Defense
Commented by Armin Schulz on January 19th, 2026 | 07:00 CET
Winning the race for critical raw materials: Standard Lithium, Power Metallic Mines, and Lynas Rare Earths under scrutiny
The new front line of the global economy does not run through war zones, but through mines and refineries. The strategic battle for critical raw materials is in full swing, driven by geopolitical tensions and the relentless pace of the energy transition and new technologies. Dependence on a few sources for essential materials has proven to be a massive vulnerability, now forcing nations into an unprecedented race for secure supply chains. In this race for supply sovereignty and technological leadership, three specialists are coming into focus: Standard Lithium, Power Metallic Mines, and Lynas Rare Earths.
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Commented by André Will-Laudien on January 16th, 2026 | 08:15 CET
Up 700% and still going strong! Almonty, Deutz, and Infineon under the microscope
It goes without saying that stocks that are performing well do not necessarily have to stop. Often, new business models only become interesting over time, or companies change their focus to become attractive targets for investors again. Almonty Industries is considered a representative of critical metals. The stock has risen 700% in the past 12 months. However, so much has changed in the group that analysts now have to recalculate here as well. Drive specialist Deutz is consistently focusing on military applications, and Infineon is discovering its relevance in solving energy problems in large computing facilities and in e-mobility. New concepts, new valuations – the world keeps turning! Where should investors get in now?
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Commented by André Will-Laudien on January 16th, 2026 | 07:10 CET
AI, defense, and the energy crisis - Things are looking up! E.ON, CHAR Technologies, DroneShield, BayWa
Things are continuing where they left off in 2025. The colorful US President Trump is now threatening Greenland and Iran at the same time, raw materials remain in demand, and the Western industrial world is worried about its supply chains. At the same time, the increasing use of artificial intelligence is keeping energy efficiency and supply issues at the forefront of public and corporate attention. Sophisticated business models allow investors to identify promising strategies that are resilient in a fragile and uncertain world. Below, we highlight a few notable examples.
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Commented by Armin Schulz on January 15th, 2026 | 07:15 CET
Lithium shortage grows: How BYD, NEO Battery Materials, and DroneShield are benefiting
A new era of scarcity is dawning. Lithium prices are skyrocketing. As lithium becomes the strategic oil of the 21st century, entirely new technologies are fueling the appetite for energy. Electric mobility, drones, robotics, and AI all have one thing in common: they are driving up demand for energy storage systems that need to be more powerful, more efficient, and simply more robust. In this race for what is arguably the most important resource of our time, what counts most is secure supply chains. Without them, the much-vaunted technology of the future will fall by the wayside. We take a look at three specific companies that are benefiting from the new technologies: BYD, NEO Battery Materials, and DroneShield.
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Commented by Armin Schulz on January 14th, 2026 | 07:00 CET
The resilient winners: How to play it safe with Almonty Industries, Rheinmetall, and Hensoldt
While stock markets are celebrating, a new economic era is quietly dawning. Driven by geopolitical power struggles, a relentless battle for critical raw materials, and the return of strategic state intervention, unexpected winners are emerging. These forces are reshaping tomorrow's investment landscape and elevating select companies into key strategic roles. The rise of Almonty Industries, Rheinmetall, and Hensoldt shows how investors can benefit from this historic shift.
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Commented by Fabian Lorenz on January 12th, 2026 | 07:25 CET
Bombshell at D-Wave! Rheinmetall and Almonty Industries involved in future technologies, fusion energy, and laser technology!
There is a bombshell at D-Wave. The quantum specialist plans to expand its business model through an acquisition, investing USD 550 million in the process. Whether this will pay off is difficult to assess today. It is, however, easy to see that Almonty benefits from the high demand and tight supply of tungsten in the Western world. The stock was one of the high flyers in 2025 and still does not appear expensive. Another potential driver is emerging: tungsten plays a key role in advances in fusion energy. Rheinmetall is also working on future technologies. Germany's largest defense contractor aims to shoot down drones and other missiles with lasers in the future. Diversifying beyond tanks and other heavy equipment is both smart and important.
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Commented by André Will-Laudien on January 12th, 2026 | 07:20 CET
Boom & Bust 2026 – Where can investors still position themselves? BYD, BMW, DroneShield, and Power Metallic Mines
New highs every day – it is nothing short of a miracle. The international trouble spots around Ukraine, Gaza, and Venezuela appear to be growing with the addition of Syria and Iran. This means the next gear for the arms industry. The under-militarized NATO countries, in particular, are likely to continue to push ahead, as the US's guarantee of support for Western countries is no longer considered viable. Those who can no longer defend themselves today are at risk of being overrun by trigger-happy dictators. This makes things interesting for DroneShield and Power Metallic. The automotive industry must also show how it can get consumers back behind the wheel. The capital markets remain highly valued and extremely exciting, but the eternal one-way street of high tech still seems to have many potholes. Which stocks can overtake on the right?
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Commented by Fabian Lorenz on January 9th, 2026 | 07:10 CET
Trump plans to invest over USD 1.5 trillion into the military! Opportunity for Rheinmetall and Graphano Energy!? CAUTION with Standard Lithium!
A bombshell on Wednesday! US President Donald Trump wants to increase military spending to USD 1.5 trillion per year. Already this year, the US is spending USD 901 billion on its military, more than any other country. In addition to US defense contractors, other companies could also benefit. One example is Graphano Energy. The Company is developing a graphite deposit in Canada. Graphite is considered a critical input for the military supply chain. Germany's largest defense contractor, Rheinmetall, is also hoping for growth in the US. Lithium producers are already being supported by the US government, which benefits Standard Lithium. However, Fitch is questioning market expectations.
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Commented by Nico Popp on January 8th, 2026 | 07:25 CET
Defense in a stranglehold: Why Lockheed and Boeing are grounded without antimony - and Antimony Resources holds the strategic solution
It is a chemical element with the atomic number 51 that has long led a shadowy existence on the world's stock exchanges, but whose strategic importance is now keeping security policymakers at the Pentagon awake at night: antimony. What sounds like a footnote in the periodic table is, in reality, the invisible glue holding together the modern defense and aviation industries. But this glue is becoming scarce. China, which dominates the global market with a share of more than 50% in production and nearly 80% in processing capacity, has begun to tighten the reins on exports. Trade barriers and opaque export restrictions are fueling real fears of a supply stoppage. In this high-risk geopolitical scenario, giants such as Lockheed Martin and Boeing are finding themselves in a bind, while small Western explorers such as Antimony Resources are suddenly becoming owners of assets that could prove indispensable to the national security of NATO countries.
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Commented by André Will-Laudien on January 8th, 2026 | 07:20 CET
ATTENTION - The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon
Shares related to artificial intelligence continue to be a major focus in the market, even though the initial euphoria has subsided somewhat recently. Critical voices are increasingly warning of setbacks or even a significant correction. Among these skeptics is the well-known investor Michael Burry, who is said to have bet on falling prices for Nvidia and other industry peers. At the same time, shares linked to critical metals and their industrial end users have once again moved into the spotlight since the turn of the year. This is because tech specialists and AI infrastructure providers are under pressure to meet extremely high requirements in terms of energy supply, computing capacity, speed, and reliability. As a result, further opportunities are emerging for selected stocks. We highlight a few of these potential plays.
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