Tungsten Roundtable: Critical Metal Investors Are Starting to Notice | Unusual Whales Pod Ep. 74

In this episode, we’re digging into tungsten, a metal that sits underneath everything from cutting tools and semiconductors to aerospace and defense.

China produces roughly 80% of the world’s mined tungsten, has tightened export controls, and the U.S. has not commercially mined it since 2015. Japan is already showing what happens when Chinese supply gets squeezed, while new U.S. defense restrictions take effect in 2027.

So we’re going to break down why tungsten matters, how the export controls work, and whether the West is facing a temporary shortage or a much bigger supply-chain reset.

Sponsored by Blue Moon Metals

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

Panelists

Christian Kargl-Simard: https://x.com/AdventusCEO

Craig Bradshaw: https://x.com/EQResourcesASX

Teo Sinamin: https://x.com/Teo_Sinamin

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

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Disclaimer:

Any content referenced in the video or on Unusual Whales are not intended to provide legal, tax, investment or insurance advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority.