Alkane at the front of the line., page-5

Good to see a sharper focus:

' "China's continuing 'war on pollution' via strict environmental inspections is having far reaching effects on supply of all types of chemicals, including zirconium and rare earths. Reported shortages in availability of zirconium oxychloride (ZOC) have increased delivery times, and raised concerns about ongoing supply."
ZOC prices increased 40% in the first half of 2017. Prices are now over 60% higher compared to the end of last year and are currently $6,700 USD per tonne on a 100% zirconia basis.'

In reality the principal earner, and likely key to finance.