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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

  • Mining
  • Tungsten
  • Defense
  • hightech
  • CriticalMetals

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

  • Drones
  • Defense
  • hightech
  • geopolitics
  • aerospace

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

  • Mining
  • antimony
  • Defense
  • hightech
  • geopolitics
  • CriticalMetals

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!

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics

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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Commented by Mario Hose on March 17th, 2026 | 07:05 CET

Security, Defense, and Power: How Rheinmetall, DroneShield, and NEO Battery Materials Are Revolutionizing Defense Logistics

  • Batteries
  • BatteryMetals
  • Defense
  • Drones
  • hightech
  • geopolitics

The geopolitical tensions of recent years have brought a fundamental truth to light. Security is not just a matter of tanks and soldiers, but increasingly a race for technological superiority. While established, large companies like Rheinmetall are securing record orders and DroneShield is trying to secure the skies above our heads, a third player is quietly moving into the center of power: NEO Battery Materials. Today, it is no longer just about who builds the best drone, but also about who keeps it in the air the longest and most efficiently. In a world where conflicts like those in Iran or Ukraine are decided by autonomous systems, traditional armaments and state-of-the-art battery technology are merging into a single entity. We take a look behind the scenes of an industry that offers completely new opportunities for investors right now.

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Commented by Armin Schulz on March 13th, 2026 | 08:40 CET

Almonty Industries: Analyst price targets continue to rise - Now as high as USD 25.80. What is behind the new targets

  • Mining
  • Tungsten
  • Defense
  • armaments
  • hightech
  • geopolitics

It does not happen often that a commodity market that has remained stable for decades suddenly becomes fundamentally disrupted. Yet that is exactly what we are currently witnessing in the tungsten right now. China is curbing exports, the US Department of Defense is banning Chinese tungsten starting in 2027, and prices are surging to historic highs. Amid this perfect storm stands a company that has quietly and persistently been building a Western alternative for years: Almonty Industries. While the world searches for solutions, the Canadian producer has just started operations at its Sangdong mine in South Korea - at precisely the right time and in exactly the right place.

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Commented by Stefan Feulner on March 13th, 2026 | 07:25 CET

DroneShield, NEO Battery, and BYD: Innovations in a billion-dollar market

  • Batteries
  • BatteryMetals
  • hightech
  • Defense
  • Electromobility
  • Drones

Drones are rapidly changing modern warfare. Today, inexpensive aircraft can threaten even expensive military technology, pushing traditional defense systems to their limits. At the same time, the demand for powerful batteries is increasing, as range and operating time could become decisive factors. AI-supported drone defense, high-performance batteries, and new battery technologies are thus at the center of a billion-dollar innovation race.

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Commented by Fabian Lorenz on March 13th, 2026 | 07:00 CET

USD 5.6 billion in just a few days! Antimony, a key ammunition raw material, surges! Antimony Resources stock takes off!

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech

The war against Iran is increasingly turning into a costly war of attrition for the US. The Trump administration was apparently convinced that massive military pressure would quickly cause the regime in Tehran to collapse. Instead, the conflict is dragging on, the enemy is proving more resilient than expected, and the US war objectives remain unclear. The bill is rising day by day. According to Reuters, expenditures for deployed ammunition alone in the first two days of the war totaled USD 5.6 billion. Against this backdrop, a scale of around USD 1 billion per day now almost seems reasonable. One thing is clear: ammunition is urgently needed. This makes critical raw materials even more critical. For investors, this presents opportunities.

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Commented by Armin Schulz on March 12th, 2026 | 07:20 CET

Antimony Resources: Why a war in Iran could unleash the silent antimony crisis

  • Mining
  • antimony
  • Defense
  • hightech
  • geopolitics

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

  • Mining
  • Tungsten
  • CriticalMetals
  • Commodities
  • Defense
  • hightech

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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