CriticalMetals
Commented by André Will-Laudien on February 18th, 2026 | 07:05 CET
Unpredictable conflict dynamics turn tungsten into a strategic metal – Almonty moves into focus
The capital markets currently appear paradoxical: record highs for indices, unusually high volatility, and above all, a world order that is shifting faster than any valuation metric. Wars are back and here to stay, trade routes are becoming political and fragile, and sanctions are replacing diplomacy. In this environment, raw materials are once again becoming strategic weapons. While algorithms are still extrapolating growth rates, governments are already thinking about supply scenarios after the crash. In this tense environment, the logic of investing is changing. It is no longer just about supply and demand, but about access, control, and reliability. Who will deliver when the going gets tough? Who will decide who gets what and how much, and who might even be excluded? This is precisely where the major capital movements of the coming years will arise, often away from the familiar mega-caps. A metal that hardly anyone has paid attention to for years is suddenly becoming the focus of technological and military interest. And a company that has long flown under the radar is quietly becoming a strategic factor. Almonty Industries is an example of how geopolitics and capital markets are currently intertwining in new ways and creating dream returns for visionary investors.
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Commented by Stefan Feulner on February 17th, 2026 | 08:05 CET
RENK, Power Metallic, American Electric Power – These stocks offer explosive potential
Three trend industries are currently the focus of strategic investors: critical raw materials, energy infrastructure, and storage technologies. While geopolitical tensions are reshaping supply chains, the boom in artificial intelligence and electromobility is driving up demand for metals and power capacity. At the same time, decarbonization and grid stability require huge investments in long-term storage and modern infrastructure. Those who are well-positioned here could be on the verge of a structural growth spurt.
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Commented by André Will-Laudien on February 16th, 2026 | 07:05 CET
The situation is becoming critical everywhere! Are the next 300% gains already lurking at Antimony Resources, Rheinmetall, Hensoldt, or CSG?
Neglected for too long, but now investors should pay close attention to the critical metals sector. Time and again, new horror stories from Ukraine and the Gaza Strip have reinforced psychological pressure, highlighting that Central Europe, too, could face foreign policy risks. As a result, EU policymakers are continuing to ramp up their spending on defense technology. Until 2022, defense investment in Europe averaged just 1.2% of GDP. By 2024, this figure had already climbed to 1.8%, and for 2025 it is expected to exceed 2.5%. By 2030, research institutes expect it to reach a record high of up to 5%. In other words, 5% of total tax revenues, along with additional debt, would be allocated to acquiring military equipment. A few years ago, in times of peace, this would have been unthinkable. Unfortunately, wars and power-driven political agendas have long since captured the attention of market participants. Investors who fail to act in their portfolios now risk being left behind.
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Commented by Fabian Lorenz on February 13th, 2026 | 07:00 CET
DroneShield responds! Globex Mining steals the show from Barrick Mining and MP Materials!
DroneShield has finally responded. A new COO is expected to boost investor confidence and sales. Will that be enough? Globex Mining is currently being discovered by investors. The mining incubator enables risk-reduced investment in the field of resource exploration. In addition to numerous exciting gold projects, successes have also recently been reported in critical raw materials such as antimony and rare earths. The stock has started the new year strongly, outperforming companies like Barrick Mining and MP Materials. The latter stock is currently showing noticeable weakness, while Barrick was unable to trigger a rally with its actually strong figures for 2025. The next ace up its sleeve is an IPO. But its eternal rival, Newmont, is causing problems.
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Commented by André Will-Laudien on February 12th, 2026 | 08:00 CET
Critical raw materials are becoming scarce! Silver makes a new attempt to reach USD 100 - Silver North, Nordex, and Siemens Energy in focus
January brought the situation surrounding critical metals to a head. Copper, tungsten, and palladium reached new highs, and precious metals were also in high demand. Experts suspect significant distortions in derivatives, which led to astonishing increases in the value of silver and gold. Although silver is systematically classified as a precious metal, it has blossomed into a sought-after industrial metal over the past 10 years. Its extremely good electrical properties, thermal conductivity, and corrosion resistance make it irreplaceable in high-tech and defense applications. Silver has long been used in the field of alternative energies, with demand exceeding supply by a factor of 1.5. And then there are the speculators, who also want a piece of the pie. This means that all eyes are clearly focused on the sky. What portfolio changes make sense?
