GreenSteel
Commented by Fabian Lorenz on August 26th, 2026 | 07:10 CEST
Steyr Motors After the Sell-Off: Buy the Dip? TKMS Rides the Defense Boom — Strategic Resources Set to Benefit From Soaring Steel Demand
The global defense boom is not just filling the order books of manufacturers of tanks, missiles, and drones. Demand is also growing in the naval sector, and with it the demand for raw materials. TKMS urgently needs high-quality steel for its submarines and frigates and is working to establish resilient supply chains. This is where Strategic Resources comes into play. The raw materials company operates in Canada and Northern Europe—the very regions that are playing a central role in TKMS's latest megaproject. The stock appears undervalued. But is Steyr Motors also a bargain after its recent sell-off? Analysts certainly think so. They recommend buying the stock. The weak first half and lowered guidance should primarily be viewed as the result of defense-related orders being pushed back in timing, rather than a fundamental deterioration in demand.
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Commented by Armin Schulz on August 19th, 2026 | 07:20 CEST
Billion-Dollar Opportunity in the Steel Transition: thyssenkrupp, Strategic Resources and Siemens Energy in Focus
The European steel industry is facing major changes. EU climate policy is forcing these long-established companies to undergo a radical shift toward low-carbon production, while global competitors have long produced at lower cost. The transition requires the right raw materials and a significant amount of green energy. In the long term, this transformation could become a competitive advantage. The industry must make the right decisions; after all, many jobs—and Europe's independence in steel production—depend on it. We are therefore taking a closer look today at thyssenkrupp, Germany's largest steel producer; Strategic Resources, a potential supplier of raw materials; and Siemens Energy, a potential technology partner.
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Commented by Nico Popp on August 17th, 2026 | 07:45 CEST
Steel Transformation in Jeopardy: How Strategic Resources Plans to Support thyssenkrupp and Salzgitter
Smoking chimneys and hot blast furnaces have defined industrial regions in Germany and elsewhere for decades. But the era of the traditional steel industry is coming to an end. Anyone driving through European industrial centers today sees mostly construction sites—the climate-neutral future is already casting its shadow. The industry is also moving away from traditional steelmaking processes due to emissions regulations and high prices for emissions allowances. But the shift away from coke brings new problems: without pure intermediate products for the steel industry, the transformation risks failing. We shed light on the situation and highlight potential beneficiaries.
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Commented by Tarik Dede on August 14th, 2026 | 07:40 CEST
Commodity Stocks for Long-Term Portfolios: Eldorado Gold, Strategic Resources and Pan American Silver
The commodities sector is currently experiencing significant momentum. Gold and silver have regained momentum in recent weeks, while copper is already trading near an all-time high. Coal and iron ore are also moving higher. The US has demonstrated through its intervention in the foreign-exchange market, particularly regarding the yen, that it remains comfortable with a weaker dollar. This should continue to support commodity prices. Since these are long-term trends, investors should position themselves accordingly in this segment. We therefore take a closer look at the stocks of Eldorado Gold, Strategic Resources and Pan American Silver.
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Commented by Fabian Lorenz on August 12th, 2026 | 08:45 CEST
PNE Shock! MP Materials Rebounds! When Will Strategic Resources' Rally Begin?
A bombshell at PNE. Offers from interested investors are reportedly below the current market price. Following this news, the shares of the wind farm developer and operator have plummeted in recent days. Yet its project portfolio appears anything but unattractive, particularly given the company's recent announcement of a project sale. Strategic Resources, meanwhile, looks increasingly poised for a potential rally. The company is building an integrated value chain spanning from raw materials to the steel industry and battery manufacturing, with a particular focus on green steel. Corporations such as ArcelorMittal, Salzgitter, thyssenkrupp, and SSAB are investing heavily here and require high-purity iron ore pellets. Strategic Resources aims to supply these. After a price drop of over 50% from its recent highs, MP Materials is finally showing signs of life. Investors responded positively to the company's second-quarter update. However, the company remains in the red.
