Another day in which Tungsten is flying and again to new records. Nice to see Brent nearing $70 also which is very good news for the producers in the portfolio. Gold firmer to $5,065 and noting only a modest number of ETF withdrawals. Let’s see if that returns to January highs

Tungsten prices have crossed $1,000/MTU and global supply is tightening. In today's @digdeep_mining episode, I’m joined by Craig Bradshaw, MD @EQResourcesASX, to unpack what’s really happening in the #tungsten market. We cover: 🔸 Global tungsten supply constraints 🔸 China’s

@SteveStubbsy1 You have to seek out value in this market - where does the next potential multi bagger come from in a space where others have already completed much of the journey TUN £270 mill mcap SML £100 mill mcap GMET £320 mill mcap #GWMO £6 mill mcap v £3.5 mill cash My choice 💯💯

I have no adjectives left to describe the #tungsten market. 5x in a year, still powering higher despite the extreme volatility in base and bullion, and weak tech market. Driven by deficits and massive new military demand. Can anything stop this?

My #tungsten view: 2025 110kt market in a 3% deficit Chinese mine supply -10% Military demand +10kt Market growth +2.5% EU, USA, China stockpiles: 5kt? Demand 30kt > supply. Inventory = 0 Not about price now, but availability at any price. $2,000 APT soon. $EQR $TUN

Top of the list must be #tungsten due to its unsubstitutability and China’s dominance.