Tungsten
Commented by Tarik Dede on July 17th, 2026 | 07:05 CEST
Gold, Tungsten, and Silver: Upside Potential in First Majestic Silver, Almonty Industries, and Agnico Eagle
The war in the Gulf and the strong US dollar continue to cause volatility in the commodities market. While copper has managed to decouple from these trends due to tight supply in global markets, the situation is different for gold and silver prices. However, stabilization may now be on the horizon. The specialty metal tungsten, on the other hand, tracks copper and is showing stability at high price levels. This presents opportunities for investors to build long-term positions in the market. We are therefore looking at the stocks of First Majestic Silver, Almonty Industries, and Agnico Eagle.
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Commented by Fabian Lorenz on July 16th, 2026 | 07:00 CEST
100% Upside Potential, a Downgrade, and a Sell-Off: Renk, OHB, and Almonty
Analysts see around 100% upside potential in shares of Almonty Industries. Following discussions with the company's CEO, they have raised both their earnings estimates and their price target to USD 33. Even under what they describe as conservative assumptions, the stock is expected to trade at a 2027 P/E ratio of below 10. Analysts are less optimistic about Renk Group. While the transmission manufacturer is expected to deliver solid growth, its valuation is no longer considered attractive. In addition, the long-term shift in defense procurement from tanks toward drones could become a headwind for the company. As a result, the stock has been downgraded. The situation at OHB is even more dramatic. The aerospace company's shares have fallen by more than 50% in roughly two months. Following the recently completed capital increase, investors are now expected to refocus on the company's underlying operational performance.
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Commented by Lars Winter on July 15th, 2026 | 08:40 CEST
Almonty, Sandvik, and Airbus: Three Stocks for the Battle Over Critical Raw Materials
Tungsten has long been a niche topic on the stock market. But this extremely hard metal is used, among other things, in cutting tools, semiconductors, aviation, and defense—and China dominates the supply chain. As a result, the critical raw material has become systemically important and is taking center stage in Western industrial and security policy. With Almonty Industries, Sandvik, and Airbus, we present three stocks that allow investors to profit across the value chain.
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Commented by Matthias Schomber on July 14th, 2026 | 07:25 CEST
Dividend Gem Vonovia, Sell-Off Warning for Siemens Energy, and Almonty Industries on the Verge of a Technical Breakout!
Over the weekend, international financial markets were shaken by a dramatic military escalation in the Middle East that could abruptly paralyze global supply chains and energy corridors. Following attacks by the Iranian Revolutionary Guard in the Strait of Hormuz, US President Donald Trump declared the ceasefire over. In retaliation, the US military struck well over 140 military targets along Iran's southern coast, prompting Tehran to respond with missile and drone attacks on US bases in the Gulf states of Kuwait, Bahrain, and the UAE, and to declare the key sea lane closed. This latest disruption to shipping traffic on the "lifeline of global oil and gas trade" threatens to drive global inflation skyward at a rapid pace. On the stock markets, this shock could trigger a fundamental flight to tangible assets and a reassessment of strategic independence. While the interest-rate-sensitive German real estate giant Vonovia is facing new headwinds due to the looming inflationary and interest-rate consequences of this conflict, despite its high dividend yield, the need for a self-sufficient and secure energy infrastructure provided by Siemens Energy is coming into focus, even though the company is currently struggling with share price declines. However, the spotlight may ultimately fall on Almonty Industries. As a leading Western supplier of tungsten, a metal critical to defence and advanced technologies, the Canadian-American resource company occupies a strategically important position. At the same time, its shares may be on the verge of a technical breakout.
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Commented by Jens Castner on July 13th, 2026 | 07:45 CEST
HOT AIR AND HARD FACTS: WHAT SETS SPACEX APART FROM ALMONTY AND THYSSENKRUPP
USD 2 trillion for dreams of Mars? While SpaceX is valued on expectations of its long-term growth and ambitious space exploration plans, Almonty Industries supplies tungsten—and soon molybdenum—critical raw materials used in a wide range of high-performance industrial and aerospace applications. These metals are also important for manufacturers such as thyssenkrupp, the long-established industrial group from Essen that is currently undergoing a major transformation. This analysis compares one company valued largely on future expectations with two businesses positioned at the heart of real-world industrial supply chains.
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Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
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Commented by Nico Popp on July 7th, 2026 | 06:55 CEST
Tungsten Emergency: Why Almonty Is Exceptionally Positioned - Sandvik and Lockheed Martin Under Pressure
Beijing's tightened export controls on critical raw materials such as tungsten show how heavily the West depends on established supply chains. China still controls around 80% of global tungsten production. In response to this threat, from January 1, 2027, the US will ban the import of tungsten from China, Russia, Iran, and North Korea for military purposes. This regulatory turning point and a surge in demand from the defense sector drove the world market price for ammonium paratungstate (APT) from historic lows in the low triple-digit range per metric tonne unit (MTU = 10 kg) to well over USD 3,000 per MTU. We take a closer look at the market and show how investors can profit from the tungsten emergency.
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Commented by Armin Schulz on July 6th, 2026 | 07:30 CEST
Forget Short-Term Hysteria—Win Long-Term with Rheinmetall, Almonty Industries, and RTX
After a breathtaking rally, defense stocks have come under pressure. Hopes for peace, profit-taking and new competitors have driven prices into a recent correction. For short-term-minded investors, this may look threatening, yet the structural drivers – depleted arsenals, aging systems and Europe's push for military sovereignty – remain intact. The current markdowns resemble a technical breather rather than a break in the trend. It is precisely this discrepancy between short-term volatility and long-term necessity that opens an entry window for strategic investors. This is the moment to set your sights on companies with thick order books and systemic relevance. While Rheinmetall benefits from Europe's rearmament, Almonty Industries, as a tungsten supplier, secures critical raw materials for production, and the US group RTX delivers technological superiority in aviation, drones and cyber defense.
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Commented by Matthias Schomber on July 3rd, 2026 | 08:35 CEST
Deutsche Telekom Faces Pressure from SpaceX and Starlink; BMW Grapples with China; Almonty Industries Shines with Tungsten!
Kyiv is under heavy attack. As Ukraine faces one of the most intense waves of Russian strikes since the war began and German policymakers race to push through economic reforms, financial markets remain on edge. Yet investors focusing only on the current "problem children" of the DAX, Deutsche Telekom and BMW, could be overlooking what may prove to be one of the summer's standout opportunities. Almonty Industries is hitting key milestones exactly when the world needs them most. We explain why Almonty's momentum is sending a bullish signal despite the uncertain geopolitical backdrop—and how investors may be able to capitalize on the current market environment.
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Commented by Jens Castner on July 2nd, 2026 | 07:00 CEST
THREE HIGH-FLYERS IN CORRECTION MODE: IS IT WORTH BUYING ALMONTY, FRIEDRICH VORWERK, AND APPLIED DIGITAL?
Three industries, three valuation realities, one pattern. Friedrich Vorwerk, Almonty Industries, and Applied Digital show how quickly high-flying stocks can become consolidation candidates—and where opportunities still lie hidden for investors. All three have made the leap from overlooked small-cap stocks to billion-dollar corporations within just a few quarters. All three are currently in a correction phase. And for all three, it is worth taking a closer look at why. Where investors can get in now, and where caution is advised.
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