The Eurasian Century

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The Eurasian Century
The Eurasian Century
Armored Portfolio (Part 2)
Cyclical Value Investing

Armored Portfolio (Part 2)

Investing in the Hardest Metal On Earth

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Cyclical Value Investing
Feb 17, 2024
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The Eurasian Century
The Eurasian Century
Armored Portfolio (Part 2)
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As I said before, there is a serious lack of tungsten producers out of China/Russia/Vietnam. Most of the other sources are either small-scale, inactive, or artisanal/illegal mining in Rwanda, Congo, and Zimbabwe.

There is also some Kazakh and Uzbek production, but from a geopolitical point of view, these could as well be located in Russia-China as the a…

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