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Commented by Armin Schulz on August 6th, 2026 | 07:35 CEST
BHP Group, Strategic Resources, and Freeport McMoRan: AI and Robotics Are Triggering a Commodity Supercycle
Commodity markets are on the verge of a supercycle. The rapid expansion of digital infrastructure, from AI data centers to robotics, is driving demand for a wide variety of commodities to new heights. As soon as production becomes more efficient, sufficient materials will be needed. Copper, the backbone of electrification, is a prime example of the looming supply shortage. Overall, the combination of growing demand and only gradual expansion of mining operations is the perfect breeding ground for a sustained rise in commodity prices. This price surge will ultimately have a positive impact on the balance sheets of commodity companies. Three companies that stand to benefit from this trend are BHP Group, Strategic Resources, and Freeport McMoRan.
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Commented by Stefan Feulner on August 4th, 2026 | 07:10 CEST
Fortescue, Strategic Resources, Rio Tinto: Why the Market for Premium Ore Could Explode Right Now
Iron ore is abundant on Earth. But the material needed for lower-carbon steel production could become scarce. Direct reduction plants require significantly higher-quality ore than traditional blast furnaces. At the same time, new steel production capacity is set to come online in India and Southeast Asia alone, while aging mines are disappearing from the market, shifting the competitive landscape. In the future, what will matter most is not just who supplies the most tonnage, but who can offer high-quality material, affordable energy, and the right infrastructure.
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Commented by Nico Popp on August 3rd, 2026 | 07:35 CEST
Green Steel Marks a Turning Point: How Rio Tinto and Champion Iron Are Struggling with Logistics – Strategic Resources as a Beacon of Hope
When steel mills are running at full capacity, the industry is satisfied—at least that was the case for many decades. Nowadays, however, what exactly goes into the furnaces is becoming increasingly important. The transition to low-emission steel is increasingly challenging traditional supply chains. Companies that want to produce sustainably and "green" today need clean raw materials. The major players in the steel industry have already recognized this. Raw material producers must therefore also rethink their approach. Innovative companies from Canada have recognized the signs of the times and are fully committed to meeting the steel industry's new requirements. We shine a spotlight on this development and introduce some exciting companies.
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Commented by Armin Schulz on July 31st, 2026 | 07:10 CEST
Forget Hydrogen: Mercedes-Benz, Strategic Resources, and Rio Tinto Show Where the Real Money Lies
The steel industry is undergoing its most profound transformation since the blast furnace era. Steel production generates more greenhouse gases than global air and maritime traffic combined. While other sectors are already driving their own transformations, the steel industry's transition is still in its infancy. But it is precisely this delay that holds enormous potential. With the EU CO₂ border adjustment mechanism set to take effect in 2026 and rising permit prices, early investments in hydrogen-based processes will secure future market advantages. The crucial question is no longer whether, but who will control the scarce resources of green production. As an automotive giant, Mercedes-Benz secures the off-take; Strategic Resources enables direct reduction with vanadium-rich ore; and Rio Tinto is reshaping the global raw materials base through the Simandou project.
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Commented by Matthias Schomber on July 30th, 2026 | 09:45 CEST
Infineon, LPKF Laser, and Strategic Resources: Three Stocks on the Verge of Decisive, Trend-Setting Moves
While the German chip, semiconductor, and technology sector is struggling to weather severe setbacks following a rapid roller-coaster ride, investors are also turning their attention to other sectors. Semiconductor giant Infineon is currently grappling with massive price declines following its spectacular rise, even though billion-dollar deals in Asia should be providing a tailwind. At the same time, the specialist LPKF Laser & Electronics is also seeking to find a stable footing in a highly volatile market environment. While these and other established high-tech stocks are giving back their gains and stumbling, a new growth story may be taking shape among smaller small-cap stocks. The Canadian company Strategic Resources is positioning itself as a key player in green steel and battery metals through groundbreaking regulatory approvals in Quebec and partnerships in Finland. Are we on the verge of a major turning point in the tech markets, and does Strategic Resources' stock even offer the potential to double in price?
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