Supply chains
Commented by Nico Popp on November 13th, 2026 | 05:34 CET
Antimony ahead of the deadline: Antimony Resources, Perpetua and Rheinmetall
Created and published on behalf of Antimony Resources Corp.
On November 27, China's exemption for antimony exports to the US legally expires. Beijing has not published its extension to date – unlike the pause for rare earths. Who will supply when the door closes? On that day, the formal suspension of the Chinese ban on antimony exports to the United States ends. Although Beijing said at the end of September that the agreement with Washington would remain valid through January 10, 2027, and formally extended the rare earths pause on November 9, the corresponding announcement for antimony has yet to be issued. Western buyers thus have little planning certainty. According to industry information service Fastmarkets, antimony was last quoted in Rotterdam at USD 18,300 to 19,000 per tonne – well below the record of around USD 59,750 per tonne from the summer of 2025. But this does little to change the expected shortage. North American projects are coming into focus for defence groups and industrial processors.
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Commented by Nico Popp on November 4th, 2026 | 05:32 CET
Steel industry in transition: Vale, Champion Iron and Strategic Resources and the race for the pellet premium
The iron and steel industry is undergoing a major technological transformation. As the sector comes under pressure to reduce its CO₂ emissions, direct reduction is gaining importance relative to the conventional blast furnace route. In commodity markets, this is reflected in a widening price gap: the benchmark price for iron ore briefly fell below USD 90 per tonne in October, while prices for high-grade iron ore pellets have held up considerably better. Strategic Resources, a development-stage company, is targeting precisely this segment. Unlike established producers Vale and Champion Iron, which are adapting their operations, Strategic Resources aims to build a steelmaking supply chain without coking coal from the outset.
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Commented by Nico Popp on November 3rd, 2026 | 05:22 CET
Rock Tech Lithium, Vulcan Energy and Rheinmetall: Lithium meets defence
Security policy and the energy transition are becoming increasingly intertwined. At the centre is lithium, which is crucial for both civilian electric mobility and new weapons systems. Reports of a potential investment by Rheinmetall in the German-Canadian lithium developer Rock Tech Lithium have cast a spotlight on this possible new collaboration. Meanwhile, in south-western Germany, Vulcan Energy is demonstrating how far the company has already progressed towards European production. We put the background into context.
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:21 CET
NSJ Antimony, Rheinmetall, Infineon: Whoever controls the bottlenecks will be among the winners!
Created and published on behalf of NSJ Antimony Corp.
Modern armed forces need ammunition; data centres need a high-performance power supply. Across industries, reliable industrial supply chains are becoming increasingly important. This puts companies that develop critical raw materials or build important production capacity in the spotlight. Equipped with fresh capital, NSJ Antimony is advancing its antimony project in Canada. The critical metal is indispensable for flame retardants, the defence industry, ammunition, electronics and certain energy storage systems, among other things. Defence giant Rheinmetall is due to release important news this month, including quarterly figures and an updated medium-term forecast. The semiconductor manufacturer is investing heavily in capacity to power the AI era. Which share is ahead?
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Commented by Nico Popp on October 28th, 2026 | 05:45 CET
Split in the Tungsten Market: How Almonty, MP Materials and Rheinmetall Are Responding
The tungsten market is currently splitting into two distinct segments. While Chinese ammonium paratungstate (APT) prices are falling significantly, according to the Shanghai Metals Market, Western tungsten prices remain largely stable. Meanwhile, Washington's regulatory procurement requirements are forcing Western industrial companies to realign their supply chains. From 2027, new US legislation will prohibit the Department of Defense from using tungsten sourced from geopolitically sensitive countries such as China, Russia, Iran and North Korea. This legislation decouples Western prices from the Asian market and puts secure supply sources in sharper focus.
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Commented by Carsten Mainitz on October 26th, 2026 | 05:29 CET
Share prices are falling, business is growing: What opportunities do Almonty, Rheinmetall and Renk shares offer investors?
The euphoria has apparently faded. Following sharp share price declines, Almonty, Rheinmetall and Renk are increasingly back in focus. With demand trends intact, are these new entry opportunities? After all, without raw materials there is no ammunition; without drive systems there are no mobile armed forces. Almonty has commenced commercial operations at the Sangdong tungsten mine, marking a historic milestone. Rheinmetall and Renk are under scrutiny for how quickly and profitably they can fulfil orders. Wait or buy?
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Commented by André Will-Laudien on October 22nd, 2026 | 05:28 CEST
The Chancellor sees the Russian threat! Rearming with Rheinmetall, Hensoldt, Strategic Resources and TKMS
Federal Chancellor Friedrich Merz sees measures against the Russian threat as his top priority. Despite widespread concern, many German citizens would have preferred a more economically minded, progressive stance from the CDU. Yet the international defence industry can already celebrate the next upward wave, as the overall situation continues to guarantee robust growth. Finally, a chance to breathe a sigh of relief, as the spark had not really spread to the armaments sector since autumn 2025. But can the charts still be salvaged? Sector leader Rheinmetall has corrected more than 50% from its peak and has already had to backtrack operationally. Nevertheless, CEO Papperger repeatedly steps in as a share buyer, most recently at the end of September near the year's lows. Is this already the turning point? Time for an update on a closely watched sector.
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Commented by Nico Popp on October 21st, 2026 | 18:29 CEST
Almonty Industries: Bank of America sees share price weakness as an opportunity - Catch-up potential in the tungsten market
The European benchmark price for tungsten has risen 176% this year, driven by unexpectedly strong demand from the defence sector and ongoing Chinese export controls. While Almonty Industries shares have recently weakened, security of supply in the West is coming into focus: industry is desperately seeking tungsten. This is precisely where Almonty comes into play as one of the few producers building additional supply capacity over the coming years. Shortly before the first shipment of material from the Sangdong mine in South Korea, a recent Bank of America report with a price target of USD 24.00 highlights the company's key strategic role.
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Commented by Nico Popp on October 21st, 2026 | 05:35 CEST
Data as the New Currency: The Strategies of Amazon, Alphabet, Reddit and Aspermont
Data archives are becoming a crucial resource for artificial intelligence. As tech giants compete for exclusive information and publishers explore new ways to monetise online content, specialist data providers are gaining prominence. Alphabet's licensing programmes for news content and the controversial licensing agreements of platforms such as Reddit mark a new phase in the commercial use of digital content. In this environment, Aspermont is positioning itself by transforming its historical mining archive into a data and analytics platform. We examine the latest developments and the opportunities they present.
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Commented by Nico Popp on October 20th, 2026 | 05:33 CEST
Rio Tinto, Glencore, Power Metallic Mines: Copper Offensive Meets Growing Demand for Raw Materials
Created and Published on Behalf of Power Metallic Mines
Electrification and the rapid expansion of grid infrastructure are driving demand for strategic metals needed to support the energy transition. Major banks such as Goldman Sachs expect the copper market to slip into a supply deficit from 2027. While established industry giants such as Rio Tinto and Glencore are investing billions to counter declining ore grades, major mining companies are increasingly looking to promising exploration companies to replenish their project pipelines. In Québec, Power Metallic Mines is positioning itself as a potential supplier to the North American market, with high-grade copper discoveries and an economic assessment now getting underway.
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