Almonty’s Strategic Move to Challenge China’s Tungsten Dominance

Almonty Industries is executing a fundamental strategic pivot that directly confronts China's overwhelming control of the global tungsten market. The company's recent acquisition of the Gentung Browns Lake tungsten project in Montana represents a bold challenge to Beijing's near-monopoly on this critical mineral.

The United States defense establishment is actively addressing vulnerabilities in its supply chains for essential minerals. With the Pentagon allocating billions toward strategic stockpiling of critical resources, domestic tungsten sources have become increasingly valuable. Tungsten's irreplaceable role in defense applications and aerospace manufacturing, combined with current reliance on Chinese suppliers, has created an urgent need for alternative sources.

Almonty has positioned itself to capitalize on this shift by securing one of America's most advanced undeveloped tungsten deposits through its Montana acquisition.

Key Transaction Details

The binding purchase agreement for Almonty's US assets includes:

Should investors sell immediately? Or is it worth buying Almonty?

• Acquired Property: Gentung Browns Lake tungsten project located in Montana
• Strategic Objective: Establishment of Western tungsten supply chain independence and reduced Chinese market dependence
• Market Environment: Growing resource nationalism and US initiatives to reshore critical supply networks
• Completion Timeline: Finalized in October 2025

Reshaping Global Supply Dynamics

This expansion into the United States represents more than simple portfolio diversification for Almonty. The company is actively altering the supply dynamics for a mineral essential to aerospace, defense capabilities, and advanced manufacturing sectors.

Against a backdrop of increasing trade restrictions and geopolitical tensions, Almonty's strategic repositioning establishes the foundation for secure, sustainable tungsten supply for the United States and allied nations. The move comes as Western nations increasingly prioritize supply chain sovereignty for materials deemed critical to national security and economic stability.

China currently commands approximately 80% of global tungsten production, creating strategic vulnerabilities that Almonty's Montana development directly addresses. The company's expansion aligns perfectly with Washington's push to domesticate supply chains for minerals classified as critical to both economic and security interests.