hightech
Commented by Armin Schulz on March 12th, 2026 | 07:20 CET
Antimony Resources: Why a war in Iran could unleash the silent antimony crisis
The first 48 hours of a modern conflict consume billions and reveal a dangerous dependency. When fighting in Iran escalated at the end of February 2026, the Pentagon estimated ammunition costs of USD 5.6 billion for the first two days alone. More than 2,000 precision weapons struck over 5,000 targets. What is missing from this tally, however, is the question of what material the projectiles are made of. Behind every missile fired lies a silent but critical raw material: antimony. The semi-metal hardens lead bullets, ensures precision in primers, and enables thermal imaging technology in guidance systems. And this is exactly where the real problem begins.
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Commented by Stefan Feulner on March 10th, 2026 | 07:35 CET
Almonty Industries, Glencore, Rio Tinto – The battle for critical raw materials intensifies
The global commodities landscape is approaching a turning point. Export restrictions, geopolitical tensions, and surging demand from the defense sector, the energy transition, and high-tech industries are driving up the prices of strategic metals. Particularly critical raw materials are coming under increasing pressure, while important producing countries are tightening control over their supply chains. Analysts are already talking about a structural revaluation of entire raw materials markets. At the same time, selected producers and trading groups are benefiting from rising prices, new projects, and strategic alliances along the supply chains. For investors, this means that companies that secure access to scarce metals and could play a key role in the new raw materials order are coming into focus.
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Commented by André Will-Laudien on March 10th, 2026 | 07:30 CET
Defense, oil, and turbulent times - Silver at USD 150? Investors eye Airbus, Silver Viper, OHB, Rheinmetall, and RENK
The turbulence in the markets is no coincidence. It is not only the extremely aggressive foreign policy of the US President that is pushing other countries into a corner. Direct interventions in foreign state systems are also shifting power balances and global supply chains. China has long since responded to this form of imperialism by terminating international trade agreements for critical metals. With oil prices suddenly surging, new geopolitical issues are naturally coming to the fore, placing both East and West in a difficult position once again. Major oil suppliers in the Middle East are currently unable to meet their production quotas, while Russia remains under sanctions. This leaves the United States and Canada as the primary alternatives - a windfall for producers in those countries, who can now ramp up production at full speed. Silver also appears to have reached a crucial point. The large short positions from January have likely been covered, but industrial demand is now skyrocketing. Investors should therefore take a closer look at promising projects such as Silver Viper, which in the long term could supply customers around the globe.
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Commented by Nico Popp on March 10th, 2026 | 07:05 CET
Running out of ammunition? The key role of Antimony Resources, Rheinmetall, and Boeing
The arms industry is facing a severe test amid the war in the Middle East. The enormous consumption of ammunition is pushing already limited Western production capacities to their limits. While the US has raised its defense spending for 2026 to a record level of USD 901 billion, the intense exchange of fire in the Middle East and the use of modern defense systems are depleting stockpiles at a record pace. In this environment, the critical semi-metal antimony is becoming a focus of national security. The element is irreplaceable as a hardening agent for lead alloys in armor-piercing projectiles and for high-precision infrared sensors. According to the US Geological Survey (USGS), the global supply situation is becoming increasingly tense. This is mainly due to strict export restrictions imposed by China, which dominates global mining with a market share of just under 60% and has long used the metal as a strategic weapon. To guarantee defense capabilities, industry giants such as Rheinmetall and Boeing must ramp up their production. The problem is that raw materials are finite. This is where players such as Antimony Resources come into play, securing the coveted antimony in Canada.
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Commented by Stefan Feulner on March 9th, 2026 | 07:35 CET
Drone boom, defense, and infrastructure – Volatus Aerospace poised for its next growth spurt
The market for drones and autonomous aviation systems is undergoing dynamic expansion worldwide. Applications have long since extended far beyond hobby drones: energy companies monitor pipelines from the air, authorities secure critical infrastructure, and armed forces rely on autonomous systems for reconnaissance or defense. At the same time, a new billion-dollar market is growing: counter-drone technology (C-UAS). Industry analysts expect that the global market for counter-drone technologies alone could reach a volume of over USD 20 billion by the end of the decade.
