CriticalMetals
Commented by Stefan Feulner on March 17th, 2026 | 07:15 CET
Antimony Resources: Geopolitics Is Driving Antimony Prices
Antimony is increasingly becoming a geopolitically important commodity. China dominates production, and export restrictions have already caused prices to rise sharply. At the same time, demand is growing from the defense, technology, and energy sectors. With the Bald Hill project, Antimony Resources is developing a potentially significant source of antimony for North America. New discoveries and high-grade drill results suggest that the project could have significantly greater potential than previously assumed.
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Commented by Stefan Feulner on March 16th, 2026 | 07:20 CET
Lynas Rare Earths, Power Metallic Mines, Mosaic – 3 Winners in the Raw Materials War
The global battle for critical raw materials is intensifying. Resources such as rare earth elements, copper, nickel, and cobalt are indispensable for electric mobility, wind power, and power grids, but also for modern defense technology. While China still controls large parts of global processing, the US, Europe, and their partners are attempting to establish new supply chains through multi-billion-dollar programs. Mining projects, recycling processes, and strategic partnerships are therefore moving into focus in this geopolitical race. For commodity companies, this environment is turning critical minerals into one of the defining investment themes of the coming years.
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Commented by Fabian Lorenz on March 16th, 2026 | 07:15 CET
Spain is investing over EUR 400 million in critical raw materials: Deutsche Rohstoff, Group Eleven Resources, and Standard Lithium in focus
Spain is taking the initiative on critical raw materials and has allocated EUR 414 million in public funding. The action plan, which runs through 2030, includes 34 measures aimed at strengthening the exploration, recycling, extraction, and processing of strategically important raw materials. A full EUR 182 million is earmarked for a new national exploration program. This move is noteworthy because Madrid is sending a signal that has long been missing in Europe: securing raw materials is no longer a secondary issue, but a central pillar of industrial policy. Group Eleven Resources could benefit from this shift. The company is currently advancing a zinc-lead-silver project in Ireland, and the stock is gaining momentum. Shares of Deutsche Rohstoff AG have also performed strongly, with analysts seeing further upside potential. And what about investor favorite Standard Lithium?
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Commented by André Will-Laudien on March 13th, 2026 | 07:05 CET
The focus is now on critical infrastructure – Power Metallic Mines delivers dream results, SAP and Oracle test the rebound
Every day, a flood of news hits the capital markets. The focus is on international crises, which in turn have major implications for national economies. Areas with large fossil fuel reserves are coming to the fore, and for months now, scenarios of critical metal shortages have been discussed and reassessed accordingly. High-tech and AI stocks thrive on a steady influx of computing power and are dependent on the promised expansion of the electrical infrastructure. This requires a variety of raw materials from the metal sector. Power Metallic Mines has positioned itself perfectly in the current situation with its NISK project, while Oracle and SAP are driven by their cloud and data models, which are falling out of favor due to AI. It remains to be seen whether a revival in earnings can take place in line with analysts' estimates. It is not easy to convince people, so we are analyzing the accompanying circumstances.
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Commented by Fabian Lorenz on March 13th, 2026 | 07:00 CET
USD 5.6 billion in just a few days! Antimony, a key ammunition raw material, surges! Antimony Resources stock takes off!
The war against Iran is increasingly turning into a costly war of attrition for the US. The Trump administration was apparently convinced that massive military pressure would quickly cause the regime in Tehran to collapse. Instead, the conflict is dragging on, the enemy is proving more resilient than expected, and the US war objectives remain unclear. The bill is rising day by day. According to Reuters, expenditures for deployed ammunition alone in the first two days of the war totaled USD 5.6 billion. Against this backdrop, a scale of around USD 1 billion per day now almost seems reasonable. One thing is clear: ammunition is urgently needed. This makes critical raw materials even more critical. For investors, this presents opportunities.
