China Ban Triggers 100% Gain: Why This Critical Metal Doubled In 90 Days

While the White House launches "Project Vault" and the Treasury talks down gold prices as a "speculative blow off," major banks are quietly raising their targets to record highs. John Feneck of Feneck Consulting joins Jeremy Szafron to expose the massive disconnect between Washington’s rhetoric and Wall Street’s bets.Feneck breaks down the "insane" 100% price explosion in Tungsten following China's export ban on January 1st, 2026. He identifies the specific US defense stocks poised to benefit from this critical shortage and explains why the recent 29% "flush" in Silver was a margin-driven gift for smart investors.Recorded on February 9, 2026Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW)Follow John Feneck on Twitter: @FeneckConsult (https://twitter.com/FeneckConsult)IN THIS INTERVIEW:-The Narrative War: Why Treasury Secretary Bessent calls gold a "bubble" while JP Morgan and Goldman Sachs target $6,000.-The Tungsten Crisis: How China’s export ban triggered a doubling of prices in just 90 days.-Stock Picks: Specific buy ratings for Guardian Metal, American Tungsten, Paramount Gold, and Power Nickel.-Silver Volatility: Why the "brutal" Jan 30th crash was a buying opportunity, not a sell signal.CHAPTERS: 0:00 - Intro: Project Vault vs. The Banks 1:02 - Bessent Calls Gold a "Bubble" (But JPM Says $6,000) 2:45 - The Silver "Liquidated": Why It Crashed 29% 3:50 - "We Are Just PAs": Manipulation & The Banks 5:50 - THE TUNGSTEN EXPLOSION: China’s Export Ban Explained 7:20 - Top Defense Stock Picks: Guardian, American Tungsten & Spartan 9:30 - Paramount Gold: Buying The Oregon Permit News 13:10 - Highlander Silver & Bear Creek: The Bull Case 15:40 - Hecla Mining & The Major Silver Producers 18:50 - Copper Strategy: Why Power Nickel is a "Rifle Shot" 20:55 - Macro Outlook: "Terrible" Payrolls & The Fed 22:15 - "This Is Not A Casino": Buying The Flush Strategy#Gold #Silver #Tungsten #MiningStocks #JohnFeneck #CommodityWar #ChinaBan #Economy #Investing #KitcoNews__________________________________________________________________Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US:  X: https://x.com/kitconewsnow  Instagram: https://www.instagram.com/kitconews  Facebook: https://www.facebook.com/KitcoNews  LinkedIn: https://www.linkedin.com/company/kitconewsVisit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.  Live gold price and chart: https://www.kitco.com/charts/goldLive silver price and chart: https://www.kitco.com/charts/silverLive crypto market data: https://www.kitco.com/price/cryptoLearn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising  Disclaimer:  The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.