Steel
Commented by Matthias Schomber on June 23rd, 2026 | 07:35 CEST
Crash or Buying Opportunity? The Truth About BMW, Chart Star Aixtron, and Strategic Resources—a Hidden Gem in the Commodities Sector!
The stock markets are currently showing their wildest side. While established German automakers like BMW are suffering from a severe sales crisis and desperately searching for a way out, technology suppliers like Aixtron are riding the massive wave of artificial intelligence from one record high to the next. But without strategic raw materials and green steel, neither new electric vehicles nor gigantic AI data centers will hit the road. We take a look behind the scenes at three stocks that perfectly illustrate the current contrasts in the global economy. Read on to discover which stock(s) might hold the greatest potential for a surprise right now.
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Commented by Armin Schulz on June 23rd, 2026 | 07:00 CEST
Value Creation Through Realignment: Why thyssenkrupp, Desert Gold, and Meta Are Now Fundamentally Attractive
The stock market is a barometer of change. Few things drive stock prices as much as a company's fundamental realignment—whether through radical operational changes or entry into promising technologies. For investors, these phases often open a window of opportunity in which the valuation does not yet fully reflect the company's actual potential. The trick lies in identifying those companies where the vision is already translating into a measurable path to value creation. We therefore take a closer look today at thyssenkrupp's divestiture plans, Desert Gold's transition from explorer to producer, and Meta's AI push.
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Commented by Armin Schulz on June 17th, 2026 | 07:00 CEST
Raw Material Giants and a Hidden Gem: Rio Tinto, Strategic Resources, and BHP Group Are Driving the Steel Market
The decarbonization of steel production is no longer a marginal environmental issue, but rather the central economic survival issue for industry. While the European emissions trading system is steadily increasing the costs of conventional blast furnaces, major buyers in the automotive industry are forcing supply chains to undergo a green transformation. The technology—in the form of hydrogen-based direct reduction—is ready for the market, but the bottleneck is increasingly shifting to raw material deposits. Whoever controls the strategic metal resources needed for this production transition will secure tomorrow's margins. Today, we take a look at Rio Tinto, Strategic Resources, and the BHP Group.
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Commented by Nico Popp on June 16th, 2026 | 07:30 CEST
The Steel Industry in Flux: How Strategic Resources Is Solving the Problems Facing Rio Tinto and thyssenkrupp
High energy costs, a lack of pipelines, and a sluggish hydrogen ramp-up are slowing down the steel industry's "green" transformation. To replace traditional coal-fired blast furnaces with modern direct reduction plants, steel giants need iron ore with a minimum iron content of 67%. Since these high-purity, pelletizable deposits are few and far between, cutthroat competition is breaking out over stable supply chains. Western steel companies must optimize their supply sources to remain competitive. Pressure from regulators and the market is ever-present.
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Commented by Tarik Dede on June 15th, 2026 | 07:35 CEST
Pan American Silver, Strategic Resources, and AngloGold Ashanti: Three Strong Commodity Stocks for Your Portfolio
In the current market environment, with commodity prices correcting, it is worth taking a look at stable, high-growth companies in the sector. Many valuations have also come down due to the war in the Persian Gulf and the debate over interest rate hikes. Nevertheless, most companies are earning handsomely. The first quarter saw record cash flows and profits. In addition, many companies have streamlined their balance sheets in recent years and now have a net cash position. These are the perfect conditions for these stocks to take off again in the next upturn. That is why we are taking a look today at the stocks of Pan American Silver, Strategic Resources, and AngloGold Ashanti.
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Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST
Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?
Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?
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Commented by Fabian Lorenz on June 5th, 2026 | 07:30 CEST
CAUTION with Siemens Energy! BUY CTS Eventim? OPPORTUNITY with Strategic Resources!
Something significant is taking shape at Strategic Resources, and investors still have an opportunity to get involved at an early stage. Unlike in Germany, Canada is actively embracing this new era and strengthening its domestic defence industry and raw materials supply chain. Strategic Resources should benefit significantly from these developments in the coming years. The company is building a value chain spanning from raw materials to the steel industry and battery manufacturing. Caution is advised with Siemens Energy. Given its current valuation, the company can ill afford any operational missteps. Moreover, developments in the US could create additional challenges. By contrast, things appear to be running more smoothly again at CTS Eventim. Analysts were positively surprised by the latest quarterly figures and have recommended the stock as a "Buy". Investors, however, remain somewhat hesitant.
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Commented by Matthias Schomber on June 4th, 2026 | 07:20 CEST
Betting on Gold and Other Commodities: A Closer Look at Agnico Eagle, Barrick Mining, and Strategic Resources
International financial markets are currently navigating a highly complex web of trade tensions, monetary policy decisions, and a slowing Chinese economy, as geopolitical tensions affect global currencies. In this highly volatile environment, commodity markets are undergoing their own transformation, where traditional crisis hedging clashes with forward-looking technology. The price of gold recently came under pressure and corrected significantly from its record highs, putting pressure on major mining stocks. At the same time, amid global decarbonization, the market is increasingly demanding low-carbon solutions and strategic commodities for the next generation of energy storage and industrial processing. This dynamic is creating palpable tension on the trading floor, as the course for the industrial future is now being reset. We take a look at three selected players to reveal where risks lurk following the recent market corrections and where an exceptional, undervalued opportunity may currently be emerging.
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Commented by Armin Schulz on May 28th, 2026 | 07:20 CEST
TKMS, Strategic Resources, and Lockheed Martin: The Largest Post-War Rearmament Program Is Stalling!
For the first time since the Cold War, NATO is pouring record sums into defence—EUR 108 billion for Germany alone. But modern frigates, battle tanks, and jets consume critical metals such as vanadium, germanium, and rare earth elements. Without these raw materials, even high-tech weapons become useless. China dominates the supply chains, creating a dangerous bottleneck. Yet although the outlook for companies in this sector could hardly be better, few stocks are trading at their all-time highs. Today, with TKMS, Strategic Resources, and Lockheed Martin, we have three interesting companies that have the potential to reach new highs.
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Commented by Tarik Dede on May 26th, 2026 | 07:05 CEST
Space Hype, Raw Material Shortages, and the Chip Boom: A Look at OHB, Strategic Resources, and Infineon
On June 12, Elon Musk aims to make history. With SpaceX, the largest IPO of all time is imminent. Other space stocks are already benefiting from the hype surrounding the Falcon rockets and Dragon spacecraft from California. This is one reason why OHB is currently the top performer on the German stock market. War, expensive energy, and raw materials at the center of geopolitics make Strategic Resources an interesting play. The Canadians are on the verge of their next major step. And last but not least, it is worth taking a look at Infineon's stock. The German chip king has achieved something almost historic in recent weeks! And thanks to AI, operations are going brilliantly too!
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