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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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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

  • Mining
  • Silver
  • Commodities
  • hightech
  • Defense
  • Oil

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

  • Mining
  • antimony
  • Defense
  • flameretardant
  • hightech
  • aerospace

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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