Tungsten Foil's Golden Opportunity: Why U.S. Reshoring is the Next Big Play

The global supply chain is undergoing a seismic shift, and investors who ignore tungsten foil's potential are missing out on a once-in-a-generation opportunity. Let me break it down: U.S. tariffs are driving a manufacturing revolution, and North American companies with high-purity, ultra-thin foil tech are about to cash in. This isn't just about metals—it's about who controls the next generation of tech and medicine. Buckle up.

The Tariff Tsunami: Why China's Dominance is Crumbling

China produces 82% of global tungsten, but the U.S. is hitting back. New tariffs imposed in 2025—up to 25% on imported tungsten plates and rods—are forcing companies to reshore or face crippling costs. The result? A gold rush for U.S. manufacturers like Admat Inc. (ADMT) and American Elements, Inc. (AMEL), which are racing to scale production.

This isn't just about tariffs. It's about sustainability and security. The Pentagon needs tungsten for missiles. Hospitals want it for radiation shields. And Silicon Valley's next-gen chips? They're built on ultra-thin foils. The demand is real—and it's local.

The 3 Companies to Watch Like a Hawk

1. Admat Inc. (ADMT):
2. Why Now? Their 0.005mm ultra-thin foils (thinner than a human hair) are critical for flexible electronics and semiconductors.
3. Edge: U.S.-based production avoids tariffs. Their Texas facility just doubled output.

4. Cramer's Call: Buy the dips below $25. This is a moonshot stock for tech investors.

5. American Elements, Inc. (AMEL):

6. Why Now? They're the go-to for 99.999% pure tungsten foils—the kind used in MRI machines and aerospace parts.
7. Edge: Modular factories let them pivot instantly to meet demand spikes. Their Ohio plant is now tariff-free.

8. Cramer's Call: A $500M market cap? Don't sleep on AMEL. Set a target of $40 by 2030.

9. Plansee SE (PLAN):

10. Why Now? A German titan with U.S. ambitions. Their medical-grade foils are in every top hospital's imaging suite.
11. Edge: Acquired U.S. firm Mi-Tech to bypass tariffs—vertical integration at its finest.
12. Cramer's Call: Buy the ADR (American Depository Receipt) on dips below €80. This is a blue-chip play with a growth kicker.

The Math: Why This Isn't a Fleeting Fad

The numbers scream opportunity. The tungsten foil market is growing at 6.76% annually, hitting $1.46B by 2030. North America's share is soaring, driven by:
- Defense spending: U.S. missile programs need tungsten's heat resistance.
- Sustainability: 70% of tungsten can now be recycled (thanks to German tech)—lower costs = higher margins.
- Tech's thirst: Every 5nm chip needs tungsten foil for heat dissipation.

The Risks? Sure—But the Rewards Are Worth It

• Volatility: Trade wars could shift again.
• Commodity prices: Tungsten's raw material costs could spike.
• Overcapacity: If too many companies chase this, margins might shrink.

But here's why I'm not worried:
- These companies have patents (Admat's thin foil tech is patented).
- The medical and defense sectors are cash cows with long-term contracts.
- Sustainability mandates mean recyclers win—American Elements' closed-loop system is a gold mine.

Time to Bet on Tungsten

This is a sector play, not a one-off stock pick. If you're bullish on tech and manufacturing, load up on:
- ADMT, AMEL, and PLAN (via ADRs).
- The iShares U.S. Basic Materials ETF (IYM) for diversified exposure.

The message is clear: U.S. reshoring isn't just a trend—it's a tsunami. Tungsten foil is the backbone of the future. Don't be left holding the bag when the next tech revolution hits.

Final Cramer Verdict: Tungsten foil stocks are BUY, BUY, BUY. The reshoring train has left the station—jump aboard before it's too late!