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

Ein Konkurrent weniger?!

Randnotiz Cancel tungsten mining in TN district, Stalin urges Modi Tamil Nadu chief minister MK Stalin on Friday wrote to Prime Minister Narendra Modi seeking the cancellation of rights granted by the Centre to a private firm to mine tungsten in Madurai district. https://www.hindustantimes.com/india-news/cancel-tungsten-mining-in-tn-district-stalin-urges-modi-101732905946949-amp.html

Neuer CNBC Artikel China plans to restrict exports of a critical metal. But the market isn’t that worried The U.S. has not commercially mined tungsten since 2015, according to official records. But this year, one of the world’s largest mines for the metal is moving close to resuming production in South Korea. “In the medium-term, the U.S. will need to rely on friendshoring” for tungsten, said Gracelin Baskaran, director of the critical minerals security program at the Center for Strategic and International Studies. She noted that Almonty has committed 45% of the South Korea Sangdong mine to the U.S. through a long-term supply contract. Several members of the U.S. Geological Survey, a government agency which analyzes the availability of natural resources, visited Sangdong earlier this year to assess its capacity. China was the largest source of U.S. tungsten imports in June at 45%, according to the agency. https://www.cnbc.com/2024/11/29/tungsten-mine-opens-in-korea-as-us-seeks-non-china-critical-minerals.html

Thanks, …noch lieber würde ich lesen…..Almonty dug

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.