I think from a macro, risk management point of view a lot of companies will now focus on US, Europe , India, Japan, Korea and South East Asia.
Europe is now in a full blown environmental transition 2020-2030 that cannot be stopped and whilst ceramics may not play a part you can bet that halloysite will. IF US also undertakes such a transition then the demand will become unstoppable.
I think from a macro, risk management point of view a lot of...
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