ALMONTY INDUSTRIES INC.
Commented by Fabian Lorenz on April 9th, 2026 | 07:40 CEST
Almonty Industries: Poised to Benefit from Tungsten Supply Constraints and Defense Demand
With the ceasefire in the Middle East, a new phase may emerge: increased rearmament. The arsenals in the US, Israel, and the Gulf states have been severely depleted. How quickly the replenishment succeeds is likely to depend heavily on the supply of critical raw materials. And in many cases, China, as a de facto monopolist, holds significant influence. One essential metal is tungsten. It is used not only for ammunition and missiles but also, for example, in the semiconductor industry. In this sector, genuine supply bottlenecks appear to be looming. Major Japanese companies are, in any case, warning of this. Against this backdrop, it is not surprising that the price of tungsten has risen from USD 900 to around USD 3,000 per metric ton unit (MTU) this year alone. Nor is it surprising that Almonty Industries is a real analyst favorite. The tungsten producer is positioned for strong earnings growth.
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Commented by Armin Schulz on April 8th, 2026 | 07:00 CEST
Tanks, Chips, Missiles: China Tightens the Tap—Almonty Steps Into the Gap
The commodities world has a new overlooked topic. While everyone is discussing helium, a perfect storm is brewing around a far more critical metal: tungsten. It is found in armor-piercing ammunition, rocket nozzles, and every modern memory chip. The defense industry, in particular, urgently needs supplies due to ongoing wars. China is turning off the export tap, prices are skyrocketing, and the West's strategic reserves are dwindling. Almonty Industries, which has been operating unnoticed underground for years, is stepping into this very vacuum. Now its largest mine is coming online, right in the middle of a market desperately searching for alternatives.
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Commented by Stefan Feulner on April 7th, 2026 | 07:40 CEST
Almonty Industries – Strategic Tungsten Opportunity After Market Correction
In many industries, tungsten is emerging as one of the most strategically important raw materials of our time. Due to its high melting point, demand for this critical metal is high across a wide range of sectors, from the defense industry and the aerospace sector to the sport of darts. However, its global availability is currently under serious threat. An unprecedented imbalance between supply and demand, as well as geopolitical tensions, most notably the strict export controls by China, have recently led to a massive shortage and a price surge to as high as USD 2,995 per metric ton unit. Without tungsten, essential technological developments risk coming to a standstill.
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Commented by Nico Popp on April 2nd, 2026 | 07:15 CEST
Nothing works without tungsten: Why the price surge continues and why SpaceX, Rheinmetall, and Almonty are in the spotlight
Instead of chasing digital pipe dreams, investors and industry are increasingly turning their attention to tangible commodities. The supply of critical metals is essential to our prosperity. In this new era, tungsten has taken on special strategic importance. With the highest melting point of any metal and a density exactly matching that of gold, the metal is an irreplaceable component in the defense industry, aerospace, and semiconductor manufacturing. The current market environment is characterized by a massive price surge compared to the previous year, with prices exploding from around USD 300 per MTU at the start of 2025 to over USD 2,750 per MTU today. Analysts at the trade magazine Mining Journal argue in detail in a recent analysis that this development is not a speculative bubble. Rather, the rally is driven by non-negotiable demand patterns and the physical depletion of global inventories. Unlike the silver bubble of 1980, this trend is supported by a multi-year delay in the commissioning of new Western production capacity, which is why the tight price environment is likely to persist for at least another two years. For Almonty, the only Western tungsten producer building relevant capacity within these two years, this represents a unique opportunity.
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Commented by Carsten Mainitz on April 1st, 2026 | 07:25 CEST
Almonty Industries: When the market picks up again, things could move quickly!
There are numerous reasons to invest in Almonty Industries. The stock has recently corrected, and analysts see significant upside potential—making this an ideal time to open or expand positions. The tungsten specialist has increasingly drawn investors' attention in recent months. The company positions itself as the leading supplier to Western industries and benefits equally from geopolitical tensions and growing demand for this critical raw material. How quickly will the stock rebound?
