W-to-R

better be lucky, then smart!! // Invest in Mining and other stuff // despite being German interested in Uranium and other stuff Germany is not known for

[Todd Hannigan @todd_hannigan]

IperionX's Covia Camden deal unlocks the largest stacked-critical-minerals play across the 'Big Sandy' province in Tennessee USA

At first glance, it is a disciplined, strategic US$3m bolt-on acquisition next to the $IPX Titan Project

But the opportunity is transformational: IperionX has added a high-grade, lower-cost foundation for its leading American rare earth and critical minerals platform

Historical mining at Camden only targeted the high-purity silica sand horizon. Decades of silica sand operations just separated and stockpiled the heavy rare earth and critical minerals, rather than commercialising them. 

That singular focus on high-purity silica sand also left behind the highest-grade mineral horizon across the Big Sandy province, the Lower McNairy seam, and left a pre-stripped horizon over a vast ~140 acres. That is potentially a massive development shortcut.

For IperionX, Camden adds the potential of at-surface rare earth and critical mineral stockpiles, mineral rights, equipment, rail, utilities, owned and leased land, and established industrial infrastructure directly beside Titan in Tennessee. That is important because critical mineral projects are typically hardest at the start: upfront capex, stripping, infrastructure buildout and years of work before valuable feedstock arrives.

For U.S. strategic supply chains, Titan + Camden will strengthen domestic supply across titanium minerals, zircon and heavy rare earth-bearing monazite + xenotime minerals: critical inputs for American defense, aerospace, magnets and advanced manufacturing.

Camden unlocks new opportunities across ‘Big Sandy'

The first strategic opportunity is the pre-concentrated mineral stockpiles: nearly 50 acres of pre-processed critical mineral feedstocks already at surface. These point to a potential high-grade feed source that could deliver lower capex and mining costs.

The next prize is the pre-stripped, higher-grade Lower McNairy rare earth and critical mineral horizon over ~140 acres

At Titan, the Lower McNairy is a powerful critical mineral horizon with ~50% higher grade than the Upper McNairy, but the value uplift is far larger:

Nearly 3x the contained zircon minerals, 2.5x contained high-grade titanium rutile minerals and 14x the contained rare-earth minerals (including Xenotime) per tonne of minerals sands. That is why Covia’s exposed, pre-stripped, and thick Lower McNairy seam could materially shift total project economics.

That could also underpin a superior ‘Big Sandy' development pathway:

Stockpiles first. Minimal mining cost, higher grades 

Pre-stripped Lower McNairy second. Lower strip ratio, higher grades 

Sale Titan third. Long-life rare earth and critical mineral production backbone

Camden potentially unlocks a faster, lower cost pathway to early high-grade rare earth and critical mineral feedstock. If IperionX confirms tonnage, recoveries and processing performance, this acquisition could become the high-grade front-end that potentially unlocks a larger, more valuable project that is faster to commercialise.

$IPX may have secured a highly valuable shortcut that makes 'Big Sandy' the premier, permitted, heavy rare earth and critical minerals stacked development play in the U.S.

[W-to-R @therealWtoR]

@FreiburgCoffeeC @Energy_Fuels @MkzRoss what do you think about this?

[W-to-R @therealWtoR]

@Alexsei88 Was the dirty S&PGlobal website

[W-to-R @therealWtoR]

This was missed by the prime $EQR.AX People!!!
Glad to share with you!!

INTERVIEW: EQ Resources expanding in Spain, Australia amid tungsten supply crunch

#Tungsten

https://t.co/Yq4f10rH1E

[Raffaele La Ciura @LaCiuraRaffaele]

Tungsten crunch rekindles U.S. mining ambitions
https://t.co/9spgf4N7y6

[W-to-R @therealWtoR]

Czechia and Italy strengthen anti drone cooperation, begin #tungsten pellet trials

https://t.co/SjSoQMbj0k

[Serenity @aleabitoreddit]

Okay my fellow Koreans, it's been awhile.

Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon.

Basically China export controlled Japan, causing their WF₆ supply chain to go down.

Meaning 25% of the world's supply required for SK Hynix, Samsung, $TSM go bye bye.

If you remember the Straight of Homuz with Oil, that's a lot.

Foosung's importance just shot through the roof given from some est. they're 10% of the supply chain?

So that number goes up, massive bottleneck for demand. Then this looks like the best pure play beneficiary outside of China (even if precursors pricing are rough).

Don't have positions, just wanted to publish an idea.

[W-to-R @therealWtoR]

#Tungsten

[Shehzad Younis شہزاد یونس @shehzadyounis]

Do China’s export curbs on tungsten threaten Japan’s AI chip supply chain?

https://t.co/4hNAjuM9us

[W-to-R @therealWtoR]

@ItakGol

[W-to-R @therealWtoR]

@Alexsei88 @BenjaminRaderm1

[YUAN TALKS @YuanTalks]

#Tungsten Hexafluoride Prices Surge on Semiconductor Demand Boom and Tightening Supply, New Capacity Release Unlikely in Near Term

https://t.co/cK76Pw2GXy

[DaiWW @BeijingDai]

Two Japanese companies, Kanto Denka and Central Glass, have formally notified major clients—including Samsung, SK Hynix, and TSMC—that they will permanently cease production of tungsten hexafluoride starting July 1, 2026.

The core reason for the shutdown is a disruption in raw material supply. Between 60% and 70% of the production cost of tungsten hexafluoride comes from high-purity tungsten powder, a material Japan is almost entirely dependent on China for. Following China's tightening of tungsten export controls in early 2026, shipments of high-purity tungsten powder to Japan have effectively dropped to zero. The Japanese companies managed to keep production going for about five months by drawing down stockpiles, but ultimately failed to secure an alternative source.

Meanwhile, stock prices of related Chinese manufacturers have soared.

[Teo @Teo_Sinamin]

https://t.co/KMHztpHzbf

[BOOM X @CryptoBoomNews]

This is what holding Ethereum for a year does to you:

[W-to-R @therealWtoR]

$ALM would have both in Korea
But Moly is sold to SeAh
Lets see how things work out in the longrun

[Tungsten @WorldTungsten]

中钨智造：SK海力士，尝试以钼代钨。据报，SK海力士已完成375层3D NAND 闪存的生产验证工作对清州M15工厂现有产线进行改造升级，这座工厂目前主要生产176层、238层、321层等中低层数NAND产品。据悉，新NAND 为375层。按照SK海力士的技术路线，未来还将持续迭代，依次推出480层、604层产品。

[W-to-R @therealWtoR]

@BidBird10 I normally too. I am German

[W-to-R @therealWtoR]

@cekdrew

[W-to-R @therealWtoR]

@SinaMin_CN @Almonty_ is this why you want speed up the Oxid Plant in South Korea??

[W-to-R @therealWtoR]

Listen to $ALM Lewis Black
Believe him or not

[Chrispy @RADHardTech]

https://t.co/Gxh0KJx4AI