Stock marketNuclear installations
Wall Street Converges On Almonty Investor Day As Pentagon's Tungsten Clock Ticks Down
Wall Street Converges On Almonty Investor Day As Pentagon's Tungsten Clock Ticks Down We have highlighted "owning the bottlenecks" as one of our core themes (aside from nuclear, AI, etc.) as China tightens control over critical materials and the West races to secure conflict-free supplies ahead of a rearmament supercycle. Miners with operating assets and near-term delivery capacity are best positioned to capture the next leg of the cycle, as Western governments seek reliable and conflict-free supplies. Mining equities have largely de-rated since their May peak, retracing the mass