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Commented by André Will-Laudien on March 31st, 2026 | 07:30 CEST
The Tungsten Mystery: Commodity prices are skyrocketing, and stock volatility is soaring - Almonty Industries now offers a 100% chance
No all-clear yet from the war fronts, which is making the stock markets volatile and vulnerable. Last Friday, the CNN Fear and Greed Index reached a record high of 10 out of 100 points. In other words, Investors haven't been this worried about the safety of their investments in a long time. This aligns perfectly with the saying: "Buy when the cannons roar!" A contradiction? No, because just yesterday the index jumped up to 13; in particular, the leading European index, the DAX 40, showed robust performance and gained over 2% from its morning low. A brief shift in sentiment or a turning point? Anyone buying Almonty now can get the stock a good 35% cheaper than four weeks ago. What do the analysts say?
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Commented by Tarik Dede on March 27th, 2026 | 07:35 CET
Almonty Industries: The Tungsten Dominator of the West
Whether in golf clubs, X-ray machines, saw blades, or Abrams tanks, tungsten is ubiquitous—and virtually irreplaceable. As a result, this strategic metal sits at the intersection of industrial demand and geopolitics. China controls around 80% of global supply; together with Russia and North Korea, this dominance rises to around 95%. In an increasingly polarized world, tungsten has effectively become a strategic asset. Almonty Industries is positioning itself as a key supplier for the Western alliance, having recently ramped up production at its flagship mine in South Korea while pursuing an ambitious global expansion strategy. The recent pullback in the stock may offer a compelling entry point for strategic investors.
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Commented by Nico Popp on March 26th, 2026 | 07:15 CET
Defense Industry Under Stress: Bottlenecks at Rheinmetall and Lockheed – Almonty Industries Stands to Reap the Benefits
The war in the Middle East is exposing the vulnerability of the global security architecture. While the US-led coalition's military operations against Iran, known as Operation Epic Fury, continue, US President Donald Trump's erratic communication is causing extreme uncertainty among military planners. In rapid succession, reports from the White House oscillate between triumphant declarations of victory, the announcement of American ground troops, and, shortly thereafter, the prospect of peace negotiations. This unpredictability collides with an alarming reality: even the arsenals of the world's greatest military power are emptying at a rapid pace. The massive use of precision weapons starkly reveals that the global arms industry is simply not equipped for intense wars of attrition or a further escalation of global tensions following the collapse of the existing world order. The real bottleneck in the arms industry is not a lack of government budgets, but the critical raw materials at the beginning of the supply chain. As a result, the market for tungsten and the producer Almonty Industries are coming into focus for investors. A unique opportunity beckons.
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Commented by Fabian Lorenz on March 25th, 2026 | 07:10 CET
Tungsten Crisis! "Reuters" Reports Shortage in the US! Almonty Positioned to Benefit, and Analysts Reaffirm Buy Recommendation
Tungsten prices have risen nearly 20% in just one week. The situation surrounding this metal, which is critical not only for ammunition production, continues to worsen. "Reuters" recently reported on noticeably low inventory levels in the US. On "Bloomberg," an expert speaks of an almost unprecedented market development. The biggest beneficiary is Almonty Industries. Analysts see over 50% upside potential. According to their estimates, the P/E ratio for 2027 is around 5. Almonty is expected to produce 267,537 metric tons this year alone. Costs are expected to be USD 266 per MTU. On the Rotterdam stock exchange, the current price is USD 2,800 per MTU.
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Commented by Armin Schulz on March 24th, 2026 | 07:10 CET
Sangdong Is More Than Just a Mine: How Almonty Industries Is Emerging as a Strategic Pillar for Western Supply Chains
For decades, tungsten was a blind spot in commodity markets - technically indispensable, yet strategically overlooked. That perception is now shifting rapidly. As Western economies reassess their dependence on Chinese supply chains for defense and high-tech applications, Almonty Industries is transitioning from developer to producer at its Sangdong project in South Korea. What follows is not merely the start of production, but a structurally important addition to Western supply security.
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