Scouting Report: Who Is on the Field for U.S. Tungsten Ahead of the 2027 Rule

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U.S. Metal News News Commentary - Seven weeks before a U.S. defense procurement restriction on tungsten from China, Russia, Iran and ...

VANCOUVER, British Columbia, Nov. 13, 2026 (GLOBE NEWSWIRE) — U.S. Metal News News Commentary - Seven weeks before a U.S. defense procurement restriction on tungsten from China, Russia, Iran and North Korea takes effect, the companies working to rebuild domestic supply are at very different points on the field: one is shipping concentrate, two are working through studies and one is preparing to drill for the first time. Companies mentioned in today’s commentary include: Western Star Resources Inc. (CSE: WSR) (OTC: WSRIF) (FRA: 4K2), Guardian Metal Resources plc (NYSE American: GMTL), American Tungsten Corp. (OTCQX: TUNGF), Almonty Industries Inc. (NASDAQ: ALM).

From January 1, 2027, U.S. defense procurement rules restrict tungsten sourced from China, Russia, Iran and North Korea in key military applications, and the United States currently has no active tungsten mines. That leaves the domestic bench to a short list of companies working on past-producing ground, studies and first drill programs.

Each company gets the same five lines. Position is its stage. Home field is its main project. Stat line is the latest work it has reported. Bench depth covers its other assets. Next play is what the company says comes next. Every line is taken from the company’s own releases or filings, and no company is ranked against another.

Position: Explorer preparing a maiden drill program on past-producing U.S. tungsten ground.

Home field: The 100%-owned Eagle Point Tungsten Project in Hidalgo County, New Mexico, where scheelite-bearing skarn sits along the contact between intrusive granite and Horquilla Limestone.

Stat line: On November 11, the Company reported that a high-resolution drone magnetic survey covering approximately 4.9 km² traced the interpreted granite-limestone contact for approximately 3 kilometres, including beneath talus and shallow cover north-west of the historical workings.

Bench depth: The Rowland and White Star tungsten projects in Nevada, where in October the…

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