中美稀土与钨博弈愈演愈烈之际 聚焦于国防钨的Almonty(ALM.US)赴美IPO

Group 1: Company Overview - Almonty Industries Inc successfully listed on NASDAQ, raising approximately $90 million to enhance its supply capabilities for the U.S. defense market [1] - The company has significant assets, including the Sangdong tungsten mine in South Korea and a large mine in Portugal, with a market capitalization of about CAD 1.5 billion (approximately $1.1 billion) [2] - Almonty plans to use the raised funds for critical purposes, including the construction of tungsten oxide infrastructure [1][2] Group 2: Industry Context - Tungsten is becoming increasingly important in the context of U.S.-China resource competition, transitioning from a "minor metal" to a strategic asset due to its unique physical properties [3] - The U.S. government has announced a ban on military procurement of tungsten produced or refined in China, Russia, and North Korea starting in 2027, highlighting the need for alternative sources [3][4] - Tungsten's critical role in high-energy weapons and advanced manufacturing tools makes it irreplaceable, with its supply chain heavily concentrated in China, prompting the U.S. to diversify its sources [4]