Sorry binbin I was agreeing with you when you said.
"This now explains why there hasn’t been any sudden spike in the tungsten price despite all the latest headlines highlighting the end of the US buying Tungsten from China. Also important to note that while the US has decided to stop purchasing from China, the rest of the world has not imposed similar restrictions so there is still more than adequate supply of tungsten from China to supply the rest of the world."
My point was the numbers don't need be perfect. But to be clearer as an example there is no Spain (Salaro) and Vietnam looks high and as @scottm well knows the date was pushed out to 2027 back in may.
The conclusion I thought you got to. Which is not news to me. Was that a USA DOD only ban would not be effective with Tungsten, because there is already ample supply. I just don't share your level of bullishness on the growth of western demand.
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