TU TUNGSTEN Loading... : Bullish and Bearish Analyst Opinions

The US discovered 1.78 million tons of tungsten in the Nevada desert. Tungsten is very expensive and the host says it has been going up because of the AI boom, making tungsten a direct AI-driven commodity tightening theme.

Geopolitical commodity warfare is accelerating, with export controls on critical materials like rare earths, tungsten, antimony, graphite, and gallium. These hard heavy metals are essential for modern supply chains and are seeing restricted supply. This environment creates upside for select companies in these spaces and deserves at least a small allocation.

1. THE FACT: Tungsten is described as "climbing the Matterhorn" and is called "one of the purest war elements on the Periodic table," essential for gas turbines, jet engines, and drilling. 2. THE BRIDGE: The strong demand and critical role of tungsten in defense and heavy industry, particularly in a context where it's described as a "war element," suggests increasing strategic importance and price appreciation. "Climbing the Matterhorn" implies a strong upward price trend. 3. THE VERDICT: Long tungsten due to its critical role in defense and heavy industry, indicating strong demand and price appreciation.

1. THE FACT: Tungsten goes vertical. 2. THE BRIDGE: "Goes vertical" implies a strong upward price momentum. 3. THE VERDICT: Long Tungsten due to strong upward price momentum.