ironore
Commented by Fabian Lorenz on October 9th, 2026 | 10:55 CEST
Steel Is Shining Again! Can thyssenkrupp Gain Another 100%? Will Salzgitter and Strategic Resources Be Next?
A 100% share-price gain in just four months? Few investors would have expected such a performance from thyssenkrupp—but that is exactly what has happened! One reason is the renewed outlook for green steel, a trend Salzgitter is also banking on. The company is pushing ahead with the transformation of its steel production, yet its stock has not taken off—at least not yet. And who else could benefit if steel companies like thyssenkrupp switch their production to more climate-friendly processes? One intriguing candidate is Strategic Resources. The Canadian company aims to supply a key raw material for the green steel industry. With a project in Québec, Strategic Resources could position itself as a supplier to the steel industry of the future. Could its stock be ready to take off, too?
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Commented by Carsten Mainitz on October 7th, 2026 | 08:55 CEST
Pellets, Steel & Wind Power: How Strategic Resources, Salzgitter & Nordex Could Profit from the Billion-Dollar Steel Transformation
Green steel represents a new generation of steel production in which hydrogen and renewable energy replace coal, drastically reducing CO₂ emissions. Behind this green vision lies a market worth billions—though it comes with challenges. Rising CO₂ costs, stricter climate regulations, and the pursuit of resilient supply chains could further accelerate demand for low-carbon steel. However, energy costs, huge investments, and access to high-quality raw materials will ultimately determine who actually benefits from the transformation. Strategic Resources is focusing on high-quality iron ore for modern direct reduction plants. Salzgitter is consistently pursuing the path of transformation. Nordex is benefiting from the expansion of renewable energy and has a record order backlog. Who has the lead?
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Commented by Stefan Feulner on October 5th, 2026 | 07:30 CEST
ArcelorMittal, Strategic Resources, Cleveland-Cliffs – Billions for the Steel of the Future
A new steel industry is emerging in North America. Mesabi Metallics, backed by the Essar Group, plans to invest USD 18 billion in total. Approximately USD 3 billion will go toward an iron ore mine and pellet plant in Minnesota, with another USD 15 billion earmarked for a new steel complex in Iowa. The goal is a fully American supply chain, from ore to finished steel. At the heart of this are high-quality DR pellets, which will be used to produce steel via direct reduction and electric arc furnaces. For developers of such projects, this sends a strong signal, as the transformation of the steel industry begins right at the raw material stage.
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Commented by Armin Schulz on October 1st, 2026 | 07:35 CEST
thyssenkrupp, Strategic Resources, Salzgitter – Steel Stocks That Could Benefit from the Industry's Transformation
Europe's steel industry is currently transforming. Since July 1, the EU has been protecting its steel market with a duty-free quota of 18.345 million metric tonnes and a 50% tariff on all imports exceeding that amount. Starting October 1, importers must also provide proof of where they smelted and cast their steel. This gives manufacturers breathing room to replace blast furnaces with direct reduction plants. However, these plants require high-grade iron ore of the appropriate quality. For those who view steel, raw materials, and restructuring as a unified whole, the new situation could work in their favour. We are therefore taking a closer look at thyssenkrupp, Strategic Resources and Salzgitter.
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Commented by Matthias Schomber on September 30th, 2026 | 07:25 CEST
Expropriation Shock, E-Prescription Boom, Critical Raw Materials: Vonovia, Redcare and Strategic Resources in Focus
While the political upheaval following the Berlin House of Representatives election could destabilize Vonovia in the German capital, the ongoing digitization of the healthcare sector may offer significant advantages for online pharmacy providers. Away from these scenes, a smaller player is emerging in Finland and Canada that aims to help shape this future market for raw materials with "green steel". We start with Redcare Pharmacy, then turn to the beleaguered real estate giant Vonovia, and finally focus on Strategic Resources. Read on to discover the pros and cons of these stocks and whether they might be a good addition to your portfolio.
