@galliumaslan ... you forgot to put the other bit from your link CAGR of 9.92%, meaning an extra 10,000tonnes of niobium needed per year.
Plus of course you are quoting Niobium not Ferroniobium which is the main product and what CBMM can produce 150,000t/an of, after their recent major spend on expanding production.
Even your link had Niobium at 171,000 tonnes by 2029, meaning well over 220,000 tonnes of ferroniobium by then and likely higher prices..
Thanks for proving my points for me....
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