CriticalMetals
Commented by Nico Popp on July 8th, 2026 | 07:05 CEST
Canada and Europe Are Jointly Securing Raw Materials: Why BMW and Volkswagen Should Keep an Eye on Power Metallic Mines
The automotive industry's transition to electric mobility is disrupting traditional supply chains. While efficient assembly used to be the key factor, in the era of electric vehicles, secure, environmentally responsible access to critical minerals matters most. Above all, strict legal requirements, such as the European Supply Chain Due Diligence Act, are forcing automakers to fully document the origin of their raw materials all the way back to the mine. In this complex landscape, Canada has emerged as one of the most important partners for European industry. The standards and mineral content are just right here—we introduce the market and potential beneficiaries.
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Commented by Nico Popp on July 7th, 2026 | 06:55 CEST
Tungsten Emergency: Why Almonty Is Exceptionally Positioned - Sandvik and Lockheed Martin Under Pressure
Beijing's tightened export controls on critical raw materials such as tungsten show how heavily the West depends on established supply chains. China still controls around 80% of global tungsten production. In response to this threat, from January 1, 2027, the US will ban the import of tungsten from China, Russia, Iran, and North Korea for military purposes. This regulatory turning point and a surge in demand from the defense sector drove the world market price for ammonium paratungstate (APT) from historic lows in the low triple-digit range per metric tonne unit (MTU = 10 kg) to well over USD 3,000 per MTU. We take a closer look at the market and show how investors can profit from the tungsten emergency.
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Commented by Nico Popp on July 6th, 2026 | 07:10 CEST
Why the Antimony Bottleneck Threatens Hensoldt and BASF, and How Antimony Resources Benefits
Created and published on behalf of Antimony Resources Corp.
The world order is different from before 2022. China is tightening the reins on critical metals. The situation with semiconductor and alloy raw materials in particular calls for action. The strategic semimetal antimony is increasingly becoming a critical bottleneck for Western industry. China's export restrictions - the country controls around 36% of global mine production and around 70% of global antimony refining capacity - have triggered deep uncertainty among European groups in the chemical and defence sectors. The solution is new supply chains and mines in secure jurisdictions. We examine the current situation and present a possible beneficiary.
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Commented by André Will-Laudien on July 3rd, 2026 | 11:00 CEST
Rebound and Straight Back Up: Rheinmetall, Renk, Antimony Resources, TKMS, and Hensoldt
Created and published on behalf of Antimony Resources Corp.
The stock-market carousel keeps turning. While defense stocks were still on the hit list over the past 5 months, an impressive rebound is now underway. Rheinmetall experienced an outright sellout after a large frigate order was awarded to TKMS. Across the sector, the stocks had to absorb discounts of up to 50% after having risen to hype status in the years 2024 to 2025. Another stock caused a stir yesterday: Antimony Resources! After a 90-day consolidation of nearly 70%, new drill results came in. And lo and behold: not only does antimony lie dormant in the ground, but also plenty of gold. Good for anyone who bought in here over the past few weeks. All four stocks on our list still have some catch-up potential in the tank; we analyze why.
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Commented by Fabian Lorenz on July 1st, 2026 | 07:25 CEST
Bombshell, Buy Recommendation, and Upside Potential: RENK, Bayer, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
A major development has emerged at Antimony Resources. Until now, the investment case centred on the company's potential to develop a world-class antimony project in Canada. Now, gold has entered the picture as well. The analysis of approximately 190 sample intervals has revealed meaningful gold grades, providing investors with another compelling reason to consider the stock. Analysts see the potential for a multi-fold increase in its valuation. Analysts also see an attractive entry opportunity in RENK. In their view, the recent weakness in the share price following the sell-off in Rheinmetall has been overdone. The company could even report a new record in order intake. Meanwhile, the record-breaking lawsuits at Bayer could become more manageable in the future, following the recent US Supreme Court ruling. The stock responded with a strong rally, and analysts remain optimistic. Nevertheless, investors should bear in mind that not all legal cases have been resolved.
