Metal Movers: Inside the Global Tungsten Squeeze
Argus Media5 Maalis

Metal Movers: Inside the Global Tungsten Squeeze

In this episode, Argus explores the forces behind the dramatic surge in global tungsten prices. What began with Chinese export controls has deepened into a structural supply squeeze, leaving both domestic and international consumers struggling with tight availability. Our experts discuss how mining constraints, shifting demand dynamics and limited substitution options are shaping one of the most volatile critical mineral markets of 2026.

Covered in this episode:

  • How ageing mines, limited upstream investment and reduced output have created a structural shortage in Chinese tungsten supply
  • The impact of China’s export controls on global availability — and why its domestic market is now feeling the squeeze as intensely as overseas buyers
  • Whether substitution with molybdenum, niobium, titanium or ceramics can meaningfully reduce demand for tungsten carbide and mill products
  • The limits of recycling in Europe and North America — and the scope for China and Japan to expand recycling to ease supply constraints
  • When global tungsten prices might peak, how long historically high levels may persist, and how new mine capacity from South Korea, Kazakhstan and Europe could reshape the market from 2027 onward

Jaksot(1000)

Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

Fertilizer Matters EP45: Middle East Conflict - Impact on Sulphur & Ammonia Markets

Hear Argus’ essential analysis of the impact the Middle East conflict on sulphur and ammonia markets, focusing on production, logistical constraints, price surges across both daily and weekly price as...

1 Huhti 32min

Fertilizer Matters EP44: Chinese Ammonia Market

Fertilizer Matters EP44: Chinese Ammonia Market

Hear Argus’ essential analysis of what’s driving China’s ammonia production expansion and exports surge, where this new Chinese supply is coming from, key export destinations, as well as the impact of...

31 Maalis 10min

Strait Talk: Crisis in the Gulf

Strait Talk: Crisis in the Gulf

At week 5 of the US-Iran war, disruption in the Strait of Hormuz has removed more than 10 million b/d from global supply and pushed oil markets into extreme volatility. In this special edition update,...

31 Maalis 28min

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

Crude Report: Hormuz disruptions put Canadian export crude in the global spotlight

John's LI profile: https://www.linkedin.com/in/john-cordner-538059219/ Jeff's LI profile: https://www.linkedin.com/in/jeff-kralowetz-7823299/  In this Crude Report episode, Argus VP of Business Develo...

30 Maalis 16min

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

Metal Movers: How the Iran Conflict Is Impacting Global Non‑Ferrous Metals Markets

30 Maalis 34min

Falando de Mercado: Clima e safra de soja 2025-26

Falando de Mercado: Clima e safra de soja 2025-26

O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarket...

25 Maalis 8min

Market Talks: 2025–26 Soybean Crop Outlook

Market Talks: 2025–26 Soybean Crop Outlook

The beginning of the year was marked by rainy weather, and projections indicate record soybean production in Mato Grosso for the 2025–26 season. Nathalia Giannetti, contributor to the Argus AgriMarket...

25 Maalis 8min

The Crude Report: Crude on War

The Crude Report: Crude on War

The US–Iran war has rattled crude markets, leaving almost a fifth of global supply effectively trapped inside the Mideast Gulf. Europe felt the impact later than Asia‑Pacific, but three weeks into the...

25 Maalis 13min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
rss-sami-miettinen-neuvottelija
rss-lahtijat
rss-rentotapaus
kultaiset-hoitajat
rss-startup-ministerio
rss-seuraava-potilas
herrasmieshakkerit
rss-strategian-seurassa
asuntoasiaa-paivakirjat
rss-h-asselmoilanen
rss-tyoelamasta-podcast
rss-vaikuttavan-opettajan-vierella
rss-set-for-life-sijoita-ja-vaurastu