Almonty Industries – Next signs point to an upgrade

The West has a problem - Almonty has the solution

What oil was to the global economy, tungsten is to the modern defense and high-tech industries. The problem: 90% of the global tungsten supply comes from a single source, namely China. And that is precisely where the West has been systematically turning off the tap for months: export controls, delivery bans, and strategic restraint.

Beijing is aware of its power and is exploiting it mercilessly. The consequences for the Western world are dramatic: tungsten prices are skyrocketing, while Western countries are forced to watch their reserves dwindle. Without tungsten, the production of precision weapons, aircraft turbines, and hardened materials is impossible. As a result, the West is concerned about its future defense capabilities.

This is where Almonty Industries comes in. The Canadian-American company is developing the Sangdong mine in South Korea, one of the world's largest and highest-grade tungsten deposits outside China's sphere of influence. With a planned lifespan of over 90 years and ore reserves that are around three times higher than the market average, Sangdong is becoming the West's strategic lifeline. The mine is scheduled to go into production this year. This could lead to a scenario that investors have seen before: when political urgency meets scarce resources, the market usually knows only one direction.

Developments – When a niche player becomes a strategic champion

In recent months, the share price has exploded, driven by the prospect of a virtually China-free tungsten supply. Demand is no longer coming solely from private investors; the US defense industry and political circles have also long since positioned themselves. The US company Tungsten Parts Wyoming (TPW) has already secured long-term purchase agreements with Almonty, including a minimum price.

And the development continues. The team, led by experienced CEO Lewis Black, is also planning its own tungsten oxide production and smelting operations to achieve complete independence from the Chinese refining market. This would make Almonty the only fully integrated tungsten source in a region with a stable legal system, which would mean a monopoly that is unparalleled.

The political course is also clear: the relocation of the Company's headquarters to the US was approved by 99.6% of shareholders. With former General Gustave F. Perna and logistics insider Alan Estevez, two high-profile US defense experts now sit on the board. The message behind this move is clear: Almonty is ready to become America's No. 1 tungsten supplier.

Reverse Split – The countdown to NASDAQ is on

The next catalyst for share price momentum is already underway. Almonty is preparing for its big debut on the NASDAQ stage. To technically secure the necessary price of over USD 3, a reverse split at a ratio of 1.5 to 1 was carried out. A listing on the NASDAQ means access to billion-dollar funds, increased international visibility, and potential index inclusion - all of which could attract new, major investors to the stock.

In the short term, the move is causing a stir, as short sellers could come under pressure. Technical changes of this nature have repeatedly led to forced liquidations in the past, as brokers or custodians were unable to deliver on time. Anyone thinking they can sit back comfortably on the short side may soon find themselves nervously watching their screen. In the long term, however, the move is tantamount to a knighthood. Only those who meet the NASDAQ's strict criteria in terms of transparency, corporate governance, and financial standards are eligible to be listed there.

Conclusion: Tungsten is the new oil – and Almonty the tap

What we are seeing here is more than just a mining project. Almonty Industries is poised to become the lifeline of Western commodity strategy in a market that is on the verge of escalation. The situation is clear: China has its hand firmly on the tungsten valve, and the West urgently needs an alternative. Almonty is ready to fill that gap.

With Sangdong in South Korea, strategic partners, US policy backing, and a NASDAQ listing on the horizon, the Company is better positioned than ever before. The market is beginning to understand this, but not everything has been priced in yet. Those who get in now could be part of a new commodity rally.