[Audio] China's Tungsten Chokehold on Western Munitions

The balance of global power isn’t just about software; it’s about the heavy metal holding the hardware together. We unpack the hidden supply chain crisis threatening advanced manufacturing and military defense systems.Key Highlights:* The APT Bottleneck: How China’s dual-use export controls artificially constricted the market and spiked prices by 105%.* The Demand Shock: The impact of the mandate to quadruple U.S. munitions production amid the multitheater conflict in Iran.* The M30A1 Rocket: Why advanced weapons rely purely on tungsten’s kinetic energy—and why substitutes fail.* The Market Winners & Risks: A look at Almonty Industries’ 860% stock surge and the execution risks of reopening historic Western mines. Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe