raw materials
Commented by Fabian Lorenz on November 12th, 2026 | 05:45 CET
Tanks, drones, cars: The next generation of batteries is coming and Renk, BMW and HPQ Silicon are getting involved!
Created and published on behalf of HPQ Silicon
Whether for tanks, drones or cars, the next generation of batteries is waiting in the wings. At BMW, technological progress is already clearly evident. Demand for the “Neue Klasse” is so high that the carmaker wants to phase out models with older battery technology earlier. High-performance energy storage systems are also becoming increasingly important in the defence industry. Renk is increasingly relying on hybrid technology in the development of new tank powertrains. HPQ Silicon could benefit from this trend. The Canadian company is working on higher-performance battery materials and is making progress towards commercialisation. Government funding worth millions and initial orders in the drone sector are providing additional upside potential for HPQ shares.
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Commented by Carsten Mainitz on November 11th, 2026 | 05:33 CET
Boom with a Few Hurdles? Almonty, Rheinmetall and Renk Put to the Test! Is Now the Time to Buy?
Commodities, defence, returns. This formula for success has developed cracks. Following the recent sharp share price pullbacks, the crucial question is whether these are now buying opportunities or warning signals? With tungsten, Almonty is focusing on a strategic raw material with growing demand and considerable geopolitical significance. With the ramp-up of the South Korean Sangdong mine, Almonty is on the verge of a strong growth spurt. High prices, long-term offtake agreements and a further expansion phase also strengthen the sales outlook. Business at specialist Renk is running at full tilt. Following another forecast cut, Rheinmetall must offer investors a more reliable outlook. Where are the most attractive opportunities now?
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Commented by Armin Schulz on November 10th, 2026 | 05:21 CET
Antimony Resources – 21.45% antimony over 1.10 m and CAD 8.0 million in fresh capital for Bald Hill
Prepared and published on behalf of Antimony Resources Corp.
On November 27, China's suspension of the ban on antimony exports to the USA expires. The metal is used in ammunition and flame retardants, and according to the US Geological Survey (USGS), the US met 91% of its consumption through imports in 2025. The licensing requirement for exports from China remains in force independently of this. If China turns off the tap again, every tonne outside the country could become more sought-after. Anyone looking to reduce this dependence needs an alternative in North America. That alternative is Antimony Resources. We take a closer look at the company.
Commented by Lars Winter on November 9th, 2026 | 05:30 CET
Good News for Rising Share Prices: Almonty Supplies Tungsten Worldwide, Novo Nordisk Raises Guidance, Apple Heads into Christmas with Record Results
The Sangdong mine in South Korea is producing tungsten again after more than 30 years. For raw materials specialist Almonty, this marks the start of the phase in which a strategically important deposit is set to become a reliable profit generator. This gives the share significant upside potential. At Novo Nordisk, the new Wegovy weight-loss pill is boosting business, and Apple is heading into the Christmas trading season with a record quarter. The good news should soon lead to rising share prices too. In our stock review, we examine the opportunities and the risks and take a closer look at three promising stocks.
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Commented by Fabian Lorenz on November 9th, 2026 | 05:23 CET
Buy Nordex and TKMS? What is going on between Siemens and Rock Tech Lithium?
Is Rock Tech Lithium's share price poised for a comeback? The company could benefit from closer raw materials ties between Europe and Canada. It is pushing ahead with its projects in Canada, but what exactly is happening with Siemens? Cooperation with the German group recently took a more concrete shape. While TKMS continues to await the multibillion-euro submarine order from India, the naval specialist has announced a new partnership in the country. On the stock market, however, the news went largely unnoticed. In the wake of the Rheinmetall debacle, TKMS shares lost more than 10% of their value last week. Analysts see 10% upside potential in Nordex shares. Despite strong quarterly figures and a high order backlog, they remain rather cautious. Why?
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Commented by Fabian Lorenz on November 6th, 2026 | 05:31 CET
BASF Keeps Up the Pressure on Evonik! Novo Nordisk Makes a Comeback! Is Strategic Resources Next?
A 25% share price gain and a year-high for BASF shares. The increase in the purchase price for Evonik cannot dampen investors' buying appetite. While the Ludwigshafen-based company is not letting up on Evonik, it is divesting parts of the group. Strategic Resources shares are a candidate for a comeback. To reduce CO₂ emissions, the steel industry is turning to electric arc furnaces. This threatens to cause shortages of high-quality iron ore pellets. Strategic Resources plans to supply these in the future. The shares have recently fallen sharply and offer an enticing entry point. At Novo Nordisk, the comeback is already under way. After a challenging year with profit warnings and a massive share price slump, there is finally positive news again. For a change, the full-year guidance was raised, not lowered. What do analysts say?
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Commented by Stefan Feulner on November 4th, 2026 | 05:40 CET
Saab, Almonty Industries and Thales: The starting gun has been fired
Europe is rearming, and the US is investing billions in new weapons systems. Yet the growing demand for military equipment exposes a vulnerability: the West remains heavily dependent on China for strategic metals such as tungsten. The metal is needed for cemented carbides, special alloys and certain armaments, among other things. While European defence groups develop new technologies and secure major orders, an alternative source of raw materials is emerging in South Korea. For investors, this brings into focus not only manufacturers of modern weapons systems but also their industrial supply chains.
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Commented by Jens Castner on November 2nd, 2026 | 05:41 CET
Apple and Ferrari face their moment of truth – Almonty is already delivering
For two of the world's most valuable brands, the moment of truth comes this week. On Monday evening, Apple will report its results, for the first time under its new CEO John Ternus. Ferrari follows a day later. After the sharp falls in Alphabet and Amazon shares, nervousness on Wall Street is high. P/E ratios above 30 leave no room for disappointment. The situation at Almonty Industries is quite different. The tungsten producer's shares have more than halved since September, even though the news could hardly be better. The first commercial shipment from the Sangdong mine in South Korea has been dispatched, and exports are also underway in Rwanda. With a P/E ratio of 6.5, the shares cost only a fraction of those of Apple and Ferrari.
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:21 CET
NSJ Antimony, Rheinmetall, Infineon: Whoever controls the bottlenecks will be among the winners!
Created and published on behalf of NSJ Antimony Corp.
Modern armed forces need ammunition; data centres need a high-performance power supply. Across industries, reliable industrial supply chains are becoming increasingly important. This puts companies that develop critical raw materials or build important production capacity in the spotlight. Equipped with fresh capital, NSJ Antimony is advancing its antimony project in Canada. The critical metal is indispensable for flame retardants, the defence industry, ammunition, electronics and certain energy storage systems, among other things. Defence giant Rheinmetall is due to release important news this month, including quarterly figures and an updated medium-term forecast. The semiconductor manufacturer is investing heavily in capacity to power the AI era. Which share is ahead?
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Commented by Armin Schulz on October 30th, 2026 | 05:42 CET
BYD, Globex Mining, Rio Tinto – Humanoid Robots Set to Fuel Demand for Raw Materials
A humanoid robot consists of more than just software. This is illustrated by a design patent the Chinese patent office published on October 9 for a BYD robot. Two arms, two legs and movable fingers need motors, batteries and cables, which means plenty of metal. If the automaker moves into series production, it could further boost demand for metals such as copper and lithium. The Chinese group is not alone in this, as Tesla, Hyundai, Xiaomi and others are also working on it. This development also benefits raw materials companies, from mining groups to royalty companies with broad portfolios. Today we take a closer look at BYD, Globex Mining and Rio Tinto.
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