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    Largest US tungsten discovery and NASA clash: project economics for mine planners

    August 5, 2026|

    Reviewed by Joe Ashwell

    Largest US tungsten discovery and NASA clash: project economics for mine planners

    First reported on MINING.com

    30 Second Briefing

    A newly identified tungsten deposit at 3 Proton Lithium’s Railroad Valley Minerals project in Nevada hosts an inferred 1.78 million tonnes of tungsten, with an estimated in-situ value of $152 billion, but a NASA-driven federal land withdrawal is blocking exploration on roughly 17 square miles—about one-third of the claims. NASA uses the flat desert site to calibrate satellite instruments and verify signals, and the Bureau of Land Management formally withdrew the area from mining in 2023. Despite FAST‑41 permitting status and tungsten prices up nearly 600% since early 2025, analysts see first production at least five years away even if access is restored.

    Technical Brief

    • Railroad Valley’s inferred 1.78 Mt tungsten resource is over five times larger than the next US deposit.
    • 3 Proton Lithium estimates in-situ metal value at about US$152 billion at current tungsten prices.
    • The flat desert surface is used to calibrate satellite instruments and verify received signal integrity.
    • Bureau of Land Management formalised the mining and exploration withdrawal in 2023 at NASA’s request.
    • Washington is separately weighing up to US$1.6 billion support for a tungsten mine in Kazakhstan to diversify supply.

    Our Take

    With China accounting for about 80% of global tungsten production, the stalled Railroad Valley project in Nevada underscores why US agencies such as the Department of Defence are backing alternative domestic supply routes, as seen in the Guardian Metal Resources tungsten pilot reported on 10 July 2026.

    The estimated US$152 billion in-situ value at Railroad Valley, even if heavily discounted for recovery and capex, would normally justify aggressive development; the fact that a 17-square-mile federal land withdrawal can halt progress signals that aerospace and defence land-use priorities may now rival economics in determining which US tungsten projects advance.

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    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

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