Good summary of the known unknowns ! Trumps problem in this sphere ...is that he hasn't the manufacturing capabilities or capacity in the USA , to supply the urgent demands from critical metals , in this case rare earths and magnets . Few are capable , big enough or advanced enough in the USA to provide SOME supply . One coming on line near term , is E-VAC ( formerly Vacuumschelmze ) E-Vac's South Carolina rare earth magnet factory to get $112 mln IRA-funded tax credit - Fastmarkets New manufactoring plant being built ...I have no idea where they are getting their "product "..but as I understand it , it processes the ready made magnetic material , into magnets ! I assume the magnetic boron strips coming out of ASM's Korean KMP fit that criteria , but that would be a good question to ask ASM . Not thats this is posted here to tie the two companies together anyway. Its just to highlight the point that the USA urgently needs to fill a supply void , where demand for Ex China product is so strong , coming from the USA, Europe and Japan in particular . ASM , through its KMP , expanded KMP or replicated KMP , seems finally well placed to fill some of that void .
ASM Price at posting:
77.5¢ Sentiment: Hold Disclosure: Held
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