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Almonty Industries (TSX: AII | NASDAQ: ALM) is positioning itself as the West’s leading non-Chinese tungsten producer — and its flagship Sangdong Mine in South Korea is nearing full production. With tungsten prices hitting multi-year highs and China tightening exports, Almonty’s strategic timing could reshape global supply chains for critical minerals. This discussion covers: • The geopolitics driving tungsten’s price surge and supply crunch • How Almonty’s Sangdong Mine could challenge China’s dominance • Analyst insights on financing, leverage, and project execution risk • Why 2025 marks a turning point from “promise” to production • The long-term investment case for Western tungsten independence Website: almonty.com Disclaimer: This video is made in partnership with Almonty Industries. This video is for informational purposes only. Please do your own due diligence. #Tungsten #CriticalMinerals #MiningStocks #AlmontyIndustries #TSXAII #Commodities #Investing YouTube Chapters 0:00 - Introduction 0:25 - Can Almonty Challenge China’s Tungsten Dominance? 1:05 - The Global Supply Crunch and Price Surge 2:00 - Inside the Sangdong Mine: A Once-in-a-Generation Asset 3:15 - Financing and Leverage: Strategic or Risky? 4:30 - How Much of Almonty’s Value Is Built on Fundamentals? 5:20 - What Happens If China Floods the Market? 6:00 - Beyond Politics: Is Almonty a Scalable Business? 7:00 - Analyst Outlook and Closing Thoughts 7:40 - Viewer Disclaimer and Closing Remarks