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/

Das ist von CNN . Trump sagt, der Iran habe „noch nicht einen ausreichend hohen Preis gezahlt“, während er einen neuen Friedensvorschlag prüft. https://edition.cnn.com/2026/05/03/world/live-news/iran-war-news

Genau das wollte ich auch schon schreiben! YouTube suche ich gar nicht erst. X bin ich auch nicht unterwegs. Solange die allgemeinen Medien (ARD, ZDF, n-tv, WELT, Al-jazeera und CNN) nicht gleichlautende Berichte bringen, solange ist das für mich nur Fake.

Ich habe auch noch nichts über YouTube gefunden, und X vertraue ich nicht! Also abwarten. Wenn jemand etwas findet, rein damit.