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Allan Torng's avatar

As usual, you have delivered another great analysis with supporting data / graphs. As you mentioned: "So China is now officially targeting exports of any of its tungsten that can be used in Western defense systems." I am thinking that China's ban on tungsten may be a good thing for global peace - even for a short time.

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J Huizinga's avatar

Superb and significant analysis. How much tungsten is in the US inventory today? Shanghai Metals Market prices little changed today. Surprising there isn’t more panic, but perhaps I overestimate how much the US manufactures using steel, versus recycled paper pulp.

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Molly Meldrum's avatar

Buy ASX: EQR

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Tanuj Sharma's avatar

this is a real choke

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Bloodboiler's avatar

What does that even mean?

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