armaments
Commented by Fabian Lorenz on November 12th, 2026 | 05:45 CET
Tanks, drones, cars: The next generation of batteries is coming and Renk, BMW and HPQ Silicon are getting involved!
Created and published on behalf of HPQ Silicon
Whether for tanks, drones or cars, the next generation of batteries is waiting in the wings. At BMW, technological progress is already clearly evident. Demand for the “Neue Klasse” is so high that the carmaker wants to phase out models with older battery technology earlier. High-performance energy storage systems are also becoming increasingly important in the defence industry. Renk is increasingly relying on hybrid technology in the development of new tank powertrains. HPQ Silicon could benefit from this trend. The Canadian company is working on higher-performance battery materials and is making progress towards commercialisation. Government funding worth millions and initial orders in the drone sector are providing additional upside potential for HPQ shares.
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Commented by Fabian Lorenz on October 29th, 2026 | 05:29 CET
Defence industry bets on hydrogen? Rheinmetall, Nel ASA, SFC Energy and HPQ Silicon aim to benefit
Created and Published on Behalf of HPQ Silicon
Will hydrogen achieve a breakthrough in the defence industry of all places? Demand for decentralised energy solutions for drones, military bases and mobile command centres is increasing. This is less about climate protection than about security of supply and independence from vulnerable supply chains. Policymakers have also recognised the potential. In Europe and the US, government funding is flowing into the development of new hydrogen technologies for military applications. Listed companies could benefit from this. HPQ Silicon reports success in securing government funding for an innovative hydrogen technology. SFC Energy is expanding its defence business with a new partner in the Middle East. Rheinmetall and Nel ASA aim to jointly advance the decentralised production of synthetic fuels. Is a new, billion-dollar market emerging here for hydrogen companies?
Commented by Fabian Lorenz on October 20th, 2026 | 05:36 CEST
Steyr Motors Stuns the Market! Plug Power Shares Continue to Fall! dynaCERT Is Working on a Comeback!
A major development at Steyr Motors. The Austrian specialist engine manufacturer is reportedly set to be sold to the US for EUR 39 per share. Red Cat Holdings' takeover offer is backed by Steyr's major shareholder. However, the transaction could still fall through, as many shareholders may have paid more for their shares. High energy prices are driving hopes of a comeback for dynaCERT shares. The company's retrofit system for diesel engines can reduce fuel consumption and emissions. Recent company announcements suggest that larger orders could be announced soon. Plug Power has reported preliminary figures rather than major orders. However, these have failed to spark enthusiasm on the stock market, and the shares continue to fall. The valuation still appears ambitious.
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Commented by Armin Schulz on September 14th, 2026 | 08:20 CEST
Empty Ammunition Stockpiles, Tight Tungsten Supply: Almonty Industries, Rheinmetall and Lockheed Martin Set to Benefit
As geopolitical conflicts intensify once again and NATO countries ramp up defence spending, ammunition supplies are increasingly running low. This is making tungsten ever more important. Without this critical raw material, armour-piercing ammunition, precision missiles and high-performance tools cannot be produced. Starting in 2027, US procurement rules will also require supply chains independent of China, Russia, Iran, and North Korea. This is redirecting billions of dollars and intensifying the race for secure sources. Against this backdrop, Almonty Industries, Rheinmetall, and Lockheed Martin are moving into focus. All three companies stand to benefit from the realignment of the Western defence industry.
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Commented by Nico Popp on September 10th, 2026 | 08:35 CEST
Defence and the Price of Growth: AeroVironment, Rheinmetall, and Volatus Aerospace in the Spotlight
The war in Ukraine has exposed many of the promises made by the traditional defence industry. When expensive weapons systems are neutralized by swarms of low-cost drones, long-held notions of military strength can quickly evaporate. Satellite navigation fails due to jamming, communications links break down, and chains of command are disrupted. On battlefields in Ukraine, huge tanks often look like beetles that have fallen onto their backs. A shift in thinking is therefore necessary. What is needed today are autonomous drones that can independently target objectives while flying at low altitude or take on other tasks. The Western defence industry needs to rethink its approach.
