Rheinmetall
Commented by Armin Schulz on October 29th, 2026 | 05:43 CET
Almonty Industries, Rheinmetall and SpaceX: Tungsten as the backbone of armaments and spaceflight
Rearmament begins in the mine, not the factory. According to the September Position Paper from the German Mechanical Engineering Industry Association (VDMA), raw materials such as tungsten are indispensable in armaments, aviation and many other sectors. The close link between defence and space became clear on October 1. That day, Rheinmetall Italia and Argotec launched their first joint satellite for military airspace surveillance aboard a SpaceX Falcon 9. Raw materials, defence and spaceflight all depend on the same supply chain. Companies that can close critical gaps are in demand. We therefore take a closer look at Almonty Industries, Rheinmetall and SpaceX.
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Commented by Armin Schulz on October 13th, 2026 | 05:26 CEST
Almonty Industries, Rheinmetall, Lockheed Martin – Tungsten, Defence and a Share Price Decline That Could Open Up Opportunities
Sangdong is producing tungsten again for the first time since 1993. Almonty's South Korean mine is now supplying a raw material from outside China that is urgently needed in defence and is also found in an increasing number of high-tech devices. China's export restrictions have driven up tungsten prices in the West, while demand remains strong. The same is true of defence. On September 14, Rheinmetall booked an order for tens of thousands of artillery shells, while Lockheed Martin announced a framework agreement worth up to USD 1.2 billion for tactical missiles on September 21. Yet the stock market has so far shown little reaction to these developments. All three stocks are under pressure. We therefore take a closer look at Almonty Industries, Rheinmetall and Lockheed Martin.
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