CriticalMetals
Commented by Nico Popp on November 3rd, 2025 | 07:10 CET
Trade war over? Not at all! Here is what's happening now with Graphano Energy, Porsche, and Volkswagen
The US and China have agreed to a kind of truce in their trade conflict. China's export restrictions on metals, which were only announced in October, have been lifted. In return, China will purchase agricultural products from the US, and the agreement will be renegotiated in a year's time. What US President Donald Trump is selling as a major victory is, at best, a temporary ceasefire. The past few weeks have shown that the preliminary agreement will change little for Western industrial companies: they have gained time and must make good use of it.
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Commented by Carsten Mainitz on October 22nd, 2025 | 07:25 CEST
The stock market success stories Almonty Industries, TKMS, and Steyr Motors are opening a new chapter - and it is still not too late to get in!
The trade conflict between the US and China is intensifying and reaching a new strategic dimension. Beijing is deliberately restricting exports of critical raw materials and rare earths that are indispensable for high-tech industries, defense, and the energy transition. Western industries are coming under pressure, security of supply is faltering, and prices are rising. Meanwhile, the beneficiaries of this situation, such as producers of critical raw materials, are experiencing a boom. What happens next, and what does the stock market newcomer TKMS have to do with it?
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Commented by Nico Popp on October 22nd, 2025 | 07:10 CEST
Hype and day-to-day business – What matters now: European Lithium, BMW, Mercedes-Benz
European Lithium shares have recently caused quite a stir. But what is behind the surge that has multiplied its value within just a few days? What role does the Company actually play - for the US and also for Europe? We sort through the many reports on European Lithium and show where the Company could be headed in the medium term. One thing seems certain: Without European Lithium, the outlook for the automotive industry on both sides of the Atlantic looks bleak. Reason enough to take a closer look at the background.
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Commented by Carsten Mainitz on October 21st, 2025 | 07:40 CEST
Power Metallic Mines, RENK, BYD – An explosive combination! And the winners are?
Many topics are dominating the headlines. Peace in Gaza – and soon in Ukraine? This prospect initially put a significant damper on defense stocks – but only temporarily. After just a few days of correction, prices are already rising again. Gold at an all-time high is another major topic being covered in the media. Meanwhile, the geopolitical shifts we were reluctant to acknowledge for far too long are now catching up with many companies: China is cutting the world off from critical raw materials and rare earths. Read here to find out how investors can identify promising high-potential opportunities in this constellation.
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Commented by Fabian Lorenz on October 21st, 2025 | 07:30 CEST
Raw materials alert for defense and technology! Almonty, MP Materials, and Rheinmetall!
Europe faces a growing raw materials challenge. Whether it is rare earths, tungsten, or other critical metals, these resources are essential not only for defense, but for countless industries, including AI. The FAZ recently spoke to Almonty CEO Lewis Black about this, dedicating almost an entire page to the issue. Conclusion: Europe must act. The US has long since taken decisive action, securing access for its industry by investing in raw materials companies such as MP Materials and Lithium Americas. Europe's hesitation could pose a risk for Rheinmetall, even if investors are currently overlooking it - especially as the Company is also expanding in the US. Hopefully, Defense Minister Pistorius will have this issue on his radar during his visit to Canada.
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Commented by André Will-Laudien on October 16th, 2025 | 07:35 CEST
Gold continues to soar to USD 4,200, critical metals in a panic storm! MP Materials, AJN Resources and Standard Lithium
The US government has declared a state of emergency regarding critical metals. Due to disrupted trade policies with China, Beijing is threatening to halt the supply of key metals and rare earths completely. Will the tariff threats from the Trump administration help? It is doubtful, as China clearly holds the upper hand. Western industrial powers have long understood the stakes. Building domestic mining operations takes time and money, but it is urgently necessary. Investors can benefit from the panic scenarios of recent weeks because commodity markets have been lying in wait for years and are now being hit by an immeasurable flood of money. Where should investors position themselves now?
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Commented by Nico Popp on October 16th, 2025 | 07:10 CEST
Tungsten – Where the critical element is irreplaceable: Almonty, LAM Research, Rheinmetall
In recent days, the share price of tungsten producer Almonty Industries has known only one direction: upward. But why is there suddenly such hype surrounding a raw material that, only a few years ago, was known only to experts? The answer is clear: for decades, China lulled Western buyers into a false sense of security and drove foreign mine operators into bankruptcy through dumping prices. Today, Almonty remains the only major tungsten producer in the West, while numerous industries urgently depend on this critical element. We take a closer look at the demand structure of this unique high-tech and defense metal.
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Commented by André Will-Laudien on October 15th, 2025 | 07:05 CEST
Supply chains on the NASDAQ! Critical metals sold out? What is next for Almonty - Caution advised with Rheinmetall, Deutz, and RENK
Snip-Snap! In and out of the markets! At the moment, all stock market wisdom applies, because there is nothing more unpredictable for investors than the current US president. And who would have thought that the critical metal supply chains would suddenly become a major driving force behind the NASDAQ rally? Just as Xi Jinping threw rare metals into the ring as a bargaining chip, Donald Trump blew a fuse. Punitive tariffs of up to 100% were suddenly on the table, and the markets went into a tailspin. Yet just one trading day later, everything is put into perspective, and the markets have to find their new valuation point – no easy task. Yesterday, nervousness returned, as reflected in a sharp rise in the volatility index. What should investors be keeping a close eye on now?
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Commented by Fabian Lorenz on October 10th, 2025 | 07:20 CEST
Bombshell at Plug Power! Things are getting "critical" at Standard Lithium and Graphano Energy! Donald Trump is shaking up commodity stocks!
Investors are currently rushing to buy stocks in the rare earths, tungsten, and lithium sectors. The driving force behind this is the US government, which is investing in companies involved in critical raw materials to secure independence from China. Could Graphano Energy be next in line for government participation? In any case, no battery can function without the critical mineral, graphite. Graphano Energy is attractively valued and holds projects in Canada. Standard Lithium is benefiting from the hype surrounding critical metals. After rising more than 60% in four weeks, has a correction now arrived? Plug Power is in the midst of one. This week, the stock fell by over 20%. A capital measure and the surprising departure of the CEO are causing uncertainty.
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Commented by Armin Schulz on September 10th, 2025 | 07:15 CEST
Critical raw material supply: Rheinmetall's risk, Almonty Industries' opportunity, and Xiaomi's trump card
One strategic metal dominates the plans of military and tech companies: tungsten. Indispensable for high technology, from precision ammunition to powerful electric car motors, its supply is becoming a geopolitical issue. Western nations are fighting for supply independence, catapulting a previously overlooked mining operator into a unique position. This development reveals drastic dependencies and creates clear winners. Three companies exemplify this new reality: Rheinmetall, Almonty Industries, and Xiaomi.
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