Iran conflict exposed how thin US #tungsten supply is. APT ~US$3,185/t, 350% YTD after China's 2025 curbs. DoD gave Golden Metal Resources $6.2M for Nevada; Almonty moved HQ to Montana. Tomahawks need tungsten. Domestic supply is a defense priority. scientificamerican.com/artic…

BREAKING: The New York Times reports that senior Iranian military officials, along with Supreme Leader Ali Khamenei, have reviewed the final memorandum of understanding draft and are reportedly comfortable with its contents. If accurate, the report would suggest the proposed agreement has cleared some of the most important decision makers within Iran’s political and security establishment.

China #tungsten split this week. Virgin stays firm: APT RMB 800k/t ( 3.9% w/w, 19.4% YTD), 65% scheelite RMB 524k ( 5%). But scrap is rolling over as holders take profit off the March highs. ctia.com.cn/en/news/50848.ht…

Deep-dive on Spartan Metals $W.V $SPRMF with the Korelin Report and CEO, Brett Marsh. Covering both of their key critical mineral & #tungsten assets; Eagle & Victorio. My favourite pick for US tungsten. kereport.com/2026/06/12/spar…

$NRDX.CN NordX Metals Closes $1.2 Million Private Placement Great to have this wrapped up. Expecting some decent newsflow from NordX over the coming months! Excited for this new, Nordic powerhouse within #uranium #REE and #lithium 🔥 ceo.ca/@newsfile/nordx-metal…

$BOLT.CN $PCRCF Bolt Metals keeps going. 100k traded across exchanges- good to see some decent buying interest kicking in. Not a lot available in the book all the way up to 1.00CAD

Another big (flat) week for Western #tungsten APT🔥🔥 We're soon through Q2 and prices remain above $3,000/MTU. Irrational markets right now when it comes to pricing producers and developers of Western tungsten! $W.V $ALM $EQR.AX $ACM.CN $WSR.CN $VKA.AX $TUN.L $GMET.L

China #tungsten closed the week firm: APT at RMB 800,000/t, up 3.9% w/w and 19.4% YTD. powder 6.7%, carbide powder 7.0% w/w. Only scrap is fading as traders take profits. This is consolidation at the 800k mark, not a top. $EQR.AX $W.V $ACM.CN $ALM news.chinatungsten.com/en/tu…

Big volumes traded on Cabral Gold $CBR.V $CBGZF 🔥🔥 Already past the daily average. Briefly touched the psychological resistance at 1 CAD and back down. Let's get it above 1CAD and stay there- where it belongs!

$BOLT.CN $PCRCF Market seems to like the finalisation of the acquisition of the Floralia #iron #ore project 🔥🔥. 50k shares traded across exchanges which is quite decent for BOLT. Now it's time to full steam ahead, production expected next year.

$W.V Spartan Metals 🔥 x.com/EdgeExploration/status…

$BOLT.CN $PCRCF Bolt Metals Announces Closing of Option to Acquire the High-Grade Floralia Iron Project Great. Project formally secured and now it's full steam ahead. ceo.ca/@accesswire/bolt-meta…

#Gold and #silver prices decently up on the positive news from the Middle East. Let's hope this time is real so we can get back to fresh ATH's later this year! mining.com/web/gold-price-ju…

US AND IRAN NEARING A PEACE DEAL AROUND G7 MEETING NEXT WEEK

#Lithium we’re back

The war in Iran is creating a “super-squeeze” in industrial metals, including copper ft.com/content/44d4b188-45ed…

Sounds like $TMIN.CN is receiving a lot of continued support from local municipalities. Roadshow kicking off in Germany on Sunday!

China shipped zero #tungsten powder and tungsten oxide to Japan from February through April. Kanto Denka and Central Glass now warn WF6 output may halt from July 1. Japan supplies ~25% of global WF6. Semiconductors could be the next tungsten casualty. news.chinatungsten.com/en/tu…

$CBR.V $CBGZF New interview out with Cabral Gold CEO, Alan Carter. Great one and he is obviously very excited (so am I). Cash flow incoming in Q4 and district-scale opportunity that is being accelerated as we speak 🔥 youtube.com/watch?v=Rq3zn7t7…

BREAKING: President Trump says that Iran's Supreme Leader has approved a deal between the US and Iran and a signing is "coming soon." Details of the deal per President Trump: 1. US Naval blockade is lifted once the deal is signed 2. Memorandum of Understanding has been approved by "everyone in Iran" 3. Kharg Island operation by US Military is now "off the table" 4. Formal Strait of Hormuz reopening deal expected by as early as Saturday or Monday 5. Trump declines to set a deadline for the deal, calling Iran "rational and confident" that a deal will be reached US oil prices extend losses on the news.