That's what my research led to, regards supply and demand. Plenty of supply, plus other elements can be used to replace niobium. Tantalum, Vanadium were the ones that got my attention because they are in abundance, although they do attract higher prices than niobium. Go figure! When PLS had tantalum credits people though there was no market for it but sells like hot cakes. I'm waiting to see if they will get funding for this project. If they don't secure a binding off take, then this will literally fall in a hole. Crazy times.
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