Deutsche Rohstoff AG: management transactions · Germany · BaFin

About Deutsche Rohstoff AG

Deutsche Rohstoff AG is a German listed resources company traded on Xetra/Frankfurt (DAX/MDAX/SDAX), in Germany. Its core business is the production of crude oil and natural gas in the United States, complemented by investments in strategic metals and battery metals. The group is structured as an operating holding company: the parent entity manages subsidiaries, initiates new projects, and allocates capital across the portfolio, while local experienced teams handle day-to-day operations. Its headquarters are in Mannheim, which gives the company a German corporate base but a predominantly North American asset footprint. Founded in 2006, Deutsche Rohstoff has built an upstream oil-and-gas platform centered on U.S. basins, especially Colorado and Wyoming. The company states it has been active in the United States through its subsidiaries since 2011 and reached production above 13,500 barrels of oil equivalent per day in 2025. The group operates and holds interests in more than 200 wells in the U.S., using a mix of operated and non-operated assets. This model provides scale, operational optionality, and a degree of diversification across projects and counterparties, while preserving direct leverage to commodity prices. In energy, its main business lines include drilling, production, reserve management, and the development of associated infrastructure, notably in the Powder River Basin and the Denver-Julesburg Basin. The company also makes regular use of price hedges on expected output, which is an important tool for mitigating oil and gas price volatility. Beyond hydrocarbons, Deutsche Rohstoff holds majority and minority stakes in companies active in the extraction, processing, and exploration of metals. A notable investment is its exposure to tungsten through Almonty Industries, which the group describes as one of the world’s largest tungsten producers. Its competitive position is unusual: a German issuer listed in Frankfurt, but with cash flows largely generated in the U.S. and backed by tangible resource assets. The company combines organic production growth, minority investments, and portfolio management, which creates a differentiated capital-allocation story for equity investors. Recent highlights include continued production growth, confirmation of 2025 guidance, the announcement of a new share buyback program in April 2026, and a reduction in lithium exposure following the sale of the Prime Lithium AG stake. For investors, Deutsche Rohstoff should be viewed as a resource company with a hybrid profile: energy production at its core, metals optionality, and significant sensitivity to U.S. commodity prices, the USD/EUR exchange rate, and drilling execution.