Odd Lots

The Tungsten Market Is Warning of an Upcoming War

August 3, 2026·44 min·6-min readconversationalbusiness
Podzilla Summary (6 min)
TLDR
Tungsten, a dense and heat-resistant metal once fetishized by crypto bros as desk toys, is having a geopolitical moment. Long ignored in the West, it's critical for armor-piercing munitions, drone shrapnel, and industrial tooling—uses that spike during wartime. With China controlling 80%

Sign up to read the full summary

Free AI-powered recaps of every episode, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Guest

D

David Fickling

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

David Fickling

Books

The Fifth Risk

Companies

Red BullPeabody EnergyCaterpillarFTX

Products & Tools

tungsten cubetungsten carbide

Topics

Business NewsEconomicsGeopoliticsStartupsSupply ChainTech Industry

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.