The David Lin Report

America’s Weakness Exposed: Why Entire Arsenal Is At Risk | Ali Haji

Aug 11, 2025
Ali Haji, CEO of American Tungsten Corp., is on a mission to resurrect U.S. tungsten production amidst rising prices and China's export restrictions. He dives into the vital role tungsten plays in military ammunition, highlighting the urgency of achieving American self-reliance. Haji outlines two major mining projects aimed at revitalizing the industry and discusses innovative funding strategies for growth. With geopolitical tensions on the rise, he emphasizes the investment potential in tungsten as a strategic mineral vital for national security.
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INSIGHT

China Controls Tungsten Supply

  • China supplies over 80% of global tungsten, creating a strategic single-point dependency.
  • That export control risk now threatens Western military and industrial supply chains.
INSIGHT

Tungsten Is Critical For Defense And Tech

  • Tungsten's unique properties make it essential for armor‑piercing ammo, missile bodies, and high‑temperature uses.
  • It also matters for microchips, nuclear plants, and wind turbines, linking defense and energy transitions.
INSIGHT

North America Once Produced Tungsten

  • North American tungsten mines produced until about 2015 but were driven offline by cheap Chinese exports.
  • Governments now incentivize domestic restart to stabilize pricing and secure supply chains.
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