According to Lewis Black, CEO of Almonty Industries, cited by ZeroHedge, global tungsten supply is facing a shortage, AI、 The demand for semiconductors and defense industries is growing, and China's export policies are affecting the supply chain. Kanto Denka and Central Glass in Japan stopped producing WF ₆ on July 1st due to the inability to obtain high-purity tungsten powder. Samsung and SK Hynix are looking for new suppliers, and the market expects WF ₆ prices to rise by 70% to 90% in the second half of the year. A Chinese company has announced the addition of 1000 tons of WF ₆ production capacity per year. The APT price in the Western market is higher than 3000 US dollars per ton, and the tight supply of tungsten has spread to the hard alloy and cutting tool industries.
