StrategicMetals
Commented by André Will-Laudien on April 7th, 2026 | 07:20 CEST
Iran Conflict, Energy Crisis, and Supply Chains in Focus: Power Metallic as a Lever for Strategic Metal Supply
Geopolitical tensions are once again moving to the forefront of financial markets. The looming kerosene and diesel shortages are a cause for concern for global industry. This is due to a multitude of geopolitical conflicts, which are having far-reaching effects on global economic structures. Iran, for instance, is still in a position to exert significant influence, and there is little sign of US dominance. This brings the abundant fossil fuel reserves of neighboring countries into focus—with the Strait of Hormuz at the center as a logistical hotspot. Toll systems for tankers and cargo ships to pass through the strait are being discussed. This disruption to international supply chains drives up costs for industry and end consumers. Taking this further, critical metals like copper are also coming back into the spotlight. As bulk goods, they must be transported across the seas to processing sites. The energy transition, storage technologies, and data centers demand massive amounts of copper. Power Metallic Mines is tapping into precisely this dynamic with its NISK project in Canada. A highly attractive investment opportunity is emerging.
Read
Commented by Nico Popp on February 24th, 2026 | 07:10 CET
Securing raw materials in Europe: How Avrupa Minerals, Altius Minerals, and Elemental Royalty Corporation are organizing supply chains
The EU is looking for domestic sources of copper, zinc, and strategic metals to secure its industrial base. Recent analyses by the European Court of Auditors show a dependence on imports for 10 of 26 critical minerals needed for the energy transition and modern defense systems. Despite the Critical Raw Materials Act, which aims to increase domestic production to 10% of demand, auditors identify bottlenecks in the financing and practical implementation of the requirements. At the same time, consultancies such as McKinsey are forecasting a significant increase in demand for materials for the energy transition, with annual growth rates in the single-digit percentage range through 2035. In this environment, specialized players are positioning themselves to provide access to deposits and manage capital risks for investors. We present three companies with a focus on Avrupa Minerals.
Read
Commented by André Will-Laudien on February 18th, 2026 | 07:05 CET
Unpredictable conflict dynamics turn tungsten into a strategic metal – Almonty moves into focus
The capital markets currently appear paradoxical: record highs for indices, unusually high volatility, and above all, a world order that is shifting faster than any valuation metric. Wars are back and here to stay, trade routes are becoming political and fragile, and sanctions are replacing diplomacy. In this environment, raw materials are once again becoming strategic weapons. While algorithms are still extrapolating growth rates, governments are already thinking about supply scenarios after the crash. In this tense environment, the logic of investing is changing. It is no longer just about supply and demand, but about access, control, and reliability. Who will deliver when the going gets tough? Who will decide who gets what and how much, and who might even be excluded? This is precisely where the major capital movements of the coming years will arise, often away from the familiar mega-caps. A metal that hardly anyone has paid attention to for years is suddenly becoming the focus of technological and military interest. And a company that has long flown under the radar is quietly becoming a strategic factor. Almonty Industries is an example of how geopolitics and capital markets are currently intertwining in new ways and creating dream returns for visionary investors.
Read
Commented by André Will-Laudien on November 17th, 2025 | 06:55 CET
The new cold war over strategic metals! The buying frenzy continues at Almonty, Rheinmetall, TKMS, and RENK
Investors today need a long-term perspective if they want to step outside the trading herd. For the past five years, machines have largely been calling the shots. They detect patterns across investor behavior and can anticipate mass movements even while you are still busy entering your order. This is because data aggregation takes place in nanoseconds. If, for example, a few more sell orders than usual enter the market, the machine immediately sends the Xetra price down, and vice versa. Those who invest over months and years do not need to worry about these practices, but anyone focused on short-term movements requires solid technical equipment and nerves of steel. Our peer group stocks Almonty Industries, Rheinmetall, TKMS, and RENK are currently seeing plenty of action. We provide a few extras so you can make the right move!
Read
Commented by André Will-Laudien on August 6th, 2025 | 07:20 CEST
Inevitable: High-tech and AI require strategic metals! Share price gains at Siemens Energy, Nordex, and Power Metallic
The availability of strategic metals is geopolitically risky because China controls the global market for most of these raw materials, from extraction to processing. The EU and the US are increasingly facing the problem that geopolitical conflicts and export restrictions can quickly lead to supply bottlenecks and price spikes. The COVID-19 pandemic and the war in Ukraine have painfully exposed the dependence of Western industrialized countries. In addition, demand for strategic metals is growing rapidly. Experts expect demand for lithium, for example, to increase twentyfold by 2050. Anyone who wants to secure long-term innovation and prosperity, therefore, needs independent sources of supply and new players in the raw materials market. We are looking around!
Read