rearmament
Commented by Fabian Lorenz on April 9th, 2026 | 07:40 CEST
Almonty Industries: Poised to Benefit from Tungsten Supply Constraints and Defense Demand
With the ceasefire in the Middle East, a new phase may emerge: increased rearmament. The arsenals in the US, Israel, and the Gulf states have been severely depleted. How quickly the replenishment succeeds is likely to depend heavily on the supply of critical raw materials. And in many cases, China, as a de facto monopolist, holds significant influence. One essential metal is tungsten. It is used not only for ammunition and missiles but also, for example, in the semiconductor industry. In this sector, genuine supply bottlenecks appear to be looming. Major Japanese companies are, in any case, warning of this. Against this backdrop, it is not surprising that the price of tungsten has risen from USD 900 to around USD 3,000 per metric ton unit (MTU) this year alone. Nor is it surprising that Almonty Industries is a real analyst favorite. The tungsten producer is positioned for strong earnings growth.
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Commented by Nico Popp on October 30th, 2025 | 07:05 CET
Volatus Aerospace announces drone innovation, full order books at Rheinmetall and Hensoldt
Western aircraft along NATO's eastern border are repeatedly forced to intercept Russian planes. Drones, too, are repeatedly invading the airspace. Ukraine knows all too well the danger posed by these unmanned aerial vehicles. There, drones are now even hunting civilians. For NATO, this threat means rearmament – not only with heavy equipment and advanced electronics, but also with drones for a wide range of missions. We shed light on this trend and highlight which stocks could be promising.
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