Mining
Commented by Armin Schulz on October 17th, 2025 | 07:05 CEST
Three stocks, one trend: Jump on the momentum bandwagon with Almonty Industries, AMD, and ASML
The stock market often rewards those who recognize a trend before it becomes mainstream. This is not about short-term speculation, but about identifying companies with strong fundamental tailwinds that can drive prices higher over the long term. This momentum is fueled by structural factors: global technology shifts, geopolitical realignments, and the reorganization of critical supply chains. There is a reason why the saying goes: Go with the flow! Almonty Industries, AMD, and ASML each embody these powerful forces and currently have strong momentum on their side. Let's take a closer look.
Read
Commented by André Will-Laudien on October 16th, 2025 | 07:35 CEST
Gold continues to soar to USD 4,200, critical metals in a panic storm! MP Materials, AJN Resources and Standard Lithium
The US government has declared a state of emergency regarding critical metals. Due to disrupted trade policies with China, Beijing is threatening to halt the supply of key metals and rare earths completely. Will the tariff threats from the Trump administration help? It is doubtful, as China clearly holds the upper hand. Western industrial powers have long understood the stakes. Building domestic mining operations takes time and money, but it is urgently necessary. Investors can benefit from the panic scenarios of recent weeks because commodity markets have been lying in wait for years and are now being hit by an immeasurable flood of money. Where should investors position themselves now?
Read
Commented by Nico Popp on October 16th, 2025 | 07:10 CEST
Tungsten – Where the critical element is irreplaceable: Almonty, LAM Research, Rheinmetall
In recent days, the share price of tungsten producer Almonty Industries has known only one direction: upward. But why is there suddenly such hype surrounding a raw material that, only a few years ago, was known only to experts? The answer is clear: for decades, China lulled Western buyers into a false sense of security and drove foreign mine operators into bankruptcy through dumping prices. Today, Almonty remains the only major tungsten producer in the West, while numerous industries urgently depend on this critical element. We take a closer look at the demand structure of this unique high-tech and defense metal.
Read
Commented by André Will-Laudien on October 15th, 2025 | 07:05 CEST
Supply chains on the NASDAQ! Critical metals sold out? What is next for Almonty - Caution advised with Rheinmetall, Deutz, and RENK
Snip-Snap! In and out of the markets! At the moment, all stock market wisdom applies, because there is nothing more unpredictable for investors than the current US president. And who would have thought that the critical metal supply chains would suddenly become a major driving force behind the NASDAQ rally? Just as Xi Jinping threw rare metals into the ring as a bargaining chip, Donald Trump blew a fuse. Punitive tariffs of up to 100% were suddenly on the table, and the markets went into a tailspin. Yet just one trading day later, everything is put into perspective, and the markets have to find their new valuation point – no easy task. Yesterday, nervousness returned, as reflected in a sharp rise in the volatility index. What should investors be keeping a close eye on now?
Read
Commented by Armin Schulz on October 15th, 2025 | 07:00 CEST
Volkswagen in a tight spot: Why European Lithium and Standard Lithium are now the more valuable players
The global electric vehicle revolution is facing its biggest test yet. China's looming export restrictions on critical battery raw materials threaten to destabilize Western manufacturers' supply chains from 2025 and increase production costs. But it is precisely these geopolitical tensions that are catapulting independent lithium producers into the spotlight. While established giants are fighting for their security of supply, agile players are benefiting from this power vacuum. The strategic maneuvers of Volkswagen, European Lithium, and Standard Lithium reveal who the real winners of this upheaval will be.
Read
Commented by Carsten Mainitz on October 14th, 2025 | 07:15 CEST
Momentum plays with a new wave: Almonty Industries and Rheinmetall – what is Gerresheimer doing?
The trade dispute between the US and China appears to be entering the next round. Late last week, US President Trump announced his intention to impose additional punitive tariffs of 100% on Chinese goods. The measures are expected to take effect by November at the latest. This follows China's decision to tighten export controls on certain technologies and raw materials. China holds many critical raw materials and is gradually restricting their export. While consumers face major challenges in view of the shortage of demand and rising prices, producers of these raw materials are among the stock market favorites.
Read
Commented by Nico Popp on October 14th, 2025 | 07:10 CEST
Raw materials war sends industry into panic – New buyers enter the resource sector: SAP, Barrick Mining, Globex Mining
Industry and the commodities sector are in turmoil. China's latest trade restrictions on critical raw materials are causing widespread uncertainty. Last week, China announced its intention to severely restrict exports of rare earths. In addition, raw materials that can serve military purposes will no longer be allowed to leave the country. Also on the list: Chinese expertise related to the extraction and processing of these raw materials. The Frankfurter Allgemeine Zeitung (FAZ) has already quoted a China expert who sees a new dimension of extraterritoriality in these measures. Here is what investors should keep in mind now.
Read
Commented by Stefan Feulner on October 14th, 2025 | 07:05 CEST
Tilray, Graphano Energy, Arafura Rare Earths – Battle for raw materials intensifies
While the US appeared to be heading for a trade war with China on Friday, US President Donald Trump posted a message on his social media platform, "Truth Social", on Sunday, giving a slight all-clear. But is this really the end of the dispute between the world's two largest economies? Hardly. In fact, the battle for critical raw materials is likely to intensify in the coming months, if not years, meaning Western producers could benefit disproportionately.
Read
Commented by Armin Schulz on October 14th, 2025 | 07:00 CEST
Why RENK Group needs Antimony Resources just as much as the largest US defense contractor, RTX
The global defense industry is facing a fundamental supply crisis. Antimony, a largely overlooked metal that is indispensable for high-performance electronics, armor-piercing alloys, and flame-resistant propulsion systems, is becoming a key strategic factor. Prices are skyrocketing, and massive supply bottlenecks are emerging. This shortage is hitting defense giants and suppliers hard, forcing them to radically rethink their procurement strategy. Today, we take a closer look at the current situation of the RENK Group, the explorer Antimony Resources, and the largest US defense contractor RTX.
Read
Commented by Armin Schulz on October 13th, 2025 | 07:20 CEST
The beneficiaries of the raw materials crisis: How BYD is circumventing the problem, and how Power Metallic Mines and Albemarle are profiting
The global energy transition is fueling an unprecedented hunger for strategic metals. However, China's recent tightening of export controls on critical raw materials has triggered a global supply alert and sent markets into turmoil. This geopolitical turning point is forcing the West to radically rethink its approach and is fueling a fierce race for secure supply chains. In this volatile environment, smart players are repositioning themselves along the entire value chain. Who are the winners in this new reality? The strategies of BYD, Power Metallic Mines, and Albemarle provide decisive answers.
Read