Intelligence analyses covering competition across geopolitics, cybersecurity, finance, and technology domains.
4 analyses
Defense spending and China's export controls pushed tungsten prices 557% higher since 2025. Vietnam is the scalable alternative on paper — processing infrastructure gaps make it a fragile one in practice.
Tungsten Supply Concentration Creates Strategic Leverage [SOURCED: Mining.com, April 2026; Masan Group, March 2026]
The global tungsten market has entered 2026 in extreme volatility, driven by China's implementation of export controls on tungsten products following US trade disputes .
Private nuclear technology companies are strategically positioning themselves as critical assets in great-power competition by leveraging partnerships with tech giants to secure energy independence…