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China's Tungsten export down 22.65% in Q1. Biggest drop was APT, just 2t (down 98.37% YoY). Yellow Tungsten Oxide fell 81.84%. Tungsten powder dropped by 61.16% YoY. China has become a net importer of Tungsten w/ scrap import rising sharply. Due to its dual nature, Chinese export to Japan down big time, leading to px surge in numerous cutting tools & materials. Tungsten itself is not that rare, but many of the refined product & downstream product are. That's where the export controls are really hitting hard.

my datas for $EQR.AX given the mngt production target for 2026 short-term pricing isn't efficient atm, why? iran panic, ppl selling to get liquidity, stocks red, and small caps are being sold first + defense demand but - industrial demand priced fundamentals still VERY good

“As a matter of fact, the Strait of Hormuz is open,” Iranian Foreign Minister Abbas Araghchi said. "It is only closed to the tankers and ships belong[ing] to our enemies, to those who are attacking us and their allies. Others are free to pass,” Araghchi told MS NOW China, India, Korea and Japan are the primary shippers of oil through the SoH

Everyone is talking about gold, silver and copper - meanwhile the largest bull market is going mostly unnoticed: Tungsten went from $300 to $1000 in 2025. Then from $1000 to $1800 in less than 2 months in 2026 and it’s only the beginning.. Similar, but smaller metal rhodium went from $600 to $29000 in 2017-2021 with 10% deficit. Tungsten is now in ~30% deficit and it has no substitutes. If the price trend continues, we’ll see >20k prices in a year.. New supply takes ages to come online and the supply will meet the demand roughly at 2029. We are about to find out what happens when truly ubsubstitutable critical metal meets a huge supply crisis. No large accounts are following this trend - which will inevitably create millionares of these who pay attention. There are few ways to play this, but I’m going with the largest western producer EQ Resources which is gonna capture the majority actual cash flow created by this generational bull market. Just to compare - Almonty will produce around 70’000MTU this year and is worth 5,3billion. $EQR.AX will produce 300’000-400’000MTU and is worth 1billion. Fundimentals always catch up: EQR will bypass Almonty this year. To be honest, when the market catches up to this bull market and tungsten prices go parabolic, any tungsten stock will do multiples from here. Do your research on the topic and don’t miss this generational opportunity!