well guess what just got added to the Aus critical minerals list....7 hours ago
https://www.industry.gov.au/data-and-publications/2022-critical-minerals-strategy
Silicon
Uses
High-quality silica sand is a raw ingredient for the semiconductors used in electronics, computer processors and photovoltaics.
Markets
The US, Japan and Taiwan are the world’s biggest producers of semiconductors.
Silicon metal is included on the EU’s list of critical minerals.
Daily price prediction thread, page-6536
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