ASN General Discussion, page-19859

I agree the risk is small but the fact is the world is slowly becoming less open. A lot of countries looking to defend mineral supply and develop previously offshored supply chains. I think the risk is worthy to consider that Sunresin may not be available at some point but very unlikely!!! - What everyone says about the life of the resin - I also agree is a mitigant once the plant is operational with resin inside. As I say, not a show stopper but it is a risk. Depends on your appetite as to whether you acknowledge it - most I suspect are deeming it fully mitigated at this point.