what really concerns me as the most important risk factor in 3da's model is the availability of niobium and titanium and other rare earth minerals the business needs.
"Our findings reveal that: (1) Supply constraints on primary products cascade through the middle and downstream trade networks, impacting the final product layer more severely, especially for countries with limited ability to cope with disruptions. (2) China, Malaysia, Brazil, and the United States emerge as crucial risk sources, with their export restrictions potentially triggering a complete collapse of trade networks across all layers. (3) Hidden risk sources include Asian countries like Japan and Korea in the primary product layer, while European nations like the United Kingdom and Germany, despite playing a limited role in upstream disruptions, significantly influence the intermediate and final product layers. These findings underscore the importance of developing feasible systemic risk mitigation strategies, optimizing industrial structures, fostering global cooperation, and ultimately bolstering the robustness and resilience of the global niobium industry chain." ResearchGate link
Ti is a less problematic supply chain: "Major players in the global titanium market, including Australia, South Africa, Canada, and Mozambique, have established themselves as key contributors to its production." AllTiAlloys link. but from where does Perryman's get their raw Ti material?
3DA Price at posting:
25.5¢ Sentiment: Buy Disclosure: Held
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