Raw materials
Commented by André Will-Laudien on November 13th, 2026 | 05:25 CET
Things are heating up: Defence sell-off, antimony gains! Rheinmetall, Renk, NSJ Antimony and Hensoldt in Focus
Created and Published on Behalf of NSJ Antimony Corp.
Diplomatic initiatives could bring an end to hostilities in Ukraine in the coming weeks. This has recently put noticeable pressure on the share prices of traditional defence stocks. Following the years-long rally in defence stocks, many investors are now systematically taking profits, as they price in a normalisation of acute demand for ammunition and equipment, at least in the short term, in the event of a possible ceasefire. Yet political strategists agree: even lasting peace would no longer reverse the long-term turning point in security policy, but would instead reveal the strategic importance of upstream supply chains. Here, critical metals are once again coming into focus on financial markets, as modern defence systems and the global expansion of energy and AI infrastructure are simply not feasible without these raw materials. In particular, the often underestimated metalloid antimony is emerging as the ultimate bottleneck, as it is indispensable for hardening ammunition, night-vision devices and highly specialised semiconductors. We present a colourful potpourri of trends – but also an excellent opportunity for risk-aware investors to capitalise on fresh momentum.
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Commented by Jens Castner on November 12th, 2026 | 05:24 CET
Up to 800% Upside Potential: Analysts' Price Targets for Infineon, Antimony Resources and Stellantis
Created and Published on Behalf of Antimony Resources Corp.
Almost a doubling for Infineon, nearly a tripling for Stellantis and close to a tenfold increase for Antimony Resources: that is how far the most ambitious analyst price targets extend. The reasons vary: sometimes it is a record year, sometimes a raw material with geopolitical significance, sometimes a restructuring with an uncertain outcome. Read here why the gaps between current share prices and experts' assessments are so large.
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Commented by Lars Winter on November 9th, 2026 | 05:30 CET
Good News for Rising Share Prices: Almonty Supplies Tungsten Worldwide, Novo Nordisk Raises Guidance, Apple Heads into Christmas with Record Results
The Sangdong mine in South Korea is producing tungsten again after more than 30 years. For raw materials specialist Almonty, this marks the start of the phase in which a strategically important deposit is set to become a reliable profit generator. This gives the share significant upside potential. At Novo Nordisk, the new Wegovy weight-loss pill is boosting business, and Apple is heading into the Christmas trading season with a record quarter. The good news should soon lead to rising share prices too. In our stock review, we examine the opportunities and the risks and take a closer look at three promising stocks.
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Commented by Carsten Mainitz on November 3rd, 2026 | 05:32 CET
AI needs more than chips: Power Metallic Mines, Siemens Energy and Micron under the investor spotlight!
Created and Published on Behalf of Power Metallic Mines
"Ultimately, it is all a question of supply and demand". The well-known commodities investor Jimmy Rogers reduced a fundamental stock market rule to this simple formula. Several areas determine how quickly AI and digitalisation can advance. Raw materials, energy infrastructure and memory technology must work together. The companies mentioned address different points. Power Metallic Mines aims to develop a high-quality polymetallic deposit in Québec. An important milestone is the indicative valuation announced for the first half of 2027. Business is booming at Siemens Energy and even more so at Micron. Is the air getting thinner, or do the shares still have a long run ahead of them?
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Commented by Armin Schulz on October 30th, 2026 | 05:42 CET
BYD, Globex Mining, Rio Tinto – Humanoid Robots Set to Fuel Demand for Raw Materials
A humanoid robot consists of more than just software. This is illustrated by a design patent the Chinese patent office published on October 9 for a BYD robot. Two arms, two legs and movable fingers need motors, batteries and cables, which means plenty of metal. If the automaker moves into series production, it could further boost demand for metals such as copper and lithium. The Chinese group is not alone in this, as Tesla, Hyundai, Xiaomi and others are also working on it. This development also benefits raw materials companies, from mining groups to royalty companies with broad portfolios. Today we take a closer look at BYD, Globex Mining and Rio Tinto.
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Commented by Carsten Mainitz on October 28th, 2026 | 05:36 CET
Strategic Resources, thyssenkrupp and Heidelberg Materials: Who Will Benefit Most from the Transformation of Heavy Industry?
Created and Published on Behalf of Power Metallic Mines
Conditions in the construction sector are gradually improving. A few days ago, Heidelberg Materials CEO Dominik von Achten told Reuters of tentative signs of recovery in the third quarter. Investments in energy infrastructure and data centres were slowly progressing. For industry, this is a welcome prospect. New infrastructure needs steel and concrete. At the same time, producers must reduce emissions without losing their competitiveness. This is precisely where the companies converge. Strategic Resources is planning a plant to produce high-quality iron ore pellets needed for lower-emission steel production. With the spin-off of its materials trading and logistics division, thyssenkrupp is taking another decisive step towards becoming a financial holding company. Heidelberg Materials already markets low-carbon cement but is grappling with several challenges. Who will turn these opportunities into rising share prices the fastest?
Commented by Carsten Mainitz on October 23rd, 2026 | 05:43 CEST
More Power Requires More Infrastructure! Opportunities for Phenom Resources, Siemens Energy and Nordex?
The energy transition requires grids, power plants, storage systems and raw materials. Electricity must be transported reliably, supplied when needed and stored cost-effectively. This creates opportunities across the entire value chain. Siemens Energy is benefiting from growing demand for energy infrastructure, with its order books full. However, doubts about the AI boom are also mounting. Nordex significantly exceeded expectations with its quarterly results and raised its margin target for the current year. Its shares initially surged before profit-taking set in. Phenom Resources is broadly diversified. The exploration company offers investors exposure to vanadium, gold and other areas. Which share will take off now?
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Commented by Matthias Schomber on October 23rd, 2026 | 05:22 CEST
Structural Crisis, Fears of Expropriation and Resource Potential: The Hard Truth About Deutz, Vonovia and Strategic Resources
Deutz and Vonovia are still grappling with structural challenges, radical proposals for expropriation and mounting interest burdens. Meanwhile, some investors are looking beyond the usual market favourites for new perspectives. Critical minerals needed to decarbonise heavy industry are attracting growing attention, with developments that may not yet be fully recognised by the broader market. In this article, we examine Strategic Resources' research collaborations in Northern Europe and potential technical turning points on the charts. Read on to explore the challenges facing these companies, the developments shaping their outlooks and the factors that could influence their future performance.
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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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