CriticalMetals
Commented by Matthias Schomber on August 14th, 2026 | 07:45 CEST
Combat Drones and Tungsten: Rheinmetall, Hensoldt and Almonty Industries at the Heart of the Defense Boom
Global defense budgets continue to rise. With the wars in Ukraine and Iran continuing, ammunition stocks and destroyed military equipment must inevitably be replenished. This is benefiting defense companies such as Rheinmetall, as well as sensor specialists like Hensoldt. The trend is reflected in record order books and rising analyst price targets. But without a secure supply of raw materials, absolutely nothing works in the modern defense industry. This is where Almonty Industries enters the picture. The Canadian-American tungsten producer is helping secure Western supply chains. The company has recently delivered another series of positive updates, and while some of the major defense stocks have already reached demanding valuations, an intriguing technical setup is taking shape at Almonty that could pave the way for further gains. We take a closer look at the latest developments at these three companies. Find out why a strategic metal like tungsten could make all the difference—and why those who own or mine it are likely to be among the winners.
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Commented by André Will-Laudien on August 13th, 2026 | 08:05 CEST
AI and Software in a Super Cycle: SAP, Oracle, Strategic Resources and ServiceNow Are in the Spotlight
Another new DAX 40 high—thanks to heavyweight SAP! Thanks to artificial intelligence, the global software sector is currently transforming into an absolute growth rocket. A recent study by market research firm IDC backs up the hype: global AI spending is already set to explode to around USD 940 billion in 2026. This monumental wave is pouring massive amounts of capital directly into the coffers of the most innovative tech giants. Walldorf's pride and joy, SAP, is using AI to transform sluggish ERP systems into hyper-smart, self-thinking control centers. Meanwhile, rival Oracle is rapidly expanding its cloud capabilities to handle the gigantic volumes of data generated by modern language models. ServiceNow, the workflow king, is demonstrating how to elegantly eliminate repetitive office work through automation. Management recently underscored this success with a substantial increase in AI revenue targets for 2026. Right at the epicentre of this, Strategic Resources is securing the necessary attention for a crucial upstream stage: critical metals. Investors should take a closer look at what really matters now! We offer a few pointers.
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Commented by Stefan Bode on August 13th, 2026 | 07:50 CEST
Stock Market Roller Coaster: Between Dramatic Price Plunges, Record Figures, and Strategic Turnarounds - Almonty Industries, PNE and Puma
The current stock market environment presents an extreme mix of risks and opportunities. While a renewable energy project developer is reeling from a dramatic stock plunge following dashed takeover hopes, a producer of system-critical raw materials is shining with record growth thanks to strategic market power. At the same time, a global sporting goods conglomerate is struggling at a crucial technical level. Today's commentary highlights where further price losses loom and which potentials the market is currently mispricing.
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Commented by Fabian Lorenz on August 10th, 2026 | 07:05 CEST
Tungsten Shortage Makes Headlines and Offers 100% Upside Potential: Almonty Industries, Indus Holding, and Lockheed Martin in Focus
China dominates the global tungsten market, and the West is increasingly feeling the consequences. The NZZ warns of a dangerous dependence on critical raw materials, while export controls and a lack of alternative sources are further exacerbating supply issues. This is precisely where Almonty Industries comes in. The company operates tungsten mines in Portugal and South Korea, with another operation in the US expected to come online soon. At the same time, tungsten prices are surging. According to Indus CEO Johannes Schmidt, tungsten carbide prices have roughly tripled since the beginning of the year. Almonty is not the only company benefiting from this development. Indus Holding, an investment company with exposure to the sector, has already raised its full-year guidance twice. The US military buildup is driving additional demand. With ammunition stockpiles running low, the Trump administration is putting pressure on Lockheed Martin and other defence contractors. For investors, the tungsten boom may have only just begun.
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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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