Aktuelles zu Almonty Industries WKN: A1JSSD ISIN: CA0203981034 Kürzel: AII Forum: Aktien User: Moly

Did some digging. In 2023 the global #tungsten production was ~78 kt with China accounting for 81% of the total. This means that production outside China was around 15 kt. US DLA has budgeted 2 kt of purchases for 2025. This represents 13.3% of the total prod. outside China. A significant source of demand for a small number of non-Chinese projects, with the DLA unlikely to be able to use Chinese supply to meet it due to the application of import tariffs and usage restrictions in defense applications by the US, alongside Chinese announced export curbs https://x.com/alexsei88/status/1861744512168501446?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Früher oder später wird ihm schon einer verklickern dass du nicht alles im eigenen Land produzieren lassen kannst. Für mich aktuell reine Drohgebärde.

In 1960, mining contributed nearly 20% to GDP. Today, it accounts for less than 0.5%. While mining operations have become far more efficient and productive, these improvements alone do not explain such a steep decline. The real issue lies in the US economy’s overwhelming reliance on imported ore from abroad. With deglobalization trends accelerating, this dependence now poses a growing national risk. Mining’s importance has arguably never been greater, and policymakers may need to rethink their long-standing negative approach to the industry. This shift could pave the way for a fundamental change in institutional support and a renewed flow of capital into an often-overlooked sector. https://x.com/tavicosta/status/1861037141700071597?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Früher oder später wird ihm schon einer verklickern dass du nicht alles im eigenen Land produzieren lassen kannst. Für mich aktuell reine Drohgebärde.

China pledges to ensure stability of global industrial, supply chains https://english.news.cn/20241125/5ac3240126224b4bbebf638db87224a5/c.html

Auf eine gute Woche, Mitstreiter! Lasst euch den ersten Kaffee am Morgen schmecken. 😇