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Article // Intelligence

The Oregon Group · Aug 31, 2026

Tungsten price shock signals deeper supply crisis

ex‑China mines will meet just 68% of Western demand by 2030

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What's interesting

  • Mentions S&P Global
  • Mentions Project Blue
  • Mentions US Department of Defense
  • Discusses tungsten
  • Discusses APT
  • Discusses cemented carbides

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Likes: 46

Comments: 4

Restacks: 3

Entities

Topics

tungsten APT cemented carbides tungsten supply chain China export controls critical minerals mine development financing defense demand APT refining capacity commodity price volatility ex-China mine projects

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S&P Global Project Blue US Department of Defense Project Blue

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