- Discuss the outlook for key niche defense metals, with a focus on tungsten and germanium, in the context of rising global defense spending and increasing competition over critical mineral supply chains.
- Examine the demand outlook, particularly from the defense industry, but also semiconductors and advanced manufacturing.
- Assess the supply outlook, including project pipeline and key bottlenecks. Evaluate the implications of Western–Chinese supply chain decoupling, including efforts to localize or secure alternative sources.
- Discuss price outlooks for these metals, including the extent to which current or expected tightness is already priced in.
- Identify the best- and worst-positioned players, distinguishing between high-quality, economically viable projects and more speculative names benefiting from thematic momentum.
- Evaluate the potential for further government intervention across the mining and metals value chain, including strategic investments, subsidies, and offtake agreements.
- Discuss which types of transactions the U.S. Department of War may prioritize going forward.
- Assess how defense contractors are adapting procurement strategies in response to supply risks, and identify the key beneficiaries and losers across the value chain.
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Discussing the outlook for key niche defense metals, with a focus on tungsten and germanium, in the context of rising global defense spending and increasing competition over critical mineral supply chains
Ticker(s): MP, ALMTF, UMICF, TECK, LYSCF, RTX, LMT, NOC, LHXWho's the expert?
- Associate Professor at Penn State and Co-Founder of Anactisis, with a research focus on resource recovery, critical elements, and chemical separation processes, including work on extracting elements such as germanium and scandium from industrial and mining waste streams.
- Experience developing and scaling extraction technologies through collaborations and funding from organizations such as the U.S. DOE and DoD, alongside involvement in initiatives aimed at strengthening domestic critical mineral supply chains.
- Background spanning geochemistry, hydrometallurgy, and environmental systems, with exposure to applications across industries including semiconductors, advanced manufacturing, and defense-related materials.
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