Al $3000/ton x 17M tpa = $50B5N HPA $50,000/ton x 10,000 tpa =...

Al $3000/ton x 17M tpa = $50B
5N HPA $50,000/ton x 10,000 tpa = $500M
Using these values, nobody happy either side, shows the HPA to be 1% of current business.
Perhaps this puts some teeth into your argument "Why they get involved in niche industry?"
Perhaps not.
I know plenty of CEOs would make room for a 1% business bolt-on start-up destined to gain market share in an exponential demand growth industry where your product is proven to have superior carbon content. That 1% bottom line gain is just the low-hanging fruit.
Could be huge for FYI investors; that's the gamble this group of thinkers placed and I don't think you've moved the needle.