RareEarths
Commented by Armin Schulz on June 23rd, 2026 | 07:30 CEST
Do Not Invest in Overheated Defense Stocks! DroneShield, Antimony Resources and MP Materials Show the Smarter Way
Created and published on behalf of Antimony Resources Corp.
The rally in European defense stocks is running out of steam. After months of impressive share price gains, hopes for peace and high valuations are unsettling investors. While Rheinmetall and peers suffer from volatility, the focus is shifting toward a less-watched niche market. The structural uptrend in defense spending remains intact, but tomorrow's winners could be those that benefit from the security boom without producing weapons themselves. This is exactly where opportunities are opening up at companies that serve tomorrow's defense supply chain with drone defense, critical raw materials and high-tech components. DroneShield, Antimony Resources and MP Materials exemplify this strategic shift.
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Commented by Tarik Dede on June 19th, 2026 | 07:20 CEST
Silver, Rare Earths & Tungsten: How Aya Gold & Silver, Almonty Industries & Lynas Rare Earths Are Benefiting
It appears the war in the Persian Gulf is finally coming to an end. However, the damage—especially for the US—is immense: political, economic, and military. The country must replenish its arsenal. Countless missiles were fired, and fighter jets and helicopters were lost. As early as the beginning of May, US Senator Mark Kelly pointed out, following a Pentagon briefing, that stockpiles had been completely "bled dry" as a result of the war. Ammunition depots—particularly those for Tomahawk missiles, Patriot defence systems, and SM-3 interceptor missiles—were completely depleted. Now the US must rearm. Rebuilding these stockpiles will likely take years. In addition to the defence industry, scarce raw materials in particular are expected to benefit from this. Since many commodity stocks have pulled back in the wake of the conflict, opportunities are emerging for investors. We are therefore looking at the stocks of Aya Gold & Silver, Almonty Industries, and Lynas Rare Earths.
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Commented by Stefan Feulner on June 16th, 2026 | 08:10 CEST
Alcoa, Antimony Resources, MP Materials: Despite the Hormuz Strait Opening, the Battle for Critical Metals Continues
Created and published on behalf of Antimony Resources Corp.
The next commodities rally may be just getting started. While geopolitical tensions are tightening the supply of key industrial metals, demand is simultaneously skyrocketing. Aluminum is benefiting from looming supply bottlenecks and rising demand driven by the energy transition and digitalization. Antimony is emerging as a key strategic commodity due to its importance for ammunition, semiconductors, and battery systems. At the same time, government programs worth billions are driving the development of Western supply chains for rare earths. Those who bet now on the commodity winners of the geopolitical realignment could be facing an extraordinary opportunity.
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Commented by Fabian Lorenz on June 15th, 2026 | 08:00 CEST
Critical Raw Materials and Defence Stocks in Focus: Steyr Motors, MP Materials, Almonty Industries
Congratulations to all investors who took advantage of Almonty's recent dip. By the end of the week, the tungsten producer's stock had rebounded significantly. After all, the fundamental facts have not changed. Tungsten is in short supply, and demand is rising. In an interview with the "taz", a market expert describes the current situation as dramatic. Among other things, he calls for a ban on the export of tungsten scrap to China. Additionally, mining projects need stronger support. Similar to tungsten, the West must also establish its own supply chains for rare earths. In the US, MP Materials aims to do just that. The stock has been trading sideways for months. Yet analysts recommend buying. Steyr Motors' stock is in a downtrend, and the quarterly figures failed to provide any momentum. Perhaps the autonomous systems division will bring about a turnaround?
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Commented by Nico Popp on June 11th, 2026 | 07:00 CEST
Secure Supply Chains for BASF and Others: Antimony Shortage Threatens Production – Antimony Resources Follows Lynas Rare Earths' Lead
Created and published on behalf of Antimony Resources Corp.
