Raw materials
Commented by André Will-Laudien on October 22nd, 2026 | 05:48 CEST
NATO Steps Up - Defence Stocks In Focus: Dassault Aviation, OHB, HPQ Silicon and DroneShield
Created and published on behalf of HPQ Silicon
The foiled drone attack in Leipzig provided an initial wake-up call for Western NATO partners regarding the threat situation in Europe. Alongside intra-European cooperation, closer ties with Canada in the defence and raw materials industries are also coming to the fore. The latest talks point to decisions with strategic, economic and geopolitical implications, setting a pioneering framework for the coming years. Enhanced transatlantic cooperation combines European expertise with Canada's vast wealth of resources to sustainably strengthen joint defence capabilities. By gaining direct access to key deposits, Europe is reducing its risky dependence on raw materials from autocratic states such as China and third countries. Canada has many of the 34 raw materials the EU has classified as critical, including essential lithium, nickel, cobalt and copper. These metals form the indispensable foundation for modern military technologies such as electronic components, engines and highly sensitive communication systems. To underpin this bilateral bridge, the governments and institutions involved have approved enormous budgets and framework agreements for the coming years. The European SAFE programme for rearmament and defence procurement therefore has an initial volume of EUR 150 billion, with subsequent expansions subject to further decisions. For investors, this set-up provides a good basis for portfolio gains. We delve a little deeper.
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Commented by Nico Popp on October 20th, 2026 | 05:33 CEST
Rio Tinto, Glencore, Power Metallic Mines: Copper Offensive Meets Growing Demand for Raw Materials
Created and Published on Behalf of Power Metallic Mines
Electrification and the rapid expansion of grid infrastructure are driving demand for strategic metals needed to support the energy transition. Major banks such as Goldman Sachs expect the copper market to slip into a supply deficit from 2027. While established industry giants such as Rio Tinto and Glencore are investing billions to counter declining ore grades, major mining companies are increasingly looking to promising exploration companies to replenish their project pipelines. In Québec, Power Metallic Mines is positioning itself as a potential supplier to the North American market, with high-grade copper discoveries and an economic assessment now getting underway.
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Commented by Carsten Mainitz on October 14th, 2026 | 05:30 CEST
Tungsten, Weapons and Growth: Almonty, Rheinmetall and Deutz Under Review. Is This an Opportunity in a Megatrend?
The stock market is not linear. Greed and fear, excessive optimism or excessive scepticism—all of these drive markets. Only the future will tell what is cheap or expensive today. The stocks mentioned above are at precisely this point. Secure supply chains, access to raw materials and defence readiness are high on the agenda of Western governments. These long-term trends play strongly into the hands of defence companies and raw material producers. Almonty, in particular, as a producer of the critical raw material tungsten, holds a leading position in the sector. Where do the greatest opportunities lie for investors now?
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