8 pointsby Alien1Being5 hours ago2 comments

sanjayjc15 minutes ago
The most recent Odd Lots podcast episode [1] explored this topic further. I quite enjoyed it.
[1] https://www.bloomberg.com/news/articles/2026-08-03/why-tungs...
ablation4 hours ago
Tungsten prices are already quite easily explained by China restricting exports and reducing production, existing wars consuming munitions, and Western governments rebuilding stockpiles. There's no need to point to some ominous new conflict. We've got more than enough.
All in all, some very weak evidence on show here, such as pointing to Tasmania’s Dolphin mine reopening as a supposed signal. It did not suddenly reopen because some spooky insiders sensed an imminent war. The mine's redevelopment was financed in 2021 and commercial production began in 2023, which was itself responding to Chinese supply concentration and the favourable economic situation at the time.
- cloudie784 hours ago
  > Tungsten prices are already quite easily explained by China restricting exports and reducing production
  And why, pray tell, would China restrict the production and export of tungsten, along with many other critical dual-use metals and minerals?
  - whosdat2 hours ago
    It is not China who starts wars all over the globe, it is you.
    Sorry, it feels so obvious. But somehow needs to be repeated every time.
    (And if China will start a war, it would be because you tried too much to undo the former status quo; Taiwan, according to UN, is China.)