A Real Critical Mineral Narrative - Tungsten in 2026 - When a Minor Metal becomes a Strategic Lever - An Investors dream with Global Low Inventory and a Surging Demand

The discussion focused on tungsten, antimony, and gold, but more importantly, on mineral systems thinking—how deposits form, why certain geological settings matter, and why Pioneer’s ground selection in Idaho, USA, was anything but random. As someone who has followed tungsten closely, this was a conversation that went well beyond commodity hype and into the fundamentals of discovery.

Pioneer Minerals Ltd (ASX: PMM) (formerly Pioneer Lithium Ltd) is advancing its North Pine Project in Idaho, USA, a region renowned for its Tier-1 critical minerals endowment (Figure 1). The latest field program has delivered multiple high-grade tungsten and gold results from the Springfield Prospect, alongside the identification of a new polymetallic precious-metal system at Silver Cliffs. These results materially expand the exploration proposition across the broader North P

When a company like Terra Uranium Limited (ASX: T92) steps beyond its uranium roots and into the high-stakes world of critical minerals, it’s worth paying attention. The latest move—acquiring the Glen Eden Project in New South Wales—signals more than just portfolio diversification. It’s a calculated entry into a sector underpinned by global strategic demand, rising prices, and tightening supply chains.

Is Rumble Resources Limtied (ASX: RTR) a gold story that should be promoting itself more as a tungsten critical mineral conversation. As the tungsten narrative makes it move to be the king of the critical mienral list, one need to consider this story like the Delta Lithium (previusly Red Dirt Metals Limited (ASX:RDT) story when it was a gold project with an increadibly good lithium future.

In my opinion, Tungsten should be one of the most critical metals on any investor's watchlist. The scarcity of the metal as an economical deposit, in my opinion, makes this metal high on the list. There are a few market factors that make Tungsten a very volatile commodity, and the China influence makes this metal difficult to predict in terms of its market value.

Welcome to our weekly distribution of Samso News. We have had a busy week as we transition now to posting at least one Samso News per day. As we have been saying, Samso in 2025, is all about transitioning into an independent space and we will continue to increase our coverage with a move into all things AI in the coming weeks.

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