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Trade war over batteries: China's export restrictions force the West to act – and position NEO Batte

The geopolitical map of the technology sector is currently being redrawn. After China drastically tightened export controls in recent weeks on critical drone components and high-performance batteries, Western defense companies are increasingly facing supply chain risks. I...
Nico Popp | 13 days ago |

HYDROGEN STOCK with 10x POTENTIAL! Nel ASA, thyssenkrupp and dynaCERT are starting the new year in d

Hydrogen stocks have had a challenging year. However, analysts see the potential for 10x growth in the new year, specifically, for the cleantech company dynaCERT. Operational tailwinds are coming from market entry in Mexico and sales successes in Europe. Successes in Asia...
Fabian Lorenz | January 6, 2026 |

Take advantage of the price dip among industry leaders from the US and Germany: Almonty Industries,

The recent price corrections among leading companies in the key sectors of critical raw materials and defense technology now present a strategic entry point. This setback offers investors the opportunity to participate in established and ongoing megatrends without missing...
Armin Schulz | December 22, 2025 |

When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit fr

The hydrogen sector will enter a new phase in 2026. Investors can still position themselves early on. The framework conditions in Europe have improved significantly thanks to a matchmaking portal for hydrogen projects and subsidies. The US is attracting investors with tax...
Carsten Mainitz | December 18, 2025 |

Silver soon at USD 100 – has the defense rally now stalled? Silver North, Rheinmetall, and DroneShie

Unbelievable – who would have thought it? Last week, silver reached the USD 64 per ounce level for the first time, reflecting a pronounced imbalance between supply and demand. In contrast to the bubble surrounding the Hunt brothers, who effectively bought up the silver ma...
André Will-Laudien | December 15, 2025 |

Successful Air Business, Birchtech, to Lay Foundation for Commercial Water Treatment Expansion

In this episode of The Capital Compass, Ricki Lee sits down with Birchtech Corp. (TSX:BCHT; OTC:BCHT) , an environmental technology company best known for its long-running air purification business that removes mercury from power plant emissions. With the company n...
Ricki Lee | December 12, 2025 |

Even in times of peace, these defense stocks have a future: NEO Battery Materials, Hensoldt, DroneSh

There is a lot at stake for Ukraine these days: Will there be a dictated peace, will the war continue, or is a long-term viable solution in sight after all? Some defense stocks have fallen in recent weeks. However, regardless of the current peace negotiations, it looks as...
Nico Popp | December 8, 2025 |

Take advantage of the panic: Why buy Rheinmetall, Almonty Industries and DroneShield now?

A sharp drop in share prices is shaking the defense industry. Triggered by short-term hopes for peace, the markets are ignoring the unchanged robust fundamentals: bulging order books and rising global defense budgets. This discrepancy opens up strategic entry opportunitie...
Armin Schulz | December 4, 2025 |

Enphase, dynaCERT, Fluence Energy – Now it is getting interesting

At the start of the last trading month of 2025, global stock markets are faltering once again. There is nervousness and fear of a major correction. AI-related stocks in particular are currently on the selling lists of major investors due to their sometimes horrendous valu...
Stefan Feulner | December 2, 2025 |

Benefit from the megatrends of electrification, AI, and security with BYD, NEO Battery Materials, an

The next technological revolution is unfolding not only on the roads, but also in the air and in data centers. Outstanding high-performance batteries that offer more energy, faster charging times, and maximum safety are driving this development far beyond the automotive i...
Armin Schulz | December 2, 2025 |
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