Defense
Commented by Carsten Mainitz on January 6th, 2026 | 07:30 CET
Strong tailwind for defense stocks – New buy signals for Antimony Resources, Hensoldt, and Steyr?
Defense stocks are the focus of investor interest at the beginning of the year. The chances are good that defense stocks will now quickly iron out the dip in prices caused by profit-taking in the past quarter and surge toward historic highs. The environment is also favourable for (prospective) producers of critical raw materials that are urgently needed by industry, such as Antimony Resources. The escalation of the conflict between the US and Venezuela has added fuel to the fire. Trump is now also threatening Colombia. In addition, disillusionment is setting in regarding the hoped-for peace efforts between Russia and Ukraine. How can investors take advantage of this situation?
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Commented by Fabian Lorenz on January 6th, 2026 | 07:10 CET
Caution with Plug Power! TKMS with major order! Pasinex Resources completes acquisition!
In 2026, investors are likely to continue to focus on stocks in the defense, raw materials, and hydrogen sectors. Pasinex Resources currently offers an opportunity to buy or add to positions. The zinc high-flyer impressed investors in 2025, and the positive news flow is likely to continue in 2026. A producing mine is being expanded, and a project is set to go into production soon. TKMS started the new year with a major order, giving the stock a new boost. After halving in value, analysts see Plug Power as a buying opportunity. But caution is advised! The hydrogen pioneer faces an important decision on January 15, 2026.
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Commented by Armin Schulz on January 6th, 2026 | 07:05 CET
Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom
While attention is focused on large defense contractors, a less noticed but lucrative ecosystem is emerging in the shadow of the defense boom. The real winners in the new security landscape are often companies that provide the essential foundations, from critical raw materials for high technology to defense against ubiquitous drone threats to analysis of crucial data streams. These companies are structurally benefiting from billion-dollar budgets and redefining modern security architecture. Three specialized players illustrate this momentum: Almonty Industries, DroneShield, and Palantir.
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Commented by Nico Popp on January 6th, 2026 | 07:00 CET
The new world order after the Venezuela shock: Why Rheinmetall and Bank of America are betting on North America, and Globex Mining is the big winner
The spectacular arrest of the Venezuelan president by US authorities marks another historic turning point that has repercussions far beyond South America. It is the ultimate proof that the era of diplomatic kid gloves is over and that the law of the jungle is increasingly prevailing on the international stage. For global financial markets and strategic investments, this move means a radical reassessment of country risks. If heads of state are no longer safe, then investments in mines and infrastructure in politically unstable regions are certainly not. In this new climate of hard power politics, security of supply is becoming the only currency that counts. That is why the spotlight is now turning to a company that exemplifies North America's commodity security: Globex Mining. With a gigantic portfolio of over 200 projects in the world's safest jurisdictions, Globex offers precisely the geopolitical protective shield that the market is now desperately seeking.
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Commented by Nico Popp on January 5th, 2026 | 07:20 CET
Problems at Masan High-Tech Materials, low grades at Xiamen Tungsten: How Almonty is becoming a strategic lifeline for Boeing, Rheinmetall & Co.
In the world of critical metals, a lesson in market power and geopolitical dependence is currently unfolding. Tungsten, which is indispensable for the defense industry, toolmaking, and semiconductor technology due to its extreme hardness and heat resistance, is becoming scarcer and more expensive – prices for APT are expected to reach four-figure territory by 2026. For many years, Chinese market leader Xiamen Tungsten has impressively demonstrated how lucrative the tungsten business can be. However, while Western industrial companies such as Rheinmetall and Boeing are desperately searching for material, it is becoming apparent that existing alternatives in Vietnam, namely Masan High-Tech Materials, cannot fill the gap due to geological limitations. It is precisely into this supply vacuum that Almonty Industries is moving. With the commissioning of the high-grade Sangdong mine in South Korea and the planned expansion in the US, Almonty offers much-needed security of supply and enables investors to participate in the high margins of the sector, but without the geopolitical risk of China and with additional unique advantages.