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Commented by Matthias Schomber on September 4th, 2026 | 07:05 CEST
Shake-Up Brewing at Almonty Industries! Adidas World Cup Party is Over! BYD Export Explosion!
BYD is shaking up the international automotive market with a massive wave of exports, turning up the heat on rival automakers and nearly the entire Western competition. Thanks to the football World Cup, Adidas enjoyed a breathtaking surge in sales, leaving its competitors far behind. But now the World Cup party appears to be over—the stock catalyst has vanished, replaced instead by market frustration. Elsewhere, however, a rare raw material, without which modern defence and technology simply cannot function, is triggering a profound geopolitical upheaval. Almonty Industries is positioning itself perfectly to capitalize on this exact scenario. Find out in this report why the second quarter was so critical for all three stocks, and where the biggest opportunities are lurking right now. Keep reading, as the figures and news tell a powerful and, in some cases, highly surprising story.
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Commented by Armin Schulz on August 5th, 2026 | 07:05 CEST
How Almonty Industries, Rheinmetall, and RTX Are Driving the New Defense Supercycle—and Why the Correction Could Be an Opportunity
The New York Post recently reported that, according to experts, the US does not have enough missiles to protect its troops in the Middle East in the event of a protracted war with Iran. This means that the West has largely depleted its ammunition stockpiles. A defense supercycle is on the horizon, forcing nations to become self-sufficient. This rapid depletion is revealing a critical bottleneck. The dwindling availability of tungsten, whose price has skyrocketed, threatens to jeopardize resupply efforts. We take a look at tungsten supplier Almonty Industries, then examine the European defense giant Rheinmetall, and conclude with the technological leader of the US missile industry, RTX.
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Commented by Mario Hose on March 26th, 2026 | 07:20 CET
Antimony Alert! Hotter than gold and rarer than lithium: Re-rating Potential for Antimony Resources After Recent Pullback
The world is becoming increasingly unstable—something reflected in the daily news flow. Geopolitical tensions are rising, and commodities that were largely overlooked for years are now moving into focus. Antimony is one such example: a relatively unknown metal, yet strategically important. No modern tank can be produced without it, no precision ammunition, no night vision goggles. What makes the market particularly compelling is its structure—like many critical raw materials, supply is highly concentrated, with China dominating global production and processing. But this is precisely the emerging supply gap Antimony Resources is filling through its Canadian project, which is unparalleled.
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Commented by Armin Schulz on March 23rd, 2026 | 07:30 CET
Is US Ammunition Capacity at Its Limit? Antimony Resources Delivers What Washington Needs for "Unlimited" Firepower
As geopolitical tensions mount in the Middle East and Washington speaks of "unlimited" ammunition capacity, a critical bottleneck in the supply chain is becoming increasingly apparent: antimony. This unassuming semimetal, essential for modern weapon systems and high-tech industries, is scarcer than ever. China has turned off the export tap. A Canadian company is stepping into this very vacuum. With one of North America's most promising projects, Antimony Resources aims to secure the West's strategic independence.
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Commented by Nico Popp on March 16th, 2026 | 07:35 CET
Ammunition shortages pressure the defense industry: Opportunity for Almonty, challenges for General Dynamics and Rheinmetall
Our global security architecture has been undergoing significant disruptions for some time. The decades-long paradigm of the peace dividend, built on global supply chains and reduced stockpiles, has largely collapsed. The defense industry now faces the challenge of establishing reliable supply chains for critical raw materials in order to meet the growing demand for artillery ammunition and heavy weapon systems. Another driver is the war in Iran. According to a report by the Financial Times, the conflict has decimated US ammunition stockpiles to such an extent that the Pentagon is already warning of shortages of certain munitions. To replenish these inventories, the US government is planning a supplemental budget of around USD 50 billion. In this environment, the US defense contractor General Dynamics is helping maintain the operational readiness of NATO partners through production of ammunition, while Rheinmetall, as a European systems provider, is also expanding its capacities. However, the crucial foundation for this production is the critical metal tungsten. The only significant Western supplier, Almonty Industries, therefore plays a key role - potentially opening up unique opportunities for investors.
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