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Commented by André Will-Laudien on September 29th, 2026 | 07:40 CEST
AI and Crypto Stock Movers with Rare Value: Strategy, Metaplanet, Circle Internet and Strategic Resources in Focus
Power shortages, critical metals and the next technological hurdles - we are currently heading toward a fragile environment marked by high inflation, geopolitical pressure, and rising interest rates. Central banks can hardly stray from their primary mandate of monetary stability, while alternative currencies and payment systems are casting doubt on the fiat world. The sectors mentioned are closely intertwined, as complex AI systems require vast amounts of tamper-proof, transparent data for training and reliable operation. Blockchain technology provides the ideal infrastructure by storing data in a decentralized way, cryptographically securing the origin of information, and effectively preventing manipulation. In addition, the decentralized network enables the sharing of enormous computing capacity, breaking the monopoly of large data centres and democratizing AI development. A solid infrastructure is essential for all the necessary components to work together seamlessly. At the starting point of the production chain, this primarily includes critical metals. Investors must therefore think multidimensionally to give their portfolios both growth potential and security.
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Commented by Carsten Mainitz on September 25th, 2026 | 09:45 CEST
Steel Industry in Transition! Strategic Resources, thyssenkrupp and Salzgitter Offer New Opportunities
Less steel from China, new opportunities for the industry? According to Bloomberg, leading Chinese steelmakers recently called for tighter production restrictions and a reduction in inventory levels. If these calls lead to concrete action, price pressure on the global market could ease. Steel stocks such as thyssenkrupp and Salzgitter have already moved higher. At the same time, the shift to lower-emission steel production is changing the rules of the game and opening up opportunities across the entire value chain. Strategic Resources aims to supply high-quality iron ore pellets for modern steel mills and scale up to an industrial level. Meanwhile, project progress and financing are increasingly coming into focus. What is driving the stock prices?
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Commented by Fabian Lorenz on September 21st, 2026 | 07:35 CEST
SpaceX Needs Raw Materials: MP Materials, Standard Lithium and Strategic Resources Aim to Meet the Demand
SpaceX's appetite for raw materials is enormous. Elon Musk's company requires large quantities of a wide range of strategic materials for rockets, satellites and battery systems. These include rare earths for high-performance magnets, lithium for battery systems, as well as titanium and iron for high-load components and steel structures. SpaceX is just one example of the growing global demand. Companies such as Strategic Resources, MP Materials and Standard Lithium are working to supply the market. They are developing raw material deposits needed for critical applications in the space industry and numerous other key sectors. Strategic Resources focuses on iron, titanium and vanadium; MP Materials on rare earths; and Standard Lithium on lithium. Only one of the three stocks appears to be undervalued.
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Commented by Nico Popp on September 16th, 2026 | 06:45 CEST
Transformation of the Steel Industry: Rio Tinto and Salzgitter Juggle Projects, Strategic Resources Impresses Researchers
No steel, no infrastructure. From massive bridges and sprawling wind farms to the striking skylines of the world’s major cities—steel is used everywhere. Yet this essential building material comes with a heavy environmental footprint. Current developments, as well as studies and research, show that the industry is facing a radical transformation. Traditional coal-fired blast furnaces have had their day. To protect the climate, new technologies are essential. We look at the latest trends and the companies involved, and highlight opportunities for investors.
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Commented by Stefan Feulner on September 15th, 2026 | 07:50 CEST
GE Aerospace, Strategic Resources, BASF: Supply Chains Are Becoming a Billion-Dollar Market
Defence, aviation, energy infrastructure, and high-tech are driving demand for specialty metals and high-performance materials. At the same time, concerns in the West are growing about dependence on a handful of supplier countries for critical raw materials and industrial inputs. As a result, billions are no longer flowing solely into new factories but increasingly into securing entire supply chains. Anyone who owns, processes, or uses raw materials to produce indispensable components is taking centre stage strategically.
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