Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Forum: Aktien User: Moly
Trump-linked tungsten deal highlights processing gap in US supply chain push Kazakhstan tungsten deal advances US supply ambitions, but processing constraints threaten to undermine supply chain independence. • Investment Details: Donald Trump Jr. and Eric Trump invested in a Kazakhstan tungsten project through a merger between Skyline Builders and Cove Kaz Capital. • Project Scale and Status: Cove Kaz’s core assets, the Northern Katpar and Upper Kairakty deposits, are the largest known undeveloped tungsten resources globally but are still in early development stages. • Project Timeline: A definitive feasibility study is expected to begin in the second half of 2026, implying multi-year timelines for production. • Market Impact: The projects would add material but not sufficient tungsten supply to rebalance the market in the short term. • Downstream Constraint: Kaz Resources lacks disclosed refining or processing capacity, making it dependent on external conversion routes, primarily in China. • US Support and Market Outlook: The project has received US backing, reflecting a policy shift to diversify supply chains amidst rising prices and tight market conditions. • Tungsten Project Timeline: Tungsten projects typically take five to seven years to progress from advanced exploration to production. • US Tungsten Sourcing Restrictions: US restrictions on sourcing tungsten from certain countries are due to take effect in January 2027. • Tungsten Supply Chain Bottleneck: The bottleneck in tungsten is not geological but industrial, with a need for investment in refining, chemical conversion, and advanced materials processing. https://www.mining-technology.com/analysis/trump-linked-tungsten-deal-highlights-processing-gap-in-us-supply-chain-push/
Trump-linked tungsten deal highlights processing gap in US supply chain push Kazakhstan tungsten deal advances US supply ambitions, but processing constraints threaten to undermine supply chain independence. • Investment Details: Donald Trump Jr. and Eric Trump invested in a Kazakhstan tungsten project through a merger between Skyline Builders and Cove Kaz Capital. • Project Scale and Status: Cove Kaz’s core assets, the Northern Katpar and Upper Kairakty deposits, are the largest known undeveloped tungsten resources globally but are still in early development stages. • Project Timeline: A definitive feasibility study is expected to begin in the second half of 2026, implying multi-year timelines for production. • Market Impact: The projects would add material but not sufficient tungsten supply to rebalance the market in the short term. • Downstream Constraint: Kaz Resources lacks disclosed refining or processing capacity, making it dependent on external conversion routes, primarily in China. • US Support and Market Outlook: The project has received US backing, reflecting a policy shift to diversify supply chains amidst rising prices and tight market conditions. • Tungsten Project Timeline: Tungsten projects typically take five to seven years to progress from advanced exploration to production. • US Tungsten Sourcing Restrictions: US restrictions on sourcing tungsten from certain countries are due to take effect in January 2027. • Tungsten Supply Chain Bottleneck: The bottleneck in tungsten is not geological but industrial, with a need for investment in refining, chemical conversion, and advanced materials processing. https://www.mining-technology.com/analysis/trump-linked-tungsten-deal-highlights-processing-gap-in-us-supply-chain-push/
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