Ehrmantraut Capital(@EhrmantrautCap_):EQ Resources $EQR.AX is nearing ATHs again, up over 6% last night. The tungsten shortage is not over, and according to latest reports China exported exactly 0.0 kg of tungsten to Japan. Yes, zero. The bear case for the tungsten shortage play $EQR.AX has always been that China could loosen export restrictions on tungsten. But they are not loosening restrictions any time soon. On the contrary, they seem to be doubling down on restructions. The sky is the limit for $EQR.AX.

Ehrmantraut Capital

@EhrmantrautCap_

Investor from the Netherlands | AI, memory, photonics and space. Not financial advice.

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Ehrmantraut Capital@EhrmantrautCap_

2026.08.20 08:21

EQ Resources $EQR.AX is nearing ATHs again, up over 6% last night. The tungsten shortage is not over, and according to latest reports China exported exactly 0.0 kg of tungsten to Japan. Yes, zero. The bear case for the tungsten shortage play $EQR.AX has always been that China could loosen export restrictions on tungsten. But they are not loosening restrictions any time soon. On the contrary, they seem to be doubling down on restructions. The sky is the limit for $EQR.AX.