Good time for out-checking my critical metals alpha strategy 💰

summarized what i could:

Defense Industry Faces Price Pressures on Rare Metals

The defense sector is experiencing price increases for critical rare metals like tungsten and germanium, which are essential components in modern military equipment. Norwegian company Kongsberg has been preparing for this market shift.

Key Points:

  • Tungsten and germanium are vital for military technology
  • Price volatility is affecting the defense industry
  • Kongsberg has positioned itself proactively

Why It Matters: Supply chain resilience for rare metals is crucial for defense capabilities and national security.

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cant read it all, its paywalled.

dont need to read though, we was early on this one. 

  
source/e24.no


screenshot from my awesome guide:



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