CriticalMetals
Commented by Tarik Dede on August 19th, 2026 | 06:55 CEST
Commodity Companies with Golden Numbers: Almonty Industries, K92 Mining and Aya Gold & Silver in Focus
Things are really picking up again in the commodities sector. Many companies are reporting strong quarterly results, even though costs have recently increased due to rising inflation. Nevertheless, the industry is brimming with energy, especially since many companies have cleaned up their balance sheets in recent years and are now debt-free. This aligns with the gold market, where, according to the World Gold Council, central banks purchased more gold in the second quarter than ever before. It appears they took advantage of the price correction. In any case, the outlook for commodities is favourable. That is why today we are taking a closer look at the stocks of Almonty Industries, K92 Mining and Aya Gold & Silver.
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Commented by Armin Schulz on August 18th, 2026 | 07:30 CEST
Almonty Industries, Freeport McMoRan, and Albemarle: Commodity Fever Rises Due to Structural Shortages
A major storm is brewing in the commodity markets. It is being driven by the transition to climate-neutral energy, extremely high demand for artificial intelligence and the computing power it requires, and global geopolitical conflicts. This wave does not appear to be a temporary flare-up, but rather the beginning of a long-term megatrend, as supply deficits continue to widen. While spikes in demand often provided the boost in previous commodity cycles, this time it is global supply chain risks and decades of underinvestment in the development of new commodity projects. Today, we take a closer look at tungsten producer Almonty Industries, copper producer Freeport McMoRan, and lithium producer Albemarle.
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Commented by Matthias Schomber on August 18th, 2026 | 07:25 CEST
Concrete Gold, Tank Transmissions and Critical Raw Materials: How Bold Investors Could Benefit from Vonovia, Renk and Strategic Resources
They say the stock market—or rather, money—never sleeps. The phrase was made famous thanks to the movie "Wall Street". But some turning points in the capital markets also arrive quietly, almost unnoticed. Today, we take a look at three stocks and three very different stories. First, there is Germany's largest residential landlord, which is currently dealing with rising interest rates, political disputes and some still-skeptical analysts. Things look somewhat different for an Augsburg-based drivetrain specialist, which is riding a wave of record orders from the defence sector. And then there is a commodities stock that remains largely under the radar. The chart of this "golden gem" could soon send signals that attract investors' attention. Three very different worlds. And yet all three stocks are currently at a critical juncture. Those who look closely now may find almost everything: defensive substance, genuine growth and a potential breakout opportunity. These three stocks could be well worth keeping an eye on.
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Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
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Commented by Stefan Feulner on August 17th, 2026 | 07:12 CEST
Almonty Industries, Energy Fuels and Antofagasta: China Still Dominates, but These Stocks Are on the Rise
The battle for critical raw materials is becoming a geopolitical power struggle. Defense, AI, power grids, and high-tech industries require enormous quantities of strategic metals, while China controls key parts of the supply chains. The US is now responding with billions in investment and aims to drastically reduce its dependence. This benefits producers who are establishing new Western supply chains for rare earths, tungsten, or copper. Three stocks are particularly in the spotlight.
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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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