aluditu

[Steve Hanke @steve_hanke]

China dominates in the three Ms: Mining, Metallurgy, and Material Science.

Just 16 days of the Iran war left coalition forces needing about 4,000 KG of tungsten to replenish gun ammunition.

Yet US mines produced ZERO tungsten in 2025, while China accounted for ~79% of global production.

CHINA = DOMINATES KEY US DEFENSE MINERALS = BIG WINNER.

[EQ Resources Limited @EQResourcesASX]

🟢 GOT #TUNGSTEN ? WE DO!

And we brought the proof to #IMARC2026!

EQR produces tungsten in Australia and Spain.

Come see us at Stand MH233 and grab your own piece of tungsten-bearing ore, straight from our Mt Carbine mine in Queensland.

Real ore. Real production.

$EQRASX $EQR.AX #GotTungsten #CriticalMinerals

[EQ Resources Limited @EQResourcesASX]

Now drilling at Wolfram Camp!

First hole underway as part of a bigger picture.
With the A$39 million Mt Carbine Expansion Project underway, designed to double crushing capacity from ~1Mtpa to ~2Mtpa, we're also looking at the longer-term potential of the surrounding tungsten district.

Wolfram Camp is part of that plan — exploring opportunities that could feed into Mt Carbine as a central processing hub, helping EQR build a stronger, more connected Western tungsten supply platform.

Well done Team!

More from Wolfram Camp as drilling progresses.
$EQRASX $EQR.AX #WolframCamp #Tungsten #CriticalMinerals #Exploration #MiningNews

[Teo @Teo_Sinamin]

Germany is the first country to receive first lot of APT export in 2H27 from China totalling 20 tonnes.

Average price of RMB1.97m/tonne, or US3,340/mtu.

The ex-China APT premium is wild.

[EQ Resources Limited @EQResourcesASX]

What’s new at Mt Carbine?

It’s been a busy period on site, with many practical improvements as EQR continues to strengthen its operating platform in FNQ, while shipments continue to go out.

Recent progress includes:
- Continued work on the Mt Carbine Expansion Project, still on track.
- Assembly of the new containerised TOMRA ore sorter.
- Delivery of a new portable wet screen for current operations.
- More equipment arriving through October to help improve flexibility, productivity and reduce downtime.

The Mt Carbine team is working at pace to bring new equipment and site improvements online, with plenty more to come.

We’ll be sharing more photos and detail as the work progresses.
📽️ A webinar will follow the release of the Sept Quarterly Activities Report.

$EQRASX $EQR.AX #EQResources #MtCarbine #Tungsten #CriticalMinerals #QueenslandMining #MiningNews #OperationalUpdate

[Juan Carlos Zuleta @jczuleta]

Breaking News: The Chinese #lithium carbonate spot price rebounded today (09/17/26 Chinese Calendar) to $19,813.76/mt (+0.76%). Meanwhile, the most-traded Li2CO3 futures contract—currently trading in backwardation relative to spot—is rallying sharply, up 3.8% following a strong last-minute surge. Stay tuned for more information in my Lithium Price Mini-Dashboard.

[Bloomberg @business]

The Pentagon will take a near-20% stake in a US producer of tungsten — a metal used in military hardware — in a move that expands the Trump administration’s push for critical minerals supplies outside China https://t.co/MWmh4G31Hb

[Teo @Teo_Sinamin]

VIETNAM SEEKS TO HALT Tungsten EXPORT

Vietnam’s Ministry of Industry and Trade suggested that wolfram (tungsten) is off the list of minerals permitted for export in the current period, without details of the length of the “current period.”

The proposal is part of a draft for the Prime Minister’s decision on strategic and critical minerals export and processing. The ministry clarified that the decision is not a permanent “ban” and can change.

The central reason is to protect feedstock for the domestic deep-processing chain. Vietnam has already built an advanced hydrometallurgical and refining chain for Tungsten. But the chain runs on both domestic material and supplementary feedstock from outside, including imports. Domestic concentrate is an important input for downstream operations.

