CriticalMetals
Commented by André Will-Laudien on October 16th, 2025 | 07:35 CEST
Gold continues to soar to USD 4,200, critical metals in a panic storm! MP Materials, AJN Resources and Standard Lithium
The US government has declared a state of emergency regarding critical metals. Due to disrupted trade policies with China, Beijing is threatening to halt the supply of key metals and rare earths completely. Will the tariff threats from the Trump administration help? It is doubtful, as China clearly holds the upper hand. Western industrial powers have long understood the stakes. Building domestic mining operations takes time and money, but it is urgently necessary. Investors can benefit from the panic scenarios of recent weeks because commodity markets have been lying in wait for years and are now being hit by an immeasurable flood of money. Where should investors position themselves now?
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Commented by Nico Popp on October 16th, 2025 | 07:10 CEST
Tungsten – Where the critical element is irreplaceable: Almonty, LAM Research, Rheinmetall
In recent days, the share price of tungsten producer Almonty Industries has known only one direction: upward. But why is there suddenly such hype surrounding a raw material that, only a few years ago, was known only to experts? The answer is clear: for decades, China lulled Western buyers into a false sense of security and drove foreign mine operators into bankruptcy through dumping prices. Today, Almonty remains the only major tungsten producer in the West, while numerous industries urgently depend on this critical element. We take a closer look at the demand structure of this unique high-tech and defense metal.
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Commented by André Will-Laudien on October 15th, 2025 | 07:05 CEST
Supply chains on the NASDAQ! Critical metals sold out? What is next for Almonty - Caution advised with Rheinmetall, Deutz, and RENK
Snip-Snap! In and out of the markets! At the moment, all stock market wisdom applies, because there is nothing more unpredictable for investors than the current US president. And who would have thought that the critical metal supply chains would suddenly become a major driving force behind the NASDAQ rally? Just as Xi Jinping threw rare metals into the ring as a bargaining chip, Donald Trump blew a fuse. Punitive tariffs of up to 100% were suddenly on the table, and the markets went into a tailspin. Yet just one trading day later, everything is put into perspective, and the markets have to find their new valuation point – no easy task. Yesterday, nervousness returned, as reflected in a sharp rise in the volatility index. What should investors be keeping a close eye on now?
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Commented by Fabian Lorenz on October 10th, 2025 | 07:20 CEST
Bombshell at Plug Power! Things are getting "critical" at Standard Lithium and Graphano Energy! Donald Trump is shaking up commodity stocks!
Investors are currently rushing to buy stocks in the rare earths, tungsten, and lithium sectors. The driving force behind this is the US government, which is investing in companies involved in critical raw materials to secure independence from China. Could Graphano Energy be next in line for government participation? In any case, no battery can function without the critical mineral, graphite. Graphano Energy is attractively valued and holds projects in Canada. Standard Lithium is benefiting from the hype surrounding critical metals. After rising more than 60% in four weeks, has a correction now arrived? Plug Power is in the midst of one. This week, the stock fell by over 20%. A capital measure and the surprising departure of the CEO are causing uncertainty.
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Commented by Armin Schulz on September 10th, 2025 | 07:15 CEST
Critical raw material supply: Rheinmetall's risk, Almonty Industries' opportunity, and Xiaomi's trump card
One strategic metal dominates the plans of military and tech companies: tungsten. Indispensable for high technology, from precision ammunition to powerful electric car motors, its supply is becoming a geopolitical issue. Western nations are fighting for supply independence, catapulting a previously overlooked mining operator into a unique position. This development reveals drastic dependencies and creates clear winners. Three companies exemplify this new reality: Rheinmetall, Almonty Industries, and Xiaomi.
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Commented by Armin Schulz on August 6th, 2025 | 07:05 CEST
Interest rate poker and commodity chess: Deutsche Bank, Globex Mining, and Rio Tinto in focus
Geopolitical tensions are the new market standard, not the exception. Trade conflicts are escalating globally, tariffs are becoming a chess game over commodities and influence, and military shifts are destabilizing supply chains. At the same time, central banks are hesitating to cut interest rates despite lower inflation, keeping the pressure high. In this turbulent environment, an understanding of macroeconomic forces determines profit or loss. Those who read the signs will find opportunities. Which of these three players—Deutsche Bank, Globex Mining, and Rio Tinto—offers potential?
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Commented by Nico Popp on August 5th, 2025 | 07:05 CEST
Shocking report in the WSJ – China cuts off the West from antimony: Hensoldt, Covestro, and Antimony Resources
"China is curbing supplies of critical metals to the Western defense industry," headlines the Wall Street Journal in an article published on Sunday. The article highlights several cases in which China has deliberately delayed deliveries of critical metals. Such delays can lead to production losses and hit the industry hard. In addition to rare earths, the article also mentions antimony. According to the article, a shipment of 55 tons of antimony from Australia to Mexico has been held up for three months at the Chinese port of Ningbo – an unprecedented measure that has raised global concern. We explain what antimony is used for and introduce a Canadian antimony company that is gradually coming to the attention of the public.
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Commented by Mario Hose on August 1st, 2025 | 10:30 CEST
Almonty Industries – The final row of stones in the tungsten pyramid is being laid
Building a pyramid requires patience, precision, and perseverance – just like the rise of Almonty Industries (TSX: AII | ISIN: CA0203987072 | NASDAQ: ALM) to become the most important tungsten producer outside China. After a spectacular NASDAQ debut, the stock recently came under pressure. But now, everything points to a comeback – with strategic global significance. As the saying goes, the profit is in buying, and those who have been mere spectators of the unique tungsten producer's rapid share price development in recent months now have a second chance to get in.
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Commented by Nico Popp on August 1st, 2025 | 07:05 CEST
Nickel as a strategic defense metal scarcer than expected: Lockheed Martin, Glencore, and Power Metallic Mines
Nickel is classified as a critical raw material in the EU. Yet many observers still fail to take the tense situation in the nickel market seriously — a major mistake. While there is currently an oversupply of nickel, forecasts are already predicting a future shortage. In addition, nickel comes in different grades. High-purity nickel comes largely from Russia, making supply anything but secure. Nickel is urgently needed for both modern batteries and in the defense sector. We take a look at the nickel market, explain where the metal is urgently needed, and introduce the two notable nickel stocks, Glencore and Power Metallic Mines.
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Commented by Fabian Lorenz on July 23rd, 2025 | 07:20 CEST
Major shareholder buys into DroneShield! Analysts bullish on TUI shares! Antimony: A new commodity gem!
Whether it is critical antimony, modern drone defense, or classic tourism, every industry has stocks with potential. New on the investor radar is commodity gem Antimony Resources. Antimony is a critical metal. The supply situation for Western countries is vital because China dominates the market. Initial drilling successes speak in favor of buying the stock. DroneShield has experienced spectacular share price growth. A prominent major investor appears to be seeking more and is continuing to purchase shares in the drone defense specialist. And at TUI, analysts believe in new sales records – not only in the summer, but also in the coming winter. Profits in particular are expected to rise sharply.
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