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Tantalum Strategy

Benchmarks, research, and advisory for the materials economy underneath AI.

Wed, 02 Sep 2026 22:40 UTC
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Tantalum AI Materials Index
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Updated weekly · Friday market close Methodology →
DESK STATUS
Multi-model validationActive
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Index recalculationWeekly
Last index pass29 August 2026
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MethodologyPublic
Tungsten

The West's largest tungsten answer arrived with a cost number and a calendar. First metal is 2029.

Tungsten Mining's Mt Mulgine prefeasibility study claims the world's lowest cash cost. The investment decision is six quarters away, and the deficit its own market case describes runs through 2028 and beyond.

Tantalum Strategy Desk · September 2, 2026 · 6 min

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