Listen to and Read this to understand where things are heading over the next 10 years.
Solar Energy and Battery Storage require both Boron and Lithium. The IRA focusses on development of the full supply chain including domestic production and refining of critical minerals
Dont think about todays shareprice think about it in 2030
https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/energyinnovation/2022/10/10/roughly-28-billion-in-new-clean-energy-manufacturing-investments-announced-since-inflation-reduction-act-passed/amp/
Market Forecasts: Boron, borates and derivatives, page-22
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