Defense
Commented by Nico Popp on May 25th, 2026 | 08:05 CEST
Tungsten Crisis and Only One Solution: Supply Chains of SpaceX and Sandvik Under Pressure – Almonty Industries Perfectly Positioned
An unprecedented price shock, no meaningful new supply in sight, and continued Chinese export restrictions are forcing Western industry to act in the tungsten market. This year, the price of ammonium paratungstate exploded from USD 920 per metric ton unit (MTU) at the Rotterdam trading hub to well over USD 3,000. With China controlling nearly 80% of global production and the United States set to implement a strict procurement ban on Chinese tungsten for the defence sector starting in 2027, the risk of a serious supply bottleneck is growing. From traditional metal-processing industries and semiconductor manufacturing to aerospace applications, corporations depend on stable supply chains for this essential and virtually irreplaceable metal. In this unique market environment, the US-focused mining company Almonty Industries is building a new, geopolitically independent raw materials empire. The odds are in its favour: Almonty is currently the only producer meaningfully expanding tungsten production capacity.
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Commented by André Will-Laudien on May 25th, 2026 | 07:55 CEST
Defence Stocks in a Race Against Time: Are Rheinmetall, Strategic Resources, CSG, and RENK Still a Buy?
The bull run in defence and military stocks lasted nearly four years. At their peak, some stocks were valued at 10 times revenue, with P/E ratios reaching 100. Currently, however, a shift in thinking is taking place, as the contracting nations are heavily indebted and cannot simply keep increasing their defence budgets after the generous adjustments they have already made. This partly explains the recent dip in the sector's stock prices. Yet the stock market is playing out this theme across multiple channels. Defence stocks benefit in the long term from higher government spending, while commodity markets—particularly for steel, copper, aluminum, nickel, titanium, tungsten, and specialty chemicals—must respond to the higher underlying demand. At the same time, fiscal burdens are rising, so capital markets as a whole must distinguish between security-related demand and growing budget risks. The underlying trend is that inflation is rising due to money supply expansion, with necessary interest rate hikes as a further consequence. How should investors reconcile these trends?
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Commented by Stefan Feulner on May 22nd, 2026 | 07:05 CEST
Home Depot, Zefiro Methane, Rheinmetall – Security Boom and Energy Transition Spark New Price Potential
The next major stock market rally could emerge from completely different future markets. While rising defence spending worldwide is triggering a historic investment boom in the defence sector, the fight against methane emissions, fueled by billions in government subsidies, is evolving into a massive growth market. At the same time, falling interest rates and economic stabilization could massively revive the struggling real estate and renovation sectors. Whether in security, environmental technology, or consumer goods, several megatrends are converging, creating an explosive environment with enormous price potential for the coming years.
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Commented by Fabian Lorenz on May 22nd, 2026 | 06:45 CEST
Sell RENK Shares? Buy Standard Lithium or Globex Mining After the Correction?
Commotion at RENK! Major shareholder KNDS has unexpectedly cashed out. The sale of about 5% of RENK shares raised approximately EUR 269 million. Analysts find the reasoning behind the move implausible. Does KNDS perhaps intend to develop fewer land systems in the future? However, experts see no reason to panic. There are clear arguments in favour of buying Globex Mining Enterprises. Following the recent correction, the shares of this resource incubator appear attractively valued. For investors seeking reduced-risk exposure to the highly profitable exploration sector, the stock deserves close attention. The risks of individual explorers is illustrated by the performance of Standard Lithium. While Globex shares have risen 20% this year, Standard Lithium is down roughly 20%. The key question is whether recent news flow can trigger a turnaround.
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Commented by Tarik Dede on May 22nd, 2026 | 06:40 CEST
Tungsten Market: High Tech and Weapons Drive Prices, Bank of America Boosts Almonty Industries!
China's dominance in raw materials, the geopolitical rivalry with the United States, and the conflict in the Persian Gulf are currently reshaping the geopolitical landscape. The West urgently needs to reduce its dependence on China for critical raw materials, although a complete decoupling is unlikely in the foreseeable future. Metals such as tungsten are at the center of this shift, as they are indispensable in the defence industry. This is driven not only by China's market control but also by Europe's ongoing rearmament efforts. Almonty Industries is in pole position in this context. The Canadian company operates one of the world's few large-scale tungsten mines in South Korea and could be among the first to provide relief through more secure supply chains. Analysts at Bank of America have recently reiterated their "Buy" recommendation, as the major growth surge in revenues and earnings is expected to begin only now.
