Defense
Commented by André Will-Laudien on March 30th, 2026 | 08:25 CEST
NEO Battery Materials Charging Ahead – The New Performance Standard for the Energy of the Future
While the Iran conflict in the Middle East is unsettling the global economy, a much deeper shift in the balance of power is taking place on the global commodities market. The rivalry between the US and China, long marked by trade and technology wars, is now extending to energy supply and battery production. Beijing is restricting not only the export of rare earths but also the export of high-performance battery cells, forcing Western industries to reorganize their supply chains. The situation is particularly critical for batteries used in defense and drone technology, which are considered security-critical infrastructure. The general public's thinking is simple: with the constant rise in the cost of fossil fuels, the world faces a choice - accept expensive mobility or pursue self-sufficient development of renewable solutions! In this context, the Canadian-South Korean company NEO Battery Materials is making a strategic statement of technological independence.
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Commented by Stefan Feulner on March 30th, 2026 | 08:15 CEST
Pan American Silver, Silver North Resources, Agnico Eagle – Long-Term Trend Intact
Following the recent correction in the silver market, there are increasing indications that the pullback represents a consolidation within a broader structural uptrend rather than a trend reversal. Demand from photovoltaics, electric mobility, and defense applications remains robust, while supply growth continues to lag. At the same time, geopolitical uncertainty and potential interest rate cuts are providing additional tailwinds. Historically, sharp corrections have often been followed by strong upward movements. For long-term investors, an attractive entry window may currently be opening.
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Commented by Nico Popp on March 30th, 2026 | 08:00 CEST
Drone Warfare Redefines Security: Challenges for Rheinmetall and AeroVironment – Laggard Volatus Aerospace
The global security architecture has collapsed—where there was once stability, there is now chaos. Or do we seriously believe the US would still support NATO in the event of a defense crisis? At the same time, technological innovation is accelerating: what once began as experimental reconnaissance technology has evolved into a decisive factor in modern warfare - drones. A look at Eastern Europe illustrates the magnitude of this turning point. According to calculations by Reuters, Ukraine recently succeeded in putting up to 40% of Russia's oil export capacity out of commission through the use of drones. This military success is costing the Russian state budget billions. At the same time, Ukraine is emerging as a global exporter of drone technology and expertise. President Volodymyr Zelenskyy recently confirmed the deployment of military experts to the Middle East to assist countries such as the United Arab Emirates and Qatar in defending against drone attacks. Germany is also upgrading its capabilities, as conventional air defense systems are reaching their limits. Major corporations such as Rheinmetall and AeroVironment are positioning themselves in this market, which, according to forecasts by Global Industry Analysts, is expected to reach a volume of over USD 58 billion by the end of 2026. However, the most compelling leverage for investors is offered by the up-and-coming Canadian company Volatus Aerospace.
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Commented by Fabian Lorenz on March 27th, 2026 | 09:00 CET
Takeovers, Drone Potential, Full Pipeline: Rheinmetall, DroneShield, and First Hydrogen in Focus
Drones and other unmanned systems are making massive inroads into everyday military and civilian life. First Hydrogen aims to secure a slice of this billion-dollar pie in the future. To that end, the company has secured the technology for AI-powered robotic ground drones. If the new business division is successfully established, the current valuation may not yet reflect this potential. DroneShield is certainly not cheap. Yet in the latest investor presentation, a fully loaded sales pipeline drew attention. If this is realized, the pipeline points to multi-billion-dollar revenue potential. Rheinmetall currently generates billions primarily from battle tanks, ammunition, and other systems of classic "old-school" warfare. But the Düsseldorf-based company has also recognized this trend and has acquired a majority stake in a specialist for autonomous systems.
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Commented by Tarik Dede on March 27th, 2026 | 07:35 CET
Almonty Industries: The Tungsten Dominator of the West
Whether in golf clubs, X-ray machines, saw blades, or Abrams tanks, tungsten is ubiquitous—and virtually irreplaceable. As a result, this strategic metal sits at the intersection of industrial demand and geopolitics. China controls around 80% of global supply; together with Russia and North Korea, this dominance rises to around 95%. In an increasingly polarized world, tungsten has effectively become a strategic asset. Almonty Industries is positioning itself as a key supplier for the Western alliance, having recently ramped up production at its flagship mine in South Korea while pursuing an ambitious global expansion strategy. The recent pullback in the stock may offer a compelling entry point for strategic investors.
