Tungsten Gave Back Most of Its 2026 Rally. The Pentagon’s January Deadline Stayed Put.
This is a paid investor-awareness commentary funded by Western Star Resources that recaps tungsten-sector news; Almonty (ALM) is mentioned among five profiled companies with no new company-specific disclosure. For ALM, the piece restates that its Sangdong processing plant in South Korea received final operational certification on September 22 and produced its first tungsten concentrate in 33 years, with Phase II targeted for 2027 at up to 1.2 million tonnes per annum. The broader framing — a ~69% drop in Chinese APT prices and the unchanged January 1, 2027 DFARS sourcing ban on Chinese, Russian, North Korean and Iranian tungsten — is sector context, not new news for Almonty.
Key figures
- China apt price
- 470,000 yuan per tonne
- Dfars restriction date
- 2027-01-01
- China apt decline from peak
- 69%
- Sangdong phase2 capacity tpa
- 1200000
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.