Defense
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 Tarik Dede on March 16th, 2026 | 07:05 CET
The Drone Revolution: Investors Focus on Lockheed Martin, Volatus Aerospace, and Northrop Grumman
Drones have fundamentally transformed modern warfare. This has become evident not only in the conflict in Ukraine but also in the escalating tensions in the Persian Gulf. As a result, significant investments are being made in these new technologies. Developments in China and North America show that drones are becoming increasingly important in civilian applications, including logistics, delivery services, and building maintenance. The potential fields of application appear almost limitless.
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Commented by André Will-Laudien on March 16th, 2026 | 07:00 CET
Oil Price Shock and Middle East Panic! The Next 100% with DroneShield, dynaCERT, and Hensoldt
The stock market is currently under significant stress. The ongoing fighting in Iran, as well as conflicts between Israel and neighboring states, poses a serious threat to the global supply of oil and raw materials. Twenty percent of the world's daily oil production passes through the Strait of Hormuz. A closure or mining of the strait could trigger oil price increases of 20 to 30%. Due to widespread nervousness, prices have already surged 50% since the start of the year, reaching USD 100. Beyond the tragic casualties on all sides and the massive destruction everywhere, the conflict acts as a showstopper for industry and global growth. For investors, the question is: Which sectors could thrive in this environment? As a stock market service, the task is to filter out the terrible news and identify the "good." Completely without emotion - not an easy task! Here is an attempt.
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Commented by Armin Schulz on March 13th, 2026 | 08:40 CET
Almonty Industries: Analyst price targets continue to rise - Now as high as USD 25.80. What is behind the new targets
It does not happen often that a commodity market that has remained stable for decades suddenly becomes fundamentally disrupted. Yet that is exactly what we are currently witnessing in the tungsten right now. China is curbing exports, the US Department of Defense is banning Chinese tungsten starting in 2027, and prices are surging to historic highs. Amid this perfect storm stands a company that has quietly and persistently been building a Western alternative for years: Almonty Industries. While the world searches for solutions, the Canadian producer has just started operations at its Sangdong mine in South Korea - at precisely the right time and in exactly the right place.
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Commented by Stefan Feulner on March 13th, 2026 | 07:25 CET
DroneShield, NEO Battery, and BYD: Innovations in a billion-dollar market
Drones are rapidly changing modern warfare. Today, inexpensive aircraft can threaten even expensive military technology, pushing traditional defense systems to their limits. At the same time, the demand for powerful batteries is increasing, as range and operating time could become decisive factors. AI-supported drone defense, high-performance batteries, and new battery technologies are thus at the center of a billion-dollar innovation race.
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Commented by Fabian Lorenz on March 13th, 2026 | 07:10 CET
Nearly 50% upside potential: Rheinmetall, RENK, and Standard Uranium
Buying opportunities are emerging here. After the muted market reaction to the annual results, analysts see a buying opportunity in RENK. According to their estimates, the stock could offer almost 50% upside potential, although there are also more cautious voices. Rheinmetall, too, failed to fully convince the market with its 2025 results and outlook. Given the current valuations, investors appear to be expecting more. In contrast, uranium stocks may be presenting fresh entry opportunities. Driven by the AI boom, industry leaders such as Cameco have already performed strongly. Exploration companies, however, could still have significant catch-up potential. Standard Uranium is pursuing a risk-diversified strategy. The company is exploring a broad portfolio of projects near major players such as Fission Uranium, NexGen Energy, and F3 Uranium. A new drilling program scheduled to begin this month could trigger a revaluation of the stock.
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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 André Will-Laudien on March 12th, 2026 | 08:20 CET
Drone revolution and defense boom: Why Volatus Aerospace is emerging as a new aerospace player
The daily news reports currently begin with war coverage. This is not a desirable situation, but it is a bitter reality. Nowadays, much reconnaissance and destructive power is achieved "unmanned." This is demonstrated by the dramatic increase in autonomous air operations in conflict regions and illustrates the strategic relevance of modern drone technologies. Volatus Aerospace is positioning itself in this environment as an integrated platform provider: from manned flight and unmanned drone systems to AI-supported analysis and security services. The growing demand for highly scalable solutions in Europe, North America, and NATO partner countries is driving structural, double-digit growth in the defense and security market. Analysts see enormous potential for companies with platform expertise such as Volatus. Investors are taking notice, as the valuation remains reasonable and major developments are in the pipeline!
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Commented by Armin Schulz on March 12th, 2026 | 07:20 CET
Antimony Resources: Why a war in Iran could unleash the silent antimony crisis
The first 48 hours of a modern conflict consume billions and reveal a dangerous dependency. When fighting in Iran escalated at the end of February 2026, the Pentagon estimated ammunition costs of USD 5.6 billion for the first two days alone. More than 2,000 precision weapons struck over 5,000 targets. What is missing from this tally, however, is the question of what material the projectiles are made of. Behind every missile fired lies a silent but critical raw material: antimony. The semi-metal hardens lead bullets, ensures precision in primers, and enables thermal imaging technology in guidance systems. And this is exactly where the real problem begins.
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Commented by Nico Popp on March 11th, 2026 | 07:30 CET
A new drone contender: The potential of NEO Battery Materials, DroneShield, and Amprius Technologies
Energy efficiency and defense capabilities are two sides of the same coin. This is especially true in the rapidly growing drone business, where powerful batteries are crucial. While global demand for batteries continues to rise sharply, according to McKinsey's analysis, the military sector is focusing on a highly specialized niche: maximizing energy density while eliminating dependence on Asian supply chains. The US National Defense Authorization Act (NDAA) for fiscal year 2026 requires that batteries for the Department of Defense be subject to strict criteria in the future in order to end the influence of rival states. In this environment, Amprius Technologies sets the standard with its enormous energy density for long-range drones (UAS). But there is promising competition with its own advantages: NEO Battery Materials' NBMSiDE technology ensures that the batteries in demand can be manufactured independently of China. The technology, which has only been validated in field tests for a few weeks, is entering a market environment in which drone defense is more important than ever. Although the global market leader DroneShield, with its AI-powered defense solutions, is considered the obvious answer to the new threats, drones are increasingly being countered directly by other drones. In this constellation, NEO Battery Materials is coming into the focus of investors.
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