Blackrivered - I have been asking this question, but alas the answer is not forthcoming.
For product requirements above 5mt PA, can anyone point me to A) a need for Oxides purity that can't be filled from China, and B) a mixture for any specific process that can't be supplied from China.
If there is no evidence then it is just more speculation to avoid getting to a realistic valuation.
Blackrivered - I have been asking this question, but alas the...
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