Teo(@Teo_Sinamin):This does not age well. Tungsten & Indium have already seen some flow on effects all the way to downstream markets. Don't get me wrong, he's an excellent voice in commodities. Main point is to highlight China doesn't do things that have minimal effects. Everything is well planned before execution. I too have made wrong calls in the past.

Teo

@Teo_Sinamin

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参加 February 2017

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Teo@Teo_Sinamin

2026.09.22 03:27

This does not age well. Tungsten & Indium have already seen some flow on effects all the way to downstream markets. Don't get me wrong, he's an excellent voice in commodities. Main point is to highlight China doesn't do things that have minimal effects. Everything is well planned before execution. I too have made wrong calls in the past.

Bloomberg Opinion@opinion

2025.02.10 06:30

The dollar value of US imports of tungsten, tellurium, bismuth, molybdenum and indium is too small to matter. So don't believe the hype about the repercussions of China's export restrictions on these so-called critical minerals, writes @JavierBlas