hightech
Commented by Nico Popp on March 20th, 2026 | 08:15 CET
Defense Boom on Shaky Ground: Antimony Resources Reaps the Benefits, Risks at RTX and Olin
The defense industry is celebrating record orders, but supply chains for key raw materials reveal a structural weakness: the current defense boom is thus built on shaky ground. One example is the availability of the semimetal antimony. The US Geological Survey classifies antimony as a critical raw material, as there are no alternatives for its applications in modern defense technology. China controls an estimated 60 to 70% of global primary production and has recently dominated downstream processing through strict export controls on dual-use goods. This geopolitical instrumentalization of the raw material led to a price rally in which, according to media reports, antimony rose from USD 13,500 per ton in April 2024 to nearly USD 60,000 per ton at times. Rising prices are forcing the West to shift its focus to the beginning of the supply chain. Investors should shift their attention from the defense industry's multi-billion-dollar order books to securing raw materials, as the industry's giants depend on the development of secure North American deposits. This is where the still-small but promising company Antimony Resources comes into play.
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Commented by Carsten Mainitz on March 20th, 2026 | 08:10 CET
Quality stocks at bargain prices: Almonty Industries, Rheinmetall and RENK
Rising energy prices and fears of their economic consequences are putting increasing pressure on the global stock markets. What does the future hold amid growing geopolitical tensions and conflicts? While most industries face major challenges, there are clear winners: commodity producers and defense companies. Almonty Industries, in particular, looks extremely attractive during the current correction phase. As the world's leading tungsten producer outside of China, the company carries significant geopolitical importance. A recent major milestone further strengthens its position. Analysts are recommending the stock as a buy.
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Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET
Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus
Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.
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Commented by Fabian Lorenz on March 20th, 2026 | 08:00 CET
The Stock to Watch in the Drone Boom: NEO Battery Materials Expands Production for Military Applications
The opportunities from the drone boom, robotics, and electric mobility - all in a single stock. That sums up the NEO Battery story in one sentence. The high-performance batteries manufactured in South Korea are urgently needed across all these sectors. Supply chains outside of China are becoming increasingly important, especially for drones, and NEO provides them. At the same time, the company outperforms Chinese competitors in terms of performance. Production is ramping up this year, and the company has already secured a plot of land for expansion. The initial focus is on cells for drone applications and collaboration with the South Korean Ministry of Defense. This could open doors within NATO. It can really only be a matter of time before the stock takes off.
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Commented by Fabian Lorenz on March 18th, 2026 | 07:30 CET
The Stock for the Drone Supercycle: Volatus Aerospace with Strong News Flow
Iranian drones continue to keep the Middle East, and thus the global economy, on edge. Neither cities like Dubai nor oil fields in Saudi Arabia nor airports like those in Qatar are safe, despite massive defense budgets. Unmanned aerial vehicles, which can be produced relatively cheaply and are difficult to counter, are becoming a central factor in modern conflicts. Billions must be invested worldwide. Volatus Aerospace has been active in this future market from the very beginning. The Canadian company has established a broad presence in the field of unmanned aerial systems, with solutions for both military and civilian applications. The company has impressed with a veritable barrage of news in recent weeks. The stock likely still has significant upside potential.
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Commented by André Will-Laudien on March 18th, 2026 | 07:20 CET
200% Stock Surge: The Battle for Dominance in Critical Metals with Antimony Resources
It is remarkable how quickly critical metal shortages can translate into stock gains! Antimony Resources (ATMY | CA0369271014) stock soared from EUR 0.33 to EUR 1.00 within three months - a clean triple! The backdrop for this development likely lies in the multitude of geopolitical conflicts, as they require the use of extensive technology and military equipment. Here, the raw material antimony is at the top of procurement lists. In addition to all kinds of defense technology, the metal is also needed in data centers. Server racks contain kilograms of antimony-containing, flame-retardant cable sheathing. The solar industry also uses sodium antimonate, and complex specialty alloys benefit from the material properties of this flame-retardant element. What is next for Antimony Resources?
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Commented by Mario Hose on March 18th, 2026 | 07:00 CET
Tungsten Power from Sangdong: Almonty's Path to Greater Western Independence in Critical Raw Materials
Tungsten is crucial to the security of modern defense systems and the future of high technology. This raw material is a strategic key where China has held almost all the cards until now. But with the commissioning of the legendary Sangdong mine in South Korea, Almonty Industries has now opened a new chapter in industrial history. After more than 30 years of inactivity, ore is once again flowing from one of the richest deposits on Earth. This project means far more than just mining and tungsten extraction. It marks the beginning of independence and the establishment of a strategic alliance with the West. The enormous market potential is prompting analysts to raise their price targets and making Almonty the new lifeline for Western industries. It is the success story of an impressive company that has permanently shifted, and continues to shift, the global balance of power in the raw materials sector.
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Commented by Armin Schulz on March 17th, 2026 | 07:30 CET
80% Margins from SKYDRA: Why Volatus Aerospace Is More Than a Drone Manufacturer
CAD 81.8 billion is a figure that immediately grabs attention. With this amount, the Canadian government has not simply increased its budget, but has laid out a new industrial framework for the country's defense policy. The old rules of procurement no longer apply. In recent years, Canadian defense companies have faced protracted decision-making processes, years-long procurement cycles, and a significant portion of the hoped-for budget flowing overseas. The new Defense Industrial Strategy is no ordinary policy document. It is a clear commitment to a "Build in Canada" philosophy. In the future, 70% of procurement spending is to go to domestic companies. At the same time, unmanned systems and autonomous technologies are officially declared "core sovereign capabilities." This sector, in which Volatus Aerospace is well-positioned, is granted strategic status and will be prioritized in the future.
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Commented by Stefan Feulner on March 17th, 2026 | 07:15 CET
Antimony Resources: Geopolitics Is Driving Antimony Prices
Antimony is increasingly becoming a geopolitically important commodity. China dominates production, and export restrictions have already caused prices to rise sharply. At the same time, demand is growing from the defense, technology, and energy sectors. With the Bald Hill project, Antimony Resources is developing a potentially significant source of antimony for North America. New discoveries and high-grade drill results suggest that the project could have significantly greater potential than previously assumed.
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Commented by Fabian Lorenz on March 17th, 2026 | 07:10 CET
Over 100% in an epic tungsten rally! Revenue and profits are exploding at Almonty Industries!
Is tungsten the new precious metal? In terms of price performance, this critical raw material is easily outshining gold and silver. The price of the metal - coveted by governments, defense contractors, tech companies, and many others - has surged by more than 100% this year alone. Prices have now climbed to over USD 2,200 per MTU, compared to below USD 400 a year ago. The biggest beneficiary of this epic rally is Almonty Industries. The tungsten producer invested early in new mines and is now ramping up production. With the new mine in South Korea, the company will soon be able to cover around 40% of global demand outside of China. The company released an update yesterday, and analysts expect a surge in both revenue and profits.
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