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Commented by Armin Schulz on November 9th, 2026 | 05:38 CET

Deutz, Strategic Resources, thyssenkrupp – Defence and Resource Security: Three Stocks from Powertrains to Raw Materials and Steel

  • Deutz
  • Strategic Resources
  • thyssenkrupp
  • Transmission
  • Defence
  • Defence industry
  • Iron ore
  • Vanadium
  • Titanium
  • Direct reduction plant
  • TKMS
  • tk accelis
  • Steel division
  • Hydrogen

Europe's rearmament is also a question of raw materials. On October 9, the European Commission selected 46 new strategic raw material projects in 16 Member States. In doing so, Brussels aims, among other things, to strengthen the defence industry's supply chains. An armoured vehicle needs a powerful powertrain and plenty of high-strength steel, often alloyed with metals such as vanadium. China and Russia supply most vanadium. If these countries turn off the tap, entire production operations could stall. New sources of raw materials in reliable countries and a strong steel industry in Europe are therefore in demand. We take a look at Deutz, Strategic Resources and thyssenkrupp along this supply chain.

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Commented by Stefan Bode on November 4th, 2026 | 05:28 CET

Turning points in the markets: Antimony Resources, Deutz and Puma

  • Antimony Resources
  • Deutz
  • Puma

Created and published on behalf of Antimony Resources Corp.

Whether it is changing trends in the consumer goods sector, the struggle for supply-critical key raw materials or landmark transformation steps in traditional industry, capital markets are constantly reassessing companies and sectors. This creates new opportunities for investors time and again, but also brings risks. While operational progress is generating fresh chart signals in some areas, geopolitical upheavals and structural risks are taking their toll elsewhere. The following market commentary examines where investors can find sustainable opportunities now and which price levels are crucial to hold.

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