StrategicMetals
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!
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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!
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