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Kamoa Capital Saturday Newsletter
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The Tungsten Law China Hasn't Announced Yet
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China is about to legislate tungsten out of Western reach and almost nobody in the English-speaking world has noticed.
A draft law circulating inside China's policy system would make every tungsten export control permanent national legislation, backed by criminal liability. Mandatory stockpiles. Power to suspend export contracts overnight. A blacklist clause targeting foreign entities deemed hostile to Chinese interests.
Only 15 companies in all of China can now legally export tungsten. APT exports have dropped to zero. And China - still responsible for 83% of global output - has quietly become the world's largest importer of tungsten ore as its own grades collapse.
Most Western executives are still chasing MoUs with the wrong Chinese counterparties. This piece lays out the legislation Western media hasn't covered, the parallel Chinese mining ecosystem most executives can't see, and the narrow window to act before the door closes.
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This newsletter is for general information, education & entertainment. Kamoa Capital is not licensed and does not know your circumstances. Nothing here is financial, legal or tax advice - seek professional advice and read any PDS before acting. We aim for accuracy but make no guarantees and accept no liability. Views are opinions only and may include forward-looking statements that may not occur.
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