A 2008 presentation from Haywood Securities I was reading recently suggested the world tungsten demand would start exceeding supply from 2010, even allowing for startup of new plants.
http://www.talkingtungsten.com/pdf/Talking-Tungsten-Presentation_Sep08.pdf
Their seems to be an interesting battle developing over access to tungsten reserves.... all good for VMS.
worth a little research, page-16
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