Rheinmetall CEO confirms my reporting. All tungsten stockpiles in Europe, the Mideast, and US are basically empty. Cannibalization of INDOPACOM Arsenal, which began a little bit last week, will begin earnest.
will take years, if ever, to recover. Moscow and Beijing know this.
Jaahas ja nyt myös Canaccord Genuity aloittaa $EQR.AX:n seurannan ja tavoitehinnaksi 0,40 AUD! KyllĂ€ alkaa yhtiö löytĂ€mÀÀn tietÀÀn tutkalleđ maistuu! #tungsten
Everyone is talking about gold, silver and copper - meanwhile the largest bull market is going mostly unnoticed: Tungsten went from $300 to $1000 in 2025. Then from $1000 to $1800 in less than 2 months in 2026 and itâs only the beginning..
Similar, but smaller metal rhodium went from $600 to $29000 in 2017-2021 with 10% deficit.
Tungsten is now in ~30% deficit and it has no substitutes. If the price trend continues, weâll see >20k prices in a year.. New supply takes ages to come online and the supply will meet the demand roughly at 2029.
We are about to find out what happens when truly ubsubstitutable critical metal meets a huge supply crisis.
No large accounts are following this trend - which will inevitably create millionares of these who pay attention.
There are few ways to play this, but Iâm going with the largest western producer EQ Resources which is gonna capture the majority actual cash flow created by this generational bull market.
Just to compare - Almonty will produce around 70â000MTU this year and is worth 5,3billion.
$EQR.AX will produce 300â000-400â000MTU and is worth 1billion.
Fundimentals always catch up: EQR will bypass Almonty this year.
To be honest, when the market catches up to this bull market and tungsten prices go parabolic, any tungsten stock will do multiples from here.
Do your research on the topic and donât miss this generational opportunity!
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Market cap âŹ57 million.
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This is Spain. This is what an invasion looks like. EU politicians want to defend Ukraine's borders but they can't even defend those Europeans. It sounds like a joke but it's not.
@P_Kallioniemi Is it the USAâs job? The war has been going on for years despite all the aid. And apparently, itâs completely fine for you that the war continues and innocent people keep dying! What a great man! Go to the front lines yourself and show your support!