Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Forum: Aktien User: Moly

Was sind die Meinungen dazu?

• Tungsten Marktpreis: Die Tungstenpreise stehen weiterhin unter Druck, da die Nachfrage schwach ist und die Marktteilnehmer vorsichtig sind. • Wolframitkonzentratpreis: Der Preis für 65 % Wolframitkonzentrat liegt bei 680.000 RMB/Tonne, 35,2 % niedriger als der Höchstwert, aber 47,8 % höher als Anfang des Jahres. • Ammonium-Paratungstat-Preis: Der APT-Preis liegt bei 1.020.000 RMB/Tonne, 32,9 % niedriger als der Höchstwert, aber 52,2 % höher als Anfang des Jahres. • European APT Price: USD 3,000-3,280/mtu (RMB 1.807-1.976 million/ton), up 241.3% from the beginning of the year. • Tungsten Powder Price: RMB 1,870/kg, down 22.1% from its peak, but up 73.2% from the beginning of the year. • European Ferrotungsten Price: USD 270-298/kg W (RMB 1.287-1.42 million per ton), down 12.6% from their peak but up 106.6% year-to-date.

neue Investorenpräsentation Mai auf der Homepage verfügbar..wurde zeit, die letzte war vom Februar..

China's first batch tungsten mining quotas edged up, but actual output will hardly grow • Total Quota Increase: The total tungsten concentrate mining quota for the first batch of 2026 is approximately 60,000 tons, an increase of 2,000 tons (3.45%) year-on-year. • Provincial Quota Changes: Hunan’s quota increased by 1,550 tons, Henan by 750 tons, Inner Mongolia, Heilongjiang, and Fujian each by 100 tons. Jiangxi, Yunnan, Shaanxi, and Xinjiang remained unchanged. Guangdong, Guangxi, and Gansu saw decreases of 240 tons, 230 tons, and 130 tons, respectively. • Quota Issuance Date: The Ministry of Natural Resources issued the first batch of tungsten concentrate mining quotas for 2026 in March 2026. • Market Reaction: The unexpected moderate increase in the first batch of 2026 tungsten mining quotas triggered divergent views among market participants. • SMM’s Perspective: The marginal increase represents structural easing, with overall total quantity still under strict control. Short-term sentiment impact outweighs the actual supply increment. • Tungsten Quota System: China implements an annual total mining quantity control system for tungsten in two batches, with quotas allocated based on resource endowments, compliance, and industrial concentration. • Impact of Stricter Policies: Stricter policies targeting illegal mining and over-quota production have led to a significant reduction in unregulated tungsten supply, limiting the impact of quota increases on actual output. • Production Capacity Constraints: Compliant mines face challenges such as declining ore grades, rising operational costs, and stricter environmental regulations, limiting their ability to increase output. • Regulatory Hurdles: Meeting stringent regulatory requirements, including mining licenses, environmental assessments, and safety standards, poses significant challenges for mines, limiting their actual output despite allocated quotas. • Tungsten Supply Outlook: Tight supply pattern is expected to persist in 2026. • Mining Quota Increase: The moderate increase in the first batch of 2026 tungsten mining quotas is a phased adjustment, not a policy shift toward production expansion. • Tungsten Output Projection: Domestic tungsten concentrate output is projected to drop by roughly 10% year-on-year in 2026. https://news.metal.com/newscontent/103892245-SMM-Analysis-Chinas-first-batch-tungsten-mining-quotas-edged-up-but-actual-output-will-hardly-grow

Rheinmetall CEO Sees High Mideast Demand for Air Defense Systems https://www.bloomberg.com/news/articles/2026-05-08/rheinmetall-ceo-sees-high-mideast-demand-for-air-defense-systems?taid=69fdaa58ce5385000126c08d&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter&embedded-checkout=true Wenn das alles AHead Munition ist dann Go Wolfram