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Commented by Nico Popp on May 21st, 2026 | 07:40 CEST
A Turning Point—But the Right One! Autonomous Warfare Forces Defence Giants to Act: Volatus Aerospace, Palantir, and DroneShield in the Spotlight
Security can no longer be taken for granted in Western democracies, and the geopolitical upheavals of recent years have prompted governments worldwide to act. Yet growing criticism of multi-billion-dollar defence spending often overlooks one key reality: today's investments are largely the consequence of political inaction over the past decade. Against this backdrop, an end to the global security and defence boom is highly unlikely. Modern conflicts can escalate rapidly into asymmetric, software- and drone-driven confrontations, placing increasing pressure on traditional defence contractors to adapt. To compensate for shortcomings in autonomous flight control and AI, established defence contractors are increasingly relying on inorganic growth and turning to technology pioneers. We take a closer look at this rapidly evolving market and present one particularly compelling stock opportunity.
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Commented by Fabian Lorenz on May 21st, 2026 | 07:25 CEST
Is Rheinmetall Stock a Bull Trap? D-Wave Faces Challenges! Hidden Gem Strategic Resources!
Rheinmetall shares have gained nearly 10% over the past few days. After Rheinmetall shares have gained nearly double digits over the past few days. After the sharp correction, the key question now is whether this marks the beginning of a sustained comeback — or merely a classic bull trap. Analysts, however, continue to recommend buying the stock and see potential for a move back toward all-time highs. In contrast, Strategic Resources remains a genuine hidden gem. The company has only recently started trading in Germany, yet its investment case appears increasingly compelling. Strategic Resources has access to critical metals and aims to build an attractive value-added supply chain around them. D-Wave's business model is also undeniably exciting. However, even after this year's correction, the valuation remains ambitious. This became clear again in light of the quarterly figures. Price targets for the quantum high-flyer have been slashed.
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Commented by Fabian Lorenz on May 20th, 2026 | 08:20 CEST
Drones over Moscow! Soon over Florida too? Profit from the Drone Rally 2.0 with Volatus Aerospace
Are we witnessing the beginning of a Drone Rally 2.0 on the stock market? Over the weekend, footage of Ukrainian drones flying over Moscow made headlines around the world. Until now, the airspace surrounding the Russian capital had been considered among the most heavily protected in the world. In the US, concerns are growing that Iranian drones could reach Donald Trump's residence in Florida from Cuba. Against this geopolitical backdrop, Volatus Aerospace is igniting its next phase of growth. While many defence and drone stocks have recently corrected significantly, Volatus Aerospace has demonstrated remarkable relative strength. At the same time, the Canadian company's revenue growth is set to accelerate significantly starting this quarter. NATO-related contracts, defence training programs, proprietary software solutions, and the establishment of Canadian drone production could catapult Volatus into an entirely new league.
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Commented by Nico Popp on May 20th, 2026 | 08:00 CEST
The Defence and Commodities Crisis: Lockheed Martin, Glencore, and Antimony Resources' Unique Opportunity
Created and published on behalf of Antimony Resources Corp.
Export restrictions and skyrocketing commodity prices – the shifting geopolitical availability of strategic metals is posing challenges for the Western defence industry. While raw material procurement was for decades merely a logistical task within the framework of a functioning globalized economy, secure access to conflict-free deposits now determines the defence capabilities of Western nations. The significance of this structural shift is particularly evident in the case of antimony, an indispensable key component for civilian technologies and defence equipment. Since the United States has no domestic antimony production, the development of new mining projects in stable North American jurisdictions is of the utmost importance. In this market environment, the Canadian mining company Antimony Resources is coming into the spotlight of global defence and raw materials corporations.
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Commented by Matthias Schomber on May 19th, 2026 | 07:35 CEST
556 Drones in One Night: Why the World Needs Volatus Aerospace
In a single night, Ukraine launched more than 550 drones into Russian territory. This marks the heaviest attack on the Moscow region since the beginning of the war. In the Middle East, a drone strikes a nuclear power plant in the UAE, Saudi Arabia intercepts unmanned aerial vehicles over its airspace, and Latvia nearly plunges into a government crisis due to inadequate drone defence. The message is therefore unmistakable: drones have fundamentally changed the global order—and likely permanently so. In this shifted geopolitical landscape, a Canadian company is quietly positioning itself as an increasingly relevant player in this fast-growing market. Volatus Aerospace combines military drone technology with civilian applications. The share price may be approaching a decisive technical turning point, and those who are not paying attention now may risk missing an important opportunity.
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