I doubt this event will do anything significant to the supply of niobium unless there is a govt-enforced major change in policies. Like for example, a ban on niobium export (why would they?), an introduction of a super profit tax on resources including niobium, or perhaps govt-enforced legislations for part ownership of the big miners like CBMM etc etc.
Anyway we are just a small fish in this rare end of the market so I doubt there’s much we can do, supply of niobium has been constant and prices have been very stable, we’ll just ride a long
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