gip finance poll, page-14

You might have a point Alchemist.

But wouldnt KfW/DEG have a fair idea just how crappy the world economies going to be for the next few years.I take it your alluding to the idea that if the world goes close to depression that there may be little to no demand for tantalum for a FEW years so the ore consumers can rely on their stockpiles and what the little guys are producing atm hence no revenue for big producers.

Kemet's report was very sobering.But then they seem to have beem fairly highly geared with debt.

Id take a fair bet that with these trillions being dumped into the bigger dominating western economies that we may be in for around two years of flat/negative growth.

The other factor is the strategic nature of tantalum and its defence use.In fact it will be interesting to see if they start up a DLA stockpile again.I doubt it,but they might.