Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Kürzel: ALM Forum: Aktien User: Moly
Op-Ed: Molybdenum and the geopolitics of substitution • Molybdenum Price Increase: Molybdenum prices surged by 48.9% year-over-year, reaching $65,503/t in May 2026, driven by concerns over tungsten supply security. • Tungsten Supply Risk: China’s dominance in tungsten production and its export controls on related materials pose a risk to Western users, impacting industries like defence and electronics. • Molybdenum’s Role: While not a direct substitute for tungsten, molybdenum is used in metallurgical re-optimisation efforts to mitigate supply chain risks. • Molybdenum’s Strategic Value: Molybdenum carbide can partially replace tungsten carbide, while molybdenum-bearing steels and superalloys enhance material properties, creating demand for molybdenum. • Demand Impact on Market Size: The focus should be on the increase in molybdenum demand due to material redesigns, rather than direct tungsten replacement. • Molybdenum Supply and Market Dynamics: Molybdenum supply, often a by-product of copper mining, is relatively inelastic to price changes, impacting availability and potentially leading to price increases in specialty applications. • Importance of By-products: By-products like molybdenum, rhenium, and vanadium are becoming increasingly important in industrial systems, despite their smaller volume compared to primary minerals. • Geopolitical Implications: China’s export controls on these minerals can disrupt supply chains and force manufacturers to redesign their material strategies, even without a complete shutdown of supply. • Strategic Advantage: Understanding the interplay of materials within industrial systems and the potential for substitution will be crucial for identifying valuable supply-chain assets. https://www.mining.com/op-ed-molybdenum-and-the-geopolitics-of-substitution/
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