Department of Defense are forcing Western industry to rethink its approach to critical raw materials: Starting in January 2027, US procurement regulations will prohibit the use of Chinese-sourced tungsten in tungsten powders, heavy alloys, and defense components manufactured from them, and will require a complete chain of custody traceability back to the mining site. According to the US Geological Survey, China controls about 80% of global mine production and, due to export controls, has recently even become a net importer of tungsten metal and ore. As a result, the defense industry faces an acute supply shortage. Producers outside China are doing everything they can to secure long-term supply chains for Western customers. As a leading tungsten company, Almonty stands out in particular with promising projects and a full pipeline.
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Commented by Matthias Schomber on October 7th, 2026 | 09:05 CEST
Banking Power Struggles, Takeover Battles & Tungsten Boom: Time For Bold Moves in Commerzbank, Deutsche Bank and Almonty Industries
Financial markets are currently on edge! Yields on 10-year bonds are climbing to extreme levels in several European countries as well as in the US, creating turbulence across a wide range of asset classes. Ongoing geopolitical conflicts are adding to the uncertainty. While Germany's banking sector is caught between takeover battles and significant interest-rate risks, investors are looking for fresh catalysts. At Commerzbank, Italian major shareholder UniCredit is shaking up the status quo, while Deutsche Bank is grappling with pressured bond portfolios despite completing its share buyback program. Meanwhile, the commodities sector is presenting a very different, but equally compelling, setup. Here, Almonty Industries' stock has undergone a sharp, rapid consolidation following a spectacular rally and is now hovering near a critical chart level. In this analysis, we examine the potential risks involved and where attractive opportunities are now opening up for savvy investors.
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Commented by André Will-Laudien on October 6th, 2026 | 07:40 CEST
Commodities in Overdrive: BHP and Rio Tinto Cash In While Almonty Targets Critical Metals in Greenland
What investors are witnessing in the markets now amounts to an almost tectonic shift. Energy and commodity prices are surging, while interest rates have climbed to levels not seen in seven years. The East is embracing protectionism, while the US-led West is taking an increasingly assertive stance. In this capitalist imperialism of deep pockets, the US president's territorial claims over Greenland, administered by Denmark, have added another layer of geopolitical tension. These trends extend beyond the traditional mining business and are causing significant turmoil in futures markets. The geopolitical fault line runs right through the Arctic, where Greenland, thanks to gigantic deposits such as the Tanbreez project, is in the crosshairs of the Pentagon and Western security agencies. China continues to control large parts of the global supply chain, but the strategic agreement between Washington and Copenhagen is erecting a powerful barrier. At the same time, tungsten prices on the world market are soaring, outpacing almost all other critical minerals. This indispensable industrial metal, essential for the defense industry and the AI chip sector, is subject to drastic export restrictions. These supply bottlenecks are driving Western buyers to the brink of despair. A wild mix of megalomania, panic, and sabre-rattling. Where do the opportunities lie for investors with strong nerves?
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Commented by André Will-Laudien on October 6th, 2026 | 07:00 CEST
Defence Boom Meets Critical Metals: Rheinmetall, Renk, Globex Mining and Hensoldt in Focus
The geopolitical turning point is bringing two sectors to the forefront: defence and critical metals. One cannot exist without the other! Consequently, this fateful alliance has triggered an unprecedented supercycle in the financial markets that extends far beyond the traditional high-tech and defence conglomerates. European defence heavyweights such as Rheinmetall, Renk, and sensor specialist Hensoldt are enjoying historic order backlogs and benefiting from government rearmament programs worth billions. This is now bringing the fundamental basis of this boom sharply into focus for investors. After all, producing defence systems of all kinds depends entirely on a secure supply of strategic and critical metals. However, massive demand for military hardware is clashing with global supply chains under extreme strain from raw material shortages and the accelerating subsidy race in the West. This is where exploration and licensing companies like Globex Mining come into their own—they possess a diversified portfolio of strategic properties in politically stable regions and secure the foundations of industrial independence. Since no modern air defence system or military microchip network can exist without copper, silver, nickel, or rare earth elements, the mining and defence technology sectors are inextricably linked on the stock market. For forward-thinking investors, this symbiosis offers rare leverage.
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Commented by Stefan Feulner on October 5th, 2026 | 07:05 CEST
RTX, Almonty Industries, Elmet Group – This Is Fundamental for the West
Tungsten is increasingly becoming a strategic raw material in the new arms race. Missiles, engines, high-temperature alloys, and many other applications rely on this extremely hard, heat-resistant metal. At the same time, China dominates large parts of the global supply chain. For the US and its allies, an independent supply is therefore increasingly becoming a matter of national security. Billions are flowing into new defense production capacities, strategic stockpiles, and Western raw material projects. This opens a market for producers outside China, with significance that extends far beyond traditional commodity cycles.
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Commented by Jens Castner on October 2nd, 2026 | 09:20 CEST
Knorr-Bremse, Power Metallic Mines, Rational: A Look Behind the Scenes—and Up to 150% Upside Potential
Three Buy recommendations in one week, a stock-market favourite under heavy selling pressure, and a Canadian critical-minerals hidden gem: On October 7, Knorr-Bremse, Rational, and Power Metallic Mines will present live at the 20th International Investment Forum (IIF), with retail investors also able to attend. Analysts see up to 150% upside potential. Whether that proves realistic is something you can assess for yourself next week. The IIF offers one of those rare opportunities to hear firsthand what executives discuss with major investors. Retail investors normally never get to hear this. Read on to find out how you can benefit from these exclusive insights.
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Commented by Fabian Lorenz on October 2nd, 2026 | 07:05 CEST
RENK Under Pressure! Buy Signals for TKMS and Almonty
Alarm at Renk. The stock has slipped below EUR 40. It has now more than halved in value since its all-time high in October 2025. An analyst's comment sparked renewed unease. The comment warned of a potentially disappointing third quarter of 2026. Almonty shares are recommended as a "Buy". Analysts expect the tungsten producer to significantly increase revenue and profits in the coming years. Revenue is projected to exceed USD 1 billion in 2028. Almonty is then expected to be the largest Western supplier of this critical raw material. Analysts also recommend buying TKMS shares. A record order is taking shape. The order book is already full. The stock, however, is struggling.
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Commented by Carsten Mainitz on October 1st, 2026 | 07:40 CEST
Full Order Books, Weak Share Prices: Is This a Buffett Opportunity? Almonty Industries, Rheinmetall and Renk in Focus!
The defense boom is still going strong, but the tide has turned on the stock market. Following the sharp price gains of recent years, investors are becoming more selective. This is evident in Rheinmetall and Renk, whose stocks have come under pressure despite strong long-term demand. Meanwhile, Almonty Industries, a company operating at a different point in the value chain, remains in the spotlight. The South Korean tungsten mine Sangdong has received the green light to begin commercial operations at its processing facilities. Tungsten is considered a strategically important raw material for the defense and high-tech industries, and Almonty aims to position itself as the largest Western supplier in a highly concentrated market. Where are the greatest opportunities now?
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Commented by Lars Winter on September 30th, 2026 | 07:50 CEST
Almonty in Focus, Growth Opportunities at PVA TePla and Redcare Pharmacy: Three Stocks to Watch
Almonty can finally sell tungsten from its South Korean operations, while analysts still see significant upside potential for the stock. PVA TePla aims to double its revenue by 2028. Redcare Pharmacy has raised its forecast once again. Three stocks under the microscope with growth prospects that warrant a closer look.
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