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Commented by Carsten Mainitz on February 11th, 2026 | 07:05 CET
Antimony Resources: This stock is impossible to ignore!
The strategic reserve of critical raw materials and rare earths announced by the United States underscores the profound transformation underway in the commodities sector. Geopolitics is becoming a decisive factor in the valuation of raw material assets. States and governments, as a new and, in the future, the most important investor group, are prepared to pay high and strategically motivated prices to secure supply. Antimony Resources is set to benefit massively from this development. The Canadian company owns the largest antimony deposit in North America. Antimony is indispensable, particularly in military and security-critical applications.
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Commented by Fabian Lorenz on February 9th, 2026 | 07:15 CET
Missed out on a 1,000% rally? Antimony Resources with significant upside potential! Following in the footsteps of MP Materials and Almonty!
Almonty Industries has gained over 1,000% in recent months. MP Materials has gained over 500%. Both companies produce critical metals such as tungsten and rare earths. Both have further price potential, but are also valued in the billions. Antimony Resources is currently worth around just EUR 50 million. While Antimony Resources is still at an earlier development stage, accelerating government support in the US and Canada could significantly shorten the path to production. If this succeeds, Antimony Resources should also be able to multiply its value.
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Commented by Stefan Feulner on February 8th, 2026 | 07:25 CET
Energy Fuels, American Atomics, Occidental Petroleum – Beneficiaries of the US energy transition
Global energy demand is heading toward a new dimension. Artificial intelligence, data centers, cloud infrastructure, and electromobility are causing electricity consumption to skyrocket, and at a rate that exceeds the growth of grids and generation capacities. Without reliable, base-load capable power sources, technological progress threatens to reach its physical limits. This is precisely why nuclear energy and fossil fuels are back in focus. They provide predictable power on a large scale, regardless of weather and time of day. Anyone who ignores this bottleneck is misjudging one of the key drivers of the next investment cycle.
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Commented by Carsten Mainitz on February 6th, 2026 | 07:50 CET
Antimony Resources: North America's largest critical minerals project sparks interest – when will Trump come knocking?
Geopolitics is becoming a decisive factor in the valuation of raw material projects and resource companies. These are the conclusions reached by renowned consulting firms. Security of supply is now defining strategic logic. Many experts conclude that states and governments will increasingly become the most important investors in industry in the future. Antimony Resources shares are increasingly being traded as beneficiaries. The Canadian company owns the largest antimony deposit in North America. The global market is currently dominated by China, Russia, and Tajikistan. Antimony is indispensable, particularly in military and security-related applications. The share price has already risen significantly, but is currently correcting at a high level. Investors should definitely keep the stock on their radar.
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Commented by Nico Popp on February 4th, 2026 | 07:30 CET
History repeats itself: Why Antimony Resources now offers the Lynas Rare Earths opportunity of 2010 and could benefit like Cameco
There are moments when geopolitical ruptures disrupt entire industries. Anyone who remembers 2010 knows what we are talking about: at that time, China effectively shut down exports of rare earths amid a dispute over the Senkaku Islands. Western industry was in shock, prices exploded, and a small, hitherto little-noticed Australian explorer named Lynas Rare Earths became the Western world's only hope overnight. Today, 15 years later, we are experiencing déjà vu: this time, however, the focus is not on neodymium, but on antimony – the forgotten metal without which the defense industry would grind to a halt. Once again, China dominates the market, once again export restrictions are being used as a political weapon, and once again the West is desperately searching for a safe alternative. This is where Antimony Resources comes into play. The company is now at exactly the same point where Lynas was before its legendary rise: it controls an antimony project in a secure jurisdiction that can break dependence on the East.
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