Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 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/
Mehr zu diesem Wert
|
|
Thema | ||
|---|---|---|---|
| 1 | Aktuelles zu Almonty Industries | ||
| 2 | ALMONTY INDUSTRIES INC. Hauptdiskussion |
|
|
Thema | ||
|---|---|---|---|
| 1 | HauptForum SK HYNIC | -1,41 % | |
| 2 | für alle, die es ehrlich meinen beim Traden. | ||
| 3 | MICRON TECHNOLOGY Hauptdiskussion | -1,35 % | |
| 4 | EOS - Verteidigungs- und Raumfahrttechnik | -7,67 % | |
| 5 | Battalion | ±0,00 % | |
| 6 | SIVERS IMA HLDG Hauptdiskussion | +0,16 % | |
| 7 | Germany 40 Hauptdiskussion | -1,39 % | |
| 8 | Enovix Corporation Hauptdiskussion | -0,96 % | |
| 9 | ALIBABA GROUP ADR Hauptdiskussion | +11,24 % | |
| 10 | PLUG POWER Hauptdiskussion | +0,20 % | Alle Diskussionen |
|
|
Thema | ||
|---|---|---|---|
| 1 | HauptForum SK HYNIC | -1,61 % | |
| 2 | EOS - Verteidigungs- und Raumfahrttechnik | -7,67 % | |
| 3 | MICRON TECHNOLOGY Hauptdiskussion | -1,33 % | |
| 4 | Battalion | ±0,00 % | |
| 5 | SIVERS IMA HLDG Hauptdiskussion | +0,70 % | |
| 6 | Enovix Corporation Hauptdiskussion | -0,96 % | |
| 7 | PLUG POWER Hauptdiskussion | +0,20 % | |
| 8 | ALIBABA GROUP ADR Hauptdiskussion | +11,53 % | |
| 9 | Aktuelles zu Almonty Industries | -1,06 % | |
| 10 | Security der nächsten Generation | -0,25 % | Alle Diskussionen |