Escalating trade wars, a global supply shortage, and historic price shocks – the market for critical industrial metals is undergoing a profound transformation. Following extensive export restrictions by the People's Republic of China and a complete export ban to the US at the end of 2024, antimony prices outside China skyrocketed to an all-time high of USD 59,750 per ton. The severe imbalance between Western demand and available supply outside China led to significant supply bottlenecks in 2025—Fastmarkets recorded the sharpest price rally in the history of the antimony market that year. Since authoritarian states control around 80% of global mine production, the Western high-tech and defence industries face a potentially existential supply risk for electronic components and industrial fire-retardant applications. We explain the situation and present a potential solution.
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Commented by Stefan Feulner on June 9th, 2026 | 08:05 CEST
USA Rare Earth, Desert Gold Ventures, Alcoa: Commodities Are Becoming the Key to the Future
The commodities markets are entering an exciting phase. While geopolitical crises could tighten the supply of key industrial metals and drive prices to new record highs, gold remains one of the most promising beneficiaries, given elevated government debt, central bank purchases, and global uncertainties. At the same time, the US and Europe are investing billions in building independent supply chains for critical raw materials to secure their technology, energy, and defence industries. This opens up opportunities for investors in several future markets that could benefit from structural bottlenecks and strategic demand.
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Commented by Jens Castner on June 8th, 2026 | 07:20 CEST
ANTIMONY RESOURCES, LYNAS RARE EARTHS, AND UMICORE: THREE PILLARS OF WESTERN RAW MATERIAL SOVEREIGNTY
Created and published on behalf of Antimony Resources Corp.
No fibre-optic cables without germanium, no specialized ammunition without antimony, no electric motors without neodymium: The West has maneuvered itself into a dead end. Fatal dependencies on strategic metals threaten to slow down defence capabilities, the energy transition, and technological progress. But the need for a turnaround has been recognized, and governments are pumping billions into building completely self-sufficient supply chains. For investors, this marks the beginning of a new, government-subsidized supercycle in the commodities markets. Companies such as the Canadian explorer Antimony Resources, the Australian rare-earth giant Lynas, and the Belgian recycling specialist Umicore stand to benefit from this.
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Commented by André Will-Laudien on May 21st, 2026 | 07:00 CEST
The Market Is Buying Again! Strong Revaluation at Infineon Technologies, Advanced Micro Devices, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
Despite major international uncertainties, the technology sector is once again experiencing renewed momentum. While investors are once again eagerly snapping up tech stocks like Infineon Technologies and Advanced Micro Devices, there is growing caution in other sectors. This is hardly surprising, as rising interest rates are making equity investments generally more expensive. Nevertheless, the boom in artificial intelligence, data centers, and power electronics continues unabated, bringing critical raw materials increasingly into the focus of strategic investors. Whether modern semiconductors, high-performance processors, or energy chips, they all require a stable supply of strategic metals such as antimony, copper, or rare earths. Geopolitical tensions, disrupted trade routes, and export restrictions are creating growing supply bottlenecks, increasing pressure across the industry. Exploration and resource companies like Antimony Resources, which focus on metals of high strategic importance, stand to benefit from this. It is worth taking a closer look!
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Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST
Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin
Prepared and published on behalf of Antimony Resources Corp.
Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.
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Commented by Fabian Lorenz on May 13th, 2026 | 07:20 CEST
100% Rally Started? MP Materials, Standard Lithium, and Power Metallic Mines in Focus!
Has the 100% rally already begun for Power Metallic Mines? At least that is the level of upside potential suggested by analysts. The copper explorer continues to report strong drilling results from its flagship project in Canada, and the stock is gradually gaining momentum. Listening to the CEO, it becomes clear that the share may still have significant upside potential ahead. Potential also exists at MP Materials, the only producer and processor of rare earth elements in the US. However, the company now carries a market capitalization of around USD 12 billion. Most recently, it released quarterly results — the key question is whether the upward trend can continue. A similar trend has recently started to form at Standard Lithium as well. The company also reported on its first-quarter 2026 developments. Investors are now eagerly awaiting the final investment decision for the South-West Arkansas (SWA) project. The timing of that decision remains a key focal point for the market.
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