Defense & National Security

Essential for armor-piercing munitions, tank armor, and rocket components. In 2025, tungsten projects in Nevada, New Brunswick and Yukon received U.S. Defense Production Act Title III awards.

Source: U.S. Geological Survey, Mineral Commodity Summaries 2026.

Supply Chain Vulnerability

China accounted for 79% of world mine production in 2025 (USGS Mineral Commodity Summaries 2026) and continues to restrict exports, creating critical supply chain risks for Western nations.

Rising Demand

China's tungsten consumption and imports increased significantly in 2025, and about 60% of U.S. tungsten consumption goes into cemented carbide parts for construction, metalworking, mining and oil and gas drilling (USGS Mineral Commodity Summaries 2026).

Industrial Applications

Critical for machine tools, drilling equipment, and wear-resistant materials.

Tungsten Supply & Demand

Tungsten is one of the world’s most strategic and supply-constrained minerals. With the highest melting point of any metal and exceptional strength, it is essential for defense systems, aerospace components, semiconductor manufacturing, drilling and mining tools, and electrical and electronic components.

Yet global supply is dominated by China, which accounted for 79% of world mine production in 2025 (USGS Mineral Commodity Summaries 2026) and continues to restrict exports, tightening an already fragile supply chain. Outside of China, production is limited, and few new projects are coming online.

China's own consumption and imports increased significantly in 2025 (USGS), while governments move to secure supply for defense and industry. This widening supply-demand gap has put renewed focus on domestic tungsten sources in North America, especially past-producing districts, where historical production records give explorers a head start.

The supply imperative

Why U.S. Tungsten, why now

From January 1, 2027

Pentagon ban

U.S. defense acquisition rules bar tungsten mined or produced in China, Russia, North Korea or Iran from Pentagon supply chains, subject to limited exceptions.

Source: DFARS 225.7018 and 252.225-7052

Tungsten in Defense Systems

USGS lists tungsten alloys among the materials used in armor-piercing projectiles. In fiscal 2025 the U.S. National Defense Stockpile listed potential acquisitions of 2,041 t of tungsten, and from January 1, 2027, U.S. defense acquisition rules restrict tungsten mined or produced in China, Russia, North Korea and Iran.

Sources: USGS Mineral Commodity Summaries 2026; DFARS 252.225-7052.

May 20, 2026

Western Star Resources ($WSR | $WSRIF): Building North America’s Tungsten & Critical Mineral Future

Watch on YouTube

Demand Drivers: Military and Industrial

3,422°C
melting point, highest of all metals
Economic importance of critical raw materials European Commission 2023 criticality assessment, score out of 10
Tungsten8.7
Magnesium7.4
Platinum group metals7.1
Manganese6.9
Cobalt6.8
Niobium6.5
Light rare earths5.9
Antimony5.4
Copper4.0
Gold2.4

Tungsten scored 8.7 for economic importance, the highest of the 87 raw materials assessed.

Source: European Commission, Study on the Critical Raw Materials for the EU 2023, Final Report.

Articles

Why Tungsten Matters

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