Andrew Lokenauth
@FluentInFinance
I write trusted by 100,000 to get smarter with money, investing, the economy, geopolitics, and decision-making.
가입 March 2021
484 팔로잉 중 445.9K 팬
A lot of people underestimate how much America's manufacturing industry depends on materials controlled by other countries.
Tungsten is a perfect example.
Every Tesla, every Starlink dish, every rocket on the pad. All of it needs tungsten. It’s in chips, jet engines, drones, missiles, and armor-piercing rounds.
It's in everything America is trying to build. China controls most of the world’s supply. Prices are up 500%+, including a 94% spike in six weeks this spring.
Oil has futures. Gold has futures. Copper has futures. Tungsten had nothing. So we built it.
Through @PillarHQ, an Ohio metals distributor locked in protection against tungsten prices on Kalshi. A real American business, hedged against a geopolitical supply shock, on a market that didn’t exist until now.
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