Strategic Resources
Commented by Armin Schulz on November 9th, 2026 | 05:38 CET
Deutz, Strategic Resources, thyssenkrupp – Defence and Resource Security: Three Stocks from Powertrains to Raw Materials and Steel
Europe's rearmament is also a question of raw materials. On October 9, the European Commission selected 46 new strategic raw material projects in 16 Member States. In doing so, Brussels aims, among other things, to strengthen the defence industry's supply chains. An armoured vehicle needs a powerful powertrain and plenty of high-strength steel, often alloyed with metals such as vanadium. China and Russia supply most vanadium. If these countries turn off the tap, entire production operations could stall. New sources of raw materials in reliable countries and a strong steel industry in Europe are therefore in demand. We take a look at Deutz, Strategic Resources and thyssenkrupp along this supply chain.
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Commented by Stefan Bode on October 26th, 2026 | 05:38 CET
Figures, Risks and Opportunities: Mensch und Maschine, Nordex, Strategic Resources
In today's markets, strong headlines alone are not enough; the quality of the figures and a company's ability to meet market expectations are equally important. Three very different stocks illustrate how quickly market sentiment can shift. While one stock's technical support is faltering, new growth projects are fuelling optimism for another. A third is benefiting from a marked improvement in operational performance, although its next technical hurdle is already looming.
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Commented by Armin Schulz on October 20th, 2026 | 05:39 CEST
VW, Strategic Resources, Infineon: EVs, Raw Materials and Chips - Three perspectives on the Auto Industry's Transformation
In September, more than one in three new cars registered in Germany was fully electric. According to the Federal Motor Transport Authority (KBA), battery-electric vehicles accounted for 34.5% of new registrations. Automakers must adapt their model line-ups in a short period of time, and this requires substantial investment. But the transformation extends beyond the factory gates. Building electric vehicles requires reliable sources of raw materials such as vanadium, used in high-strength steel (ideally produced using green methods) and in batteries. Power semiconductors are also essential, controlling and converting electrical power within vehicles. Companies capable of supplying these materials and components could benefit from this shift. We therefore take a closer look at Volkswagen, Strategic Resources and Infineon.
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Commented by Tarik Dede on October 13th, 2026 | 05:31 CEST
Speculative Stocks in Focus: Opportunities in Super Micro Computer, Strategic Resources and Infineon
In recent days and weeks, rising global bond yields have not been the only source of considerable uncertainty in equity markets. Instead, the massive financing needs of tech companies are becoming increasingly apparent. SpaceX plans to raise USD 40 billion through borrowing, while Oracle and OpenAI also appear to need more money. Not least, media reports say Japan's SoftBank is trying to raise up to USD 100 billion from investors in the Middle East for its AI plans. Added to this is a very high level of concentration in the major US indices. The three largest stocks, Nvidia, Apple and Microsoft, now account for 21% of the S&P 500. Based on Q3 estimates, more than two-thirds of earnings growth in this index now comes from the AI sector. The rest of the US economy is not really performing. In such volatile periods, it is worth looking at speculative stocks. These often move disproportionately following sharp market movements and offer leverage on the respective sector. Today, we take a look at the shares of Super Micro Computer, Strategic Resources and Infineon.
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Commented by Stefan Bode on October 12th, 2026 | 05:42 CEST
Allied Raw Materials and the Battle for a Turnaround: adesso, INDUS, Strategic Resources
The race for competitive technologies, strategic raw materials and the right moment on the chart is driving companies and investors alike. One stock in today's report is targeting the key resistance line again for the first time in months after a price decline; another must prove, after a spectacular rally, that its profit jump is more than a one-off commodity effect. A third, barely noticed stock is betting on vanadium for green steel and fast-charging batteries. Whether a comeback, a test or a quiet beacon of hope, opportunities and risks must be carefully weighed up.
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