Looks like my "DFS today - gutfeeling" was obviously just "hot air", but the DFS will be released soon, that's for sure.
On the SBS German news today was a report about a German comp, producing electronic equipment for solar,wind and gas power stations in China and their biggest problems, availability and high prices of REE's. No specific mentioning of tungsten but good to hear from those who really know what is going on.
Summary, more likely to see an increasing demand facing a tight supply than a REE-inundated world market.
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