Defense and commodity stocks remain top performers! These should not be missing from any portfolio: Almonty Industries, TKMS, and Salzgitter

Almonty Industries drives tungsten supply outside China as demand rises. Sangdong mine, US expansion and Nasdaq…

Trade war over batteries: China’s export restrictions force the West to act – and position NEO Battery Materials as a potential game changer for AeroVironment and DroneShield

China tightens battery exports as NEO Battery Materials positions silicon anodes for Western drones and defense…
  • Nico Popp
  • 07 January 2026 09:50 (EDT)
  • 6 minute read

Problems at Masan High-Tech Materials, low grades at Xiamen Tungsten: How Almonty is becoming a strategic lifeline for Boeing, Rheinmetall & Co.

China’s tungsten grip tightens as Xiamen boosts margins, Masan hits geological limits, and Almonty emerges as…
  • Nico Popp
  • 06 January 2026 09:59 (EDT)
  • 6 minute read

Short-Term Politics, Long-Term Megatrends: Investing in NEO Battery Materials, RENK, and TKMS for 2026!

NEO Battery benefits from China export curbs with silicon batteries, Fortune 500 orders, and defense ties,…

Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom

Almonty builds a non-Chinese tungsten supply as defense demand rises, while DroneShield and Palantir benefit from…

The new world order after the Venezuela shock: Why Rheinmetall and Bank of America are betting on North America, and Globex Mining is the big winner

Geopolitical shocks shift capital to North America as Almonty and Globex secure critical metals for defense…
  • Nico Popp
  • 06 January 2026 09:48 (EDT)
  • 6 minute read

Battery supply on a knife’s edge – NEO Battery Materials becomes an established industrial partner

NEO Battery Materials boosts range and efficiency with silicon anodes, securing OEM approval and positioning for…

When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit from this in concrete terms?

dynaCERT drives emission reductions with HydraGEN™ technology, while Nel and Siemens Energy benefit from renewed momentum…

Year-end rally ahead! Selected positioning for 2026 in Almonty, DroneShield, thyssenkrupp, and TKMS

Almonty Industries secures USD 130m financing for global tungsten expansion, while DroneShield rebounds on major orders…

Gold rush: After producers Barrick Mining and Equinox Gold, it is now the turn of explorers – why Desert Gold is a takeover candidate

Sector rotation in gold stocks: why smart money is shifting from producers to explorers like Desert…
  • Nico Popp
  • 17 December 2025 09:20 (EDT)
  • 6 minute read

Winners for 2026: RZOLV Technologies, Evotec, Mutares have what it takes – which developments are crucial?

RZOLV Technologies develops a non-toxic gold leaching solution with mass-market potential, while Evotec and Mutares are…