The Energy Question

The Energy Question


Lewis Black, CEO of Almonty Resources on the Energy Question w/David Blackmon

May 02, 2025

Join David Blackmon as he interviews Lewis Black, CEO of Almonty Resources, in a compelling discussion on the global importance of tungsten, the challenges of building critical mineral supply chains in democratic nations, and why Almonty is relocating to the U.S. to support national defense. From China's dominance in raw materials to the strategic future of Western industry, this short but powerful conversation explores the intersection of geopolitics, mining, and innovation.


Highlights of the Podcast


01:00 - Introduction & Almonty Overview

03:09 - Tungsten's Strategic Importance

04:39 - Move to the U.S. & National Security Considerations

09:11 - China's Role in the Tungsten Supply Chain

10:42 - Challenges of Developing the Korean Mine

13:15 - U.S.-China Tariffs & Global Trade Implications

18:04 - Western Withdrawal from Mining & Chinese Commercial Strategy

25:57 - Commodity Price Outlook & China's Market Tactics

28:31 - Timeline & Strategic Reasons for U.S. Relocation