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Commented by Armin Schulz on March 12th, 2026 | 07:40 CET
AI fuels demand, investors reap rewards: ExxonMobil, Standard Uranium, and Nordex in focus
Electricity demand is exploding, driven by electrification and the race for supremacy in artificial intelligence. Governments and corporations are desperately searching for solutions to power data centers around the clock. The old dogma of climate neutrality is giving way to a pragmatic realignment. Every available kilowatt-hour counts, whether fossil, nuclear, or renewable. This tension between security of supply and technological competition is currently giving rise to three promising investment opportunities that could not be more different. While US oil giant ExxonMobil is benefiting from the return to fossil fuels, Standard Uranium is betting on the nuclear renaissance, and Nordex relies on wind power as an indispensable pillar of the future energy mix.
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Commented by Nico Popp on March 11th, 2026 | 07:15 CET
Mining comeback in Europe: Solid returns with Group Eleven Resources, Boliden, and Glencore
The European raw materials landscape is undergoing a realignment. For decades, the industry relied on cheap imports from overseas. But those days of largely unchallenged globalization are coming to an end. In order to end dependence on uncertain supply chains and ensure the survival of the industry, the focus is shifting to domestic extraction of critical metals. The European Commission has defined clear goals with the Critical Raw Materials Act and the ambitious RESourceEU Action Plan: By 2030, 10% of the mining and 40% of the processing of critical metals should occur within the EU. In this environment, the European zinc and silver sector is making a comeback. While zinc has historically been in demand primarily in the construction industry, it is now indispensable for the corrosion protection of wind turbines. Silver is even becoming a critical industrial metal due to the tremendous boom in artificial intelligence (AI) and the construction of data centers. Ireland, in particular, is establishing itself as a raw materials region in this phase. The country has one of the world's most productive geological provinces for high-grade base metals and boasts excellent geoscientific data from the Tellus program. Established mining giants such as Boliden and Glencore are setting standards, while up-and-coming explorers such as Group Eleven Resources are shining with spectacular discoveries and offering investors extremely lucrative entry opportunities.
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Commented by Stefan Feulner on March 10th, 2026 | 07:35 CET
Almonty Industries, Glencore, Rio Tinto – The battle for critical raw materials intensifies
The global commodities landscape is approaching a turning point. Export restrictions, geopolitical tensions, and surging demand from the defense sector, the energy transition, and high-tech industries are driving up the prices of strategic metals. Particularly critical raw materials are coming under increasing pressure, while important producing countries are tightening control over their supply chains. Analysts are already talking about a structural revaluation of entire raw materials markets. At the same time, selected producers and trading groups are benefiting from rising prices, new projects, and strategic alliances along the supply chains. For investors, this means that companies that secure access to scarce metals and could play a key role in the new raw materials order are coming into focus.
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Commented by Armin Schulz on March 6th, 2026 | 07:30 CET
Billion-Dollar Opportunity from the NDAA: NEO Battery Materials benefits from the US shift away from Chinese supply chains
In the world of battery startups, the path from promising laboratory formula to a delivered product is fraught with pitfalls. Technology promises fizzle out, production ramp-ups stall, and customers walk away. It is a business where confidence can quickly evaporate. This makes the development of a Canadian company based in Toronto over the past few months all the more remarkable. NEO Battery Materials appears to be systematically working through the usual list of pitfalls, gradually turning its research results into tangible substance. Anyone following the latest announcements can see that management is pursuing a clear strategy while steadily reducing the risk for shareholders.
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Commented by Fabian Lorenz on March 5th, 2026 | 09:50 CET
The US with "unlimited" ammunition? Hardly! Antimony Resources is the next critical-metals high-flyer!
Does the US have "unlimited" ammunition? That is what US President Donald Trump and his Defense Secretary Pete Hegseth suggested yesterday. However, they are likely to fail in the face of physical reality. Even if US arms manufacturers could produce ammunition as quickly as it is consumed, they would likely fail due to a lack of raw materials. For example, the supply of antimony is effectively dominated by China and Russia. The US is working intensively to secure its own supply, but this will take time. This is where companies like Antimony Resources come into play. The company is currently developing what is perhaps the most exciting antimony project in North America. It is likely only a matter of time before the stock reaches new highs, as the news flow appears highly promising.
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