Again pricing remains million dollar question. Let’s put the geopolitics aside, currently CBMM have heavily invested increased processing and R&D which has led to growth. But will they work with China to surpress pricing in order to limit our growth? Or will they see the potential of disruption of the $100B+ battery market, with safer more efficient Nb batteries, plus greater potential for the green steel sector, equating to preferable market conditions for other suppliers to come online?
General discussion, page-8644
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