If Hormuz Closes, Critical Metals Markets Will Explode
As geopolitical tensions in the Middle East escalate and the Strait of Hormuz becomes a flashpoint, a deeper crisis is emerging beneath the surface: the West’s critical metals vulnerability. Join host Lyndsay Malchuk on Market Frontlines for a high-stakes conversation with Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & Company. With the Pentagon issuing urgent requests for critical minerals and weapons inventories depleting after years of conflict, Ecclestone delivers a stark analysis of the supply chain realities behind the headlines. Discover why tungsten is the linchpin of modern defense, how companies like Almonty Industries are defying the odds to break China’s stranglehold, and why government funding and permitting are failing to keep pace with the urgency of the moment. From the Sangdong mine in South Korea to the risks of shipping through Hormuz, this episode is a must-watch for anyone trying to understand where the markets—and global security—are headed next.



