RE:RE:Presentation - Fall Off Your Chair Strategic BuyerNot sure about this, but this is from August 2023 and multiple SK companies seem to be in JV's with Chinese companies.
No mention of Tungsten or Moly.
The Chinese will import there own raw materials, like Lithium and Nickel, but that does not mean they dont need Tungsten or Moly.
https://www.businesskorea.co.kr/news/articleView.html?idxno=119546