geopolitics
Commented by Lars Winter on September 18th, 2026 | 07:50 CEST
The New Power in the Skies: Volatus Aerospace, Airbus and OHB in a Stock Analysis
The war in Ukraine has shown just how fundamentally drones, satellites and autonomous systems are transforming modern warfare. At the same time, Europe and Canada are seeking to reduce their dependence on the US and China for security-critical technologies. It is not just established aerospace companies that stand to benefit from this trend. Volatus Aerospace, a small Canadian provider, is also positioning itself in this future-oriented market. Add to that Airbus, the European heavyweight, and OHB, a speculative bet on Europe's sovereignty in space. We take a closer look at these three aerospace specialists in our stock analysis.
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Commented by Armin Schulz on September 16th, 2026 | 07:05 CEST
DroneShield, Volatus Aerospace, Kratos Defense: Those Protecting the Airspace Are Reaping the Benefits of the New Budgets
A single drone can bring an airport to a standstill. The failed drone attack on Leipzig/Halle Airport in August 2026 sent shockwaves through Berlin, Brussels and Washington. The incident has jolted policymakers into action. The German government is preparing a package of measures against sabotage, and between January and September 2026, contracts for drone defense totaling more than USD 53 billion were publicly announced worldwide. What was niche technology yesterday is now moving squarely into defense budgets. We therefore take a look at three companies that detect and defend against drones and protect mobile targets: DroneShield, Volatus Aerospace and Kratos Defense.
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Commented by André Will-Laudien on September 15th, 2026 | 10:25 CEST
Defence Stocks Ride the NATO Wave: Boeing, Volatus, Dassault, RTX and DroneShield in Focus
Since Russia's initial actions in Central Europe, the European Union has faced a massive wave of rearmament driven by new NATO requirements, giving the defence industry a significant boost. EU Defence Commissioner Andrius Kubilius called for an unprecedented expansion of European capabilities in Brussels to match Russia's enormous production capacity. To achieve this goal, the EU is aiming to produce up to 10 million state-of-the-art FPV drones and 130,000 jet-powered drones annually. In addition, the defence industry is expected to roll out about 1,700 ballistic missiles per year. Industry giants such as Boeing and Dassault are likely to benefit significantly from this massive technological rearmament initiative. At the same time, specialized drone pioneers like Volatus and DroneShield are stepping into the spotlight as demand for unmanned systems and their countermeasures rises dramatically. A newly formed drone alliance between the EU and Ukraine is now set to accelerate the development of these next-generation systems massively. Which stocks could see the biggest gains?
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Commented by Matthias Schomber on September 15th, 2026 | 07:45 CEST
Megatrends and Future Market Stocks For The Portfolio: Can BASF, Porsche and HPQ Silicon Deliver the Breakthrough?
Today, we take a closer look at three companies at pivotal decision points. First, we examine the chemical heavyweight BASF. The Ludwigshafen-based company is currently fighting tooth and nail for a global turnaround and surprising the markets with innovative new technologies. The technical level of EUR 55 is crucial here. Next, we turn our attention to the immense structural challenges facing Porsche AG and ask whether the automaker will succeed in making a breakthrough following Volkswagen's radical restructuring—or not. Last but not least, we focus on an exciting technology developer from North America: HPQ Silicon. With new milestones in the battery and drone industries, the company could soon attract more attention. The stock is currently trading at a level that would have been unthinkable just months ago. Read on to discover the opportunities these three stocks offer.
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Commented by André Will-Laudien on September 15th, 2026 | 07:25 CEST
Tungsten: The Showstopper in Fragile Supply Chains? Rheinmetall, Almonty Industries and Airbus in Focus
The Middle East conflict is entering a new phase. Meanwhile, surging oil prices are putting the global economy under significant pressure and bringing strategic industries such as defense and aerospace into the spotlight. Rheinmetall and Airbus are not only grappling with geopolitical risks but also striving to maintain stable supply chains for urgently needed critical metals. In addition to copper, tungsten is gaining particular importance. This extremely hard, heat-resistant metal is indispensable for wear-resistant tools, special alloys, and numerous applications in the defence and aerospace industries. While ongoing tensions continue to drive up commodity prices, investors should look beyond the oil market to the key metals that will secure Europe's industrial future. Our focus is therefore on tungsten supplier Almonty, which is stepping up its game with new sourcing routes in Africa. A clear list of priorities makes sense!
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Commented by Jens Castner on September 14th, 2026 | 08:30 CEST
A Breakout That Was Predicted: How AI Is Leading Volatus Aerospace, SoftBank, and SAP Out of Their Downward Trends
Three broken downward trends, one common catalyst: artificial intelligence. For Volatus Aerospace, SoftBank, and SAP, the chart picture looks completely different from what it did just a few weeks ago—and in all three cases, there is a strong fundamental story behind it. The Canadian drone specialist is securing major new contracts from the defence sector, the Japanese investment holding company is benefiting from the upcoming Anthropic IPO, and the German software giant is proving with strong cloud figures that it should be counted among the AI winners rather than its victims. Three completely different business models, three trend reversals—and the question of how much potential these stocks still hold.
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Commented by Stefan Feulner on September 14th, 2026 | 08:25 CEST
Eldorado Gold, Globex Mining, USA Rare Earth – The West's Independence Is Growing
Gold is in a long-term uptrend; copper is becoming increasingly important as power grids, data centres, and AI infrastructure expand; and the West is trying to reduce its dependence on China for rare earths. At the same time, supply security and geopolitical risks are coming into sharper focus. This is fundamentally changing how mineral deposits are valued. What matters most is no longer just what is being mined today, but who has access to large resources, who can develop new deposits, and who can control the supply chains that will become indispensable for future energy, digitalization, and industry.
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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 Fabian Lorenz on September 14th, 2026 | 08:00 CEST
Oil Price Shock! New Tailwind for Hydrogen Stocks! Buy thyssenkrupp nucera, Nel ASA, or dynaCERT Now?
While the world appears to be gradually coming to terms with the problems in the Strait of Hormuz, recent developments in Yemen could bring the next shock to the oil market. The Houthi rebels, allied with Iran, have expanded their position at the strategically important Bab al-Mandab and now control, among other areas, the island of Perim/Mayun at the entrance to the Red Sea. This increases the risk to another major shipping route. Saudi Arabia has already shut down a pipeline. One potential beneficiary of current developments in the oil market is dynaCERT, with its technology to reduce fuel consumption and emissions. Against this backdrop, the company's participation in IAA TRANSPORTATION 2026, which begins tomorrow, could hardly come at a better time. Analysts are recommending the stock as a "Buy", and the investment case is taking shape. Hydrogen stocks are also back in the spotlight. Analysts also recommend buying thyssenkrupp nucera.
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Commented by Nico Popp on September 11th, 2026 | 08:10 CEST
The Anode Is the Key: How Ferroglobe, Wacker Chemie and HPQ Silicon Aim to Break China's Market Dominance
Anyone getting into an electric vehicle today takes a range of several hundred kilometres and fast charging on the highway for granted. Yet while EVs may be relatively straightforward to use today, their supply chains have weak points. While Western buyers focused for years on cathode metals such as lithium and cobalt, Beijing has secured almost complete control over the anode. Without graphite from the Far East, nearly every Western battery factory would currently be at a standstill. The International Energy Agency (IEA) puts China's share of global anode material production capacity at 97%. For the West, the way forward lies in innovative materials such as silicon and its smart application. We take a closer look at innovative business models.
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