The Elmet Group secures long-term tungsten supply via agreement with Tungsten West's Hemerdon mine
Executive summary: The Elmet Group signed a long-term off-take agreement with Tungsten West for tungsten sourced from the Hemerdon mine. The deal bolsters supply chain security for critical minerals in Western allied nations, reducing dependence on non-allied sources.
Who is involved: The Elmet Group, Tungsten West, and the Hemerdon mine.
Likely next: Execution of the supply agreement as Tungsten West moves toward the relaunch of the Hemerdon mine operations.
The Elmet Group has formalized a long-term purchase agreement with Tungsten West to source tungsten from the Hemerdon mine. This move aims to strengthen critical mineral supply chains across the US, UK, and allied nations by tapping into one of the world's largest tungsten deposits. The agreement follows significant recent capital injections into Elmet Group from defense-related entities.
What's next — scenarios
Base: Successful mine relaunch and supply integration (60%)
Steady tungsten supply for Elmet Group and strengthened Western mineral security.
- Successful relaunch of Hemerdon mine by early 2027
Downside: Operational delays at Hemerdon (30%)
Elmet Group faces supply shortages or must seek alternative, potentially more expensive, sources.
- Failure to meet the early 2027 relaunch target
Upside: Rapid expansion of critical mineral networks (10%)
The deal triggers further allied investments in domestic mining infrastructure.
- New large-scale government subsidies for Western mining
What to watch
- Tungsten West operational updates regarding the Hemerdon mine relaunch
- Quarterly production capacity reports from The Elmet Group
Timeline
- — The Elmet Group conclut un accord d’achat à long terme de tungstène avec la mine de Hemerdon de Tungsten West (GlobeNewswire)
- — Tungsten West to relaunch Hemerdon mine by early 2027 (Yahoo Finance)
- — Le Département de la Guerre des États-Unis réalise un investissement historique de 450 millions de dollars dans The Elmet Group (GlobeNewswire)
Analysis — what this means
Likely next events
- Tungsten West target for Hemerdon mine relaunch in early 2027
Sectors affected
- Critical minerals mining
- Defense manufacturing
- Metals and mining processing
Regulatory implications
- Increased focus on allied-nation supply chain resilience via critical mineral policy
Historical parallels
- US Department of War $450M investment in Elmet Group (Sept 2026)
Key entities
Sources
- The Elmet Group conclut un accord d’achat à long terme de tungstène avec la mine de Hemerdon de Tungsten West — GlobeNewswire
- Le Département de la Guerre des États-Unis réalise un investissement historique de 450 millions de dollars dans The Elmet Group — GlobeNewswire
- Tungsten West to relaunch Hemerdon mine by early 2027 — Yahoo Finance