who said its cheap and abundant? I would say the cheap stuff is abundant but there are many higher markets, obviously. i agree with the article - theres a shortage coming. But the article also raises a good question then - the company you mention is already operating, that has a product that is ALREADY being sold for $3000 per tonne, that will increase production by 400%, is currently testing for 4N or 5N (perhaps ADN is the only company that can achieve 4N with 1 process with everyone else needing 2, I'll take your word for it) but what if 5N was achieved..? no-one has done that before. Also developing a second kaolin mine in WA.
a quick search indicates they also have a silica resource. They have no halloysite.
one could easily conclude one of the companies is over valued or one is under valued. could it be both?
who said its cheap and abundant? I would say the cheap stuff is...
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