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Commented by Fabian Lorenz on March 9th, 2026 | 07:15 CET
Insider buying! Positive outlook! RENK, Adidas, Silver North Resources
Are Adidas shares a buy now? The CEO has certainly taken advantage of the recent price decline, purchasing shares after the company extended his contract ahead of schedule. The company is noticeably cautious in its outlook for 2026, despite the upcoming Football World Cup. As a result, analysts are lowering their estimates and price targets. Meanwhile, an interesting buying opportunity currently appears to be emerging at Silver North Resources. The price of silver has stabilized in the range of USD 80 to USD 90 per ounce, more than 100% higher than a year ago, providing an excellent basis for silver producers and explorers. Following strong drilling results last year, the company has set ambitious targets for 2026. RENK also plans to continue growing in the current year. The stock reacted to the figures for 2025 and the outlook with a sharp jump in price. So far, however, the gain has only managed to offset the losses recorded earlier in the week.
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Commented by Fabian Lorenz on March 6th, 2026 | 07:35 CET
900% price increase and only a P/E ratio of 10! Rheinmetall, Hensoldt, and Almonty Industries in focus
Can a stock still be cheap after a 900% increase in 12 months? Looking at the current analyst estimates for Almonty Industries, the answer is "yes." Analysts are therefore raising their price target significantly and recommending the tungsten producer as a "Buy". They expect revenue and profits to explode starting this year. In contrast, investors in Rheinmetall and Hensoldt are slowly losing faith in the supercycle. Both stocks are languishing this year. Even the war in the Middle East is unable to give defense stocks a boost. Yet Rheinmetall has exactly the products in its portfolio that are so urgently needed: relatively inexpensive drone defense systems. The US is slowly running out of expensive interceptor missiles. Hensoldt recently reported a record order backlog, but investors are disappointed with revenue and profit growth. Could a takeover provide new momentum for the stock?
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Commented by Armin Schulz on March 6th, 2026 | 07:30 CET
Billion-Dollar Opportunity from the NDAA: NEO Battery Materials benefits from the US shift away from Chinese supply chains
In the world of battery startups, the path from promising laboratory formula to a delivered product is fraught with pitfalls. Technology promises fizzle out, production ramp-ups stall, and customers walk away. It is a business where confidence can quickly evaporate. This makes the development of a Canadian company based in Toronto over the past few months all the more remarkable. NEO Battery Materials appears to be systematically working through the usual list of pitfalls, gradually turning its research results into tangible substance. Anyone following the latest announcements can see that management is pursuing a clear strategy while steadily reducing the risk for shareholders.
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Commented by André Will-Laudien on March 6th, 2026 | 07:15 CET
The clock strikes 13 – Iran is firing from all barrels! Investors are betting on Antimony Resources
Who would have thought it? US President Donald Trump is tackling the Iran issue together with Israel. It was long clear to experts that the Islamic world would not take kindly to this. Now there is speculation about how much military equipment is available on both sides to bring the supposed enemy to its knees. For investors, as for all bystanders, this is a humanitarian nightmare, yet military strategists think differently. They think in terms of supplies, production, and procurement. That the already scarce resources of recent months are being pushed through the supply chain once again is normal in such an environment. Since Monday, there have been three oil price shocks in a row. In addition to oil, investors should also keep an eye on strategic metals, especially antimony. The Canadian company Antimony Resources has seen a 100% increase since the turn of the year. Is there room for more?
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Commented by Fabian Lorenz on March 5th, 2026 | 09:50 CET
The US with "unlimited" ammunition? Hardly! Antimony Resources is the next critical-metals high-flyer!
Does the US have "unlimited" ammunition? That is what US President Donald Trump and his Defense Secretary Pete Hegseth suggested yesterday. However, they are likely to fail in the face of physical reality. Even if US arms manufacturers could produce ammunition as quickly as it is consumed, they would likely fail due to a lack of raw materials. For example, the supply of antimony is effectively dominated by China and Russia. The US is working intensively to secure its own supply, but this will take time. This is where companies like Antimony Resources come into play. The company is currently developing what is perhaps the most exciting antimony project in North America. It is likely only a matter of time before the stock reaches new highs, as the news flow appears highly promising.
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