# DoW Expands U.S. Tungsten Supply

In October 2026, The Elmet Group disclosed a **$450 million** Department of War investment to expand U.S. tungsten manufacturing and processing, alongside a Defense Logistics Agency tungsten stockpile IDIQ valued at **$2 billion**, with $150 million funded. Elmet says it will not begin DLA stockpile deliveries until sufficient incremental supply is available; the Springer APT plant restart is targeted for the first half of 2029. The disclosed expansion points to potential work in facility upgrades, processing equipment, and dependable domestic tungsten sourcing, while making near-term supply availability a key constraint for the IDIQ.

- The Department of War investment is structured with milestone- and project-spend-based funding tranches, tying the pace of expansion to project progress.
- Contractors and suppliers may find opportunities to support manufacturing capacity, processing, and sourcing agreements; the signal identifies Masan High-Tech Materials, Tungsten West, and EQ Resources in supply-related roles.
- Companies supplying tungsten or related services should assess how the January 1, 2027 sourcing-rule changes cited in the presentation affect their eligibility and sourcing plans; that date is 90 days away.
- DLA deliveries depend on sufficient new supply, and the Springer restart is not targeted until the first half of 2029, so near-term delivery assumptions should account for the stated capacity constraint.

**Jurisdictions:** federal
**Industries:** Defense & Military, Construction & Infrastructure
**Topics:** Contracting Vehicles, Physical Infrastructure
**Published:** October 02, 2026

### Government Entities
- Department of War (DoW)
- Defense Logistics Agency (DLA)

### Vendors
- The Elmet Group Co. (DLA tungsten stockpile IDIQ awardee and recipient of Department of War investment)
- Masan High-Tech Materials (Tungsten supply and processing counterparty under a strategic offtake framework)
- Blue Moon Metals (Springer mine owner and APT joint-venture counterparty)
- Tungsten West (Tungsten concentrate offtake supplier)
- EQ Resources (Tungsten concentrate offtake supplier)

### Sources
- [Elmet Group outlines $450M Department of War investment | ELMT 8-K Filing](https://www.stocktitan.net/sec-filings/ELMT/8-k-elmet-group-co-reports-material-event-2b7408ae2248.html) - Stock Titan