thyssenkrupp
Commented by Armin Schulz on November 9th, 2026 | 05:38 CET
Deutz, Strategic Resources, thyssenkrupp – Defence and Resource Security: Three Stocks from Powertrains to Raw Materials and Steel
Europe's rearmament is also a question of raw materials. On October 9, the European Commission selected 46 new strategic raw material projects in 16 Member States. In doing so, Brussels aims, among other things, to strengthen the defence industry's supply chains. An armoured vehicle needs a powerful powertrain and plenty of high-strength steel, often alloyed with metals such as vanadium. China and Russia supply most vanadium. If these countries turn off the tap, entire production operations could stall. New sources of raw materials in reliable countries and a strong steel industry in Europe are therefore in demand. We take a look at Deutz, Strategic Resources and thyssenkrupp along this supply chain.
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Commented by Stefan Bode on November 2nd, 2026 | 05:24 CET
Restructuring, energy transition, record profits: What is driving the markets? Deutsche Bank, RE Royalties, thyssenkrupp, tk accelis
A share price slump, long-term revenue participation and a record profit: Three different stock market stories show how challenging it remains to assess opportunities and risks. While a spin-off changes the view of an industrial restructuring, financing renewable energy generates high returns. In the banking sector, by contrast, rising revenues meet higher credit risks. Which developments drive a revaluation, and where do financing risks, operating figures and key share price levels warrant caution?
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Commented by Matthias Schomber on October 22nd, 2026 | 05:21 CEST
thyssenkrupp's Steel Restructuring, AI-Driven Cost Savings at Deutsche Telekom and a Potential Rebound for Almonty
thyssenkrupp is pushing ahead with its long-awaited steel restructuring, while Deutsche Telekom aims to digitise its domestic market through major fibre-optic and automation projects. After decades, Almonty Industries is celebrating the historic resumption of tungsten production, but is currently navigating a challenging consolidation phase that could now give way to a rebound. This report examines the facts, weighs the opportunities and risks, and identifies where attractive entry points may be emerging.
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