美哈11亿联手，开发全球最大未开发钨矿，资源战争已打响，钨是起点还是终点？

Core Insights - Tungsten is a critical material for modern industry and defense, with applications in drilling, aerospace, and military weaponry [1][3] - The U.S. Department of Defense considers tungsten to be of high economic value, and recent export controls by China could significantly impact the global tungsten market [3][5] Industry Dynamics - China controls over 80% of global tungsten production and processing capacity, making any changes in its export policy impactful [3][5] - The U.S. has initiated a strategic response by investing $1.1 billion in a partnership with Kazakhstan to develop a significant untapped tungsten mine, indicating a shift towards securing supply chains [5][6] Strategic Implications - The collaboration between the U.S. and Kazakhstan is seen as a move to reduce dependency on Chinese tungsten, reflecting a broader trend of prioritizing supply chain security over cost efficiency [5][6] - This partnership is backed by high-level government support, emphasizing the importance of tungsten in national security and economic strategy [6][8]