Ann: Corporate Presentation, page-40

what i like is that, unlike most other commodities, there just aren't any viable deposits of this stuff that will be economically able to provide a supply outside of brazil. Like ENR, it seems companies can find some low grade stuff but not the exceptional high grade parts that we have found that make the economics work. So we aren't going to be trying to push this stuff into a busy supply market, it will just be about convincing the demand that we are a good alternative to the brazil/china option - which I don't feel will be very hard if we can make the price reasonably comparable (which our high grade will allow us to do if the mets stack up).