Core Insights - The article discusses the critical tungsten supply gap in North America, highlighting that the region consumes the most tungsten globally but produces none domestically, while China controls 85% of the world supply and is restricting exports [4][5]. Industry Overview - Tungsten prices have nearly doubled in the last two years, increasing from $300 to $485 per metric ton, indicating a significant rise in demand and potential supply chain vulnerabilities [4]. Company Strategy - Allied Critical Metals Inc. is positioning itself to become a reliable tungsten producer outside of China by building connections with the U.S. military and fast-tracking production in Portugal, aligning with national security priorities regarding supply chain resilience [5].