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Commented by Stefan Feulner on March 27th, 2026 | 07:15 CET
Volatus Aerospace – A Billion-Dollar Market Gaining Momentum from Security & Industry
The global drone market is poised for a structural growth surge. According to industry forecasts, unmanned systems are gaining importance not only in the military sector but also in infrastructure, energy, and disaster response. In particular, the increasing use of autonomous technologies and the need for efficient monitoring of critical facilities are driving demand. At the same time, a new billion-dollar market is emerging around drone defense, which could grow to over USD 20 billion by 2030. Companies that combine hardware, software, and operational services are positioning themselves as key players in a new aviation industry.
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Commented by Fabian Lorenz on March 26th, 2026 | 07:50 CET
Drone Stock Unstoppable! Volatus Aerospace Is Full Speed Ahead in the Billion-Dollar Market
Amid market volatility, Volatus shares recently hit a new annual high, reflecting strong momentum in both military and civilian drone markets. To this end, they have now brought a high-profile NATO veteran on board who can help ensure that Volatus secures a share of the Canadian government's billion-dollar investments in armaments and defense. And, of course, his experience and global network can help secure contracts worldwide. In the civilian sector, the company is driving forward the training of drone pilots. As the company grows, so does the stock. It has risen and, just a few days ago, completed an uplisting to the Toronto Stock Exchange, gaining significant momentum.
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Commented by Mario Hose on March 26th, 2026 | 07:20 CET
Antimony Alert! Hotter than gold and rarer than lithium: Re-rating Potential for Antimony Resources After Recent Pullback
The world is becoming increasingly unstable—something reflected in the daily news flow. Geopolitical tensions are rising, and commodities that were largely overlooked for years are now moving into focus. Antimony is one such example: a relatively unknown metal, yet strategically important. No modern tank can be produced without it, no precision ammunition, no night vision goggles. What makes the market particularly compelling is its structure—like many critical raw materials, supply is highly concentrated, with China dominating global production and processing. But this is precisely the emerging supply gap Antimony Resources is filling through its Canadian project, which is unparalleled.
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Commented by Nico Popp on March 26th, 2026 | 07:15 CET
Defense Industry Under Stress: Bottlenecks at Rheinmetall and Lockheed – Almonty Industries Stands to Reap the Benefits
The war in the Middle East is exposing the vulnerability of the global security architecture. While the US-led coalition's military operations against Iran, known as Operation Epic Fury, continue, US President Donald Trump's erratic communication is causing extreme uncertainty among military planners. In rapid succession, reports from the White House oscillate between triumphant declarations of victory, the announcement of American ground troops, and, shortly thereafter, the prospect of peace negotiations. This unpredictability collides with an alarming reality: even the arsenals of the world's greatest military power are emptying at a rapid pace. The massive use of precision weapons starkly reveals that the global arms industry is simply not equipped for intense wars of attrition or a further escalation of global tensions following the collapse of the existing world order. The real bottleneck in the arms industry is not a lack of government budgets, but the critical raw materials at the beginning of the supply chain. As a result, the market for tungsten and the producer Almonty Industries are coming into focus for investors. A unique opportunity beckons.
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Commented by Nico Popp on March 26th, 2026 | 07:00 CET
What Makes NEO Battery Materials Unique – Drone Defense and Technological Sovereignty: Competing with DroneShield and Amprius
The German Armed Forces are ramping up investments in drone technology, while Ukraine is supporting Middle Eastern countries in strengthening their drone defense capabilities. Small, highly mobile interceptor drones are increasingly becoming the system of choice. At the core of these platforms are batteries, which determine range, climb rate, and payload—and are therefore mission-critical for successful interception. However, supply chains reveal a structural vulnerability: China currently dominates around 80% of global battery production and its critical precursors. This is where the Canadian-South Korean company NEO Battery Materials comes into play. The company is developing high-performance silicon anodes independent of Chinese supply chains and is collaborating with industrial partners such as Taesung and Korea Zinc to scale production. We outline the advantages this solution offers over competitors like Amprius Technologies and explore why vertical integration is crucial and why NEO's batteries can enhance the performance of existing drone systems without requiring major redesigns.
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