The Energy Question

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