high grade steels, potential high end batteries. The latter will be supply driven as there are alternatives.
One company in Brazil with a huge high grade mine is like 85% of the market. If they don't like competitors they just flood the market with cheap material. The low grade Canadian producer gets by on co-products. Interesting to see if WA1 can crack it, will depend on cost to produce ultimately.
high grade steels, potential high end batteries. The latter will...
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