텅스텐 가격 14년 만에 최고치 경신하며 세계의 눈이 쏠리는 상동광산

마지막 업데이트, August 7, 2025
작성자: Jake Lee

작성자: Jake Lee

Home » Press Releases » 텅스텐 가격 14년 만에 최고치 경신하며 세계의 눈이 쏠리는 상동광산

텅스텐 가격이 최근 가파르게 상승하고 있다고 알몬티대한중석은 7일 밝혔다. 한국광해광업공단의 한국자원정보서비스에 따르면, 올해 8월 5일 기준 텅스텐 정광 가격은 톤당 194,500위안(약3,700만 원)으로, 지난 2011년 5월의 최고가(158,500위안)를 14년만에 넘어섰다. 특히 2025년 텅스텐 정광 가격은 톤당 143,500위안에서 시작해 7개월여 만에 35.5%나 급등했다. 텅스텐 가격의  상승세는 다른 원자재와 비교할 때 더욱 두드러진다. 런던금속거래소(LME)에 따르면 알루미늄은 2025년 들어 지금까지 1.6% 상승에 그쳤기 때문이다.

텅스텐 가격의 급등 배경에는 우선 글로벌 방위산업의 수요 확대가 있다. 우크라이나-러시아, 이란-이스라엘 전쟁 등 지정학적 위기가 심화되면서, 군수품과 탄약 제조에 필수적인 텅스텐의 수요가 급증하고 있다. 또한 세계 텅스텐 시장의 80% 이상을 장악한 중국이 채굴 쿼터를 축소하면서 글로벌 공급이 위축된 점도 또 다른 핵심 요인으로 작용하고 있다. 중국은 자원 고갈과 환경 보호를 명분으로 매년 채굴 쿼터(총량)를 설정했기 때문에 최근 텅스텐 생산량이 점차 감소하고 있다. 아울러 미국은 전략적 이유로 2027년부터 자국 산업계나 자국과 거래하는 외국 회사의 중국산 텅스텐 사용을 전면적으로 금지했다. 이 역시 최근의 급작스런 텅스텐 수요 증가와 가격 상승에 영향을 미쳤다고 보인다.

한편 파이낸셜타임스(FT)는 머지마켓 데이터 등을 인용해 중국이 지난해에만 10건 이상의 해외 광산을 인수하며 텅스텐을 포함 희귀 금속을 대량 확보했다고 보도했다.

이처럼 세계 시장의 수요 확대와 추가 공급이 불안해질 가능성, 텅스텐 공급망의 중국 의존도를 줄이려는 서방의 전략과 맞물리면서 올해 안에 상동광산의 선광장 건설을 마무리 짓고 텅스텐 정광 생산에 나설 알몬티대한중석에 대한 국제시장의 기대감도 커지고 있다. 그 결과 알몬티대한중석의 모회사인 알몬티 인더스트리즈의 독일, 호주 증시에 상장된 주식은 물론 토론토에 상장된 주식은 지난 1년여 사이 10배 가까이 급등했고 지난 14일 뉴욕의 나스닥에도 주당 4.5달러에 2천만주를 추가로 상장시켰다. 나스닥의 알몬티 인더스트리즈 주가는 7일 기준 4.13달러에 거래되고 있다.

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About Almonty

Almonty (NASDAQ: ALM) (TSX: AII) (ASX: AII) (FSE: ALI1) is a leading supplier of conflict free tungsten – a strategic metal critical to the defense and advanced technology sectors. As geopolitical tensions heighten, tungsten has become essential for armor, munitions, and electronics manufacturing. Almonty’s flagship Sangdong Tungsten Mine in South Korea, historically one of the world’s largest and highest-grade tungsten deposits, is expected to supply over 80% of global non-China tungsten production upon reaching full capacity, directly addressing critical supply vulnerabilities highlighted by recent U.S. defense procurement bans and export restrictions by China. With established operations in Portugal and additional projects in Spain, Almonty is strategically aligned to meet rapidly rising demand from Western allies committed to supply-chain security and defense readiness. To learn more, please visit almonty.com.

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Although Almonty has attempted to identify important factors that could cause actual results, level of activity, performance or achievements to differ materially from those contained in forward-looking statements, there may be other factors that cause results, level of activity, performance or achievements not to be as anticipated, estimated or intended. There can be no assurance that forward-looking statements will prove to be accurate and even if events or results described in the forward-looking statements are realized or substantially realized, there can be no assurance that they will have the expected consequences to, or effects on, Almonty. Accordingly, readers should not place undue reliance on forward-looking statements and are cautioned that actual outcomes may vary.

Investors are cautioned against attributing undue certainty to forward-looking statements. Almonty cautions that the foregoing list of material factors is not exhaustive. When relying on Almonty’s forward-looking statements and information to make decisions, investors and others should carefully consider the foregoing factors and other uncertainties and potential events. Almonty has also assumed that material factors will not cause any forward-looking statements and information to differ materially from actual results or events. However, the list of these factors is not exhaustive and is subject to change and there can be no assurance that such assumptions will reflect the actual outcome of such items or factors.

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For further information, please contact:

Lewis Black
Chairman, President and CEO
Telephone: +1 647-438-9766
Email: info@almonty.com

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