The Tungsten Market Is Warning of an Upcoming War | 4 Aug 2026 | Odd Lots
Executive Briefing (TL;DR)
- Historical Predictor of Conflict: Tungsten acts as a century-old physical prediction market for global war due to its non-substitutable military applications, leading to distinct boom-bust capital cycles [00:05:54].
- Extreme Geostrategic Concentration: China dominates ~80% of global tungsten extraction [00:13:54], with Russia and North Korea holding an additional ~5% [], leaving Western markets vulnerable to export controls [].
References
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