America’s Weakness Exposed: Why Entire Arsenal Is At Risk | Ali Haji

Summary

David Lin interviews Ali Haji, CEO of American Tungsten Corp., about tungsten as a critical defense and industrial mineral. Ali argues China's export restrictions and rising military/industrial demand are driving tungsten prices higher while the U.S. has no commercial tungsten mining and faces a 2027 military purchasing deadline. He outlines American Tungsten's plan to restart the high-grade IMA mine in Idaho, target 8%-16% of U.S. supply in 12-18 months, and pursue government funding and uplisting catalysts. The interview is sponsored by American Tungsten and is promotional in nature.

• David Lin interviews Ali Haji, CEO of American Tungsten Corp., in a sponsored segment.
• Tungsten is a critical defense and industrial mineral used in armor-piercing ammunition, missiles, microchips, nuclear plants, and wind turbines.
• China dominates tungsten production and has restricted exports, while the U.S. has no commercial tungsten mining and faces a 2027 military deadline.
• Ali expects tungsten demand to grow from $5.5B to $9.8B by 2030 and sees prices supported by supply constraints and military demand.
• American Tungsten aims to restart the past-producing IMA mine in Idaho and targets 8%-16% of U.S. supply within 12-18 months.
• The company cites high grade, silver/molybdenum credits, state-only permitting, and about $7M cash after a private placement.
• Catalysts include drilling, an updated resource and PEA, possible DoD/DOE/DLA or EXIM funding, production, and a possible U.S. uplisting.
• Ali also sees the stock as undervalued versus peers on internal PEA NPV with a tight 40M-share cap table.