My dears,
I have often read here that the use of AI is heavily criticized by some.
For my new approach today, however, I have nevertheless tried to use Mr. Prompt's girlfriend @Raketentoni to help me.
At the end of the day, it is important that we
" successful together ".
And that I was also able to make my work a little easier.
But now we come to the exciting part.
As my friends whose advice I greatly appreciate have already noticed, I've spent the last few days working with raw materials, and with tungsten in particular.
I have already reported on titanium.
The biggest player in tungsten outside China is Almonthy $AII (+2,72 %) and the participation of $DR0 (-8,42 %) Deutsch. Rohstoff's stake in Almonty.
It should be well known that the Western world wants and needs to become independent of China. That's why I won't write much more about this.
But it does explain the big RUN on Almonty shares.
Performance:
1 year +831.34%
3 years + 2,468.17%
As demand for tungsten remains high and continues to rise despite China's default, I still see potential in Almonthy $AII (+2,72 %) potential.
But the share is already a hot potato.
Feel free to share your opinions in the comments.
But now I've spent a little time with Wolfram today.
🔥 Central properties of tungsten
🧱 Physical properties
- Highest melting point of all metals3,422 °C → ideal for rocket engines, hypersonic missiles and heat shields.
- Very high densitysimilar to gold → perfect for armor-piercing ammunition and radiation protection.
- Extreme hardness → Used in tools, drills, armor and industrial equipment.
- High tensile strength at high temperatures → Remains stable where other metals have long since failed.
Electrical & thermal properties
- Very good thermal conductivity → Important for electronics, semiconductors, lasers, high-performance lights.
- Good electrical conductivity → Used in electrodes, contacts, special components.
🛡️ Chemical properties
- Corrosion resistant
- Low thermal expansion → Ideal for precision components in extreme environments.
🚀 Why tungsten is considered a "super material"
The article describes that rockets, hypersonic weapons and space travel need more and more tungsten because it can withstand extreme temperatures and atomic oxygen in space. This makes it a strategic raw material for:
- SpaceX rockets
- Hypersonic weapons
- satellites
- Defense systems (e.g. Rheinmetall)
- High-temperature engines
While researching tungsten, I came across a new super material material.
So I dived even deeper into the engine room for you and looked for tungsten alternatives. And for raw materials with similar properties to tungsten.
And looked at what other raw materials are used in the defense and aerospace industry.
🧪 Which materials could realistically be considered?
Heat resistance, lightness and use in hypersonic and space projects points to a very small group of materials:
Most likely candidates
Niobium
- Very heat resistant
- Lightweight
- Used in rocket engines, turbines and superalloys
Tantalum
- Extremely temperature resistant
- Corrosion resistant
- Use in aerospace and defense
Molybdenum
- High melting points
- Component of many superalloys
High-performance ceramic composites (CMC)
- Ultralight
- Heat-resistant up to > 2,000 °C
- Increasingly used in hypersonic missiles and space travel
Less likely, but possible
- Titanium aluminides (light + heat resistant)
- Rhenium alloys (extremely temperature-resistant, but very expensive)
🎯 Most likely material (synthesis)
The description fits best to niobium:
- Combination of lightness + temperature resistance
- Use in hypersonic superalloys
- Use in rockets, turbines, space travel
- Defense demand (Rheinmetall reference fits)
- Material content in jets (NGAD reference matches niobium alloys)
👉 My best guess: The super material is niobium.
My dears, how many of you have heard of niobium or know the material?
🚀
Dear all, after a lot of research I have found an alternative to tungsten that is already being used in industry.
But now comes the more interesting part for us as investors.
Who are the producers of the super material niobium.
📈 Which shares are realistic candidates?
🔥 A) Producers of niobium
CBMM (Companhia Brasileira de Metalurgia e Mineração)
- World market leader (70-80% market share)
- Not listed on the stock exchange
NioCorp Developments (USA/Canada)
- Elk Creek niobium project
- Listed (small cap)
- Classic "insider tip" character
Magris Resources (Niobec Mine)
- Also not listed on the stock exchange
👉 NioCorp is the only listed pure niobium play.
This fits perfectly with NioCorp Developments:
- Only listed niobium pure play
- Been in development for years, hence "lying at the bottom"
- Often mentioned as a strategic metal project for defense/space
- Could benefit greatly if niobium demand increases
👉 Most likely stock: NioCorp Developments (NB / NIOBF) $NB (+0,24 %)
After further searching I also found
- Taseko Mines $TKO (-0,8 %) found
My dears, you might also find this interesting.
Which companies use NIOB and is it strategically important?
Companies that use niobium mainly come from three sectors: Aerospace, hypersonic/defense and high-tech industry. The technical properties of niobium - extreme heat resistance, high strength and good workability - make it indispensable there. The following sections show you who uses niobium, for what and why it is strategically important.
🚀 Aerospace
Niobium is used in engines, rockets and hypersonic vehicles because it can withstand temperatures above 2,400 °C while remaining relatively light. The sources show that niobium has been used since the Gemini and Apollo programs programs .
Typical users:
- NASA - historical and modern rocket programs
- SpaceX - Heat shields, engine components
- Blue Origin - High temperature components
- Aerojet Rocketdyne - Rocket engines
- GE Aerospace - Superalloys for turbines
- saffron - High temperature parts in aircraft engines
🛡️ Defense & Hypersonic
Niobium is essential for hypersonic weapons and modern defense systems because it can withstand extreme thermal loads. The sources show that niobium used for critical defense applications applications and that the US government is actively investing in niobium productionto secure the supply.
Typical users:
- US Department of Defense (DoD) - Hypersonic programs, materials research
- Lockheed Martin - Hypersonic missiles, NGAD program
- Raytheon/RTX - Hypersonic and missile components
- Northrop Grumman - Space and defense systems
- Rheinmetall - High-temperature and armor applications (indirectly via suppliers)
- Elmet Technologies - Supplies defense groups with niobium products
🧪 High-tech industry & energy
In addition to defense and aerospace, niobium is also used in electronics, energy storage and special alloys.
Typical users:
- Intel, Samsung, TSMC - Niobium in thin-film and semiconductor processes
- Siemens Energy, GE Power - Turbine materials
- Additive manufacturing companies - Niobium powder for 3D printing (e.g. GAM, which produces niobium powder)
- Automotive industry - Niobium steels for lighter, stronger car bodies
🏭 Who produces niobium?
Important to understand the value chain:
- CBMM (Brazil) - World market leader (private)
- China Molybdenum (CMOC) - Large producer of niobium and molybdenum
- NioCorp Developments - only listed pure niobium project
- Global Advanced Metals (GAM) - Niobium oxides and powder, DoD partner
🔍 Why niobium is becoming strategic right now
The US government is actively investing in the restoration of domestic niobium productionto reduce dependence on imports. The DoD has allocated 26.4 million USD to establish the production of high-purity niobium in the USA.
This shows that Niobium is a strategic metal for hypersonics, defense and space - and demand is growing.
My dears,
Finally, I would be very interested to know.
What do you think of my approach?
Should I introduce you to the two niobium players I found?
@Get_Rich_or_Die_Tryin
@Multibagger
@Klein-Anleger and all the rest of you dear ones.
