CriticalMetals
Commented by Lars Winter on June 24th, 2026 | 08:00 CEST
Power Metallic Mines, Grupo México, and Anglo American: Three Exciting Stocks for the Great Metal Rush
Critical metals have long been among the most exciting topics on the stock market. Power grids, data centers, electric mobility, renewable energy, and new industrial policies are devouring not only copper but also nickel, platinum, palladium, silver, and other strategic raw materials. At the same time, new mines are emerging only slowly, permits take years to obtain, and politically stable locations are becoming increasingly valuable. This is precisely where the investment potential lies: Those who have access today to the right deposits, producers, or commodity platforms could be among the winners in the next wave of scarcity. We present three interesting stocks that allow investors to approach the topic of critical metals from very different angles.
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Commented by Matthias Schomber on June 22nd, 2026 | 06:55 CEST
Price Catastrophe and Despair at SAP and BYD - Almonty Industries On the Verge of a Technical Breakout
The stock market is currently facing challenging times, with SAP and BYD among the companies struggling with significant internal and external headwinds. Investors are struggling to maintain their composure regarding software giant SAP after negative industry news pushed the share price to a multi-year low. A sense of crisis also prevails at Chinese automaker BYD, as declining sales and looming EU punitive tariffs weigh heavily on its operations. However, the picture is quite different beyond these two stocks in the critical raw materials sector. Here, Almonty Industries positions itself as a reliable and emerging player in an increasingly geopolitically uncertain world. With foresight, fresh capital, and substantial resource potential, the company presents a highly compelling alternative investment opportunity. Read on to find out in detail why these three stocks may be worth a closer look right now.
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Commented by Lars Winter on June 18th, 2026 | 06:30 CEST
Almonty, RENK, and SGL Carbon: Three Promising Stocks for the New Order in Raw Materials and Defence
The new world order and geopolitical uncertainty are bringing even obscure raw materials—such as tungsten, graphite, specialty steels, and high-performance materials—into the spotlight on the stock market. Rising defence spending, artificial intelligence (AI), and the desire for independent supply chains are suddenly turning niche topics into investment stories. Three exciting stocks in this sector are Almonty Industries, RENK, and SGL Carbon.
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Commented by Armin Schulz on June 17th, 2026 | 07:00 CEST
Raw Material Giants and a Hidden Gem: Rio Tinto, Strategic Resources, and BHP Group Are Driving the Steel Market
The decarbonization of steel production is no longer a marginal environmental issue, but rather the central economic survival issue for industry. While the European emissions trading system is steadily increasing the costs of conventional blast furnaces, major buyers in the automotive industry are forcing supply chains to undergo a green transformation. The technology—in the form of hydrogen-based direct reduction—is ready for the market, but the bottleneck is increasingly shifting to raw material deposits. Whoever controls the strategic metal resources needed for this production transition will secure tomorrow's margins. Today, we take a look at Rio Tinto, Strategic Resources, and the BHP Group.
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Commented by Carsten Mainitz on June 17th, 2026 | 06:55 CEST
Space Exploration, Drones, and Critical Raw Materials: Positioned for Success with OHB, Rheinmetall, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
The prospect of an end to the conflict between the US and Iran has fueled investor optimism, yet many critical details remain unresolved. The formal "framework agreement" is scheduled to be signed in Geneva this Friday. However, looking back at the volatility of recent months, valid doubts remain as to whether this will mark a definitive breakthrough or if a significant gap will once again emerge between communicated "facts" and on-the-ground reality. Stocks in the defence and critical raw materials sectors retain a unique appeal for investors, especially given that valuations have recently experienced a notable pullback. The broader picture remains intact, and demand conditions are equally supportive. Through the three featured companies, investors can position themselves across distinct segments of this broader investment landscape. Antimony Resources is uniquely positioned to benefit from the surging strategic importance of the critical mineral antimony and a highly precarious supply deficit, which serves as a powerful long-term catalyst for shareholder returns.
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Commented by Jens Castner on June 17th, 2026 | 06:50 CEST
SPACEX SOARS, ALMONTY ADVANCES, PLS REWARDS PATIENCE: THREE LESSONS IN RATIONAL INVESTING
An IPO that is electrifying the world. A mining company the market is currently misjudging. And an Australian commodities giant that rewards patience with share price gains. At first glance, SpaceX, Almonty Industries, and PLS are three completely different stories—yet they follow the same ironclad stock market logic: those who chase the hype pay the price, while those who think countercyclically are rewarded. While Wall Street debates trillion-dollar valuations, the real opportunities lie further down the supply chain—with companies without which neither rockets nor batteries for electric mobility would be possible.
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Commented by Stefan Feulner on June 16th, 2026 | 08:10 CEST
Alcoa, Antimony Resources, MP Materials: Despite the Hormuz Strait Opening, the Battle for Critical Metals Continues
Created and published on behalf of Antimony Resources Corp.
The next commodities rally may be just getting started. While geopolitical tensions are tightening the supply of key industrial metals, demand is simultaneously skyrocketing. Aluminum is benefiting from looming supply bottlenecks and rising demand driven by the energy transition and digitalization. Antimony is emerging as a key strategic commodity due to its importance for ammunition, semiconductors, and battery systems. At the same time, government programs worth billions are driving the development of Western supply chains for rare earths. Those who bet now on the commodity winners of the geopolitical realignment could be facing an extraordinary opportunity.
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Commented by Nico Popp on June 16th, 2026 | 07:30 CEST
The Steel Industry in Flux: How Strategic Resources Is Solving the Problems Facing Rio Tinto and thyssenkrupp
High energy costs, a lack of pipelines, and a sluggish hydrogen ramp-up are slowing down the steel industry's "green" transformation. To replace traditional coal-fired blast furnaces with modern direct reduction plants, steel giants need iron ore with a minimum iron content of 67%. Since these high-purity, pelletizable deposits are few and far between, cutthroat competition is breaking out over stable supply chains. Western steel companies must optimize their supply sources to remain competitive. Pressure from regulators and the market is ever-present.
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Commented by Fabian Lorenz on June 15th, 2026 | 08:00 CEST
Critical Raw Materials and Defence Stocks in Focus: Steyr Motors, MP Materials, Almonty Industries
Congratulations to all investors who took advantage of Almonty's recent dip. By the end of the week, the tungsten producer's stock had rebounded significantly. After all, the fundamental facts have not changed. Tungsten is in short supply, and demand is rising. In an interview with the "taz", a market expert describes the current situation as dramatic. Among other things, he calls for a ban on the export of tungsten scrap to China. Additionally, mining projects need stronger support. Similar to tungsten, the West must also establish its own supply chains for rare earths. In the US, MP Materials aims to do just that. The stock has been trading sideways for months. Yet analysts recommend buying. Steyr Motors' stock is in a downtrend, and the quarterly figures failed to provide any momentum. Perhaps the autonomous systems division will bring about a turnaround?
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Commented by Jens Castner on June 15th, 2026 | 07:30 CEST
SUPERINVESTOR ERIC SPROTT TAKES A STAKE IN POWER METALLIC MINES! BAE SYSTEMS AND BMW CAN BREATHE EASIER
Mining legend Eric Sprott is investing CAD 2.0 million in the Canadian exploration company Power Metallic Mines, sending a signal that resonates far beyond the mining sector. Copper, nickel, cobalt, and platinum group metals, which lie dormant in the ground in Québec, are in high demand by both the defence industry and automotive manufacturers. For companies such as BAE Systems and BMW, these critical raw materials are indispensable. Three companies, one supply chain—and a race the West cannot afford to lose.
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