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Commented by Carsten Mainitz on January 5th, 2026 | 07:15 CET
Short-Term Politics, Long-Term Megatrends: Investing in NEO Battery Materials, RENK, and TKMS for 2026!
Following the spectacular arrest of Venezuelan President Maduro by US special forces, the international financial markets are entering a new phase of geopolitical uncertainty with direct and indirect effects on commodity markets and strategic supply chains. Washington's military action in the capital, Caracas, and the subsequent transfer of Maduro to New York have triggered sharp international criticism and raised urgent questions under international law. Despite these challenges, the megatrends of sustainable mobility and energy storage will continue. At the same time, defense industry players remain among the winners. Canadian company NEO Battery Materials is active across all these fields and represents a high-opportunity investment.
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Commented by André Will-Laudien on January 2nd, 2026 | 07:15 CET
An unbelievable start to 2026: DAX record, WashTec leading the way, and BayWa, Mutares, and Steyr Motors gaining momentum
After a turbulent 2025, European investors are ending the year with solid portfolio gains. The EU confederation has decided to invest up to EUR 3 trillion in defense and to slowly increase the share of defense spending to 5% of GDP. These are huge investments in security, which at first glance will not affect consumers. In the long term, however, they are intended to create security and perhaps a new upward scenario for the ailing economy on the old continent. However, such massive spending will be largely debt-financed, as tax revenues alone are insufficient. This suggests that elevated inflation levels are likely to persist. Investors are therefore well advised to continue to reflect the positive outlook for global equities in their asset structure. The stock market is based on this paradox. High inflation means that the asset bubble will continue. Venezuela offers an extreme example - despite partial sovereign default and rampant inflation, its stock market rose more than 1,200%. Volatility will therefore remain a defining feature of markets, amplified by AI-driven trading models that increasingly anticipate human behavior. Against this backdrop, 2026 will demand strong nerves and disciplined stock selection. Best of luck navigating the year ahead.
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Commented by Fabian Lorenz on January 2nd, 2026 | 07:00 CET
Over 770% in 2025! Will the rally continue in 2026? Rheinmetall, Almonty Industries, MP Materials!
What a year for defense and critical raw materials. China is increasingly using its raw material wealth as a geopolitical weapon. The US, in particular, is responding consistently and pushing Western companies. Tungsten is emerging from the shadow of rare earths due to its strategic importance. Tungsten producer Almonty Industries is commissioning its massive mine in South Korea, and its share price is shooting up by 770%. Even MP Materials cannot keep up. However, it is also valued significantly higher. Will Almonty continue to catch up in 2026? And what is Rheinmetall doing? Growth in 2025 was less strong than expected. Nevertheless, analysts see price potential for Germany's largest defense contractor in 2026.
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Commented by Armin Schulz on January 2nd, 2026 | 06:55 CET
Battery raw materials are the bottleneck in many areas – Power Metallic Mines, DroneShield, and Volkswagen under review
A historic turning point is shaping the markets. Geopolitical ruptures and critical raw material dependencies are defining the new investment era. In this volatile era, security, resource sovereignty, and industrial change are becoming the most valuable assets. Global electrification is putting battery raw materials at the center of attention in both the defense and automotive industries. Today, we take a look at Power Metallic Mines, a future producer of polymetals, and DroneShield, whose drones require powerful batteries, as do Volkswagen's electric vehicles.
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Commented by André Will-Laudien on December 30th, 2025 | 09:10 CET
Silver boom racing towards USD 100, or not? Focus on critical metals with Antimony Resources, Airbus, Rheinmetall, and Plug Power
No peace in Ukraine after all? Defense stocks are being passed around like hot potatoes; no one seems to want to be invested when the flag of peace is raised. Yesterday, the defense sector fell by 4% at times, with Rheinmetall even dropping below the EUR 1,500 mark. When disappointing interviews with Donald Trump arrived from Florida, the stocks turned upward again. The fact remains that the defense sector needs critical metals. Industrial giant Airbus has secured several new orders, while Plug Power's targets are being pushed further and further back. Is another capital increase looming? Antimony Resources remains promising, as the Canadians have what Donald Trump would like to have. Judge for yourself!
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