August 29th, 2025 | 09:20 CEST
11 reasons why Almonty Industries is the top choice for investors in the tungsten sector
Tungsten plays a key role in the realm of strategic raw materials. Its unique properties make it indispensable for high-tech industries, defense technology, and the energy transition. Its hardness, density, and heat resistance are irreplaceable worldwide—whether in armor plating, rocket propulsion systems, medical devices, or wind turbines. However, with a market share of over 80%, China and Russia control almost the entire global supply. Reliable sources outside these regions are incredibly scarce. Almonty Industries (WKN: A414Q8 | ISIN: CA0203987072 | Ticker symbol: ALI1) has positioned itself as the leading Western alternative in recent years. Here are the 11 key reasons why this tungsten specialist represents the top investment opportunity in the sector – and why investors should be cautious of so-called imitators.
time to read: 2 minutes
|
Author:
Mario Hose
ISIN:
ALMONTY INDUSTRIES INC. | CA0203987072
Table of contents:
"[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
Author
Mario Hose
Born and raised in Hannover, Lower Saxony follows social and economic developments around the globe. As a passionate entrepreneur and columnist he explains and compares the most diverse business models as well as markets for interested stock traders.
Tag cloud
Shares cloud
The facts of the original – Already in production
Unlike many explorers, the Company is not a "paper tiger." It is already producing tungsten today – in part from mines that have been in operation for over 136 years. For example, five generations have worked at Almonty's mine in Portugal. This generates cash flow and market presence. Reporter Lyndsay Malchuk has published an impressive documentary.
All permits secured
Almonty has both mining licenses and environmental permits. This provides planning security and significantly reduces regulatory risk for investors.
Experienced workforce with unique expertise
The Almonty team, led by CEO Lewis Black, has decades of experience in mining and processing tungsten – one of the most challenging metals to work with. In Portugal, knowledge has been passed down through five generations.
State-of-the-Art processing technology
In addition to the latest plant technology, the Company has also developed its own processes, which are specifically tailored to tungsten, setting global standards in efficiency and quality.
Solid financial base
With approximately USD 90 million in cash following its successful Nasdaq listing, the Company is fully financed to bring its projects into production as planned. This financial independence provides strategic flexibility.
Backing from the US
The US has classified tungsten as a critical raw material and is actively supporting the Company. Almonty is part of a DARPA think tank focused on securing supply chains – backed by the US Department of Defense.
Relocation of headquarters to the US
The relocation of the Company's headquarters to the US has been initiated, underscoring its strategic proximity to the largest capital market and key customers.
Secure mining regions
Unlike competitors in politically risky countries, the Company operates exclusively in secure jurisdictions. The projects are supported by the following governments: Portugal, Spain, South Korea, Germany, Austria, and soon the US.
The largest tungsten mine outside China nears production
The Sangdong mine in South Korea – once the largest tungsten mine in the world – is now set to return to production after years of development work. With a projected mine life of over 90 years, it is poised to reshape the global supply balance.
Capacity for 40% of Western supply
With Sangdong and existing projects, the Company has the potential to meet 40% of tungsten demand outside China. This provides Western industries with much-needed security of supply.
Unique financing and off-take agreements
The Sangdong project is the first tungsten mine in history to secure Tier 1 financing under highly favorable terms. The off-take agreements are unique: a guaranteed minimum price with no upper limit.
Conclusion
The Company combines a rare mix of production readiness, financial strength, political backing, and strategic assets. In a market dominated by China and Russia, Almonty (WKN: A414Q8 | ISIN: CA0203987072 | Ticker symbol: ALI1) stands out as the leading Western alternative. For those looking to invest in tungsten, this is not just one option – it is the right choice. There is likely no other company in the world that meets all 11 of these criteria.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") currently hold or hold shares or other financial instruments of the aforementioned companies and speculate on their price developments. In this respect, they intend to sell or acquire shares or other financial instruments of the companies (hereinafter each referred to as a "Transaction"). Transactions may thereby influence the respective price of the shares or other financial instruments of the Company.
In this respect, there is a concrete conflict of interest in the reporting on the companies.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
For this reason, there is also a concrete conflict of interest.
The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.
The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.