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Commented by Nico Popp on June 30th, 2026 | 07:05 CEST
For Industry, It Is a Matter of Survival: thyssenkrupp Under Pressure, BYD With Advantages - Can Strategic Resources Provide the Rescue?
Many long-established industrial companies are facing intense pressure: their business models are undergoing structural change, supply chains are being reorganized, and international competition is increasing. European heavy industry, in particular, is at a turning point, as higher energy costs in Europe, especially in Germany, and stricter decarbonization requirements force companies to adapt their production processes. At the same time, Asian technology groups are pushing aggressively into global markets, often with fully vertically integrated structures and clear advantages in the race for raw materials. This is placing immense pressure on traditional European companies to restructure and innovate. We examine the overall situation and highlight potential opportunities for investors.
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Commented by Fabian Lorenz on June 29th, 2026 | 06:50 CEST
OHB Caught in the SpaceX Trap! Buy Rheinmetall Now? Almonty Shares Added to the Russell Index Today - Tungsten Outperforms Gold!
Rheinmetall has had a disastrous week. The stock of Germany's largest defense contractor has lost more than 20% over the past five trading days. Is this a buying opportunity? What do analysts say? OHB's stock plummeted by over 30% last week. The German aerospace company shocked shareholders with a major capital increase and the partial exit of a major shareholder. Furthermore, the space hype surrounding the SpaceX IPO appears to be over. Still, the stock is up over 100% so far in 2026. Almonty shares have posted similarly strong gains in 2026. The price of this tungsten high-flyer also consolidated last week. However, the price of tungsten remains at an all-time high. More and more media outlets are reporting on shortages of this critical raw material—even in China. Almonty should continue to benefit from this trend. Incidentally, as of today, the stock is part of the Russell 1000 and 3000 indices.
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Commented by Stefan Feulner on June 29th, 2026 | 06:40 CEST
Strategy, DRC Gold, Rheinmetall: Opportunities After the Price Drop
The air is getting thinner for Bitcoin, gold, and many high-fliers on the stock markets. Should valuations come under further pressure, entirely new opportunities could open up for investors. As overheated markets correct, undervalued companies with real assets, promising commodity projects, and solid fundamentals are increasingly coming into focus. It is precisely during volatile market phases that the most attractive entry opportunities often arise.
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Commented by Tarik Dede on June 26th, 2026 | 08:00 CEST
A lull in the commodities hype opens up opportunities in the stocks of K92 Mining, Antimony Resources, and First Majestic Silver
Created and Published on Behalf of Antimony Resources Corp.
The US dollar is currently sweeping through the commodities markets. The market is pricing in interest rate hikes by the Federal Reserve, and commodity prices are plummeting. Bank of America now expects three interest rate hikes this year. That would be truly devastating for tech and commodity stocks. As a result, gold, silver, and other metal prices have plummeted in recent days. Silver alone has halved in value since its peak. Yet the fundamental and structural trends remain intact. Half the world is turning to gold rather than US bonds to reduce dependence on the United States. There continues to be a supply deficit for silver. And for many specialty metals such as antimony, rare earths, and tungsten, the US is building its own supply chains. The market is currently ignoring this. Conversely, the correction also presents an opportunity for bold investors. That is why today we are taking a look at the stocks of K92 Mining, Antimony Resources, and First Majestic Silver.
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Commented by Fabian Lorenz on June 26th, 2026 | 07:40 CEST
COMMODITIES WAR AND UNDERVALUATION! D-Wave Quantum, MP Materials, Strategic Resources
In the "commodities war" with the US, China is flexing its muscles once again. In Japan, the situation regarding heavy rare earths is worsening. And just a few days ago, Beijing added ten US companies to its export control list. The US government has so far reacted with surprising restraint. MP Materials' stock has not yet surged either. According to experts, Strategic Resources' stock is poised for a revaluation. The Canadian company is building a value chain stretching from raw materials to the steel industry and battery manufacturing. The stock appears undervalued. D-Wave Quantum is certainly not undervalued. Furthermore, the stock has been highly volatile this year. Nevertheless, analysts recommend buying it. We take a closer look.
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