In this episode, we’re digging into tungsten, a metal that sits underneath everything from cutting tools and semiconductors to aerospace and defense.

China produces roughly 80% of the world’s mined tungsten, has tightened export controls, and the U.S. has not commercially mined it since 2015. Japan is already showing what happens when Chinese supply gets squeezed, while new U.S. defense restrictions take effect in 2027.

So we’re going to break down why tungsten matters, how the export controls work, and whether the West is facing a temporary shortage or a much bigger supply-chain reset.

Sponsored by Blue Moon Metals

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

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