Defense
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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Commented by André Will-Laudien on March 11th, 2026 | 07:10 CET
Scarcity drives prices – Market turbulence continues! Almonty, Shell, and BP are the winners in the current situation
Recent developments in the Middle East have put the commodity markets under considerable strain. Within a short period, the price of oil climbed to more than USD 115 per barrel, reaching a level not seen for several years. This movement is primarily driven by increasing risks to global energy trade following the further escalation of the situation in the Persian Gulf. Particular focus is on the Strait of Hormuz, one of the world's most important energy transport routes. Around 20% of internationally traded crude oil passes through this strait every day, meaning that any disruption immediately affects prices and supply expectations. Yesterday, US President Donald Trump issued a clear warning to Iran not to disrupt international trade routes. Within four hours, the price of oil plummeted by USD 30. Scarcity, yes – volatility, extreme! The same applies to tungsten prices, which have risen by a further 100% since the beginning of the year. We take a closer look.
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Commented by Stefan Feulner on March 10th, 2026 | 07:35 CET
Almonty Industries, Glencore, Rio Tinto – The battle for critical raw materials intensifies
The global commodities landscape is approaching a turning point. Export restrictions, geopolitical tensions, and surging demand from the defense sector, the energy transition, and high-tech industries are driving up the prices of strategic metals. Particularly critical raw materials are coming under increasing pressure, while important producing countries are tightening control over their supply chains. Analysts are already talking about a structural revaluation of entire raw materials markets. At the same time, selected producers and trading groups are benefiting from rising prices, new projects, and strategic alliances along the supply chains. For investors, this means that companies that secure access to scarce metals and could play a key role in the new raw materials order are coming into focus.
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Commented by André Will-Laudien on March 10th, 2026 | 07:30 CET
Defense, oil, and turbulent times - Silver at USD 150? Investors eye Airbus, Silver Viper, OHB, Rheinmetall, and RENK
The turbulence in the markets is no coincidence. It is not only the extremely aggressive foreign policy of the US President that is pushing other countries into a corner. Direct interventions in foreign state systems are also shifting power balances and global supply chains. China has long since responded to this form of imperialism by terminating international trade agreements for critical metals. With oil prices suddenly surging, new geopolitical issues are naturally coming to the fore, placing both East and West in a difficult position once again. Major oil suppliers in the Middle East are currently unable to meet their production quotas, while Russia remains under sanctions. This leaves the United States and Canada as the primary alternatives - a windfall for producers in those countries, who can now ramp up production at full speed. Silver also appears to have reached a crucial point. The large short positions from January have likely been covered, but industrial demand is now skyrocketing. Investors should therefore take a closer look at promising projects such as Silver Viper, which in the long term could supply customers around the globe.
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Commented by Nico Popp on March 10th, 2026 | 07:15 CET
Valuation anomaly in the drone sector: Solid returns with Volatus Aerospace, Hensoldt, and DroneShield
The global security architecture has been facing a turning point since well before the outbreak of the conflict involving Iran. Developments on NATO's eastern flank show that the dominance of heavy weapon systems is increasingly being challenged by low-cost, unmanned aerial vehicles. In this new reality, a drone costing USD 500 can destroy a battle tank worth USD 10 million. This development is forcing the defense industry to rethink its approach. Conventional air defense systems are often overwhelmed by the sheer number and low radar signature of enemy drones. Innovative solutions are needed to detect, assess, and neutralize threats. So-called interceptor drones for the targeted neutralization of hostile aerial targets are becoming the focus of attention for the military and procurement authorities. Hensoldt, DroneShield, and Volatus Aerospace have positioned themselves as innovative solution providers in this highly specialized niche. We show where the most attractive opportunities lie for investors and pay particular attention to an up-and-coming company from Canada.
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Commented by Nico Popp on March 10th, 2026 | 07:05 CET
Running out of ammunition? The key role of Antimony Resources, Rheinmetall, and Boeing
The arms industry is facing a severe test amid the war in the Middle East. The enormous consumption of ammunition is pushing already limited Western production capacities to their limits. While the US has raised its defense spending for 2026 to a record level of USD 901 billion, the intense exchange of fire in the Middle East and the use of modern defense systems are depleting stockpiles at a record pace. In this environment, the critical semi-metal antimony is becoming a focus of national security. The element is irreplaceable as a hardening agent for lead alloys in armor-piercing projectiles and for high-precision infrared sensors. According to the US Geological Survey (USGS), the global supply situation is becoming increasingly tense. This is mainly due to strict export restrictions imposed by China, which dominates global mining with a market share of just under 60% and has long used the metal as a strategic weapon. To guarantee defense capabilities, industry giants such as Rheinmetall and Boeing must ramp up their production. The problem is that raw materials are finite. This is where players such as Antimony Resources come into play, securing the coveted antimony in Canada.
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