Aktuelles zu Almonty Industries WKN: A414Q8 ISIN: CA0203987072 Forum: Aktien User: Moly
Did some digging. In 2023 the global #tungsten production was ~78 kt with China accounting for 81% of the total. This means that production outside China was around 15 kt. US DLA has budgeted 2 kt of purchases for 2025. This represents 13.3% of the total prod. outside China. A significant source of demand for a small number of non-Chinese projects, with the DLA unlikely to be able to use Chinese supply to meet it due to the application of import tariffs and usage restrictions in defense applications by the US, alongside Chinese announced export curbs https://x.com/alexsei88/status/1861744512168501446?s=46&t=CND_DF6ErYtM-d_GnIoKqA
In 1960, mining contributed nearly 20% to GDP. Today, it accounts for less than 0.5%. While mining operations have become far more efficient and productive, these improvements alone do not explain such a steep decline. The real issue lies in the US economy’s overwhelming reliance on imported ore from abroad. With deglobalization trends accelerating, this dependence now poses a growing national risk. Mining’s importance has arguably never been greater, and policymakers may need to rethink their long-standing negative approach to the industry. This shift could pave the way for a fundamental change in institutional support and a renewed flow of capital into an often-overlooked sector. https://x.com/tavicosta/status/1861037141700071597?s=46&t=CND_DF6ErYtM-d_GnIoKqA
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