My understanding is that the demand for these metals is already high right now, and the demand/supply issue is further exacerbated by an increasing desire of the West to de-risk from Chinese supply.
If the Chinese account for 90% of oxide to metal refinement/production, and the West wants to derisk its supply chain, surely their is 90% market share right there just waiting to be taken? What am I missing?
The last reason I expected to be given for delays was "we are waiting for end users to ramp up their production i.e. need our products"
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(20min delay)