$NATUF: China controls 80% of the Global TUNGSTEN market
$NATUF has the best concentrate in North America
Demand for TUNGSTEN is about to surge for use in EV's, paints and other electronics as this rare earth metal just keeps on surging in price.
Chinese supply doesn't seem reliable anymore as everything is coming in house.
Cantung and Mactung coming outta mothballing will be able to provide for North American demand very very easily and its got the backing of the Canadian Government