With tungsten prices up 900% over twelve months and a January 2027 DFARS procurement cliff on Chinese-origin tungsten approaching, Western Star Resources has mobilized its technical team to its Rowland Tungsten Property in Nevada to conduct the first modern exploration program, including drone geophysics and property-wide soil geochemistry to generate drill-ready targets. The tightening Western tungsten supply environment is creating structural support for allied producers and explorers.

Tungsten prices have surged 557% since China's export controls in February 2025, driving Western governments and defense contractors to rebuild non-Chinese supply. GoldHaven Resources announced its Magno Project in BC with district-scale tungsten, indium, and polymetallic potential. Other tungsten producers including Almonty (operating mines), Guardian Metal (PFS stage), American Tungsten (brownfield development), and Energy Fuels (vertically integrated producer) are advancing projects to meet growing Western demand as China controls over 80% of global production.

NevGold Corp. is developing a historic gold leach pad in Nevada containing antimony mineralization, positioning itself as a near-term domestic antimony producer targeting 2027 production. With consistent antimony grades across all drillholes, proven metallurgy, and C$42 million in funding, the company aims to address U.S. critical minerals supply chain needs without requiring new mining operations.

NevGold Corp. announced that all 17 sonic drillholes from the historic Crushed leach pad at its Limousine Butte project in Nevada returned positive oxide antimony and gold grades, positioning it as a near-term domestic antimony solution. The results include grades of 0.32% antimony and 0.39 g/t gold over 14.9 meters. This development is significant given the U.S. government's push for domestic antimony supply independence from China and the critical mineral's importance for defense applications.

Western governments committed $12.1 billion in mining project capital through 30 partnerships at the 2026 PDAC conference, while the U.S. launched its FORGE coalition with 54 nations. Global export restrictions on critical raw materials have hit record highs, with supply concentration for cobalt, lithium, and rare earths exceeding 90% among top three producers. The critical minerals market is projected to nearly double to $715 billion by 2035, with North American investment growing fastest.

A U.S. national security investigation confirms America's critical dependence on imported minerals threatens defense and industrial capabilities. Tungsten prices have surged from $300 to $1,775 per metric tonne due to Chinese export controls, while silver faces a sixth consecutive annual supply deficit exceeding 800 million ounces cumulatively since 2021. Five mining exploration companies are positioned to address this structural supply gap through advanced projects in tungsten, silver, copper, and gold.

Almonty Industries held a special shareholders meeting to approve amendments to currency exercise terms for outstanding options and warrants, with majority shareholder consent obtained to change exercise currencies to Canadian dollars.