The draft prioritizes feedstock for domestic refining and aims to preserve the country’s higher-value wolfram products. Exporting at a lower processing stage could compete directly with domestic processors, the ministry said.

Vietnam’s Tungsten resources and reserves are put at roughly 309,407 ton of WO₃, concentrated overwhelmingly at the Nui Phao polymetallic mine in Thai Nguyen province, also the country’s largest commercial source of wolfram. The mine operates with a design capacity of about 3.5 million tonnes of run-of-mine ore per year.

The domestic wolfram industry is anchored by the Nui Phao – Masan High-Tech Materials (MHT) complex. The facility’s output includes refined products, such as ore and concentrate to sodium tungstate, ammonium paratungstate (APT), tungsten oxide, and metal and alloys. MHT is affiliated with Vietnam’s FMCG conglomerate Masan.

In 2025 the complex mined about 2.005 million tons of ore and fed roughly 2.28 million tons into processing. For 2026–2030, the complex can raise tungsten oxide capacity 8,000 tons of WO₃ per year.
In a periodic disclosure filed with the Hanoi Stock Exchange in late August, MHT reported consolidated results for the first half of 2026 (H1/2026) with a net profit of VND2,202 billion ($84.5 million), against a loss of roughly VND216 billion in H1/2025.

[Teo @Teo_Sinamin]

I’m in! 🎉

2026 has been awesome

People are struggling to make it into the program due to originality, and there’s me who’s struggling to hit enough impressions 🤣

I have to thank my followers for the support.

Can’t do it without you guys ❤️

Let’s all make money!

[Haplo @HC_Haplo]

CATL's Jianxiawo lithium mine has EIA revoked

https://t.co/TutryW4t73

[zerohedge @zerohedge]

US Tungsten Scrap Export Ban Takes Effect As Global Supply Crisis Deepens https://t.co/AML6iB2XXP

[Oliver Groß @minenergybiz]

A comparison of global tungsten deposits. Interesting graph. ⛏️👇

[Teo @Teo_Sinamin]

Don't think people quite understand what this meant.

Up to July 2026, China has imported almost as much Tungsten concentrates as what they did in the entire 2025.

[Alexsei @Alexsei88]

Booom!

Eilen tuli uutista että Masan suunnittelee volframiarvoketjunsa laajentamista Vietnamissa:
https://t.co/L6MH9Fuysm

Ja tänään tulee uutista, että EQ Resourcesin Craig Bradshaw ja Vietnamin presidentti olivat tavanneet:
https://t.co/sGCmjf6HuM

#Tungsten $EQR.AX 🍀

[Jeremy Lefebvre @HolySmokas]

A++ AMD

[Alexsei @Alexsei88]

Booooms!

Uusi video Craigilta!

https://t.co/RzpgF5wgnQ

#Tungsten $EQR.AX 🍀

[Teo @Teo_Sinamin]

Oh hey, a Tungsten producer has appeared on Nikkei Asia.

Expect tons of queries from Japan, if not already 😂

[EQ Resources Limited @EQResourcesASX]

@QldGov has released Delivering Queensland’s Critical Minerals Future 2026–30.

EQR is pleased to be included, with Mt Carbine recognised as part of the State’s broader critical minerals landscape.

Read: https://t.co/OmhuqeYl6W

$EQRASX #EQR #Tungsten #CriticalMinerals #QueenslandMining

[Marius Ciocan @ciocan]

July numbers are in! Even though I was in cash most of the times, I've managed to re-entry twice in very bad moments.
-5.71% for the month that makes my YTD a bit less than 20%!

Not happy!

[Tarric Brooker aka Avid Commentator 🇦🇺 @AvidCommentator]

Tom Panos reports another disastrous auction weekend, with zero registered bidders yet again.

Source: https://t.co/R9UIM88Xmi