YC I thought you wanted them to ditch all their other projects and just focus on phosphate. This fluorite project is extremely interesting. The fluorite market took a pounding for a long time as CFC refrigerators were phased out and due to Chinese over-supply. Both of these factors have now worked through the system and demand in the aluminium industry and restricted Chinese supply mean much higher prices going forward.
Equally important is the potential for by-product tungsten, tin, molybednum, and bismuth. The markets for minor metals are extremely volatile in their own right, so the perfect way to produce them is as a by-product to a bulk commodity.
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