In the background is the US imperative of finding alternative sources of Tungsten by 2026. We would be talking well in excess of 10K ts/yr. consumption.
Not many Western tungsten mines (coming into) in production capable of supplying that sort of extra tonnage. As we know, it takes years to (re)develop a mine to (reliable) production. The US only has a couple of years to find that sort of new supply level.
Given the right sort of (early) investment, I'm sure EQR could step up to the plate...
In the background is the US imperative of finding alternative...
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