ironore
Commented by Armin Schulz on June 17th, 2026 | 07:00 CEST
Raw Material Giants and a Hidden Gem: Rio Tinto, Strategic Resources, and BHP Group Are Driving the Steel Market
The decarbonization of steel production is no longer a marginal environmental issue, but rather the central economic survival issue for industry. While the European emissions trading system is steadily increasing the costs of conventional blast furnaces, major buyers in the automotive industry are forcing supply chains to undergo a green transformation. The technology—in the form of hydrogen-based direct reduction—is ready for the market, but the bottleneck is increasingly shifting to raw material deposits. Whoever controls the strategic metal resources needed for this production transition will secure tomorrow's margins. Today, we take a look at Rio Tinto, Strategic Resources, and the BHP Group.
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Commented by Nico Popp on June 16th, 2026 | 07:30 CEST
The Steel Industry in Flux: How Strategic Resources Is Solving the Problems Facing Rio Tinto and thyssenkrupp
High energy costs, a lack of pipelines, and a sluggish hydrogen ramp-up are slowing down the steel industry's "green" transformation. To replace traditional coal-fired blast furnaces with modern direct reduction plants, steel giants need iron ore with a minimum iron content of 67%. Since these high-purity, pelletizable deposits are few and far between, cutthroat competition is breaking out over stable supply chains. Western steel companies must optimize their supply sources to remain competitive. Pressure from regulators and the market is ever-present.
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Commented by Tarik Dede on June 15th, 2026 | 07:35 CEST
Pan American Silver, Strategic Resources, and AngloGold Ashanti: Three Strong Commodity Stocks for Your Portfolio
In the current market environment, with commodity prices correcting, it is worth taking a look at stable, high-growth companies in the sector. Many valuations have also come down due to the war in the Persian Gulf and the debate over interest rate hikes. Nevertheless, most companies are earning handsomely. The first quarter saw record cash flows and profits. In addition, many companies have streamlined their balance sheets in recent years and now have a net cash position. These are the perfect conditions for these stocks to take off again in the next upturn. That is why we are taking a look today at the stocks of Pan American Silver, Strategic Resources, and AngloGold Ashanti.
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