Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases.
The China Nonferrous Metals Industry Association (CNMIA) reports tungsten concentrate production fell in the first five months of 2008. Insiders do not believe the reduced output will put a floor under prices yet.
Sufficient information on the supply, demand and use of critical metals is not easily obtained, and it may not even be possible for a private citizen to obtain all of the necessary information at this time.