Ahead of a January 2027 Pentagon Sourcing Rule, Tungsten Projects Outside China Move Into Permits and Restarts
Key Highlights
- ➤China produced 67,000 of 85,000 metric tons of mined tungsten in 2025
- ➤Pentagon sourcing restriction reaches tungsten mining and feedstock from covered countries January 1, 2027
- ➤Blue Moon (BMM) plans US$150 million-US$175 million Springer Tungsten Complex investment
- ➤Blue Moon expects Springer mine and mill production in Q4 2027
- ➤Tungsten West secured up to £71 million UK Government investment through full production
Expert Statements
Blake Morgan, CEO and President of Western Star Resources
“Our 2026 surface work gave us clear targets along the granite contact, and this program is designed to test them beneath surface exposures and talus cover”
Christian Kargl-Simard, CEO and Director of Blue Moon Metals
“This is a great day for the U.S. with regards to providing a major boost to the U.S. tungsten supply chain”
Andrew Brodkey, Chief Executive Officer of Idaho Copper
“In a country where federal permitting is often the single largest obstacle impeding advancement of a critical minerals deposit, that is a meaningful achievement”
Tony Giardini, President and CEO of Trilogy Metals
“With a defined permitting timeline, the investment by the U.S. Government, and a clear line of sight to a Record of Decision, Arctic is well positioned to become a cornerstone of a secure, domestic copper supply chain”
Jeff Court, CEO of Tungsten West
“Initial production is already underway, and we look forward to the progress towards full commissioning in Q1 2027 (calendar year)”
VANCOUVER, British Columbia, Oct. 27, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary - China produced an estimated 67,000 of the world’s 85,000 metric tons of mined tungsten in 2025, according to the U.S. Geological Survey (USGS), which also reports that China ranked first in the world in tungsten resources and reserves. The USGS lists no U.S. mine production for either 2024 or 2025. With a Pentagon sourcing restriction set to reach back to the mine on January 1, 2027, companies in the U.S. and allied countries are moving tungsten and other critical-mineral projects through permitting, restarts and new funding. Companies mentioned in today’s commentary include: Western Star Resources Inc. (CSE: WSR) (OTC: WSRIF) (FRA: 4K2), Blue Moon Metals Inc. (NASDAQ: BMM) (TSXV: MOON), Idaho Copper Corporation (NYSE American: COPR), Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ), Tungsten West PLC (AIM: TUN).
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